Alex Rankine

Markets Editor and Contributor at MoneyWeek

Featured in: Favicon

moneyweek.com Favicon

realclearmarkets.com Favicon

msn.com

Articles

Why stagflation now seems like America's "optimistic scenario"

1 week ago | moneyweek.com | Alex Rankine

“The post-World War II… world economic order” is finished, says Reshma Kapadia in Barron’s. On Wednesday 9 April, sweeping US import charges on most countries in the world came into effect, including tariffs of 20% on the EU and 104% in the case of China. As during the pandemic, ultra-efficient global supply chains are being disrupted, raising inflationary pressure.
India's stock market decline wipes out $1.3 trillion in market value – can investors stay optimistic?

3 weeks ago | msn.com | Alex Rankine

Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.
India's stock market decline wipes out $1.3 trillion in market value – can investors stay optimistic?

3 weeks ago | moneyweek.com | Alex Rankine

India’s “loyal retail traders” are being tested like never before, says Chiranjivi Chakraborty on Bloomberg. A long stock market boom ran into trouble in September, when an unanticipated economic slowdown and analysts’ downgrades to companies’ earnings forecasts knocked India’s richly priced shares – $1.2 trillion has since been wiped off valuations. Global funds withdrew an estimated $26 billion between October and February.
What is the Mar-a-Lago Accord and why is it getting attention from Wall Street?

3 weeks ago | msn.com | Alex Rankine

Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.
What is the Mar-a-Lago Accord and why is it getting attention from Wall Street?

3 weeks ago | moneyweek.com | Alex Rankine

“To the untrained eye”, Donald Trump’s tariff policy may look like an “incoherent” and “self-destructive mess”, says Rogé Karma in The Atlantic. But some believe it to be “the first step of a carefully orchestrated master plan”. On Wall Street, there is talk that the aim is to make the world’s leaders come crawling to Mar-a-Lago, Trump’s Florida residence. There, they will be forced to agree to build factories in the US and strengthen their own currencies to help US manufacturing.
Can investors stay optimistic about Russian stocks?

1 month ago | moneyweek.com | Alex Rankine

“War and peace are notoriously difficult to price,” says The Economist. Yet with Donald Trump pushing for a ceasefire in Ukraine, investors are starting to do exactly that. The Russian rouble has rallied more than a third this year against the dollar, and the local MOEX share index has gained 15% on bets that Russia’s heavily sanctioned economy might “become slightly less walled off”.
The best ways to invest in Vietnam - Asia’s communist dynamo

2 months ago | moneyweek.com | Alex Rankine

Investors complain that complex planning rules thwart infrastructure projects. Administrative bloat is blamed for burdening the state budget. Sound like Britain? It’s not. This is Vietnam, and the government is responding in a decidedly non-Whitehall way. The one-party communist state is going all-out for growth, announcing sweeping reforms dubbed a “bureaucratic revolution”.
China's DeepSeek AI is a 'Sputnik moment' for the US

2 months ago | moneyweek.com | Alex Rankine

The US is facing a new “Sputnik moment”. In 1957 the Soviet Union shattered US complacency by becoming the first country to launch an artificial satellite into space. In 2025, DeepSeek, a Chinese artificial intelligence (AI) start-up, has again upended illusions of US tech leadership, wiping the “smug grin” off the faces of Silicon Valley billionaires in the process, says Tom Leonard in the Daily Mail.
Are European stocks too cheap to ignore?

2 months ago | moneyweek.com | Alex Rankine

Europe finds itself “in the midst of a perfect storm”, says The Economist. Growth faces “stiff headwinds” and electorates are “routinely tossing their leaders overboard”. Donald Trump is planning tariffs. Europe’s catalogue of problems is long, says Simon Nixon in the Financial Times. Growth has “stalled”, regulation is “burdensome”, energy prices are “high” and manufacturing is under pressure from China.
Has inflation been tamed in the UK?

Jan 24, 2025 | moneyweek.com | Alex Rankine

Britain is “bumbling” into the New Year, says Eshe Nelson in The New York Times. Consumers are “downbeat” after “disappointing economic news”. Worries about inflation persist, with the Bank of England (BoE) not expecting a sustainable return to the 2% target until 2027. As a result, the Bank has been cautious, cutting rates by only half a percentage point in 2024, even as US and Europeancentral bankers cut borrowing costs by a full point.