|
|
 |
Global economic
|
|
| Sheer capitalism reveals a Bear’s tender spot |
| By Justin Urquhart Stewart on 15/09/2008 10:59 |
| In the good old days Russia would not have had this problem. If you had trouble with a tiresome neighbour or a stroppy ally, you could always go in and park your tanks on their lawn, and frankly there was little anyone could do apart from bleat and protest for a while. |
|
|
|
| Oriental Discounts |
| By Justin Urquhart Stewart on 08/09/2008 16:51 |
| “Its growth Jim, but not as we know it” would be the Trekkie’s description of what has been happening in Asia. Asian stock markets, excluding Japan, have for the most part been the darlings of the equity investment world over the past few years. |
|
|
|
| Indebted UK |
| By Justin Urquhart Stewart on 01/09/2008 15:38 |
| If there is one area where we have managed to beat our American cousins in a league table it would appear to be with our accumulation of debt – unsecured personal debt. |
|
|
|
| The Fine Discipline of Chess |
| By Justin Urquhart Stewart on 26/08/2008 09:57 |
|
Well that serves me right! Take a couple of weeks holiday and look what happens – oil pulls back 8.2%, the $ rises and the £ falls back 4.4% against it, and then to cap it all the Bear starts beating up the Georgians. In just a fortnight the world seems to have taken on a different hue. |
|
|
|
| Going for Gold |
| By Justin Urquhart Stewart on 18/08/2008 12:40 |
| Four years, some twenty billion pounds, several ‘Free Tibet’ protestors, and a visually modified opening ceremony later, the games finally got underway at the Beijing Olympics 2008. |
|
|
|
| Lower gilt yields should help high yielding UK equities |
| By Mike Lenhoff on 15/08/2008 11:05 |
| What was significant about this week’s UK inflation figures, which were higher than expected, was the response of the gilt market. Yields all round continued to fall. Index-linked have now recovered all the ground they lost last month and conventionals are continuing to rebound. |
|
|
|
| In the long term...? |
| By Justin Urquhart Stewart on 14/07/2008 17:08 |
|
Shares give you one of the best returns in the long term – well that’s what we are all told. After all if you had invested in March 1998 in the FTSE 100 at 5442, you would after ten years of equity growth, have reached the towering level of – oh – 5442!
|
|
|
|
| Dow Jones tumbles yet again… |
| By Sandy Jadeja on 27/06/2008 12:08 |
|
After failing to hold the support level of 12208 – 12111 the Dow Jones index tumbled lower to lose -464 points.The trigger came through when the index broke below 12076 and very quickly saw the bears take control again to drive stocks lower just when traders thought we were on the verge of a rally. |
|
|
|
| Currency Conundrums |
| By Justin Urquhart Stewart on 20/05/2008 11:14 |
| So the Dollar is doomed? Despite the recent rally, if you were to believe by far and away the majority of commentaries one could easily assume that the great greenback is doomed to yet further falls. |
|
|
|
| Equity Markets Gain as Flight to Quality Abates! |
| By Mike Lenhoff on 28/04/2008 11:55 |
| The chart shows the yield spread on below investment grade US corporate debt (solid line) as well as the ratio (dotted line) of upgrades to downgrades in the consensus earnings estimates for the S&P 500 - in this case, the 12-month forward earnings estimates. |
|
|
|
| The Credit Crunch |
| By Trading Post on 04/04/2008 09:15 |
| This week on Trading Post, Matthew Lynn and his guests discuss one of the big issues facing the financial markets. |
|
|
|
| Nuclear energy |
| By Merryn Somerset Webb on 27/03/2008 12:35 |
| THERE’S much talk these days about how everything from solar energy to wave energy and giant offshore wind farms are “the future”. And maybe they are. |
|
|
|
| Sunshine and Roses |
| By Justin Urquhart Stewart on 03/03/2008 12:34 |
| Here at the headquarters of Seven Investment Management, we in the investment management team are renowned for our rather pessimistic economic views and are affectionately called the ‘doom and gloom corner’. |
|
|
|
| Warren Buffett’s test of health |
| By Merryn Somerset Webb on 26/02/2008 15:34 |
| FOR someone who’s frequently and accurately cited as one of the world’s greatest investors and hailed as a guru by millions, Warren Buffett hasn’t exactly been splashing his cash about over the past few years. |
|
|
|
| I’m nuts about Brazil |
| By Merryn Somerset Webb on 19/02/2008 12:34 |
| These days everyone wants a piece of Britain. Hedge fund managers and bonus-rich bankers have long sought status in owning hobby farms, but now that soft commodity prices – from wheat to meat – are soaring, big commercial farmers from Denmark and Ireland are getting in on the game too. |
|
|
|
| There will be blood |
| By Justin Urquhart Stewart on 18/02/2008 11:37 |
| What an apt title – this recently released film about an early rapacious American oil magnate has provided a most pertinent title for some comments this week. |
|
|
|
| Electricity supply is a real power struggle |
| By Merryn Somerset Webb on 11/02/2008 16:59 |
