Analysis

Global equities soared over the second quarter. Although the gains were broad-based around the world, emerging markets, and in particular Asia, outperformed developed markets as investors realised that their fundamentals remained strong throughout the...

Emerging markets equities experienced an extraordinary recovery in the second quarter of 2009.

For quite some time, India has languished as the poor relation to China in the minds of UK investors.

Over the past few weeks, the UK market has been experiencing some broadening out, and we have seen the defensive sectors playing catch-up with good share price rises in tobacco and food producers, for example.

Small T&T sector is beginning to rebound on improved economic data, seen in strong earnings growth

The S&P 500 hit a low of 677 on 9 March 2009 but has since recovered strongly.

It may be too soon to talk about the green shoots of economic recovery, but fiscal and monetary stimulus packages have certainly started to have an effect.

Despite equalling the record for the number of successive days of gains on UK and US equity markets, it is worth noting that neither has made much ground since the turn of the year.

As 2009 has progressed, I have become increasingly confident about the positive direction of European equity markets.

It was not that long ago I found myself writing for this column and since then it feels like markets have been running on slick tyres in the wet; in other words, working quite hard without much progress, and conditions proving to be quite dangerous and...