Research Reports

Buckle up?

Top trader Andrew Kinsey has sage words for investors in the light of the pandemic lockdowns in Europe and the US presidential elections. Both geographies are centres of elevated risk. Andrew charts several price signals to be aware in positioning your portfolio for turbulence in “Buckle... Read More

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Ant’s away

Following on from “Ant(icipating) a listing” last month Ingham Analytics has issued “Ant’s away”, confirming that Ant Group, in which Alibaba has a 33% interest and Jack Ma an effective 8.8%, will be listing in Hong Kong and Shanghai. Ant and Tencent’s WeChat Pay are formidable... Read More

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Sink or swim?

The Medium-Term Budget Policy Speech on Wednesday, already delayed, will throw into stark relief the financial situation that the ANC has solely engineered. In “Sink or swim?” Ingham Analytics give a precursor to what they think Tito Mboweni will have to say and give backdrop to... Read More

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Irish eyes aren’t smiling

Ingham Analytics have introduced a Banks Monitor to add to the Energy Monitor and Mining Monitor. In “Irish eyes aren’t smiling” they say there are signals globally, including Ireland, that loan default risk is now greater than corporate bond default risk. They also say that huge... Read More

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Road to nowhere?

In “Road to nowhere?” top trader Andrew Kinsey says that polarisation in politics is evident around the world, with real economic consequences. Compromise, let alone rationality, isn’t on the table among politicians. Warnings signs abound, as was pointed out in “Gold a must?”, and investors need... Read More

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Nickel for Elon?

Last week, Ingham Analytics issued an Energy Monitor, a new theme on developments in the broad energy basket, and today they are issuing their first Mining Monitor with the same theme for miners. The note is entitled “Nickel for Elon?” and as the name suggests delves... Read More

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Gold a must?

Ingham Analytics have featured gold in their analysis in several notes, in fact in the most recent Weekly on Sunday it was under discussion. Top trader Andrew Kinsey takes this a step further in “Gold a must? in which he examines historic and current factors affecting... Read More

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Over a barrel?

Ingham Analytics have issued an Energy Monitor, a new theme which looks at developments in the broad energy basket. The MSCI Global Industry Classification Standard or CIGS includes Energy, which comprises companies engaged in a wide range of activities in the value chain. This new analysis... Read More

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Fuhgeddaboudit!

In “Fuhgeddaboudit!” top trader Andrew Kinsey looks at latest data in the US and Europe – and it does not bode well for that much vaunted V-shaped recovery that some speak of. Investors would be well advised to take stock of labour force, consumption and savings... Read More

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Outsized Big Five

In “Outsized Big Five” Ingham Analytics examines the phenomenon, not of Kruger Park animals, but of the large tech stocks in the US that have been the driver of the top US equity indices this year. The equity markets in the US hit an all-time high... Read More

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