Analysis

Coups and crisis: Can nothing dent confidence in Asia?

Europe's small caps have had a stonking five-year rally, but as prices have come off a little since May, investors need to start separating Norway from the Netherlands, explains Bill Barker from Pictet Asset Management.

Diplomatic and territorial conflicts have been rising but defence stocks remain strangely overlooked. City Financial's Benjamin Dawes explains why cyber security and homeland defence companies are worth a punt.

The US market has confounded some observers this year. After such strong performance in 2013, when the market rose just shy of 30%, many commentators had written the market off or at least condemned it to underperformance in 2014.

INDONESIA ELECTION

Investors looking for emerging market exposure could do better than back European-listed multi-nationals trading on high multiples. We highlight five of the best locally-listed, cheaper emerging market stocks.

The trend of slowing dividends from the blue chip income stalwarts is well underway, and Tesco is next in line. The business faces 'significant' cuts to its margins and the dividend may be slashed too, predicts EEA FM's David Urch.

Qatar's government is investing tens of billions in infrastructure ahead of the 2022 football World Cup. Local banks will be big winners - but Qatar's reputation will be tarnished if the World Cup is revoked, explains Nick Wilson, chairman of the Qatar...

Worries over the state of China's shadow banking sector and overheating property market have contributed to disappointing performance from its equity markets this year. But China is cleaning up its act and some banks are 'unjustifiably cheap', argues...

Anthony Cross and Julian Fosh, Liontrust