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Why it's time to remember America's forgotten industrials

A potential soft landing and lower energy prices are breathing life into venerable businesses

Ashmore rides rising stock markets

The company's long winter started before the rest of the market’s, but signs of spring are palpable

China Inc to fund new Kodal lithium mine

Aim-lister inks $100mn deal to build the Bougouni lithium mine in Mali

The case for emerging markets

The glamour has gone from emerging markets, replaced by a clear investment purpose

Return of the Dragon?

Much of China’s stock market performance in 2023 will depend on the decisions taken by its political leadership

Emerging markets: best not to look too closely

The mix of opportunities and risks across emerging markets means taking a broad exposure is wisest

US inflation peak means recession is on the horizon

US interest rates are expected to peak next year, but this will be followed by shrinking GDP and rising unemployment.

Quality US shares

After this year’s market correction, do quality US shares now offer better value, too?

Microsoft: leader of the big tech gang

The enterprise software specialist has more resilience than tech rivals relying on advertising

Waters Corp refocuses on its strengths

After a period of lacklustre performance, the laboratory instrument and software provider proves that business transformation is more science than art