Some commentators have observed recently that the UK now feels like a poor country. Can countries that were once rich become poor? Yes, they can, says Victor Hill.
SpaceX will soon be worth more than Tesla. Elon, we still love you – despite your poor corporate governance, declares Victor Hill.
Food-price inflation in the UK is likely to continue this year at a higher rate than in Europe. While food production is a massive industry in the UK, it has just not been prioritised, writes Victor Hill.
We keep hearing that 2023 is going to be a challenging year for the UK. But the upside might trump the downside, says Victor Hill.
The year ahead will be a challenging one for investors, but some substantive long-term trends will come into clearer focus. Disaster will be averted, though living standards will decline further, says Victor Hill
Interest rates in the UK will have to rise a little further in 2023, even though the inflation outlook is improving, and sterling is bearing up, says Victor Hill.
Renewables are more expensive than is claimed because of the cost of maintaining back-up generation capacity, observes Victor Hill.
The failure of President Xi’s Zero Covid policy and the popular resentment against it come as China’s growth dynamic has stalled, says Victor Hill.
The polls suggest that Labour will win the next UK general election by a wide margin. The Tories face an existential threat. Anyone investing in the UK needs to assess the political outlook, says Victor Hill.
Historical data points toward increasing odds of recession amid growing inflation numbers, and the current profit projections for 2023 are still very optimistic and sitting on not-so-low valuations.
