Ken Baksh – February 2023 Investment Monthly

FEBRUARY 2023 Market Report Investment Review Summary During the one-month period to 31st January 2023, major equity markets, as measured by the aggregate FTSE All – World Index, rose moderately, by nearly 6%, in dollar terms, one of the best January performances in recent years. Chinese equities and related emerging markets, NASDAQ and Continental European […]

Ken Baksh – January 2023 Investment Monthly

JANUARY 2023 Market Report Investment Review Summary During the one-month period to 31st December 2022, major equity markets, as measured by the aggregate FTSE All – World Index, fell, by over 1.5%, taking the year-to-date loss to 19.3%, in $ terms. Chinese equities and related emerging market indices were relatively stable while the tech-driven NASDAQ […]

Ken Baksh – December Investment Monthly

In our December investment review, Ken discusses the macro picture in the US, Europe, China and Japan before looking at the effects of inflation. We then look at moves over the past 2 months before moving to the UK economy and issues such as consumer confidence, the trade deficit and Govt deficit, insolvencies and recession […]