BUSINESS
Fed rate cut: Vibes on the big day
How we see the market ahead of the Fed cut
BUSINESS
Emerging markets has become a redundant term
Innovations around EM indices are required with more thematic benchmarks
BUSINESS
How Netflix won the streaming wars
The company has staged a remarkable recovery since the ‘great correction’ of 2022 and now has the edge over Hollywood rivals
BUSINESS
Interview | Tata's N Chandrasekaran on ‘painful’ transitions: ‘We have to do this’
The Tata chair says the $365bn Indian group is undergoing multiple changes to prepare for the future
BUSINESS
How China has ‘throttled’ its private sector
Venture capital finance has dried up amid political and economic pressures, prompting a dramatic fall in new company formation
BUSINESS
Inflation is still dead
Inflation is beaten. And it does not look set to stage a comeback
POLITICS
Kamala Harris has the measure of Donald Trump
The vice-president won the debate and shut down lingering fears of her inadequacy for the fight ahead
BUSINESS
The curious case of Apple
Clearly this has something to do with the stickiness of Apple’s revenues, which are increasingly derived from services
BUSINESS
How to inoculate the world against a payment fraud pandemic
Policymakers and police must work together on prevention while individuals should take more responsibility
BUSINESS
Betting big on a new boss is not necessarily a mug’s game
Outsized market reactions to management changes have as much to do with failings of the old boss
BUSINESS
What we can and can’t say about what we do and don’t know
Sometimes trying to think through the probabilities is a clarifying exercise, and sometimes it offers nothing more than false reassurance
BUSINESS
Can globalisation survive the US-China rift?
Rivalry between Washington and Beijing has put global trade under intense pressure. But the system is proving more resilient than many expected
BUSINESS
We are all capitalists now
The corporation has changed significantly over the past century — so has the consumer
BUSINESS
Commodities and the soft landing
And Turkish stocks’ wild ride
BUSINESS
The takeover fight that could reshape Japan
Couche-Tard’s approach to the owner of 7-Eleven could kick-start a wave of M&A activity in a country that has tended to avoid it
BUSINESS
Is Jay Powell lucky or good?
Policy, happenstance and the soft landing
BUSINESS
Nvidia brings out the crowd, but not the fireworks
The wow factor might be fading, even if the underlying business is performing
BUSINESS
Markets should beware the normalisation of threats
Seeing multiple shocks as usual could end in disaster
BUSINESS
Nvidia seals a market regime change
If 120 per cent revenue growth cannot even keep Nvidia’s shares flat, it is a bit hard to see how the company and its big peers can continue to lead the market higher
BUSINESS
This gold rush has staying power
Central banks bought 483 tonnes of the precious metal in the first half
HEALTH-AND-FITNESS
Cracking cancer: A $1tn race for treatments is excluding some forms of the disease
BUSINESS
What politicians forget in the immigration balancing act
Working from purely economic or electoral motives neglects the key to integration
BUSINESS
AI-powered coding pulls in almost $1bn of funding to claim ‘killer app’ status
Software engineering attracts investors but making money from generative artificial intelligence still eludes many
BUSINESS
Gold and the dollar
Gold partisans argue the metal’s recent run proves that it is a great hedge against monetary and fiscal incontinence, and the accompanying inflation risks
