Trevor was in the offing until his retirement in March and now Alistair has taken his place. They are brokers at Investec and lurk discretely in the background, like Jeeves.
Category: Business
Mood of the Meeting
Capability Brown
Japan
The Japanese economy has been stagnant for the last thirty years. The Nikei 225 index was briefly above 38,000 in 1989; today it is about 20,000. Unsurprisingly my previous forays into Japanese stocks have not ended well. However, when I wrote recently about Emerging Markets a reader commented that Japan was worth a look too.
Blue City
Monetary Union
Playing My Song
Jason Butler in FT Money last Saturday is playing my song. His article concludes: Market signs are telling UK investors that opportunity remains for diversification into the growing world beyond the borders. I am trying to position myself for a downward correction in equities. Safety plays are bonds, gold and emerging markets. If, like me,… Continue reading Playing My Song