magazine archive
magazine archive
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Why companies which can lower the cost of doing business are well positioned
Thursday 04 Aug 2022Few companies have escaped the impact of higher inflation, whether in the form of higher raw material and energy costs or increased labour and transportation expenses. Even if central banks manage to eventually cool inflation, it seems more likely than not to remain elevated for some time. This...
Why Johnnie Walker-owner Diageo is a wonderful stock to own
Thursday 28 Jul 2022Shares in premium drinks maker Diageo ( DGE ) are down 8% year-to-date amid worries over a global recession and soaring raw material costs. Also weighing on the price have been fears that drinkers might trade down to cheaper beverages as inflation squeezes consumer budgets, at least in the short...
Find out which sectors in emerging markets are the cheapest
Thursday 28 Jul 2022A combination of factors, including a strong US dollar, have held back emerging markets in the first half of 2022. For several reasons a stronger dollar is not typically good news for emerging markets. When the US currency strengthens, money invested in other parts of the world, including...
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...