Sunday Times Share Tips for 2013

In previous years we have summarised the share tips made by The Sunday Times newspaper as well as other newspapers and financial magazines for the coming year. For example, we compiled a list of newspaper, magazine and broker share tips for 2012.

We did the same at the end of 2012, compiling a list of 2013 share tips.

On this page you will find details of share tips for 2013 published in The Sunday Times newspaper.
To view a comprehensive list of 2013 share tips from the major newspapers and financial magazines, visit the 2013 share tips page.

A Summary of 2013 Share Tips from The Sunday Times

So here is a summary of which shares and funds The Sunday Times are tipping for 2013.

30/12/2012 - "Our share tips for 2013"

On the 30th December, the Business section of The Sunday Times printed an article in which Sunday Times staff picked their shares for 2013.

The shares the staff think will do well in 2013 are as follows:
BG Group
Standard Life
Royal Bank of Scotland
Infrastrata
Marston's
Dunelm
Man Group
Chemring

The Sunday Times 16/12/2012 - "Portfolio tips for a happy new year"

The Money section of The Sunday Times kicked off the 2013 share tips season with an article called "Portfolio tips for a happy new year".

In the article, Ali Hussain writes that professional investors are looking to profit from smaller companies, a resurgent America and technological advantages.

The following shares and funds are mentioned in the article.

America

National Oilwell Varco - Oliver Gregson, Barclays
Weir Group - Oliver Gregson, Barclays
AXA Framlington American Growth fund - Darius McDermott, Chelsea Financial Services
Threadneedle American Select fund - Darius McDermott, Chelsea Financial Services

Data Storage

SAP - Colin Stone, portfolio manager for Fidelity European Opportunities fund
Migrogen - Colin Stone
Experian
Juniper Networks
Broadsoft
Monitise - Ruairidh Finlayson, equity analyst at Brewin Dolphin
Ingenico - Ben Rogoff, manager of Polar Capital Technology investment trust
ARM Holdings - Bolko Hohaus, portfolio manager for Lombard Odier Technology fund
TPK Holding - Bolko Hohaus
Threadneedle Global Select - Patrick Connolly, AWD Chase de Vere

Chinese Demand

Hussain writes that the new Chinese government is expected to boost domestic consumption using its first five-year plan following the once-in-a-decade leadership transition.

Shares and funds for 2013 mentioned include:

First State Asia Pacific Leaders - Andy Parsons, head of investment research at The Share Centre
First State Global Emerging Markets Leaders - Andy Parsons
Sun Art Retail - Jean Medecin, member of the investment committee at Carmignac Gestion
Shenguan - Fidelity
First State Global Agribusiness - Thomas Becket, chief investment officer at Psigma Investment Management.

Smaller Companies

Managers say that 2013 will see smaller companies outperform.

Investec Smaller Companies - Patrick Connolly, AWD Chase de Vere
Old Mutual UK Select Smaller Comapnies fund - Patrick Connolly

The Bond Bubble

The broker Killik suggests sophisticated investors consider moving out of bond funds, but stick with short maturity individual bonds.

Provident Financial 7.5% bond maturing 2016 - Killik
Newton Global Higher Income fund (yielding 4.2%) - Darius McDermott, Chelsea Financial Services

Japan

Jonathan Jackson at Killik believes that Japan could be the "investment dark horse" of 2013 and Darius McDermott at Chelsea Financial Services agrees saying "my contrarian bet for 2013 is Japan".

JOHCM Japan - Darius McDermott, Chelsea Financial Services
Jupiter Japan Income - Darius McDermott

 


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