BUSINESS
Where the value investing strategy still works
Losses have been brutal in US but strong gains have been made internationally since depths of Covid pandemic
BUSINESS
Forget macro and micro, it’s mesoeconomics that matters
Understanding networks properly will help us to better grasp how the economy actually works
BUSINESS
‘Deny, denounce, delay’: the battle over the risk of ultra-processed foods
Despite a growing body of evidence, Big Food is trying to dampen fears about the health effects of industrially formulated substances
BUSINESS
China has finally unveiled its property rescue plan. Will it be enough?
Beijing unlocks funding to buy up unsold housing but much more is needed to right stricken sector, analysts say
BUSINESS
This gold rally is made in China
The average daily trading volume on the Shanghai Gold Exchange almost doubled in April
BUSINESS
America’s 'cable cowboy’ lost out in infrastructure boom
Wrangling media and telecoms products into business models that produce durable profits has proved to be tough going
BUSINESS
Investors should not tear up their playbooks over geopolitical risks
Current international tensions are concerning for markets but not unprecedented
BUSINESS
Private equity’s capitulation is delayed, not cancelled
Efforts to delay exits may help firms avoid worst of a crunch, but the day of reckoning still beckons
TRENDS
Martin Wolf: Increased longevity will bring profound social change
People will have to work longer and pension systems will need to be transformed
BUSINESS
Can Europe’s economy ever hope to rival the US again?
Chronic underperformance is worrying EU policymakers who are searching for ways to inject some dynamism
BUSINESS
Are modern media incentives distorting our sense of the economy?
A new study adds to the evidence that competition for eyeballs may be warping our sense of the world
BUSINESS
Why investors should exercise restraint on debt
Moderate use of leverage should usually provide a good-enough return
BUSINESS
Arthur Laffer: ‘I made a vow that I would never, ever work for a government again’
The economist on the mis-steps of the Fed over interest rates and the markets
BUSINESS
Joe Biden has to find a way to convince Americans on the economy
Trump’s rhetorical style seems to appeal more to voters than the economic reality
BUSINESS
Xi is probing for cracks in the EU and NATO
China’s charm offensive in Europe has threatening undertones and is likely to fail as a result
BUSINESS
A warning from the breakdown nations
The takeaway is that hidden traps line the path of development and can spring on nations at every income level from the middle to the rich
BUSINESS
Mohamed El-Erian: Jay Powell’s dovishness is right, but not for the reasons he believes
Fed is unlikely to get to its 2% inflation target unless it is willing to impose major damage on the economy
BUSINESS
Berkshire after Buffett: Can any stockpicker follow the Oracle?
Ted Weschler and Todd Combs stand to take over a $354bn portfolio from the world’s best-known investor
BUSINESS
The ‘build or buy’ copper maths that could guide BHP’s bid for Anglo
As building mines gets harder, the time needed to produce cash flows is daunting
BUSINESS
Fossil fuels could have been left in the dust 25 years ago
If only we’d followed Wright’s Law, solar tech could have been cheaper much sooner
BUSINESS
This luxury Armageddon leaves investors spoilt for choice
Hermès’s revenue growth in high-margin leather goods shows why the group leads the luxury sector on valuation
BUSINESS
Naming and shaming banks is a regulatory insight too far
The Financial Conduct Authority already has deterrence tools at its disposal
BUSINESS
Slumping EV sales should not ring alarm bells in Europe — yet
European carmakers should use this market slowdown to play catch-up with Chinese rivals
BUSINESS
Concentrated power at the top of businesses remains a red flag
There remains a logic to separating functions of chair and chief executive
