BUSINESS
China to export deflation to the world as economy stumbles
Prices of products shipped overseas have been falling at the fastest rate since 2008 crisis
BUSINESS
We are too obsessed with monetary policy
Inflation would indeed be higher today had central banks not raised rates. But this latest inflationary episode was driven by supply shocks, which interest rates cannot directly and rapidly remedy
BUSINESS
Investors desert equity hedge funds after years of poor returns
Clients pull nearly $150bn in assets from a strategy once known for its star stockpickers
BUSINESS
China’s growth enigma
Divergence between official data on the economy and other sources is rising as an issue for business
BUSINESS
The financier turning China’s noodle joints and karaoke bars into a data goldmine
Micro Connect is packaging revenues from small businesses into tradeable instruments but critics say the risks are high
BUSINESS
The cycle vs the trend: investors need to prepare for secular change
Bigger and more difficult choices need to be made as a new inflection point emerges in markets
BUSINESS
LEX | The days of $100 oil prices are over
Demand will continue but potential world supply is likely to peg back the cost
BUSINESS
Global trade: the looming tensions over China’s subsidies
The US and EU are busy ‘de-risking’ from China but Beijing has its own plan for economic autonomy
BUSINESS
Why political leaders are so unpopular now
Voters are reacting to long-term problems, and looking for fresh fixes
BUSINESS
Biden’s green spending splurge is a hard model to copy
US industrial policy is too expensive and China-sceptic to become a global standard
BUSINESS
Martin Wolf: The dangers lurking in our messy and unpredictable world
The crucial response must be to reduce fragilities, manage shocks, plan for risks and understand the fundamental drivers
BUSINESS
Grumblers about passive investing may have a point
New research bolsters the view that it is undermining the efficient markets hypothesis
BUSINESS
The perils of investing in the world of one trade
Where US interest rates are headed will still be the biggest influence on investment performance
BUSINESS
Private equity predicts deal rebound as sellers capitulate on prices
Davos dealmakers say pressure to return cash to investors will push buyout houses to sell investments despite low valuations
BUSINESS
LEX: Who stands to gain from China’s demographic collapse?
Creation of a ‘silver economy’ catering to senior citizens will boost sectors ranging from pharma to robotics
BUSINESS
What we really know about the global economy
From demography to technology, we must pay attention to the forces that will certainly shape our future
BUSINESS
A warning shot over the last mile in the inflation battle
US data highlights the challenges facing the Fed in attaining its 2% inflation target
BUSINESS
Wall Street banks are trying not to upset China on listings
Bankers say language of IPO risk factors in prospectuses of Chinese companies has been toned down
BUSINESS
Reasons to be optimistic in 2024 — despite everything
Are you optimistic about 2024? The answer from the World Economic Forum would seem to be “heck, no”
BUSINESS
Japan’s market rally lacks solid backing
A weak yen makes Japan more of an export play than ever, but saps returns for overseas shareholders
BUSINESS
Strong gains by newly listed stocks raise hopes of IPO market revival
Shares of large companies that floated since the start of 2023 have outperformed the wider equity market
BUSINESS
The EU’s carbon border tax and the fragmentation of global trade
A levy on imports of carbon-intensive materials such as steel may help limit emissions, but producers warn it could radically alter trade flows
BUSINESS
Content creators fight back against AI
Big Tech receives new round of lawsuits from news providers and others
BUSINESS
The Magnificent Seven is not the only concentration America should worry about
Ownership of equities suggests that US democratic shareholder capitalism is more myth than reality
