BUSINESS
Chinese manufacturers rethink south-east Asia pivot after Donald Trump’s tariffs
Narrow difference between duties on China and alternative hubs make costs of relocating less appealing, producers say
BUSINESS
Investors glimpse pay-off for Big Tech’s mammoth spending on AI arms race
Earnings reports of major players show how artificial intelligence services are boosting revenues
BUSINESS
Mohamed El-Erian: Reasons for caution amid America’s triumphant market surge
With most traditional valuation indicators now flashing amber, investors should be vigilant
TRENDS
How Novo Nordisk lost its lead in the weight loss race
Drugmaker struggled to adapt to very high demand and a market where celebrities are more influential than doctors
BUSINESS
Will Mark Zuckerberg’s secret, multibillion-dollar AI plan win over Wall Street?
Meta has splashed out on star hires and infrastructure as it tries to make up ground in the artificial intelligence race
BUSINESS
Donald Trump’s EU oil and gas deal is ‘pie in the sky’, energy experts warn
Analysts dismiss plan but executives welcome sign of more support for fossil fuel exports
BUSINESS
Donald Trump’s tariff blitz brings US levies to highest levels since 1930s
Washington has locked in tariffs on almost 45% of American imports
BUSINESS
Why is it so hard to replace HSBC’s Mark Tucker?
The years of a FTSE 100 chairmanship being a nice way to avoid boredom in semi-retirement are long gone
BUSINESS
Investors beware the dangers lurking in private credit
For some observers, the rapid rise of this asset class invites unsettling historical comparisons
BUSINESS
Google earnings keep Silicon Valley’s AI flywheel spinning
Capital expenditure on data centres and such trappings this year will now be about $85bn, versus its prior estimate of $75bn
BUSINESS
UBS’s forex fumble is a sign of things to come
The Swiss bank has been attempting to contain the fallout of a preventable mishap
BUSINESS
‘Fiscal populism’ is coming for central banks
When monetary policy is set to meet government budgetary needs, these institutions become piggy banks
BUSINESS
Are US consumers running out of steam?
And thoughts on the Israeli market
BUSINESS
Tech shocks to industry have only just begun
The disruption that is hitting the manufacturing sector could come for healthcare next
BUSINESS
Can finance put a stop to AI data mining?
Access fees that the sector say will protect customers could also act as a competitive barrier
BUSINESS
How investors should view threats to the Fed
Curtis Yarvin’s ideas are going ever more mainstream in Trump’s Washington — and investors should be worried
BUSINESS
Tim Harford: The Wah Wah rocked Jimi Hendrix’s world
A rock ’n’ roll fable for those struggling to make AI tools work for them
BUSINESS
Trump reaps $50 bn tariff haul as world ‘chickens out’
Only China and Canada have retaliated against US president’s tariff war
TECHNOLOGY
How BYD caught up with Tesla in the global EV race
The Chinese group is poised to outsell its US rival this year after it dramatically narrowed the technology gap between the two
BUSINESS
Japan faces an era-defining reset with the US
After warm relations during his first term, Tokyo has not adapted to Donald Trump’s transactional approach in trade and defence
BUSINESS
WPP turns to Microsoft executive as AI threatens ‘Kodak moment’
British advertising group hopes Cindy Rose will revive its fortunes as AI shakes up ad land
BUSINESS
The frightening world without the dollar
What will the global economy look like if it loses its monetary anchor?
BUSINESS
The law of unintended consequences strikes again
A cooking oil subsidy has given fraudsters in Malaysia both motive and opportunity
BUSINESS
‘Sinister scheme’: India ban threatens Jane Street’s money machine
Allegations of market manipulation and temporary block on activities pose wider risks for Wall Street trader
