Latest articles by Marina Gerner
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What next for Indonesia?
Features The Indonesian president, Joko Widodo, has won a second five-year term. Global investors will be watching him carefully.
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Global equities rally has room to run
Features The rally in global equities may have further to go as investors return to the market.
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China’s economy is moving up a gear
Features Last year, China’s economy suffered from the trade war with the US and the stockmarket was slumping. So Beijing decided to switch gears and stimulate the economy once again. It appears to be working.
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Trump’s next trade tit-for-tat
News While the trade war between the US and China may now be settled in negotiations, a new trade dispute is looming over the global economy.
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Emerging markets bounce back
News Last year emerging market stocks fell by nearly a quarter, says Marina Gerner. But in 2019 it has been a different story.
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Stocks beat cash and bonds over the long term
News Far more cash Isas are set up than stocks and shares Isas, says Marina Gerner. That's odd given the higher returns from stocks in the long run.
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Investors head for India
News Voting in the world’s largest election began this week in India and this time investors are looking forward to the results.
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Germany: is the gloom overdone?
Features Industrial orders in Germany have seen their sharpest drop in more than two years, defying hopes of a rebound in Europe’s largest economy. So what’s gone wrong?
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Sun comes back out on Wall Street
News US stocks are going from strength to strength as improved data drives confidence. Marina Gerner reports.
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Australia’s economic bubble hisses air
Features Australia’s long-booming economy is finally showing signs of slowing down.
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Will China’s stockmarket bounce last?
Features Chinese stocks have staged an impressive rally, outperforming every other national index in the world in the first quarter of 2019. Can that continue?
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Turkey is in trouble again
Features Turkey's currency has slipped to an eight-month low against the US dollar, after a 40% slump in the first half of last year. The economy shrank by 3% in the fourth quarter of 2018 and inflation has reached almost 20%.
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Inflation will surprise investors
Features Central banks have revised down their inflation expectations. But the current subdued rate may not last.
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Synthetic diamonds reshape the industry
Features The big diamond miners have become rattled by the growth of synthetic diamonds, at the same time as the price for natural stones is in decline.
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Latest recession scare is a false alarm
Features Markets have been spooked by the inversion of the US bond yield curve, which often – but not always – heralds a recession.
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British stocks are set to soar
Features The FTSE 100 is yielding more than double America’s S&P 500 index. But it’s not just blue-chip multinationals that are cheap. Domestically orientated British stocks are, too.
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A shake-up at Japanese corporations
Features Improved corporate governance, better relationships with shareholders and more companies paying dividends. Japanese corporations are finally getting their act together.
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Investors flee European equities
Features Slowing GDP growth and disappointing data has prompted the longest run of persistent outflows from European equities in a decade.
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Time to return to emerging markets
Features Emerging markets have been reinvigorated this year, with the benchmark MSCI Emerging Markets at a six-and-a-half-month peak and developing-world currencies up against a weaker dollar. And the rally looks set to endure.
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Uzbekistan opens up to investors
Features Few had expected Uzbekistan's president, Shavkat Mirziyoyev, to change much when he took over in 2016. But he has embarked on major reforms, making it a frontier market to watch.
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Modi expected to win India's upcoming election
Features India's benchmark Nifty 50 index has jumped to a six-month high following the announcement that India’s national election will take place over five weeks between mid-April and late May.
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Can the post-crisis bull market last?
Features Last August the S&P’s bull market became the longest since World War II. Pundits have been predicting its end for some time now, but the economic backdrop suggests that there is no immediate reason to be bearish.
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Money printing: the cure that became a disease
Features Over the last ten years, major central banks have printed money and injected it into the economy in order to avoid another Great Depression.
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Expect China's economy to keep on growing
Features China’s main stockmarket index, the CSI 300, has had a roaring year so far, gaining 25% and outstripping its major rivals. And last week there was more good news for the bulls.
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