Latest articles by Alex Rankine
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Eurozone’s stocks struggle
The eurozone is stagnating while US GDP soars.
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Lithium goes from boom to bust
There are signs of an oversupply of lithium – the metal used for EV batteries.
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Crypto is “Monopoly money”
FTX won't be the last crypto scandal, because cryptocurrencies mirror the worst aspects of the finance industry.
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Vietnam, Asia’s new tiger economy, is roaring. Investors take note.
Just two decades ago, Vietnam was one of the world’s poorest nations. Now it is a thriving regional hub with ample scope for further rapid development.
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8 ways to profit from Japan’s recovery
Corporate reform, normalising monetary policy and cheap valuations make Japanese equities a top long-term bet, says Alex Rankine.
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America is in deep denial over debt
The downgrade in America’s credit rating was much criticised by the US government, says Alex Rankine. But was it a long time coming?
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Is the technology rout over?
Analysis Big tech has reported a bump in revenues leading some to question if the pandemic slump is over
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Now is a good time to buy Vietnamese stocks
Tips Vietnam’s benchmark VN index has slid by 30% this year – but there is plenty of potential in Vietnamese stocks.
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China’s economy is heading for a sharp slowdown
News With a slowing property market, Covid lockdowns sapping growth and the CSI 300 stock index down by 22% this year, China’s economy is in trouble.
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The end of cheap money hits the markets
News Markets have swooned as central banks raise interest rates, leaving the era of cheap money behind.
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Investors are still in denial about inflation and interest rates
News There are worrying signs that inflation is becoming embedded in the economy, but many investors are struggling to adjust to the new reality.
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Commodity prices are taking a breather
News Commodity prices have fallen back after spiking early in the year. Iron ore is down 36% from its March peak, while copper has lost 20% since 1 January. And there could be further falls to come.
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Seoul attempts to close the “Korea discount” for stocks
News South Korean stocks suffer from the “Korea discount” – with the country still classified as an emerging market, investors are reluctant to pay a premium.
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The fallout from Europe’s energy crisis
News The soaring price of gas could see the EU impose a cap on the price of electricity generated by nuclear and renewables, while signs of strain appear in the energy derivatives market, and investors are dumping European stocks.
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Japan's stockmarket gets a boost from the weak yen
News Japan’s stockmarket has outperformed so far this year, with corporate profits at their highest since 1954 and a weak yen inflating overseas earnings.
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Are we heading for a sterling crisis?
News The pound sliding against the dollar and the euro is symbolic of the UK's economic weakness and a sign that overseas investors losing confidence in the country.
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Brazilian stocks will bounce back in 2023
News Brazil's Ibovespa stockmarket index has fallen by 9% since it peaked in April. But with an election in 2023 and current president Jair Bolsonaro on course to lose, Brazilian stocks could bounce back.
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What Jay Powell's Jackson Hole message means for markets
News Jay Powell delivered a hawkish speech on inflation at last week's Jackson Hole meeting. Alex Rankine explains what his speech means for markets.
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Will the gas market keep inflating?
Analysis Energy prices are exploding in value, and the European market has been particularly hit hard. Alex Rankine explains whether gas prices will still march higher or fall soon.
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Are stocks back in a bull market or is this just a bear market rally?
News The S&P 500 index gained 17% between its June lows and 16 August, while the Nasdaq Composite rose more than 20%. So are stocks back in a bull market or is this just a brief rally before they resume their slide?
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European stocks are ignored and cheap – but possibly not for long
News European stocks are out of favour, with some analysts predicting their worst year since 2008. But the worst of the sell-off could be over, and European value shares in particular look appealing.
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US inflation may have peaked, but it remains a threat
News US inflation fell to 8.5% in July, down from 9.1% the previous month. But structural, not transitory, forces are pushing inflation higher. It could be around for some time yet.
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A turning point in economic history as globalisation comes to an end
News Nancy Pelosi’s visit to Taiwan could mark a turning point as Western firms swap low costs for resilience, moving away from China to more “friendly” countries.
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Semiconductor shortage: industry heads for “supersize bust”
News The semiconductor shortage could soon become a semiconductor glut as demand for electronic gadgets falls while state subsidies could mean a surplus of supply.
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