There are plenty of reasons for investors to be optimistic about China March 6, 2019 Since the election of Donald Trump, one story has dominated global markets news: the trade war between China and the US. As negotiations reached a critical phase last month, markets fluctuated as setbacks led to breakthroughs, only for talks to stall again. But while investors are right to worry about currents of protectionism in the world’s [...]
Lord Rothschild warns on market volatility after ‘difficult and treacherous year’ for investors March 5, 2019 Last year was the “most difficult and treacherous year for investors” in a decade, Lord Rothschild said today as his investment trust RIT Capital Partners reported shrinking net asset value. The company said Net Asset Value (NAV) per share was 1,821p in the year to the end of December 2018, down from 1,839p the previous [...]
Europe cannot afford to return to the failed policies of the past March 4, 2019 I am not one to argue for policies of centralisation. I am a great believer in the principle of subsidiarity as a practical reality rather than as empty words in a treaty. Nevertheless, there are areas where Europe is better served by acting as one. One such area is competition policy, where Europe has to [...]
Jaguar Land Rover could announce fresh round of UK investment in early March despite industry turmoil March 2, 2019 Jaguar Land Rover is reportedly planning to buck the trend of car makers fleeing the UK by making a major investment in British advanced manufacturing. The manufacturer, which is owned by Indian firm Tata, reportedly said fresh investment in the UK was imminent, and an announcement could come in early March. Read more: Tata Motors’ [...]
Why the Fourth Industrial Revolution may create beach hotspots for investors February 27, 2019 The Industrial Revolution resulted in a rail network that has influenced real estate values ever since. Now the Fourth Industrial Revolution is driving the latest wave of value creation – for certain beach locations. Our focus on this blog is on identifying the shifting fortunes of global cities. Part of this involves careful analysis of [...]
Chinese stocks leap as Trump signals delay to tariff increase in US-China trade war February 25, 2019 Chinese stocks soared to their best one-day rise in more than three years today after President Donald Trump indicated the US would postpone a tariffs hike on $200bn of Chinese imports. The US was set to increase tariffs on a vast range of goods from 10 per cent to 25 per cent this Friday, but [...]
Warren Buffett takes aim at Trump in annual letter February 24, 2019 Wall Street veteran Warren Buffett appeared to take aim at President Donald Trump over the weekend, after saying that individuals could not claim credit for success in the US economy. In a letter to Berkshire Hathaway shareholders on Saturday, the billionaire said that “it is beyond arrogance for American businesses or individuals to boast that [...]
China invites chancellor Philip Hammond to visit despite war of words over British patrols in Pacific February 22, 2019 The Chinese foreign ministry has said it would welcome a visit from the UK government's chancellor of the exchequer, Philip Hammond, just a day after he said that relations with China had been affected by talk of Britain deploying a warship in the Pacific. Read more: Defence firm BAE plugs £20m into artificial intelligence on UK [...]
Huawei takes ground from Apple and Samsung in smartphone war February 21, 2019 Tech giants Apple and Samsung are losing their grip on the smartphone market to cheaper rivals such as China’s Huawei, as the sector looks increasingly trapped in a slowdown. Research by consultancy firm Gartner found global smartphone sales stalled in the final quarter of last year year, growing just 0.1 per cent from the end [...]
UK telecoms operators must strengthen cyber security to prevent cyber attacks, says top spy boss February 20, 2019 The UK needs higher standards of cyber security across the telecoms sector, a top spy boss said today, insisting no conclusion has been reached about the use of Huawei’s 5G equipment. Speaking at a cyber security conference in Brussels this afternoon, Ciaran Martin, head of the National Cyber Security Centre (NCSC), said the telecoms market must [...]