| IMAGINE living near the sea, where the weather is nice all year round, where a four-bed-room house with a lovely garden and direct beach access costs you a mere £100,000 and where the kind of cash that buys you a few hours baby-sitting in Britain gets you a full-time housekeeper. Sounds nice, right? |
|
|
|
| Xīn Nián Hǎo! – Happy Rat |
| By Justin Urquhart Stewart on 11/02/2008 11:49 |
| For my Chinese cousins 8 is a very lucky number and thus this year should be one of good joss, but so far the outlook would appear far from positive – in fact more like a 4. |
|
|
|
| FCUK - French Correction UK! |
| By Justin Urquhart Stewart on 28/01/2008 12:04 |
| Justin Urquhart Stewart in his previous columns has consistently pointed out the poor handling of the Northern Rock crisis. Nothing demonstrates this better than the events of this week in which another banking crisis was narrowly averted in France but handled in a slick and efficient manner. |
|
|
|
| Is recession in 2008 now inevitable? |
| By John Clarke on 16/01/2008 15:36 |
| The deepening crisis in the credit markets and the “implosion” of the US real estate sector have convinced many commentators that a recession is now inevitable in the US in 2008. |
|
|
|
| Your pound in a pickle |
| By Merryn Somerset Webb on 08/01/2008 17:58 |
| IN November and December last year it was all but impossible to turn to the feature pages of the papers without reading about the joys of shopping in America. |
|
|
|
| Beware of Eastern Promise |
| By Justin Urquhart Stewart on 07/01/2008 13:04 |
| I am not sure when I can last remember such a headline before - but the bold strap line of “Singapore suffers economic growth slowdown” is not one to be seen very often. |
|
|
|
| Winning with Africa |
| By Merryn Somerset Webb on 23/12/2007 17:54 |
| THIS is a tricky time of year for anyone who writes about money - the time to flick through the year’s columns and admit what went wrong and why. But let’s start with what went right. |
|
|
|
| Volatility is a bear market signal |
| By David Schwartz on 06/12/2007 11:36 |
|
The FTSE-100 turned in a sizzling gain of 178 points on December 5. It may seem odd to issue a bear market warning immediately after such a spurt. But huge inter-day price swings of recent weeks warn UK investors to proceed with caution. |
|
|
|
| When In A Maelstrom |
| By Justin Urquhart Stewart on 26/11/2007 09:30 |
| It is difficult to achieve any form of perspective when sitting in the midst of a maelstrom; it is thus all the more important to check the charts to see through the day to day short term buffeting of a financial storm. |
|
|
|
| Avoid City rip-offs |
| By Merryn Somerset Webb on 12/11/2007 12:24 |
| WORKING in the City is mostly boring. Analysts fiddle with balance sheets, wondering what might happen if you moved a number here or there; brokers tell clients much the same stories about the same stocks every day; fund managers buy and sell the same stocks as they go up and down; and traders do much the same – just faster. Apart from the money, not many of these jobs have a lot going for them. |
|
|
|
| Police Caution |
| By Richard Hunter on 09/11/2007 15:50 |
| In deciding to maintain interest rates – for the moment – at 5.75%, the Monetary Policy Committee has clearly indicated that the current economic situation is a complex one to call. |
|
|
|
| The trouble with India |
| By Merryn Somerset Webb on 25/10/2007 17:24 |
| I’VE been going on about the risks of investing in property for far too long now, but I’m no longer such a lone voice. The Money section is filled with bad news this week. |
|
|
|
| Land of the rising stock |
| By Merryn Somerset Webb on 18/10/2007 13:07 |
| I STARTED suggesting that investors buy into Japan in early 2004. Nothing happened for a while, but at the end of that year it started to look like a brilliant call. |
|
|
|
| Jaws is Rampant |
| By Bobby Rakhit on 17/09/2007 16:30 |
| The credit shark is swimming rampant and is ready to pounce on any signs of weakness. |
|
|
|
| Go east for growth! |
| By Investors Chronicle on 14/09/2007 10:43 |
| In this week's programme, we look at how the turmoil in the credit markets is likely to make the mid caps under perform their blue chip rivals. |
|
|
|
| Chaos in credit markets |
| By John Clarke on 29/08/2007 00:00 |
| Evidence that the problems in the US subprime mortgage market were spreading to other parts of the economy have taken their toll on world equity markets over the past month or so. |
|
|
|
| Bad news ahead... |
| By Sandy Jadeja on 28/08/2007 00:00 |
|
The Dow Jones Index is setting up its final stage for another big move. The question is – which way. |
|
|
|
| Pride before the Fall |
| By Justin Urquhart Stewart on 20/08/2007 09:47 |
| Only a few weeks ago, and quite justifiably, some of the attitudes and behaviour of certain investment participants could have been described as arrogant – they were hugely successful as they headed off for their Summer holidays, basking in the knowledge that they had made all the right investment decisions. |
|
|
|