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MORNINGSTAR ANALYSIS News & Analysis

How to spot a value or dividend trap
Personal Finance
How to spot a value or dividend trap
A generous payout is enticing but it’s not always a positive sign, writes Nicki Bourlioufas.
Nicki Bourlioufas | 14 March 2021
Morningstar Reporting Season Calendar February 2021
Stocks
Morningstar Reporting Season Calendar February 2021
Morningstar has compiled a handy list of more than 150 companies under coverage that will release results this month.
Emma Rapaport | 02 February 2021
China’s rapid recovery on much firmer footing
Markets
China’s rapid recovery on much firmer footing
But the Middle Kingdom’s economy remains in dire need of long-term rebalancing from investment to consumption, says Morningstar.
Morningstar Analysts | 05 November 2020
US election scenarios and what they mean for investors
Video
US election scenarios and what they mean for investors
A discussion of taxes, stimulus, regulation, and the likely market reaction as results from the 2020 poll come in. 
Morningstar Analysts | 05 November 2020
Will a turbulent US election derail recovery?
Markets
Will a turbulent US election derail recovery?
As the Trump-Biden showdown nears and vaccine trials continue, headlines may lead to volatility, but we expect the economic rebound to keep on,...
Dave Sekera, CFA | 07 October 2020
Reporting season calendar and results: August 2020
Stocks
Reporting season calendar and results: August 2020
All eyes will be on company balance sheets, how management has responded to this once-in-a-lifetime event, and of course, the future of dividends.
Emma Rapaport | 28 July 2020
Coronavirus: How will volatility affect financial services?
Stocks
Coronavirus: How will volatility affect financial services?
The boost in trading will benefit some, but IPO activity will wane, and the tumult will sort the strong active managers from the weak.
Lex Hall | 26 March 2020
The Black Monday fall: Morningstar’s outlook
Markets
The Black Monday fall: Morningstar’s outlook
The coronavirus and an unexpected oil price shock have caused market havoc. Morningstar explains why there will be minimal long-term impact.
Lex Hall | 10 March 2020
Bargain Asian stocks for your 2020 watchlist
Stocks
Bargain Asian stocks for your 2020 watchlist
Morningstar’s Asia Equity Market Outlook contains several five-star stocks, spanning communication services, industrials, consumer cyclicals,...
Lex Hall | 02 January 2020
Investment adages that don't make sense
Personal Finance
Investment adages that don't make sense
There are four investment bromides that can be safely ignored, and yet they will never become extinct.
John Rekenthaler | 30 December 2019