FEATURES:
Emerging market shares have fallen out of favour lately. But investors shouldn't give up on them just yet, argues Jonas Crosland
■ Adapting to world energy markets
Mark Robinson digs down into this year's BP Annual Statistical Review of World Energy to uncover future trends.
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:
■ Surviving Europe's horrible car crash
■ Bank to loosen despite inflation
■ JD Sports on the right track
ECONOMIC OUTLOOK:
■ The cost of rising yields: Chris Dillow says higher borrowing costs will impose a small but significant burden on the public finances.
■ Next week's economics: Companies and households are both still reluctant or unable to increase spending, next week's numbers could show.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Chasing the Chinese dream - Anthony Bolton's star has been dimmed by his disappointing venture into China - but that doesn't mean the emerging markets story is over.
■ Chris Dillow: Gold's equity puzzle: If gold is not in a bubble, then the returns to investing in the real economy are surprisingly poor. Plus:
- Why defensives outperform: The good performance of less risky shares is not due merely to investors' irrationality.
- On (not) knowing: We can't know when the Fed will begin to taper its quantitative easing. But we do know the distribution of risks to equities.
Read more articles by Chris on his comment page.
■ Simon Thompson: Repeat buy signals: Our companies editor reviews two of the companies on his watchlist and sees ample scope for more gains. Plus:
- Fed watch: Simon Thompson outlines how the threat of a tapering of the US Federal Reserve's money printing programmes is impacting markets.
■ Bearbull: Invading Africa - If Africa is the 'last great investment frontier', then Bearbull's global portfolio needs to commit some capital.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Reader portfolio: Overseas shares are too risky for this investor.
■ Financial planning: How to protect a big pension.
■ SmartMoney: Don't hand over half your growth in fund fees.
SHARE TIPS OF THE WEEK:
■ Unlike most of its peers, this bank is generating more capital than it can use and that surplus looks set to drive impressive dividend payouts.
■ Impressive progress at this Russian small-cap oil producer has been overlooked by a market that is resolutely focused on risk where energy stocks are concerned.
■ This medical equipment group is in its best financial shape for years, but the restructuring that saw it sell off a successful subsidiary throws up questions about its long-term future.
■ Having pushed revenue ahead every year since the financial crash, this shower and tile specialist is poised to step up a gear, but the growth is yet to be priced in.
FUND TIP OF THE WEEK:
■ If you're looking for a solid UK equity growth fund, here's one with an excellent performance record and an experienced manager.
SHARE TIP UPDATES:
■ Kentz
BROKERS' TIPS:
■ Asos
FUNDS:
■ Fund news: Anthony Bolton to retire in April 2014 - what should you do?
■ ETFs: ETF yields vary so use a data provider.
■ The big theme: Tap into emerging income.
■ Top 100 funds: F&C Global Smaller Companies.
SHARES:
■ Stock screen: Five cheap, high-growth small-caps.
■ Sector focus: Are surgeries a safe haven?
■ The lowdown on the latest company results:
■ Caretech
■ Chemring
■ Darty
■ Halma
■ Mulberry
■ Directors' dealings: Notable transactions at Prudential, 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 Ted Baker, HSBC and Petrofac.
■ The Trader: Crossroads - The Trader is waiting for the next signal courtesy of Ben Bernanke.
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.
