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Market Comment - March '19

March 2019

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The steady recovery in the US and UK markets continued in the last month. This month we have a distraction from the B-word, turning our attention instead to China and Huawei. According to one economist the Huawei spat, driven by US rhetoric, is not just a trade war but a matter of national security. The Chinese can’t hold the West to ransom with superior technology, he proclaimed. What’s the reality?  Huawei is the world’s biggest telecoms manufacturer and provides vital equipment to drive 5G. This will be a huge advance in mobile communications and, in its potential to change the world, it has been compared to the Gutenberg press. This was the 15th century mass printing invention that caused a cultural and s ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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