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Steve Davies says shares in some of his UK-focused stocks could rally 50% in two years after taking a big hit from the Brexit vote.
Miners top FTSE 100 as dollar falls after Fed holds fire on interest rate rise and investors remain sceptical it can deliver hike this year.
Banks rise to top of FTSE 100 as more stimulus efforts from Japan buoy risky assets globally.
New clothes collection sparks clamour for Burberry shares while signs of turnaround at Tesco encourage investors.
FTSE 100 makes up all of last week's lost ground, led by miners and oil stocks as investors bet against US interest rate rise.
Royal Bank of Scotland and other financials dragged the FTSE 100 lower after a massive fine for Deutsche Bank in the US.
Morrisons shoots to the top of the FTSE 100 as supermarket's recovery continues and Next slides on fall in half-year profits.
FTSE 100 narrowly breaks three-day losing streak as economic data from China boosts mining shares.
FTSE 100 slips on anxiety over health of Democratic presidential candidate Hillary Clinton and fear of US interest rate rise.
FTSE 100 falls but banks rise amid investor relief eurozone interest rates won't be falling any lower for now.