Russia and its leader Vladimir Putin have been thrust into the the forefront of the news lately. David Thornton, a former manager of an East European investment fund, reflects on his experience of both the country and the man.
Stocks: the MoneyWeek view
July 2014: Be very, very careful Stocks are getting pricey - choose carefully. Japan, still reasonably valued, is our favourite developed market. Emerging markets outperformed between April and June 2014, and the gap between the forward p/e ratio in developing and developed stocks is at an eight-year high.
• See our view on all the major asset classes here.
In a hugely significant development, emerging markets are mounting a serious challenge to the West’s financial institutions. Bengt Saelensminde explains what it could mean for you.
It’s not hard to see why the company’s shares have been battered, says Phil Oakley. Buy for the shares could stage a comeback.
Tesco may be making changes at the top, but the supermarket giant will struggle to return to its glory days, says Ed Bowsher.
Big corporations are extremely adept at exploiting the tax system to boost their profits. But a backlash is brewing, especially in the US. That could be bad news for investors, says Matthew Partridge.
India’s growth potential is huge. And if new prime minister Narendra Modi can tap into it, this fund stands to profit.
Is the rapid rise of obscure social networking website Cynk a sign that tech stocks are in a bubble?
Reynolds and Lorillard, America’s second and third-biggest tobacco companies, have agreed to merge.
Two years ago, James McKeigue was hugely enthusiastic about Peru’s infrastructure plans. But the stock he picked tanked. Here, he looks at what went wrong.
More and more people are getting nervous about the markets. But despite all the jitters, now is a pretty good time to be investing in the FTSE 100, says Bengt Saelensminde.
Star fund manager Neil Woodford recently revealed that of his top ten holdings, three are tobacco stocks. But that doesn’t mean you should follow his lead. Ed Bowsher explains why.
Spending it: travel
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