Poland’s transition from emerging market to developed status bodes well for its stocks, says Matthew Lynn.
Russia may be cheap – but that certainly doesn’t make it good value. If its stand-off with the West goes on, Russia could become a total pariah state in investment terms.
Last week, Germany’s benchmark index, the Dax 30, produced a “death cross”: a widely watched technical indicator that often heralds further falls.
Russia’s economy is stagnating, but Vladimir Putin – in power for 18 years and set for six more – shows scant interest in doing anything about it.
Italy’s politics have long been an international joke – but after an exceptionally farcical election at a difficult time, that joke isn’t funny any more, say Frédéric Guirinec and Cris Sholto Heaton.
Ray Dalio, one of the world’s richest men, has bet $18bn against eurozone stocks. That’s one hell of a contrarian call, says Matthew Lynn.
Nobody has been paying much attention to Europe recently amid all the fuss about inflation returning to America. But last week, it returned to the spotlight – and not in a good way.
Turkish stocks have just reached a new record.But with high debt, a weak lira and an authoritarian government, Turkey’s boom could quickly turn to bust.
There are good reasons for foreign investors to be nervous about Russia. But there are also reasons for cautious optimism about its future, says Frédéric Guirinec.
MoneyWeek’s regular contributors each pick one of their favourite investment ideas from around the world for 2018 and beyond.
The eurozone’s economy expanded by 2.4% in 2017, compared with analysts’ average forecast of 1.5%. So what went right?