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This week's articles: 28 March 2013

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March 28, 2013

FEATURES:

Marks and Spencer untangled

Can the high street giant regain its iconic status in an online world? Julia Bradshaw reports.

Small-cap lenders take off

Jonas Crosland reports on the new breed of lenders to small- and medium-sized enterprises stepping into the hole left by big banks.

SEVEN DAYS:

All you need to know about investing in the past seven days: what's rising, what's falling and what's making the headlines.

 

NEWS:

Cyprus crisis hits confidence.

Dangers increase for gilts.

Centrica deal signals export surge.

'Atomic chicken wire' maker on Aim.

Mulberry profit warning.

BAE contract is worth a bomb.

 

ECONOMIC OUTLOOK:

Rebalancing RIP: Chris Dillow says the government hopes that debt-fuelled consumer spending will lift the economy out of the doldrums - this is dangerous.

Next week's economics: The eurozone's recession is holding back the US and UK economies, although there is domestically-generated growth in the latter.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: Taking careful Aim - Why the removal of stamp duty should not change investor attitudes towards Aim shares.

Simon Thompson: Full house - If you followed his advice to buy shares in the eight FTSE housebuilders at the start of the year, you are now sitting on massive gains. Is it time to bank them? Simon has also written the following online exclusive:

- Small cap trading plays: Simon Thompson has updated the performance table of all his recommendations over the last six months and offers advice on all 100 shares or index trading positions.

Read more of Simon's articles on his comment page.

Chris Dillow: Risky tales of tail risk: It's almost impossible to think about the risk of a crisis in an unbiased way. Read more articles by Chris on his comment page.

Property Matters: No free lunch - Forget welfare cheats - we all want 'something for nothing', most of all George Osborne.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader Portfolio: Lessons learnt from my portfolio review.

Financial planning: The weird and wonderful pensions of Britain.

 

SHARE TIPS OF THE WEEK:

This hugely successful online retailer has rewarded investors handsomely, but now the shares look dangerously overrated.

■ There's plenty of demand for the services of this new breed of lender. It's well funded too and debts are under control.

■ Our mining specialists hold strongly contrasting views on this mining company so we've put both cases forward: is it a great proposition or a deadly mistake? Read our analyses and make your own mind up.

 

FUND TIP OF THE WEEK:

An absolute-return fund that does what it says on the tin and could prove its worth just as a new set of problems raises its head in the eurozone.

 

SHARE TIP UPDATES:

British Land

Cupid

First Quantum Minerals

S&U

Scapa

 

FUNDS:

Fund news: BlackRock star leaves after poor performance.

Shares I love: Housebuilder Redrow has had a good run and should get an added boost from the government's Help to Buy scheme.

The big theme: Alternative growth ideas for your Isa.

ETFs: db X-trackers' transparency improves.

 

SHARES:

Stock screen: 13 ways to play a resurgent US.

 

Sector focus: Posting profits - The float of Royal Mail is expected this year which could prove an intriguing investment at a time when global mail companies are going through significant change.

 

■ The lowdown on the latest company results

32Red

Afren

AG Barr

Alliance Pharma

APR Energy

Arbuthnot Banking

Belvoir Lettings

BrainJuicer

Churchill China

Cyprotex

Emis

Faroe Petroleum

Finsbury Foods

FW Thorpe

Greggs

 

GVC

Imperial Innovations

Ithaca Energy

Judges Scientific

Kazakhmys

KBC Advanced Technology

Kentz

Kingfisher

Lamprell

London Mining

Mission Marketing

Moss Bros

Next

Office2Office

Oxford Catalysts

Phoenix Group

Portmeirion

Premier Oil

Premier Farnell

PV Crystalox

Robinson

Scisys

Secure Trust Bank

Ted Baker

Vesuvius

Vislink

Wolseley

 

Directors' dealings: Notable transactions at Diageo and Unilever, plus a table of all boardroom share trades.

 

Week ahead: A summary of key company announcements expected in the coming week.

 

TAKEOVERS:

Download this week's takeover tables as a PDF.

 

TRADING:

Trading ideas: Chart-driven calls on DAX 30, gold, Kingfisher and TUI Travel.

The Trader: Harmonious rally: copper and the Nasdaq aren't actually giving bearish signals for the stock market right now.

The Trader, Dominic Picarda, publishes his outlook for ten major equity, currency and commodity markets on a daily basis. You can view his articles on his comment page, or sign up to The Trader's market outlook emails.