Two housekeeping points first. 1. Congratulations to G. Kimber, winner of the Christmas quiz. He donated the prize of £250 to a children’s hospice that was very appreciative of the…
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SUMMARY. Rather than focus on concerns over a wobbly dollar, we take a more positive look at the huge potential in emerging markets, and China and India in particular. The UK…
Having correctly anticipated the market falls from May 2006, we expected that this was the long awaited correction to the market recovery from the March 2003 lows. Any such recovery…
Before chatting about emerging markets, in this morning’s market commentary we are aware that there were two sentences repeated in the 2nd paragraph. I hope that this doesn’t spoil your…
The Dow Jones Industrial index has caught the headlines as, at time of writing, it is within a whisker of it’s all time highs. But don’t get too carried away,…
SUMMARY. As we move towards the all-too-often turbulent Autumn, and the US consumers support of the world economy seems increasingly at risk, should you be spooked? As we move towards…
SUMMARY. A little over exuberance in the stockmarket in the last week or so is being curbed by news of a rise in UK interest rates. But the UK stockmarket…
SUMMARY. Is the worst over? Perhaps not yet in our view, though beyond Autumnal wobbles, the rest of the decade could be very profitable. P.S. The latest issue of the…
SUMMARY. The volatility that we anticipated has begun, particularly in the Far East and Emerging Markets. We reflect on the need for patience, some domestic madness in India, and some…
The markets have begun to wobble. Is there any cause for concern? At time of writing the UK stockmarket has fallen about 5% from its peak. After 3 years of…
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