The China AI threat. The story behind the DeepSeek development and why US markets were vulnerable to a setback.
Plus, the team’s six best small cap ideas, a trip to SRT Marine’s AGM and a discussion of retail investor Phil's approach to the markets and portfolio.
Also in the digital magazine: the latest on Saba’s attempt to shake up the investment trust industry, WH Smith’s plans to offload its high street stores and what the surge in bond yields means for your personal finances.
Investment ideas include specialist cloud computing play and a luxury name with turnaround potential plus stories on Burberry, Trainline, Diageo, Everyman and much more besides .