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
BUSINESS
Are higher rates inflationary?
Fed rates are high but growth is still chugging on and inflation isn't coming down. So, are interest rates stoking inflation?
BUSINESS
The great bet on rate cuts is off
We are trapped in old ways of thinking about inflation
BUSINESS
The overlooked threats to the global financial system
As western governments shy away from debt reduction and structural reform, investors must reassess their view of ‘safe’ assets
BUSINESS
Gold is back — and it has a message for us
The precious metal’s surge may herald a whole new world
BUSINESS
Venture capital dry powder has nowhere to go
As the start-up downturn continues, it has become difficult to persuade investors to part with their money
BUSINESS
Jamie Dimon’s inflation worries look prescient. Now what?
Perhaps it could be not just ‘higher for longer’ but ‘higher forever’
BUSINESS
Lex | Private equity’s latest trick is to buy and hold
Investors should be asking what distinguishes private equity from other, more traditional, investment strategies
BUSINESS
Taiwanese groups consider overseas headquarters to hedge against Chinese attack
Global efforts to secure supply chains put pressure on contractors to establish ‘alternative command system abroad’
BUSINESS
Is Japan finally becoming a ‘normal’ economy?
Prices are rising, workers are demanding higher pay and the stock market is booming. But the country still has to fix deep-rooted problems
BUSINESS
How to squash government debt
A new working paper crunches through the extraordinary case of Jamaica, which halved its government debt-to-gross domestic product ratio from 144 per cent between 2012 and 2023
BUSINESS
Diverging inflation raises prospect of rate cuts by ECB before Fed
Consumer prices edge tantalisingly close to target in eurozone but exceed forecasts in US
WORLD
For all its faults, democracy is still better than autocracy
All the evidence shows that despotism cannot consistently deliver the economic goods for developing countries
BUSINESS
Larry Fink’s faith in the power of markets needs some tempering
Markets can be corrupted and are not fail-safe alone
BUSINESS
AI revolution will be boon for natural gas, say fossil fuel bosses
Data centres’ need for reliable power supply set to soar
BUSINESS
Huge AI funding leads to hype and ‘grifting’, warns DeepMind’s Demis Hassabis
British AI pioneer says the billions of dollars being poured into start-ups is obscuring scientific progress in the field
BUSINESS
Blockbuster M&A deals more than double in first quarter
Dealmaking drought left behind as first-quarter transaction values rise 30% with European market standing out
BUSINESS
US small-caps suffer worst run against larger stocks in more than 20 years
Unusually big performance gap opens up as investors drive up big tech stocks while interest rates hurt smaller companies
BUSINESS
Ecommerce tariffs will kick in from 2026, says WTO chief
Some developing economies such as India, Indonesia and South Africa hope online tariffs will significantly raise their tax revenue
BUSINESS
The Trump machine: the inner circle preparing for a second term
In 2016, Donald Trump was the ultimate political outsider. If he wins this year’s election, he will be backed by a group of experienced former officials eager to apply his ideas
BUSINESS
The mutual fund at 100: Is it becoming obsolete?
They enabled millions to invest in the stock market but newer, nimbler products are reshaping asset management
BUSINESS
Bullish Jay Powell sticks to Federal Reserve’s rate-cutting script
Strong US economic growth will not halt central bank’s plan to reduce borrowing costs this year
BUSINESS
Unilever’s ice cream scoop-out may increase appetite for another split
Investor appetite might be whetted for bolder action on the group’s bloated portfolio
