Early 2013 was a bad time for investors in emerging markets. But since then, they’ve been on a roll, says Lars Henriksson. And here’s the proof.
Stocks: the MoneyWeek view
August 2014: Japan is reasonable The exuberance in global equities is looking increasingly irrational, but Japan still looks reasonably priced. With Abenomics on track, the Nikkei should have further to go. Emerging markets have been rallying - the Philippines, Indonesia and Brazil are among our favourites.
• See our view on all the major asset classes here.
The FTSE 100 rose six points in yesterday’s trading to close at 6,825.
America’s S&P 500 has crossed the 2,000 mark against a backdrop of uncertainty.
Spending a billion dollars on a ‘YouTube for gamers’ is an awful lot of money, says Ed Bowsher. But it could end up being a very smart move.
Political uncertainty is a big red flag, but if you’re still bullish, avoid individual Russian equities and plump for a passive fund instead, says David C Stevenson.
European economies may well go into terminal decline, says Matthew Lynn. But that’s no reason for investors to panic.
President Enrique Peña Nieto has reformed Mexico’s energy industry. James McKeigue explains why that’s great news for investors.
Emerging-market stocks are among the first to be cast off when investors turn fearful. But Ed Bowsher explains why it would be a mistake to turn your back on China.
Foreign investors have been piling into Korean stocks in the expectation of bigger payouts to shareholders.
The stock market is a great way for companies to raise cash, says David Thornton. But for the real tiddlers, it’s not always the best solution.
China’s recent stock-market rally is showing no signs of abating. Ed Bowsher tips the best funds to buy now.
Young people born in the years leading up to the Millennium are changing the face of Asia, says Lars Henriksson. That’s creating exciting opportunities for investors.
Spending it: travel
FREE investment email
In under 3 minutes a day you too can become a savvy investor. MoneyMorning is our free daily investment email. With MoneyWeeks top writers contributing, a must have for any serious investor.