Emerging markets haven’t done too well lately. But there are still plenty of opportunities out there, says Ed Bowsher. You just have to be picky.
Stocks: the MoneyWeek view
December 2013: A massive bubble? Stocks are in a huge speculative bubble, with the US looking particularly extreme. Drip-feed money into cheap markets. Europe is one such market; Japan also remains promising. China, too, looks a good bet. We also like Vietnam, the Philippines, and Mexico.
See our view on all the major asset classes here.
Markets saw further falls yesterday. The FTSE 100 slipped 0.2% to close at 6,507.
A push for reform in China will give a huge boost to stocks, says David C Stevenson.
Japanese stocks have had a very good run over the past year. But the market is still cheap. Ed Bowsher looks at how to buy in.
The latest sign that the American stock market is getting frothy is the ‘busted lock-in’. Ed Bowsher explains what it is, and what it means for US stocks.
Thanks to economic reforms, Mexico’s potential growth rate, or ‘economic speed limit’, looks likely to rise.
It’s becoming increasingly difficult to ignore signs of irrational exuberance in US stock markets.
Asset allocation is at least as important as individual share selection. So where should you be putting your money? We give our monthly view on the major asset classes.
A “people’s coup” declared by Thailand’s opposition Democrat Party stormed the premier’s office.
Ed Bowsher explains when it makes sense to buy ‘expensive’ shares, and highlights two companies that could prove to be very decent investments.
Singapore has ambitious plans to redevelop the island into a world-leading city. Lars Henriksson explains how patient investors could profit.
This beaten up pawnbroker may look like a great recovery play, says Bengt Saelensminde – but there could be a sting in the tail for ordinary investors.
Spending it: travel
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