value in japan is not just a broken record
Sam Perry looks at two contrasting examples of Japanese corporate governance before concluding that estimates of earnings growth at 20%+ for the next couple of years is a sign of equity strength.
Profiles & Comment
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democracy works against structural solutions
James Cullen argues that democracy is working against the reining in of government spending and fiscal union that are needed to put in place the necessary structural reforms on either side of the Atlantic.
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eurozone bloc as a whole showing systemic stresses
Philip Poole assesses the market and investment impact of S&P’s recent eurozone downgrade.
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investing in brazil is a good way to play china
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
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keep calm and carry on investing in commodities
Despite the recent market volatility and jump in commodity prices, Lee Robertson still sees them as a good medium to long-tertm investment.
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policymakers key to better market performance
Bob Doll, chief equity strategist at BlackRock, says markets will be range-bound for the foreseeable future, with an improvement dependent on policymakers “gaining traction”.
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China bull vs bear is an outdated debate
Henry Zhang argues that investors need to broaden their scope when considering China as an investment opportunity, and avoid pulling their money every time it is risk off in markets.
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african agriculture to follow chinese industry
Yvonne Mhango points out how the transformation of African agriculture will change as dynamically and importantly as Brazil’s just has, and that China’s industries continue to.
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beware the cds that doesnt pay out on default
Tim Cockerill questions the real value of some sovereign credit default swaps while urging investors to look closely at corporate CDS that only pay out on some, not all tiers of debt.
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european and us instability are passing china by
Caroline Maurer assesses the structural changes needed for China to resume its medium-term growth plan while adding that once Europe and the US start to stabilise their true lack of impact on China wil be seen.
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global research helps domestic uk investment
Christopher Jennings explains why taking a global view can help investment decisions when running a more domestic-focused portfolio.
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why dont ethical funds invest in more renewables
Ryan Smith explains some of the problems behind investing in more renewables and puts the case for international agreement on climate change as the catalyst for future demand.
