Articles
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Japan: a buying opportunity
Japan has fallen into another bear market, with the Nikkei 225 index now 20% below its early December level.
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An Egyptian Anniversary
It is an exciting time to be Cairo. My hotel is on Tahir Square and today is the fifth anniversary of the uprising here against the ousted dictator, Hosni Mubarak.
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Oil prices: lower for longer
The oil price has today fallen below $28 a barrel amid fears the lifting of Western sanctions on Iran could worsen the existing oversupply problem. Oil prices have now fallen by more than 70% in the past 15 months.
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A volatile start to 2016
2016 began on a sour note for global equity markets.
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Burma’s time in the sun
Exploring Burma with my family is proving an exhilarating experience – although my sons’ weren’t impressed with my suggestion for Christmas Eve breakfast (see photograph).
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Think twice before investing in UK property
Yesterday’s Autumn Statement from the UK’s Chancellor of the Exchequer has been well accepted. However, one group of investors who have been particularly badly hit recently, got hit even harder.
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Thailand’s Government gets pro-active
It is great to be back in Bangkok, visiting clients and local entrepreneurs.
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Pressures in Europe re-emerge
Public services shut down across Greece yesterday in the first general strike since the left-wing government won the election. The strike, a protest at austerity measures imposed as part of the country’s bailout, shut schools, transport and museums, whilst hospitals used emergency staff.
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Clouds gather over Turkey
Some emerging markets are back in favour, with the consensus being that their earnings will grow around 9% over the next year. However, one market that remains out of fashion is Turkey.
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Property Bubbles emerging
Our strategic partner, UBS, today issued a report on global house prices. It underlines the fact that when inexpensive financing is combined with a positive long-term economic outlook, property prices eventually uncouple from the real economy.
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UK visa scheme under the spotlight
The Times recently reported that hundreds of millions of pounds of dirty money has been laundered through Britain because the “golden visa” system for wealthy foreign investors.
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Asia’s fortunes rising
Asian markets have had a terrible year. The MSCI Asia Pacific ex-Japan index has fallen by more than 20% from April’s peak, taking it to a three-year low.
