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Taking necessary precautions

FT subscribers can click here to receive Market Forces every day by email. There’s plenty for investors to reflect upon in the final week of January. The escalating coronavirus has now killed at least 81 people in China and infected more than 2,500, with cases reported in a number of …

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Investors look to history for clues on impact of coronavirus

Investors are looking back at previous epidemics in an effort to anticipate how badly the coronavirus outbreak could affect already shaky global markets. “It’s important that we don’t panic but really look to history as a guide,” said Kristina Hooper, chief global market strategist at Invesco. “At the moment, so …

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Markets not live, Monday 27th January 2020

Regular readers will know that MnL is a piecework that builds on ML, a liveblogging service that like Concorde had to be taken out of service because it was too technologically advanced. A couple of weeks ago we flagged some fantasy M&A from Numis Securities suggesting that Provident Financial should buy Amigo, …

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Stocks and oil slump as virus fears drive sell-off

Global equity markets fell heavily and oil prices slumped after China warned the spread of the deadly coronavirus would accelerate, highlighting concerns about the disease’s potential impact on the world’s second-biggest economy. China’s leaders are bracing themselves for a blow to first-quarter economic growth as the virus weighs down on …

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Signs of a global recovery in manufacturing

The strength in global equities and other risk assets in recent months is, in part, due to optimism that a global cyclical recovery is beginning to take hold, following the severe manufacturing-led downturn in 2018 and 2019. However, this optimism in the financial markets contrasts with the much more pessimistic tone …

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Watching the service sector

FT subscribers can click here to receive Market Forces every day by email. The latest tidings on the economic front for Europe suggest the clock is ticking a little louder from a weakening service sector. Across the Channel, the much-anticipated UK flash purchasing managers’ indexreading for January may not appear sufficiently robust …

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Markets not live, Friday 24th January 2020

Like Morleigh Steinberg and God, the CMA moves in mysterious ways. Takeaway dot com said overnight that the UK competition watchdog had changed its mind about the purchase of Just Eat. On further reflection, the CMA now thinks the proposal requires an investigation into whether it requires an investigation. This news …

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Are you a champion stockpicker?

As we close in on the final stretch of January, new year’s resolutions are already falling by the wayside. There’s a good chance that your dry January has already turned wet, the allure of a good burger has undone your valiant attempt at Veganuary, or your expensive new gym membership …

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Investors wonder if coronavirus will shatter calm

In February 2018, markets were struck by an outbreak of volatility that tore Wall Street down from record highs, prompting some to dub it a “virus.” Nearly two years later, and with US stocks again near a peak, investors are wondering whether an actual virus might bring back some more …

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Shopify is nuts, when’s the crash?

Just after the market opened on Wednesday Shopify’s share price reached an all-time high of $476.64, putting the online shopping platform’s market value at $54bn. Investors who have held the stock since its May 2015 IPO have been rewarded with a mind-melting 1,710 per cent return while naysayers, such as …

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