Latest articles by Marina Gerner
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US stockmarket shrugs off global gloom
Features While China has slipped into bear-market territory and emerging markets are shrouded in uncertainty, the US stockmarket has hit a new record high.
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Comcast clinches Sky deal
Features US media conglomerate Comcast has emerged victorious in the battle for broadcaster Sky in a blind auction overseen by the UK’s Takeover Panel.
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India's economy will regain its footing
Features The emerging-market sell-off has engulfed India, but the big picture remains encouraging, and India should ride out this squall.
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Tesco’s tectonic shift
Features Tesco is launching its own version of Aldi and Lidl – but cashing in on the fast-growing discount sector won’t be easy.
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Ten years on, the debt bubble is bigger than ever
Features Ten years after a financial crisis caused by too much debt, the world has an even higher debt load.
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Oil makes a break for the summit
Features Oil prices reached four-year highs of around $80 this week. And the fundamentals of the market point to even higher prices in the short term.
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Japanese margins hit new peak
Features Over the past five years, Japanese companies’ average pre-tax profit margin has risen from 4.5% to 7.7%.
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Rising wages spell higher interest rates in the US
Features Higher wages are on the way in the US as the labour market keeps tightening. But upward pressure on wages implies upward pressure on inflation and higher interest rates to subdue it.
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British stocks are unloved and undervalued
Features According to the latest Bank of America Merrill Lynch survey, 28% of fund managers are underweight in UK stocks.
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Indonesia's currency slides as emerging markets sell off
Features The emerging markets sell-off has pushed the Indonesian rupiah to its weakest level against the dollar since the 1998 Asian crisis.
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South Africa slips into recession
Features South Africa's economy fell into recession in the second quarter of 2018, contracting by 0.7% after a decline in GDP between January and March.
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A time bomb in cov-lite loans
Features “Cov-lite loans”, which do not require a borrower to pass financial tests, have proliferated amid the desperate global search for yield.
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Japanese equities remain compelling for investors
Features This year has not been kind to Japanese equities. But this looks wrong-headed given the encouraging backdrop.
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Argentina’s economic flames won’t spread
Features With a recession looming, markets have started to worry that Argentina could have trouble meeting its financing needs. But this is a squall, not a storm.
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Nafta deal: throwing sand in the global trade engine
Features The revamped Nafta deal between the US and Mexico does little to support global trade. In fact, it may do the opposite.
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Will stocks slump if the US dumps Trump?
Features What would impeaching Donald Trump actually mean for financial markets?
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Italy: no appetite for “self-help” policies
News Italy's huge public debt pile and high financing needs mean it could use some deep-pocketed investors, but its insistence on a budget that might break EU rules doesn’t make it attractive.
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Commodities hit the skids
Features Emerging-market jitters have spilled over into the commodities markets, hitting prices of everything from copper to oil, while lower economic growth in emerging markets could cool demand for raw materials.
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US-China trade tensions worsen
Features A new round of US trade tariffs on $16bn-worth of Chinese imports kicked in last week, and Beijing retaliated with levies on the same amount of American goods.
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Brazil’s elections unnerve investors
News Brazil will choose a new president in October, says Marina Gerner. The last thing it needs is for a populist to fill the role, but that might be what it gets.
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Trump takes on short-termism
News President Trump has asked the markets regulator to allow companies to report every six months rather than every quarter. Marina Gerner reports.
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Only the brave should venture into Turkey
News The embattled lira has recovered a little, but Turkey is still a risky bet, says Marina Gerner. Only brave investors should take a look.
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Shock upset on the cards in Brazil
Features There are only two months to go before Brazil’s elections, and another shock right-wing victory might be on the way in Latin America’s largest economy.
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US sprints ahead in stocks race – but its laces are undone
News American equities have surged ahead, but a strong dollar could trip up US stocks in the long run.
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