BUSINESS
China’s real intent behind its stimulus inflection
Technology and self-sufficiency matter more than growth and profits
BUSINESS
Ratan Tata, leading Indian businessman, 1937-2024
Industrialist who led the Tata conglomerate’s acquisition of Jaguar Land Rover and UK steel plants, with mixed results
BUSINESS
Google break-up reads like antitrust fan-fiction
A world where the tech giant gets dismantled is more plausible than it was, but investors have reason to be unfazed
BUSINESS
Overreaction watch, no-landing edition
As of now, no-landing talk comes in measured tones and with plenty of qualifications
BUSINESS
New titans of Wall Street: How Jane Street rode the ETF wave to ‘obscene’ riches
A quirky and opaque New York firm has rapidly expanded to become the most profitable trader of all
BUSINESS
First instincts vs second thoughts, which side are you on?
Studying the way we stumble into cognitive traps could be key to understanding how to beat misinformation
BUSINESS
Retail investors can sustain China’s market bounce
Beijing’s stimulus efforts may not be enough to win over battered foreign investors
BUSINESS
Is nuclear energy the zero-carbon answer to powering AI?
After decades of stagnation, the world’s biggest tech groups and banks are considering an alternative energy option
BUSINESS
The market reaction to global tensions might not follow the old script
Even the dollar, which usually surges at times of geopolitical crisis, is showing only a modest pick-up
POLITICS
Israel and Iran have just delivered the US election’s ‘October surprise’
With American policy in the Middle East in tatters, Donald Trump could be the principal beneficiary of escalation in the region
BUSINESS
Private equity puts the L back in LBO
Interest of PE groups in Sanofi’s Opella highlights the renewed ebullience of debt financiers
BUSINESS
The Federal Reserve’s insurance policy
Its beneficial impact comes with the usual trade-off of generous insurance risking high moral hazard and adverse selection. Specifically, markets have translated this as signalling a low risk of inflation resurgence and disorderly financial instability
BUSINESS
New titans of Wall Street: How trading firms stole a march on big banks
Handful of secretive businesses including Jane Street and Citadel Securities have seized market share from the old guard
BUSINESS
Should everyone earn their pay rise?
In a flourishing economy, what counts as a competitive wage is always increasing
BUSINESS
AI start-ups generate money faster than past hyped tech companies
New data from payments group Stripe suggest artificial intelligence groups are making revenues at an unprecedented rate
BUSINESS
How supply chain superheroes have kept world trade flowing
The flat-pack furniture giant Ikea has successfully ridden the shocks of Covid and Ukraine
BUSINESS
China’s market stimulus experiment
Plus rehashes of Fed epiphenomenalism and small caps
BUSINESS
Three questions for Jay Powell
The Fed went all out last week. The aftershocks of the jumbo cut are still reverberating
BUSINESS
Uber’s next act: taking on Amazon
On top of ride-sharing and takeaways, the company’s couriers now transport goods for many retailers. But is it trying to do too much?
BUSINESS
One way or another, Intel is for sale
Tech group wants to remain both a cutting-edge designer and manufacturer of chips
BUSINESS
It’s no longer glorious to get rich in China — It’s dangerous
Why no one wants to be the nation’s top tycoon any more
BUSINESS
Young women are starting to leave men behind
Men’s education deficit is increasingly becoming an employment, earnings and outcomes gap, with significant repercussions
BUSINESS
Why Foxconn’s next bid for growth is a room on wheels
The stakes for the parent group riding on Sharp’s new electric minivan may not make for a comfortable ride
BUSINESS
Private equity is doing badly — however you measure it
Investors desperate to get cash back are putting pressure on funds to capitulate on sales
