Investments

Share tips of the week

MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK's financial pages.

Hungary: nasty leader, nice stocks

Hungary’s authoritarian leader Victor Orban is widely reviled. But the country’s economy and equities look inviting.

Value in emerging-market stocks

Emerging-market stocks have lagged in recent years, but their long-term performance remains appealing.

Tailwind from US share buybacks is weakening

Warren Buffett’s investment vehicle Berkshire Hathaway bought back $928m of its own shares in the third quarter. And this is just the tip of the iceberg.

Oil falls back – and won’t bounce far

A month ago, the price of Brent crude oil hit a new four-year high of more than $86 a barrel. In a spectacular reversal of fortune, it is now in a bear market, having plummeted by more than 20%.

SoftBank: Japan’s largest-ever IPO

Japanese tech giant SoftBank is spinning off its mobile unit to raise cash for more tech investments, reports Marina Gerner. Who could benefit?

China will get old before it gets rich

China’s workforce and general population are ageing rapidly, and the grievously underfunded welfare and pensions system won’t cope. That’s a recipe for structural decline and turmoil, says Jonathan Compton.

China: Asia’s next success story

Ignore the gloomsters, says Rupert Foster. Growth will slow for now, but the economy is undergoing a healthy transition to consumer-driven growth. The process will prove stronger than demographic headwinds.

How bitcoin and blockchain could solve our crisis of trust

Dominic Frisby discusses how trust in the world’s financial institutions has collapsed, and asks if blockchain and cryptocurrencies such as bitcoin can help restore it.

Apple’s fall is just a symptom – here’s what’s really troubling the market

Apple’s share price fell sharply yesterday. It’s the sort of news that the market would have shrugged off in the past. But not any more. John Stepek explains why.

Public markets are dying – the future is private

The number of companies listed on public stockmarkets is falling, while private equity is on the rise. Matthew Partridge talks to Helen Steer of PE house Pantheon about the sector’s advantages.

I can’t see why you’d ever use an active fund to invest in big US stocks

Many investors believe active fund managers prove their worth when markets fall. But, as October’s mini-crash shows, that’s not true. Here’s what you should know before picking an active or a passive fund.

“Prefabs” make a more stylish return

Britain’s housing market is broken and in need of fixing, says PM Theresa May. Good news, then, that the sector is facing an “Uber moment”, says Simon Wilson.

The shaming culture has gone too far

Publicly naming people behind with their taxes can work wonders – but it has its limits, says Matthew Lynn.

The charts that matter: zooming in on oil

The oil price has crashed back down to earth recently. John Stepek emaines why, and explains what it means for the global economy.

Is China’s massive bear market a buying opportunity?

Since their 2018 high, Chinese stocks have lost a third of their value. John Stepek looks at what’s behind the fall, and asks if it’s time to buy.

Plenty of reasons to be optimistic

Despite all the doom and gloom, there really is plenty to be optimistic about right now, says Merryn Somerset Webb.

Share tips of the week

MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK’s financial pages.

A premium infrastructure fund

It’s been a choppy year for infrastructure investors, but much of the worry is overdone, says Max King.

Heathrow take-off stalls

Plans for a third runway at Heathrow were finally approved earlier this year. But how will it all be paid for? Marina Gerner reports.

Europe: offering a “decent bet” for next year

Around $50bn worth of equity investment has flowed out of the eurozone since January. But sellers have been harsh and Europe may offer a decent bet for 2019.

Curtain up at Cineworld

Cineworld, the cinema chain, has shrugged off sector weakness and has room to grow, says Matthew Partridge.

Some rare good news for landlords

Two property-related changes you might have missed in last week’s Budget, along with a rare good-news story for landlords.

Why Japan is now even better value

We have considered Japan to be a bargain for some time. But having suffered some of the steepest declines of all major equity markets in the past few weeks, it is now even more appealing.

China stages “small” recovery

The CSI 300 index has tumbled 21% this year and in October alone it fell by 8%. But it has since staged a small recovery.

British stocks are in the bargain basement

Recent stockmarket jitters have been global, but uncertainty over our future relationship with the EU continues to dog British stocks. But therein lies opportunity.

Showing page 1 of 545
disfi.com