Latest articles by Cris Sholto Heaton
-
How to invest in Vietnam – an emerging market that shone in a difficult yearCover Story Vietnam has been one of Asia’s most promising markets for a long time. Now it is shaking off the global coronavirus crisis and looking better than ever, says Cris Sholto Heaton.
Cover Story -
Britain’s chaotic post-Brexit agricultural revolutionBriefings The government is making huge changes to how farm subsidies operate after Brexit. Farmers say that the details of what will replace them are still far too vague. Cris Sholto Heaton reports
Briefings -
The best dividend recovery plays in the UK right nowSponsored The collapse in UK dividends this year has been unprecedented. But in time they will return. Cris Sholto Heaton looks at some of the UK's most interesting income plays.
SPONSORED -
China cracks down on its technology giantsCover Story Alibaba, Tencent and their peers grew fast by exploiting gaps in a heavily regulated economy. But with the Chinese government tightening the rules, their prospects are more uncertain. Cris Sholto Heaton looks at the sector and asks if it's worth buying in.
Cover Story -
The biggest risk for investors from Covid-19Advice Don’t fret about people staying at home as the pandemic ends – worry about them taking to the streets, says Cris Sholto Heaton.
Advice -
Dividend payments will take a long time to recoverAdvice Companies are gradually resuming dividend payouts, but we can expect only a modest rebound in 2021, says Cris Sholto Heaton.
Advice -
Cash in on a profitable end to the oil eraAdvice Cheap oil stocks could still make a lot of money and carve out a new future before oil demand peaks
Advice -
Cineworld closure: don't blame James Bond, blame gearing
Advice The crisis at Cineworld shows why it’s important to pick healthier firms when betting on the recovery, says Cris Sholto Heaton.
Advice -
A better outlook for BrazilAdvice Brazil’s approach to Covid-19 has been a disaster, but the crisis may now have passed the peak, says Cris Sholto Heaton.
Advice -
Why tech investors' redefinition of "value" is meaningless
Advice Pretending that high-growth tech companies are value stocks makes the concept meaningless, says Cris Sholto Heaton.
Advice -
Commercial property: a bet on going back to normalOpinion Markets are saying that where we work has changed – and that makes an attractive contrarian investment. Cris Heaton picks the best bets in the commercial property sector.
Opinion -
Mega-cap tech stocks: a very crowded tradeAdvice It’s a dangerous time for markets when investors can no longer afford to go against the consensus
Advice -
America’s “tech cash shell” boom
News America's tech companies are eschewing going public through an IPO and opting to use “special purpose acquisition companies” (SPACs) – also known as cash shells – instead.
News -
Offices are empty – but they’re not doomedNews The sudden shift to working from home has left some 75% of office buildings empty. But reports of the commercial property sector's death may be premature.
News -
Jerome Powell’s pivotal moment in monetary policy historyNews The Federal Reserve – America's central bank – has said that its inflation target of 2% will now be a long-term average, rather than a rate to be hit at all times.
News -
Japanese stocks still look cheap after Shinzo Abe's resignationAdvice A period of uncertainty after Shinzo Abe's resignation could be a good chance to buy Japanese stocks at a good price.
Advice -
Hunting for value in emerging-market fundsAdvice Many emerging-market stocks look cheap – but few funds are betting on them while the risks remain high
Advice -
Why investors shouldn’t overlook Southeast AsiaCover Story Southeast Asia started this decade as the next hot emerging-market growth story. Investors were let down by weak growth and bad politics, but it’s getting cheap enough to be interesting again, says Cris Sholto Heaton.
Cover Story -
Why it can sometimes pay to invest in illiquid stocks
Advice In nervy markets, lower liquidity can make more difference to shares in major companies than you’d expect
Advice -
Emerging-market investors shun cheap stocks for pricey internet playsAdvice Emerging-market investors are piling into high-priced internet businesses and shunning cheap stocks.
Advice -
Don’t dump your dividendsAdvice This crisis certainly does not prove that taking regular capital gains is safer than relying on natural income from dividends.
Advice -
Reasons for investors to be cheerfulAdvice Markets are betting on a V-shaped recovery – and recent data suggests that they may be right.
Advice -
How to build a secure income portfolioCover Story The Covid-19 crisis has been a huge test for income portfolios, with global dividends slashed on a scale unprecedented for more than 70 years. Cris Sholto Heaton looks at some of the lessons so far.
Cover Story -
Could the Covid crisis hold a silver lining for cheap value stocks?Advice Value investing strategies have had a dreadful six months – but the crisis could be a catalyst for them to turn around.
Advice
