Prices are rising in the US, and so far markets have taken it all in their stride, says John Stepek. The assumption is that the Fed won’t be making any sudden moves.
The FTSE 100 saw a sharp rise yesterday after the Bank of England cut interest rates to 0.25% and extended its quantitative easing programme. The index closed up 1.6% at 6,740.
Since early 2016 the MSCI Emerging Markets index has jumped by 83%, and is now close to its 2007 all-time high. Last week, global investors poured $7.9bn into emerging-market equity funds.
Asia’s best-performing stockmarket last year was Vietnam, where consumer and manufacturing firms were the key drivers of a 48% increase in the Ho Chi Minh Stock index.
While a recession in the near-term seems unlikely, investors should prepare for more volatility in the markets.
There are some risks around, but in America and the rest of the world, the economic outlook is in general very good. Merryn Somerset Webb looks at what you should be holding now.
Most investors are behind the curve on Japan. They’re missing a trick, says Merryn Somerset Webb – Shinzo Abe’s reforms are breaking the “iron coffin lid” and bargains abound.
Capita’s profit warning sent its shares down by almost 50%. John Stepek looks at what’s gone wrong, and explains why investors should be wary of the outsourcing sector in general.
Buy stocks when they’re cheap, and you’ll make money in the long run. But stocks are no longer cheap. John Stepek explains where you should put your money now.
Since the referendum, the 50 large British firms that derive most of their revenue from abroad have done well. But the 50 most domestically orientated companies have barely moved.
MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK press.
Brazil’s Bovespa stockmarket index has just reached a new record peak, but investors should keep a close eye on the political backdrop.