AUTHOR

Alex Rankine

Indonesia: an intriguing market for investors
Emerging markets

Indonesia: an intriguing market for investors

Indonesia hasn't lived up to the potential shown when president Joao Widodo came to power in 2014. But patient investors may one day be rewarded.
11 Sep 2020
What Warren Buffett sees in Japan
Japan stockmarkets

What Warren Buffett sees in Japan

Warren Buffett's Berkshire Hathaway group has spent $6bn on stakes in five Japanese trading houses, despite other investors souring on the world’s thi…
11 Sep 2020
The oil price comes off the boil again
Oil

The oil price comes off the boil again

The oil-price rally has come unstuck, with Brent crude falling back by 12% so far this month to hit a two-month low. 
11 Sep 2020
The tech-stock bubble starts to hiss air
Tech stocks

The tech-stock bubble starts to hiss air

America’s tech-heavy Nasdaq Composite index soared by more than 70% from the March low to the end of August, but September has brought a rare reversal…
10 Sep 2020
4 September 476: the fall of the Roman Empire
This day in history

4 September 476: the fall of the Roman Empire

On this day in September 476, the barbarian Odoacer deposed Rome’s last emperor, the teenage Romulus Augustulus.
4 Sep 2020
2 September 1945: Japan signs its unconditional surrender
This day in history

2 September 1945: Japan signs its unconditional surrender

On this day in 1945 – 75 years ago – Japanese officials formally surrendered, ending the Second World War, and creating the conditions for Japan's eco…
2 Sep 2020
Equity investors should look to Europe for growth
European stockmarkets

Equity investors should look to Europe for growth

In the scramble for alternative to overpriced US stocks, investors could do worse than look at European equities.
28 Aug 2020
China adds shine to base metals
Industrial metals

China adds shine to base metals

Metals prices have rallied hard after China's government unveiling plans for new infrastructure building, including railways, power lines and electric…
28 Aug 2020
28 August 1833: Slavery Abolition Act enacted
This day in history

28 August 1833: Slavery Abolition Act enacted

On this day in 1833, the Slavery Abolition Act received royal assent, ending slavery in most of the British Empire, and leading to the biggest 'bailou…
28 Aug 2020
Is the US dollar due a bounce?
Currencies

Is the US dollar due a bounce?

The US dollar’s fortunes could be set to improve as the currency’s underlying strengths re-assert themselves.
27 Aug 2020
How Lebanon crashed into chaos
Global Economy

How Lebanon crashed into chaos

The recent explosion in Beirut was the latest episode in a sorry saga of political and economic mismanagement that has led to hyperinflation and impen…
22 Aug 2020
“Quarantine roulette” brings more woes for troubled airlines
UK stockmarkets

“Quarantine roulette” brings more woes for troubled airlines

Sudden new travel restrictions are yet another headwind for the aviation and holiday sector. Most carriers have had to cut capacity. Alex Rankine repo…
21 Aug 2020
Equity investors ignore US-China split at their peril
Stockmarkets

Equity investors ignore US-China split at their peril

Washington and Beijing’s troubled relationship has taken a turn for the worse recently, but markets have become strangely blasé about the situation.
21 Aug 2020
A record year for "ethical" ESG funds
Funds

A record year for "ethical" ESG funds

UK-based ESG funds - those concerned with "environmental, social & governance" or more ethical investing – saw £362m of inflows in July, a new monthly…
21 Aug 2020
Epic Games does battle with Google and Apple
Tech stocks

Epic Games does battle with Google and Apple

Fortnite maker Epic Games has become embroiled in a showdown with Apple and Google over in-game purchases.
20 Aug 2020
How inflation has come back from the dead
Inflation

How inflation has come back from the dead

Inflation has made a sudden comeback in the US and elsewhere, but it is still too early to talk of a new inflationary trend.
20 Aug 2020
Why Warren Buffett now likes gold
Gold

Why Warren Buffett now likes gold

Warren Buffett, who has has long ridiculed gold as a non-productive asset, now thinks it is set to shine, after buying shares in miner Barrick Gold.
20 Aug 2020
The US stockmarket is weaker than it looks
US stockmarkets

