Latest articles by Frederic Guirinec
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Why Europe needs to spend big on defence
Europe is reluctantly boosting its military spending now that the peace dividend that followed the Cold War is over. That should create investment opportunities
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Why the food crisis could get worse
Analysis The invasion of Ukraine is one of several factors that have pushed up food prices. We can’t expect a return to normal in 2023. Investors should be wary of the consequences, says Frédéric Guirinec.
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Macron has failed France – but there is still plenty to invest in
Cover Story Emmanuel Macron won a convincing victory in France's presidential election, but he has no clear vision for halting the country’s decline. Frédéric Guirinec looks at the state of France and picks 20 French stocks to buy.
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Why investors may need to pivot from ESG towards carbon-intensive industries
Cover Story Investors have been keen to show their green credentials by shunning carbon-intensive industries. The cost of that virtue signalling is now becoming apparent, says Frédéric Guirinec.
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The best ways to invest in private equity
Analysis Cheap debt and high fees have been a winning formula for private equity. Investors should consider buying the fund managers as much as the funds, says Frederic Guirinec
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The challenge for central Europe – and how to invest
Tips After years of being Europe’s fastest-growing region, the Visegrád Group’s economic model may be reaching its limit. But central Europe still offers rare value, says Frederic Guirinec.
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The two faces of Emmanuel Macron
Features Emmanuel Macron, the French president, presents himself internationally as a bold statesman – yet his much-needed domestic reforms are remarkable for their timidity, says Frédéric Guirinec.
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Four wheels good, two wheels better
Features British riders are dominating the Tour de France again. Could the publicity, along with advances in electric bikes, encourage us to swap four wheels for two? Frédéric Guirinec looks at the best ways to invest.
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The Baltic states: throwing off a history of conflict and communism
Features The Baltic states' economies are too small to attract the attention of many investors – but it’s worth keeping an eye on dynamic entrepreneurial markets like these, says Frédéric Guirinec.
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The clowns move in: what Italy’s dysfunction means for investors
Cover Story Italy’s politics have long been an international joke – but after an exceptionally farcical election at a difficult time, that joke isn't funny any more, say Frédéric Guirinec and Cris Sholto Heaton.
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Why Europe’s strongman may wobble
Features Viktor Orban’s policies have raised fears about the future of democracy in Hungary, but voters like his handling of the economy. Frédéric Guirinec reports.
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Why Putin’s legacy is the world’s cheapest stockmarket
Cover Story There are good reasons for foreign investors to be nervous about Russia. But there are also reasons for cautious optimism about its future, says Frédéric Guirinec.
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How to invest in the next Google while it’s still small
Tutorials Picking the start-up stars of the future can be a potential minefield, but listed incubators and accelerators offer some great buying opportunities, says Frédéric Guirinec.
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The man who wants to revolutionise France
Cover Story Emmanuel Macron has promised a “profound transformation” of France. Investors should be sceptical about whether he can succeed, says Frederic Guirinec.
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Check out this emerging European gem
Features The Czech Republic is roaring ahead, yet on a price-earnings ratio of nine, it’s the cheapest stockmarket in the world after Russia, says Frederic Guirinec.
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Polish stocks are poised to soar
Cover Story Fears over the impact of Poland’s current government are overdone – and that spells opportunity for patient investors to buy some good firms cheaply, says Frederic Guirinec
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Private equity funds for the public
Features Listed private-equity funds can offer individual investors superior returns. But picking the best funds requires extensive analysis, says Frederic Guirinec.
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