China’s tension with the US is a problem. But the bigger problem, says John Stepek, is home grown: Xi Jinping backtracking on reform and tightening his grip on society.
Recent Nikkei 225 articles
Brexit is looking increasingly like an over-hyped non-event. Even a no-deal Brexit would be no big deal. But it has made UK stocks very cheap. Here’s what to buy now.
Too much money is jostling for a space in online banking. That’s a recipe for disaster, says Matthew Lynn.
The good news is that the charts aren’t pointing to a recession just yet, but they’re not far off, says John Stepek. Here, he looks at the charts that matter most to investors.
Many Asian economies struggled last year as money flowed away from emerging markets. Vietnam, however, has continued to thrive.
Investors have pulled billions out of UK equity funds since the Brexit referendum in June 2016. This spells opportunity for long-term investors.
Germany’s benchmark index, the DAX-30, fell further than most other major markets in 2018. One problem is a downturn in Germany. The other is the slowdown in global growth.
Proxy advisers – companies that advise institutional investors how to vote when listed firms hold a ballot – are opaque, bureaucratic and inept. Time for a clampdown, says Stephen Connolly.
The outlook at department store group Debenhams is dismal, while Mike Ashley, who owns 30% of it, has been putting his oar in. Matthew Partridge reports.
Over two years later, nothing has really changed on the Brexit front, says Merryn Somerset Webb. And UK stocks are still cheap.
Times are tough for traditional retailers now internet shopping has taken off. But some big names are successfully adapting to the new environment. What are they doing right? Matthew Partridge investigates.
What happens after Parliament’s resounding rejection of Theresa May’s Brexit deal is anyone’s guess. Here, John Stepek outlines some scenarios, and explains what it all means for your money.
Exciting things are happening in Japan, and they should be of interest to anyone looking for investment opportunities in 2019.
When Donald Trump was elected in November 2016, markets soon applauded him as a tax-cutting, regulation-slashing, business-focused President. The welcome mat was withdrawn during 2018, however, as trade wars started to unnerve investors and stall business spending.
The movement towards more sustainable investment opportunities in 2019 is driven by both big institutional investors and millennials, and this theme is reinforced by the findings of our recent survey of high net worth individuals.
Within 10 years the FAANGs could well have been replaced by a portfolio of CRAABs – cryptocurrency, robotics, artificial intelligence, automation and biotech companies.
While there are challenges to overcome, we believe the investment outlook for Latin America as a whole is quietly encouraging, making it one of our key investment themes in 2019.
Matthew Lynn’s crystal ball is in pretty good nick. Here, he makes five predictions for the year ahead.
John Stepek looks at the global economy’s most important charts to find out what’s behind the market’s latest rally, and how long it can last.
Markets around the world are rallying after their wobbles over Christmas. And as is usual these days, it’s all down to one thing. John Stepek explains.