The end of the long-running bull market in equities is near, says Dominic Frisby. Investors should turn to “late-cycle assets” – mining stocks and emerging markets.
If US growth remains strong, that will benefit exporters to the US, reckons Templeton’s Mark Mobius.
Serial defaulter Argentina has issued a 100-year bond. Investors beware, says John Stepek. It’s the sort of thing you can only get away with at the top of the market.
Prime Minister Narendra Modi’s government is set to dramatically reshape India’s economy.
Mark Mobius, executive chairman of Templeton Emerging Markets Group, thinks consumer-facing stocks are emerging markets’ best buys.
King Salman of Saudi Arabia has “ousted” his nephew as crown prince and replaced him with his favourite son, Mohammed bin Salman.
Economic basket-case and serial defaulter Argentina has issued a 100-year bond. But who on earth would buy it?
Turkey is heading for default, says Jonathan Compton, and the resulting global domino effect should not be underestimated. Investors should stand clear.
The rise of China has supported Australia’s 26 years of constant economic growth.
Latin America is putting its violent past behind it, and is poised to ride the wave of a global tourism boom. Invest now to reap the rewards, says James McKeigue.
You wouldn’t think a Chinese chemical maker and a talking tom cat would have much in common. And you’d be right.