Six investment trends that will move markets in this decade January 3, 2010 YOU might say that trying to predict what will happen in the markets in the next 10 years is a mug’s game. A decade ago, the dotcom bubble was still inflating and Lehman Brothers was a flourishing investment bank. Nobody could have seen what the financial world would look like by the start of 2010. [...]
Commodities and banking stocks lead Santa Claus rally December 21, 2009 BRITAIN’S top share index closed sharply higher in thin pre-Christmas trading yesterday, buoyed by commodity stocks on firmer metals and crude prices and a rally in banking equities. The FTSE 100 index ended up 97.18 points, or 1.9 per cent, at 5,293.99, posting its biggest one-day percentage gain since 1 December, with trading volumes just [...]
Nasdaq high on US healthcare hopes December 21, 2009 US STOCKS rose yesterday, with the Nasdaq hitting a 15-month high after a healthcare reform bill advanced in the Senate and brokerages upgraded two Dow components on improving profit prospects. Healthcare stocks rose after a bill to overhaul the US healthcare system, which is perceived as less damaging to industry profits than expected, passed a [...]
Keep your eyes open for black swans in the coming year December 21, 2009 1 Israel takes out Iranian nuclear capacity, triggering a popular uprising, which causes the government of Mahmoud Ahmadinejad to be overthrown. Western businesses begin to look more positively on the less volatile Middle Eastern region, especially oil companies and other utilities providers which can now operate in a more stable environment. This is positive for [...]
Gold loses its shine as positive US data signals move away from safety December 21, 2009 NOW could be the time to go short on gold. After a stellar performance during 2010 when the precious metal reached a record high of more than $1,200, the positive trend could be about to come to an end. Investors sold off gold futures yesterday as markets await a spate of economic data releases from [...]
PREPARE FOR A BOOM IN SILVER PRICE December 21, 2009 THE US dollar’s reversal of fortune has been swift and violent. The sudden shift in sentiment since the beginning of the month has caught many investors by surprise. What began as a correction to the steady and seemingly relentless decline of the greenback against everything but the yen has become more akin to a rout. [...]
Improved GDP numbers will add to the growing confidence in sterling December 21, 2009 ALL the signs are pointing to an upward revision to UK GDP growth this morning. The consensus among City economists is for a smaller 0.1 percent fall in GDP in the third quarter. But there is a real possibility that growth was actually stronger and could even have been flat on the quarter. A 2 [...]
THE TIPSTER December 21, 2009 MARKET liquidity is really thin this week and next due to the Christmas holidays, which means that you need to be aware of pockets of volatility. During this time of year you need to stick to the larger FTSE 100 equities that benefit from strong liquidity. Keep nice tight spreads or range trade the FTSE [...]
Taking a punt on industrial strife can be a winner December 20, 2009 THE High Court may have helped restore Christmas cheer for passengers of British Airways by ruling that the proposed 12-day strike by the airline’s cabin crew was invalid, but investors should arm themselves with trading strategies for a 2010 that could be rife with industrial action. But the dispute is far from over. After the [...]
Brazil’s stock index is well worth a bet December 20, 2009 SPEAK to any strategist at any investment bank and you will hear the common refrain that emerging markets will drive the global economy in 2010. While this is undoubtedly true, there is a tendency to blindly associate emerging markets with Asia – and China in particular. Spread betters should make sure they consider the whole [...]
