AUTHOR

Alex Rankine

Investors’ “smart money” heads for emerging markets
Emerging markets

Investors’ “smart money” heads for emerging markets

With Asia having dodged the worst of the pandemic and stockmarkets and the Regional Comprehensive Economic Partnership promising a bright future, Wes…
20 Nov 2020
A monetary train-wreck in Turkey
Currencies

A monetary train-wreck in Turkey

The Turkish lira has lost more than 60% of its value against the dollar over the past five years, and it's all down to poor monetary policy.
20 Nov 2020
Stocks surge to new record highs
Stockmarkets

Stocks surge to new record highs

After a second vaccine for Covid-19 was announced, stocks surged, with America’s S&P 500 and the MSCI World Index both hitting record highs on Monday.…
19 Nov 2020
Ride the global market rebound with bargain British stocks
UK stockmarkets

Ride the global market rebound with bargain British stocks

The Bank of England has expanded its quantitative easing (QE) programme. That bodes well for British stocks – which have not been this cheap compared …
13 Nov 2020
Federal Reserve‘s “endless QE” cheers markets
US stockmarkets

Federal Reserve‘s “endless QE” cheers markets

America's Federal Reserve has slashed interest rates and launched unprecedented bond-buying programmes that stretched its mandate to its limits. More …
13 Nov 2020
Oil prices will mount a recovery
Oil

Oil prices will mount a recovery

Hopes of a Covid-19 vaccine lifted oil markets earlier this week, with Brent crude jumping to $43 a barrel.
13 Nov 2020
Covid-19 vaccine delivers adrenaline boost for stockmarkets
Stockmarkets

Covid-19 vaccine delivers adrenaline boost for stockmarkets

The news that 50 million doses of Pfizer's Covid-19 vaccine could be ready by the end of the year and 1.3 billion by 2021 has sparked euphoria on worl…
12 Nov 2020
How Thailand became Asia’s toothless tiger
Emerging markets

How Thailand became Asia’s toothless tiger

Thailand was once an economic tiger that rocked world markets. Not any more, with tourism decimated but the pandemic and GDP set to shrink by around 7…
30 Oct 2020
The topsy-turvy world of bonds
Bonds

The topsy-turvy world of bonds

While stockmarkets rallied over the summer, bond yields continued to send alarm signals.
30 Oct 2020
Covid-19: Second wave grows as US election nears
Stockmarkets

Covid-19: Second wave grows as US election nears

The second wave of Covid-19 is buffeting global stock indices, while US markets remain focused on the presidential election polls.
29 Oct 2020
Will the base metals rally last?
Industrial metals

Will the base metals rally last?

The price of copper, hit $7,000 a tonne last week, driven by soaring Chinese demand. Other metals are also on the way up. But can it continue?
29 Oct 2020
Is London’s office market a bargain?
Property

Is London’s office market a bargain?

Private-equity groups are swooping on London’s property companies, which are trading on steep discounts to net asset value.
23 Oct 2020
US election: stockmarkets don’t care who’s in the White House
US stockmarkets

US election: stockmarkets don’t care who’s in the White House

The economic cycle and America's central bank have a much bigger effect on long-term stockmarket returns than whether Democrats or Republicans are in …
23 Oct 2020
Why negative interest rates are a lousy idea
UK Economy

Why negative interest rates are a lousy idea

The Bank of England’s governor says negative interest rates can encourage investment rather than having cash stashed in the bank. But is that really t…
22 Oct 2020
US stocks have a spring in their step
US stockmarkets

US stocks have a spring in their step

US stocks enjoyed their best week in three months last week, with the S&P 500 advancing 3.8% despite deadlock in Washington over a new stimulus bill.
16 Oct 2020
Investors should give European stockmarkets a second look
European stockmarkets

Investors should give European stockmarkets a second look

Investors tend to think that European stockmarkets are full of stale “old economy” firms while the US is full of fast-growing tech stocks. But Europea…
16 Oct 2020
A world drowning in debt
Global Economy

A world drowning in debt

The UK budget deficit is on course to hit £350bn, and America’s federal deficit has hit a record $3.1trn. But the debt surge is a truly global phenome…
16 Oct 2020
Cheap but shunned UK stocks are a buy
UK stockmarkets

Cheap but shunned UK stocks are a buy

Value investors should look to UK stockmarkets, where some of the best bargains in global markets are available.
13 Oct 2020
Why the world is going through a property price boom
Property

Why the world is going through a property price boom

Massive monetary stimulus from central banks and governments stepping in with fiscal support have driven house prices higher around the world.
9 Oct 2020
V-shaped bounce in UK housing
Property

V-shaped bounce in UK housing

UK house prices rose 5% in the year to September, the biggest gain in four years.
9 Oct 2020
China’s stockmarket bounces as the economic recovery quickens
China stockmarkets

China’s stockmarket bounces as the economic recovery quickens

China’s strong economic recovery has propelled local stockmarkets higher, with the CSI 300 index up 12% for the year-to-date.
9 Oct 2020
Is the UK heading for negative interest rates?
UK Economy

Is the UK heading for negative interest rates?

The hints that negative interest rates are heading for Britain are now coming thick and fast.
2 Oct 2020
Stockmarkets plagued by US presidential election anxiety
Stockmarkets

Stockmarkets plagued by US presidential election anxiety

A contested result in the US presidential election could bring months of deadlock in the stockmarkets. Investors should prepare for volatility.
1 Oct 2020
Is the dollar due to plunge?
Currencies

Is the dollar due to plunge?

The dollar is bouncing back from its recent falls, trading close to two-month highs this week. But could the slide restart?
1 Oct 2020
The oil-price rebound has stalled
Oil

The oil-price rebound has stalled

The post-lockdown rally in the oil price has now stalled, with prices down by 6% since the beginning of September
1 Oct 2020
Tech stocks show why they're the new safe haven
Tech stocks

Tech stocks show why they're the new safe haven

As global stockmarkets tumbled this week, high-flying tech stocks such as Apple and Amazon gained again.
25 Sep 2020
The world's central banks will follow the Federal Reserve's example
Global Economy

The world's central banks will follow the Federal Reserve's example

The US Federal Reserve – America's central bank – has said that it would become more tolerant of inflation and hold interest rates down. Others will f…
25 Sep 2020
Markets wobble on second-wave fears
UK stockmarkets

Markets wobble on second-wave fears

Speculation about a new lockdown in Britain saw the FTSE 100 slide 3.4% on Monday, its worst one-day loss since June.
24 Sep 2020
Investors flee emerging markets
Emerging markets

Investors flee emerging markets

Emerging markets saw net outflows of about $30bn last month, as investors took fright.
24 Sep 2020
Will a stronger euro ruin Europe's rally?
European stockmarkets

Will a stronger euro ruin Europe's rally?

International investors have been buying into European stocks, driving the euro higher. But that surge now risks dampening the recovery that started i…
21 Sep 2020
Indian stocks are due a catch-up
Emerging markets

Indian stocks are due a catch-up

With India's BSE Sensex index up by 50% since the March lows, local investors appear to have caught stockmarket fever. Foreigners are also joining in …
21 Sep 2020
China’s bulls stampede as recovery gathers strength
China stockmarkets

China’s bulls stampede as recovery gathers strength

China's benchmark CSI 300 stockmarket index has gained 12% so far this year and is up by 32% since 23 March as the country's industrial and consumer r…
21 Sep 2020
How options traders are driving the stockmarkets
Stockmarkets

How options traders are driving the stockmarkets

Ordinary investors in the US are increasingly turning to options. And that's making the markets very volatile.
21 Sep 2020
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