magazine archive
magazine archive
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Emerging markets: Views from the experts
Thursday 28 Jul 20221. Chinese equities , as represented by the MSCI China index, rebounded from May 2022 lows on optimism the economy should rebound as Covid-19 restrictions are eased. China’s closed-loop system for factories has helped to partially mitigate the negative consequences of restrictions on movement. This...
Tesla’s undoubted progress still unlikely to change the minds of fans or sceptics
Thursday 28 Jul 2022Elon Musk has a lot on his plate these days. What with tangling with Twitter (TWTR:NYSE) over spambots, sending Starlink satellites into space and crusading on free speech. Yet the industrious entrepreneur’s primary passion project remains Tesla (TSLA:NASDAQ) , and building it into the world’s most...
Inflation is the worst over? Why we may soon get relief from rising prices
Thursday 28 Jul 2022Inflation is running at 40-year highs with June consumer prices increasing by more than 9% year-on-year on both sides of the Atlantic. Unsurprisingly it continues to grab headlines and keeps investors’ attention firmly fixed on central bank interest rate rises designed to cool the economy. Supply...
Why Compass shares have beaten the FTSE 100 index this year
Thursday 21 Jul 2022With all the gloomy headlines about rising interest rates, rising energy prices and a risk of recession it’s easy to overlook the fact some companies are doing very nicely for themselves. Take FTSE 100 food service company Compass Group ( CPG ) , whose shares are up 10% this year at £18.20, their...
The risks of getting sucked into high yielding motor insurers
Thursday 21 Jul 2022Shares in motor insurance group Sabre ( SBRE ) and Direct Line ( DLG ) both slumped heavily on profit warnings on 14 July and 18 July respectively. This has led to selling across the wider peer group and has pushed dividend yields to double-digit levels in some cases. However, there are big risks...
Vietnam still looks one of the most attractive markets for investors
Thursday 21 Jul 2022The Vietnamese market still looks an attractive destination for investment despite the risks hovering around the wider region. International investors in Asia-Pacific and emerging markets in general have been put on high alert after widespread civil unrest in Sri Lanka which culminated in the...
Let down by banking shares: Why they haven’t done better despite rates rising
Thursday 21 Jul 2022Rising interest rates are typically good news for banks and recent results have been encouraging but UK banking stocks have singularly failed to deliver so far in 2022. This reflects their close ties to the UK economy amid concerns of a possible recession – something which is neatly illustrated by...
Worried about recession? These top tips should help keep your investments on track
Thursday 14 Jul 2022It is becoming increasingly likely that major economies around the globe will plunge into a full-blown recession this year, the UK included. Analysts and economists fear the global economy’s growth momentum will grind to a halt as central banks continue to raise interest rates in a desperate...
Sell-off creates perfect opportunity to buy Japanese funds and trusts
Thursday 14 Jul 2022Long-term investors in Japanese shares have endured several false dawns since the country’s Nikkei 225 stock index peaked at above 38,900 points in 1989. At the time of writing, the Nikkei 225 sits at the 26,393 mark, about 15% off its autumn 2021 one-year peak of 30,670 and down 9.9% year-to-date...
Free Haleon shares for Glaxo investors: when it happens and what to expect
Thursday 07 Jul 2022Shareholders in pharmaceutical company GSK ( GSK ) – also known as Glaxo or GlaxoSmithKline – have a big decision to make later in July when potentially 25% to 35% of the value of their investment will be handed back to them in the form of new shares in GSK’s consumer healthcare unit, Haleon...