The US stockmarket is weaker than it looks

America’s S&P 500 is now up 5% for the year. But the gains are by no means evenly spread and there are many more losers than winners.
18 Aug 2020
Brazil drowns in its own debt
Emerging markets

Brazil drowns in its own debt

With public-sector debt ballooning towards 100% of GDP, the state cannot afford generous fiscal support measures for much longer.
14 Aug 2020
Why US stocks have a spring in their step
US stockmarkets

Why US stocks have a spring in their step

America’s S&P 500 has rallied by more than 50% since the March lows and recently closed just short of an all-time high.
14 Aug 2020
Turkey’s next currency crisis approaches
Currencies

Turkey’s next currency crisis approaches

The Turkish lira is down by 14% against the dollar this year and has been trading above the ₺8/€1 level for the first time in two years. 
7 Aug 2020
South Africa faces a big economic storm
Emerging markets

South Africa faces a big economic storm

Recession hit South Africa has been the fifth-worst hit country in the world measured by the number of coronavirus cases. The local stockmarket has so…
7 Aug 2020
Is the bond market wrong about inflation?
Government bonds

Is the bond market wrong about inflation?

The bond rally suggests that markets are sanguine about inflation, but the gold rally suggests inflation is a real threat.
7 Aug 2020
The US dollar is ripe for sharp depreciation
Currencies

The US dollar is ripe for sharp depreciation

The US dollar – usually considered a traditional “safe haven” refuge – suffered its worst monthly performance in nearly a decade last month as risk-av…
7 Aug 2020
Asian economies are turning the corner
Emerging markets

Asian economies are turning the corner

Asia was the first region to be hit by the virus and the first to come out of lockdown. Now it is leading the global recovery.
31 Jul 2020
Can the oil-price rally continue?
Oil

Can the oil-price rally continue?

The oil price has risen by 120% since its April low. But that is encouraging producers to increase supply.
31 Jul 2020
Silver price begins to catch up with gold
Silver and other precious metals

Silver price begins to catch up with gold

After climbing 36% in the last month alone, the silver price has hit a seven-year high.
30 Jul 2020
Gold bugs cheer new record, with silver hot on its heels
Gold

Gold bugs cheer new record, with silver hot on its heels

The gold price has finally surpassed its 2011 peak of $1,923.70 an ounce. And, after climbing 36% in the last month alone, the silver price has hit a …
30 Jul 2020
Dividend investors face years of income devastation
Income investing

Dividend investors face years of income devastation

Dividend payments to shareholders fell by 57% in the second quarter of this year, and do not look like returning to their 2019 level until 2026.
24 Jul 2020
US risks a surge in inflation
US Economy

US risks a surge in inflation

The vast monetary stimulus unleashed in the US has raised the spectre of higher inflation.
23 Jul 2020
The eurozone takes a big step forward towards fiscal union
EU Economy

The eurozone takes a big step forward towards fiscal union

The European Union’s coronavirus recovery plan and its decision to issue joint debt will change the bloc forever.
23 Jul 2020
China leads the global economic recovery
Chinese economy

China leads the global economic recovery

China's economic recovery is now well under way, after a 6.8% fall in GDP in the first three months of the year.
22 Jul 2020
The stockmarket rally has found a ceiling
Stockmarkets

The stockmarket rally has found a ceiling

On Monday America’s S&P 500 stockmarket index entered positive territory for the year, before falling back. This rally may have found its top.
17 Jul 2020
Singapore's economy will bounce back
Asian economy

Singapore's economy will bounce back

Singapore has been battered by the collapse of global trade, and its main stockmarket index has lost a fifth this year. But analysts are feeling posit…
17 Jul 2020
India's stockmarket rally runs out of steam
Emerging markets

India's stockmarket rally runs out of steam

India's BSE Sensex index fell early this week, and the country's economic outlook is shaky.
17 Jul 2020
Gold has recovered its mojo
Gold

Gold has recovered its mojo

Gold has been on an impressive run this year, breaking through $1,800 an ounce.
16 Jul 2020