Analysis

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

Premier Pan European Property fund

China's slowing economy is providing headwinds for its neighbours. But some equity markets, such as Indonesia, the Philippines and Thailand, have still managed to steam ahead. T. Bailey's Peter Askew explains why.

The recent £23bn fine for Reynolds American could be a sign that tobacco sector is due to face another era of battling lawsuits. But if CEOs keep their houses in order, investors will stay hooked on tobacco stocks argues Miton's US manager Nick Ford....

Central banks' juggling act in trying to stimulate inflation but cool inflated asset prices is causing "schizophrenic" policy decisions in Europe. The trouble is, low inflation is necessary, argues Andrew Parry from Hermes.