Ben Whitmore, manager of Schroder Recovery Fund tells MoneyWeek where he’d put his money now. We tend to look for our investment ideas in areas of the market where there has been poor news and …
Four unloved stocks set to recover
Three punts on Japan’s stock boom
Natasha Chetwynd,head of Japanese Equities for Britannic Asset Management tells MoneyWeek where she’d put her money now. In 2003, the Japanese market rose 23%. Then last year, it rose 8.5%. That’s the first time in …
Buy copper, silver – and the yen
Jim Mellon, chairman of Charlemagne Capital and Regent Pacific tells MoneyWeek where he’d put his money now. Last week, I went to a party in one of the Temples of Angkor Wat in Cambodia. I …
Is There A Savings Glut?
Following Ben Bernanke, the chairman of the Council of Economic Advisers, in his testimony to the Congress on July 20, Fed Chairman Alan Greenspan said that it is quite likely that we are currently experiencing …
Postal Upset Won’t Hurt Japan
There has been remarkably little market reaction to Prime Minister Koizumi’s decision to call early elections for 11th September, following defeat of the postal reform bill. If anything the markets are moving in the opposite …
The Dangers of Risk Aversion
The latest Spectrem Group survey of wealthy US investors has some interesting implications. Not least is the suggestion that ultra high net worth households in the US have quietly doubled their exposure to mutual funds …