Ken Baksh – December Investment Monthly December 6, 2022 – Posted in: Blog – Tags: alan green, Asia Dragon Trust, beg, begbies traynor, business, business ideas, Business insider, chemring, chg, december 2022 investment review, December investment monthly, DGN, ENQ2, enquest bond, FIPP, Frontier IP, Greencoat UK Wind, investing, investing for beginners uk, investing in stocks, ISPY, ken baksh, ken baksh investment monthly, legal & general, Legal & General ETF, Lloyds Preference Shares, LLPC, small business ideas, smith & nephew, stock market december 2022, stock market for beginners, ukw, whitbread, wtb
In our December investment review, Ken discusses the macro picture in the US, Europe, China and Japan before looking at the effects of inflation. We then look at moves over the past 2 months before moving to the UK economy and issues such as consumer confidence, the trade deficit and Govt deficit, insolvencies and recession expectations. Ken highlights the good job that PM Rishi Sunak has done in steadying the ship, before we look at how previous stock picks in October and November have performed. These include Legal & General #LGEN, Smith & Nephew #SN, Begbies Traynor #BEG, Greencoat UK Wind #UKW, Whitbread #WTB, Frontier IP #FIPP, Enquest Bond #ENQ2 and Georgia Capital #CGEO. Ken then picks out four more stocks for growth, These are:
Chemring #CHG
Lloyds Preference Share #LLPC
Asia Dragon Trust #DGN
Legal & General Cyber Security ETF #ISPY