Share tips: Changing fortunes for ceramics player

If China opens the monetary floodgates, says Paul Hill - this ceramics and advanced materials maker will be first in line to profit.

Morgan Cruciblehas been marked down unfairly by the stockmarket. It is a global player in ceramics and advanced materials whose products range from medical instruments, to aerospace and power generation equipment and systems for body armour, trains and fire protection.

Its main challenges arein China, where revenues fell in the first half. However, its fortunes could be about to change. Mining giant Rio Tinto has predicted a rebound in Chinese demand in the fourth quarter, with falling inflation providing the necessary backdrop for Beijing to further boost the economy, although I appreciate that most of the MoneyWeek team does not share the miner's optimism.

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Paul gained a degree in electrical engineering and went on to qualify as a chartered management accountant. He has extensive corporate finance and investment experience and is a member of the Securities Institute.

Over the past 16 years Paul has held top-level financial management and M&A roles for blue-chip companies such as O2, GKN and Unilever. He is now director of his own capital investment and consultancy firm, PMH Capital Limited.

Paul is an expert at analysing companies in new, fast-growing markets, and is an extremely shrewd stock-picker.