The Jakarta stock index has soared and Indonesia’s economy could now accelerate. But will corruption and religious tension spoil the story? We’ll soon know, says Jonathan Compton.
Articles written by Jonathan Compton
Unlike Britain and the US, Canada and Australia escaped a housing bear market during the global crisis ten years ago. They are now heading for long overdue and deep slumps, says Jonathan Compton
China’s workforce and general population are ageing rapidly, and the grievously underfunded welfare and pensions system won’t cope. That’s a recipe for structural decline and turmoil, says Jonathan Compton.
Russia and China are becoming more bellicose, while our defences look threadbare. Jonathan Compton explains how investors can profit from the West’s belated scramble to square up to potential enemies.
Quantitative easing has inflated property, share and bond markets alike. The end of this great monetary experiment threatens to blow black holes in balance sheets everywhere, warns Jonathan Compton.
… but that could be good news for canny investors, says Jonathan Compton. Things can hardly be expected to get any worse, and the tidbits are looking cheap.
The likes of Facebook, Google and Netflix have enjoyed a great run. But with governments cracking down, it’s time to pull the FANGs from your portfolio, says Jonathan Compton.
The world is getting fatter – and with no easy solution to obesity in sight, investing in healthcare providers and food and drink makers could bring big gains, says Jonathan Compton.
It’s ten years since bank behaviour triggered a global financial crash. But the bad boys have reformed – it’s time to learn to love them again, says Jonathan Compton.
Turkey is heading for default, says Jonathan Compton, and the resulting global domino effect should not be underestimated. Investors should stand clear.