Electrifying your portfolio & chemical stock struggles: Companies and Markets Show

It’s the end of April, and a reopening of the Strait of Hormuz is looking further away than ever. Its closure looms large over everything else at the moment, and risk asset investors are starting to worry for the first time in several weeks. However, there are still signs of life across the market. In this week’s episode, we look at some of those rebound stories and discuss whether recoveries can persist in the face of ongoing stress. Michael Fahy discusses the electronics sector – companies such as Renishaw, Oxford Instruments and XP Power, which are belatedly starting to benefit from supplying the semiconductor industry.We then move to this week’s Big Read on electricity and electrification. Could the defining, if sometimes forgotten, story of the past century be the characterising feature of this century, too? Alex Newman has the answers.Finally, Julian Hofmann talks about chemicals supplier Synthomer, whose refinancing and improved full-year figures provide the first signs of recovery. It also had some interesting comments to make about the Iran War.Timestamps00:00 Intro01:13 Electronics companies12:06 Electrification32:37 SynthomerListen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.