Latest articles by Marina Gerner
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Investors should hunt for bargains in European markets
Features Despite all the gloom, European markets are in better shape than they've been for ages, and the stockmarkets look appealing.
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Trump's tweet scatters the oil bulls
Features A tweet from Donald Trump in favour of lower oil prices has put the cat among the pigeons.
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Electric shock in South Africa – can stocks bounce back?
Features Power cuts in South Africa are reminder of the mess Jacob Zuma left the country in. Cyril Ramaphosa still has plenty to do.
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Shares enjoy Trump bump
Features Donald Trump's decision not to impose further tariffs n China gave stockmarket a fillip this week.
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Buy into Japan’s big bounce back
Features Growth in Japan, the world’s third-largest economy after the US and China, rebounded strongly in the fourth quarter thanks to solid spending by households and businesses.
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The US economic downturn: it’s only a matter of time
Features With the US economy facing headwinds from trade wars to slowing global growth, talk of a recession is picking up.
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The oil price soars – but can it last?
Features The oil price has risen by nearly 25% so far in 2019, well in advance of any developed-world stockmarket. But the surge may not get a lot higher from here.
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Germany narrowly avoids a recession
Features Germany's GDP growth was below the eurozone’s average at just 1.4% in 2018, down from 2.2% in 2017. And it's all down to reliance on what was once Germany's biggest strength: exports.
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US housing market on shaky foundations
Features The US property market has seen some of the weakest data since house prices finally began to recover after the financial crisis.
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South Korea is due a bounce
Features The gloom on South Korea may be overdone and investors may be in line for not only rising stock prices, but rising dividends too.
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Brazil trades on borrowed time
Features Brazilian stocks have taken off since Jair Bolsonaro took office. But may return to earth just as quickly.
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Tension is mounting in turbulent Thailand
Features Thailand has been in political turmoil for years, and the constant tension has hampered efforts to introduce structural reforms to boost efficiency.
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Russia’s rocky recovery is likely to be short-lived
Features Russia’s economy surprised analysts by growing at its fastest pace in six years in 2018. But investors shouldn’t get too excited.
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Gold is back in fashion
Features Gold’s reputation as a safe haven is also coming to the fore now that markets have become more volatile and the political backdrop less predictable.
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Ignore stocks’ January indicator
Features There is an adage that “as January goes, so does the year”. But data shows January’s market performance doesn’t actually have predictive power.
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Powell’s “put” looks poorly timed
Features Jerome Powell went out of his way to placate liquidity-addicted markets last week. But if the US economy bounces back, the Fed may find itself having to raise rates – and very quickly too.
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Emerging Europe “is well and truly off the boil”
Features Emerging Europe is having tough time. Regional year-on-year GDP growth slowed to 1.3% in the fourth quarter, and the MSCI Eastern Europe index slipped by 5% last year.
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Italy is going from bad to worse
Features Italy’s GDP has shrunk for two quarters in a row,industrial production is down, and youth unemployment is up. Investors are rattled.
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What Venezuela means for oil
Features Venezuela’s oil output has been decreasing for more than two decades. But what does the current crisis mean for the oil price?
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Australia's economy is set for an “overdue” fall
Features Australia has dodged recession for 27 years and sailed through the global financial crisis of 2008-2009 largely unscathed. But things could be about to change.
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The Fed money flood recedes
News The flood of cheap and printed money that has boosted equity markets for a decade is receding.
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Who suffers most if China slumps?
News Worries are mounting that China, which accounted for a third of global GDP growth in 2017, could now become a drag on the global economy.
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Are we facing another subprime crisis?
News Fears are growing that leveraged loans – a high-risk section of the corporate debt market – could cause a subprime mortgage-style meltdown. Marina Gerner reports.
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Gold will keep gleaming in 2019
Features The past few months have been good for gold. And there is scope for further gains.
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