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Taking Stock
August 16, 2024
It's not too late to back housebuilders
The supposed re-rating under way has yet to drastically narrow a key value multiple
August 09, 2024
Is CrowdStrike worth a contrarian bet?
With tech ratings seemingly in freefall, it might be worth pondering what potential value could be on offer
August 02, 2024
US woes weigh on London's giants
The world is looking to America for a steer on what comes next but meanwhile, UK businesses are struggling to make an impact
July 26, 2024
The problem with Labour's utilities plan
Labour's spending priorities could grind up against conflicting interests
July 19, 2024
India's run is far from over
Despite the strong run-up in underlying share prices, the BSE Sensex index is still trading slightly below its five-year average
July 12, 2024
Political certainty could bolster UK capital markets
The UK might regain its safe haven status if politics becomes increasingly febrile on the continent
July 05, 2024
Why Reit valuations could be set for a rebound
The metrics point to a prospective rebound in UK Reit valuations, although it's going to be a rather patchy affair
June 28, 2024
Why Toyota is being vindicated for its hybrid strategy
With another electric vehicle start-up going to the wall, it seems that a rethink on the rate of change is required
June 21, 2024
How investors should approach 'gen AI'
The roll-out of the technology across "managed money" could boost contrarian strategies
June 14, 2024
Taking the Shein off London's listing regime
Regulators risk throwing the baby out with the bathwater in the push to attract IPOs to London
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