sam

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So far sam has created 22 blog entries.

Europe – basket case or overlooked opportunity?

The European elections are just ahead. Whether or not the U.K. is involved, it is a great time to review what is going on, and whether or not there is an investment opportunity. Do European [...]

India: The democratic giant goes to the polls

The greatest exercise in global democracy has just started. It is the Indian general election, as 900 million people have the opportunity to decide the next steps for the fastest growing major economy in the [...]

Market update: China, Trump, and Cyber Conflict

Surprisingly for us, one of the most popular blogs last year was the one which had a heavy emphasis on the risk of cyber war. The issue of cyber security has moved more into the [...]

With markets calm, the risks aren’t in the headlines

Trade wars. “No deal” Brexit. More Russian sanctions. Italexit. Interest rates up. Turkey in turmoil – more important than you might think, with European banks very exposed. You would be forgiven for thinking we’re all [...]

Happy 3rd Anniversary, India & Mr Modi

The 3rd anniversary of the election result which crowned Narendra Modi as Indian Prime Minister was this week (16th May). He was given a huge mandate and promised sweeping reforms for the world’s biggest democracy. [...]

The Politics Game: Tough Theresa vs Mad Dog vs French Farce

Just as the world of politics around the world appears to have lost the plot, up pops Theresa May and says “politics is not a game”. Before the parochial UK media loses sight of the [...]

Trump slump or boom? UK investor implications

The “Brexit effect” has continued across the Atlantic.  In the US, the alienated have again triumphed over the uninspired and the self-interested. It is important that UK investors understand the implications: The Trump mandate is [...]

UK stock market – both swirling risks and opportunities

We probably spend more time reviewing the UK stock market than any other because it is the largest holding for most clients, and the UK economy drives their employment and broader financial prospects.  Here is [...]

What is helicopter money? (Part II)

In the last few days Japan has announced a $45bn package of what is effectively “helicopter money”. In coming months we hope (pray!?) for similar in the UK. Here’s how it might work. Emergency action [...]

Brexit: Investment implications of Democratic Hooliganism

A summary of the investment implications, with an emphasis on the opportunities, is set out below. A quick recap... In January 2011 (TopFunds Guide) I said: “There is a race, with the bureaucrats and politicians [...]