Analysis Archives - Expert Investor

Have the rules changed on how bad news impacts bottom lines?

History suggests an explosion in Germany may not have the significant financial fallout some investors expect

Will complex proposals drive away investors?

But it ‘shows Beijing’s determination to end the implicit guarantees and allow the market to discipline zombie firms’

‘Governments seem to focus more on reviving economies and people’s spirits, after a depressing spring’

The same information set can produce vastly different interpretations

Shareholders might just be the last bastion when it comes to demanding justice

‘We scaled back top-down cyclical risk in our model portfolio during Q2’ says NNIP’s Moonen

Questions abound about whether the economic turbulence will be long-term or short lived

‘When past presidents faced similar threats from growing corporate power, they took bold action’

They are uniquely placed to provide many of the solutions