magazine archive
magazine archive
Feature
5G revolution: How to invest in the new era of communications
Thursday 06 Aug 2020Imagine if you were to jump straight from bashing the keys on a typewriter one day, to using the latest laptop the next. The speed and ease would undeniably improve your workday, and make you a significantly more productive, efficient and happy person. With 5G adoption we are on the cusp of a...
Why growth and income are both big in Japan
Thursday 30 Jul 2020Although the Japanese economy and its corporates haven’t escaped the effects of coronavirus, the number of COVID-19 cases has been relatively contained in Japan and the government has not had to resort to the extreme lockdown measures seen elsewhere. This likely explains why the Japanese stock...
Protect your portfolio from the next downturn
Thursday 30 Jul 2020In recent weeks US indices have traded higher than at the start of the year, almost as if a global pandemic never happened. A few other markets have recovered nearly all of this year’s lost territory, such as Germany’s DAX index. Markets are forward looking and are now eyeing the prospects for...
Emerging markets: Views from the experts
Thursday 30 Jul 20201. Geopolitical risk returned to the forefront as border tensions between China and India heightened, with the latter imposing economic measures including banning 50 Chinese apps and cancelling government contracts with Chinese contractors. While geopolitical headlines relating to China have...
The growth of China’s consumer economy
Thursday 30 Jul 2020In the last decade or more the Chinese economy has undergone a significant transition as it moves away from an infrastructure-driven and export-reliant economy to one fired by domestic consumption. This change can be tracked by looking at how the country’s current account surplus has moved to a...
Tech stock mania: everyone wants a slice of the digital world
Thursday 23 Jul 2020Investors have been piling into technology stocks this year in volumes not seen since the dotcom bubble of 1999/2000. Things did not work out very well for investors back then, so it is quite reasonable to ponder whether we are headed for a similarly disastrous outcome. Managing to limit losses...
20 small caps where analysts are upgrading earnings forecasts
Thursday 23 Jul 2020Small caps may have fallen further than large caps in March, with the FTSE Small Cap index losing 40% in value from the highs compared with 35% for the FTSE 350. But contrary to popular perception they have recouped more of the losses and are down 15% year-to-date compared with 18% for the FTSE 350...
The reasons why inflation could make a comeback
Thursday 23 Jul 2020In its latest report on 14 July the UK’s Office for Budget Responsibility (OBR) said the country is on track for the largest decline in gross domestic product ( GDP ) for 300 years with a 2020 contraction of 12.7%. GDP is a measure of the total value of goods and services in the economy. It says...
What a looming UK jobs crisis means for stocks
Thursday 16 Jul 2020The UK is on the cusp of a serious unemployment crisis. In recent weeks thousands more job cuts have been announced by major employers and the real pain is probably still to come with the conclusion of the furlough scheme in October. Widespread unemployment, expected to hit levels not seen since at...
Ethical investing 1: Boohoo 0
Thursday 16 Jul 2020Shares in once high-flying Boohoo ( BOO:AIM ) have fallen by 44% so far in July with professional fund managers and retail investors losing patience with the online fashion group’s poor ESG (environmental, social and governance) practices. Shares believes the Boohoo blow-up sets a precedent for how...