Monday Papers: tips and comment

Comment on Sainsbury, Timestrip, Cantono and DSG.

FT Lex Column:

* European earnings -- aggregate European earnings are still expected to grow by 6% in 2008, and accelerate again by 10% in 2009

* Outwardly mobile -- there are obvious reasons why South Africa' second largest mobile phone operator would welcome interest from Vodafone. But the UK operator has good reasons to hold back

* Valuation fashions -- it is hard to think of analytical approaches that are more penal and less adept at capturing long-term prospects than the stark analytical trend to treat banks harshly

Other comment:

* Banks are starting to find buyers for mortgage securities (p.16)

* Interview Alexandre Gaydamak, owner of Portsmouth FC (p.20)

* Ben Verwaayen bows out before BT's £10 billion connection (p.24)

* Interview Nicola Pease of JO Hambro Capital Management (p.25)

* Close Bros chief executive Colin Keogh ready to take advantage of a downturn (p.26)

FTfm:

* Applying new rules to pension schemes could be the 'nail in their coffin' (p.1)

* UK pension schemes say trustees are harder to recruit (p.2)

* Biotech outflows belie industry hype (p.3)

* Face to face with Willie Watt, chief of Martin Currie (p.4)

* Active managers, are they worth it? (p.6)

* Fund focus: Fidelity Funds Emerging Markets (p.16)

THE TIMES

* Disenchanted companies turn their backs on Royal Mail

* Monday Manifesto: Greg Fleming, president and chief operating officer Merrill Lynch

DAILY TELEGRAPH

* Gordon Brown should consider his positive as prime minister after a series of disastrous poll results, according to Lord Levy

* Comment: Monetary Policy Committee should take the risk and carry on cutting rates

* Interview Paul Bulcke, new head of Nestle

* Mortice joins up, but few investors will find it a good fit

* Profile Roy Stanley, chairman of Tanfield

THE INDEPENDENT

Small Talk:

* KSK Emerging India Energy Fund aims to raise $500 million -- Timestrip provides food for thought -- Cantono moving towards a brighter future

Other comment:

* Investment banks turn to Africa in effort to boost flagging profits

* Can Sainsbury's weather the gathering storm?

THE GUARDIAN

* MPs set to back new embryo research laws

* Government understood to be preparing revised corporate tax rules

* Thomson Reuters staff fret over where and how the axe will fall

DAILY MAIL

* Mail's cost of living index shows food inflation soaring to 19%

* Delta II free to return for another look at Sainsbury

DAILY EXPRESS

*Investment Analyst:

* Bite the bullett, higher prices are here to stay

AIM Market:

* Chariot Oil and Gas -- KSK Emerging India Energy Fund

Other comment:

* Tax burden has risen by 51% under Labour

* Besieged DSG International boss to set out recovery plans.