David C Stevenson has been cautiously bullish on emerging markets since the end of last year. Now it seems that more mainstream investors are coming around too. Here, he picks the best funds to buy.
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.
The FTSE 100 was virtually unchanged yesterday, adding just three points to close at 6,798.
With Russia and its leader Vladimir Putin in the news, David Thornton, former manager of an East European investment fund, reflects on his experience of the country and the man.
Traditional stock market trackers can leave you exposed to bubbles, says Paul Amery. But there is a better way to track indices.
By only buying London-listed stocks, you could be missing out. Cris Sholto Heaton answers three frequently asked questions about buying foreign shares.
Swedish retail giant Ikea is about to set up shop in Indonesia. Lars Henriksson explains why that’s great news for investors, and how you could profit.
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?
Spending it: travel
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