The Companies and Markets show: Centrica, luxury goods, SJP and GSK
Investors' Chronicle
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Centrica's Supernormal Profits and Growth Potential
National Grid was a company that we include in our ideas section. I think the strength in the National Grid story is that they're now half of the businesses focused on North America and the Eastern Seaboard. In that sense, it's good. And also, you've got the inflation reduction act in the US, which is this huge potential tailwind to the investments there.
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