magazine archive
magazine archive
Feature
Why China really needs its tech sector if it is to flourish
Thursday 27 Apr 2023To take on the challenges of improving productivity, living standards and transitioning away from fossil fuels China will need a thriving tech space. Beijing seems to have walked back some of its crackdown on the sector while the likes of Alibaba (BABA:NYSE) have announced plans to break up their...
Emerging markets: US green spending, Chinese tech and a banks crisis
Thursday 27 Apr 20231. Implications of liquidity crisis in selected developed market banks. The liquidity crisis impacting selected developed market banks has unnerved emerging market investors. In our view, the risk of contagion to emerging market banks appears low given higher capital levels and tighter regulation...
Don’t hang around – 5 investment trusts that won’t stay this cheap for long
Thursday 20 Apr 2023UK investment trusts are trading at the widest discount seen since the 2007/8 financial crisis, according to recent research from Numis and Winterflood. Against a backdrop of weak investor sentiment, the sector weighted average discount widened from 2.3% at the start of 2022 to 16.4% by the end of...
How you can buy the market with less risk than the index
Thursday 20 Apr 2023While we are reminded regularly of the need to diversify our investments and not have too much exposure to one area (say the US) or one sector (say technology), most people are quite happy to buy an index ‘tracker’ fund without a second thought to how they are constructed or whether they might also...
Hunting for companies which look cheap against their cash flow
Thursday 13 Apr 2023Given profit can be subject to alterations and adjustments and presented in a flattering light, trying to find value purely based on the ratio between a company’s share price and earnings per share can trip you up. A solution is to look at firm’s cash flow instead. It is best practice to look at...
Sweet sound of dividends: how to find quality sources of income
Thursday 13 Apr 2023The cost-of-living crisis, job insecurity and uncertain economic conditions mean people are eager to find investments that pay a dependable stream of income. The aim is to find something that can deliver sustained growth in the dividend each year and for the capital value to also grow over time...
Investors hope for brighter future with cannabis stocks after two years of pain
Thursday 13 Apr 2023Cannabis stocks have been through the classic stages of the hype cycle – rallying on expectations for big things and crashing as they don’t live up to earlier promises. Many investors have lost interest but some are still holding out for a rebound thanks to pockets of positive news. A good example...
Five cheap stocks to buy now
Thursday 06 Apr 2023One way to reduce the risks associated with less forgiving markets is to ensure you buy companies at the right valuation. With this in mind Shares has conducted a screening exercise of the market to identify stocks which in our view are too cheap and therefore represent attractive investment...
TUI: How its €1.8 billion rights issue works and options for shareholders
Thursday 06 Apr 2023Travel operator TUI ( TUI ) has announced a €1.8 billion fundraising to help reduce a hefty debt pile accumulated during the pandemic. Known as a ‘rights issue’, the exercise involves shareholders making the decision whether or not to buy discounted shares in the group. As is the case for most...
Three top picks from a leading fund manager adept at stress-testing his investments
Thursday 06 Apr 2023Ken Wotton, manager of Strategic Equity Capital (SEC) , reveals how he chooses which stocks to invest in and how he continually reviews his portfolio to ensure it is suited to market conditions. Importantly, and by design, the businesses in our portfolios share certain characteristics centred...