magazine archive
magazine archive
Feature
Discover how Xaar is overcoming its troubled past
Thursday 29 Jul 2021Get ready for inkjet print head designer Xaar ( XAR ) to deliver a sharp recovery in earnings. The appointment of a new management team with deep industry experience is successfully reinvigorating the group’s business model. The group is benefiting from a strong product pipeline, coupled with a...
Emerging markets: Views from the experts
Thursday 29 Jul 20211. Inflation concerns in the United States have reemerged as a stimulus-fueled global economy springs back from the depths of the pandemic. The recent shift in the US Federal Reserve’s (Fed’s) tone on inflation reflects the solid demand backdrop that we have observed. Our view is that inflationary...
How Taiwan Semiconductor became the most valuable emerging markets company
Thursday 29 Jul 2021The importance of emerging markets to the global technology sector has been brought home by the current chip shortages affecting the manufacture of everything from smartphones to white goods and road vehicles. Semiconductor foundry Taiwan Semiconductor Manufacturing or TSMC for short is one of the...
Why you would invest in a fund which aims not to lose cash
Thursday 22 Jul 2021Why would you invest in a product which has the limited ambition of not losing you any money? For the uninitiated that question might be prompted by the existence of capital preservation investment trusts and funds whose principal aim is, as their name suggests, to preserve your cash. However,...
Can Dignity ever reclaim its defensive qualities?
Thursday 22 Jul 2021Pull up a one year chart of funeral services provider Dignity ( DTY ) and you’ll be kicking yourself if you didn’t invest 12 months ago to generate a spectacular 200% gain. But draw a long-run chart and you’ll see the shares remain more than 70% below 2016’s £28-a-share peak, as the funeral...
UK stocks: Cheap and finally on investors' radar
Thursday 22 Jul 2021UK stocks represent a ‘once in a generation’ opportunity for investors, say fund managers. After years dogged by political and economic uncertainty, and soggy stock market performance, this is a welcome change of mood music. ‘UK equities are on a 30 year low versus peers, and we see this as a once...
Why US-listed China tech shares are taking a beating
Thursday 15 Jul 2021China’s technology giants have seen more than $800 billion combined wiped from their market value since February thanks to Beijing’s expanding crackdown on the sector. The recent crackdown by China’s authorities on ride hailing firm Didi Global and other US-listed Chinese tech stocks has sent...
Bank stocks: Can this year's rally continue?
Thursday 15 Jul 2021Having underperformed the FTSE 100 and the FTSE 350 for the best part of 10 years, September 2020 saw the FTSE 350 banks index stop making decade lows and start to make short-term highs, much to the excitement of analysts and investors. As the market rotation towards value stocks took hold, the UK’...
Commercial property is looking interesting again
Thursday 15 Jul 2021The gradual reopening of the UK economy has been matched in the property investment space by a similarly gradual reopening of open-ended real estate funds. This follows a long period when trading in numerous property funds was suspended due to the difficulty of valuing their holdings in the...
Why Tesla is a good investment
Thursday 08 Jul 2021Tesla’s 6% stock slide so far in 2021 draws a sharp contrast with the firm’s incredible 2020. Yes, the pandemic early last year took its toll, nearly halving the share price from $160 to about $85 during the teeth of the sell-off, yet what came next almost beggars-belief. From those lowly levels...