BUSINESS
Reasons to be bearish about China’s rise
Yes, its economic engine is remarkable, but there are factors that should temper predictions of global hegemony
BUSINESS
Sequoia’s shake-up may be a VC turning point
Turnover of leaders shows how hard it can be to ride out the vicious financial and tech cycles
BUSINESS
Are bubbles good, actually?
BUSINESS
Nvidia’s Jensen Huang says China ‘will win’ AI race with US
CEO criticises western ‘cynicism’ while Beijing loosens regulations and cuts energy costs for data centres
BUSINESS
Asian markets’ reliance on AI boom raises ‘bubble’ fears
Some investors grow concerned that region’s markets could be hit by downturn in US tech sector
BUSINESS
In the AI boom, not all capex is created equal
There are big differences in the level of risk and likely returns of Big Tech’s spending
BUSINESS
Jay Powell thinks rates don’t have far to fall
BUSINESS
Will Trump push south-east Asia towards China?
For years, Washington viewed its relationship with the region as a way to limit Beijing’s influence, but tariffs now strain the partnership
BUSINESS
Silicon Valley called — the 1990s are back
How today’s artificial intelligence boom is both different from, and similar to, what came before
BUSINESS
Where does Wikipedia go in the age of AI?
Crowdsourced, open edited and free, the site must seize the new technology as an opportunity
BUSINESS
Elon Musk really deserves that $1 trillion bonus package
The billionaire must reach multiple challenging operational targets, so it is by no means money for nothing
BUSINESS
Andrew Bailey warns ‘alarm bells’ ringing over private credit market
BoE governor draws parallel with practices before 2008 financial crisis
BUSINESS
Ruchir Sharma: Why gold and stocks are partying together
These booms are connected, but not in the way you may have heard
BUSINESS
Credit cockroaches
JPMorgan Chase took a $170mn charge-off stemming from the bankruptcy of the subprime auto lender Tricolor in the second quarter
BUSINESS
The silver bullet fallacy
The idea that a lot of problems are difficult to fully solve doesn’t mean we should stop trying
BUSINESS
Can Tesla stay a trillion dollar company on just two models?
BYD is competing directly with Elon Musk’s carmaker in the midsize electric SUV market
BUSINESS
How long will gold mania last?
Professional and retail investors around the world are swarming to buy the precious metal, pushing prices up to record highs — and potentially into bubble territory
BUSINESS
The AI trade: Do geopolitics matter?
Plus, scepticism on the dealmaking rebound
BUSINESS
America is sucking in growth from the rest of the world
Global FDI is flowing west — this may well be one of Trump’s biggest legacies
BUSINESS
Gold bubble should prompt central banks to sell the metal
The world is thoughtless of history when it treats bullion as desirable and a store of value
BUSINESS
Gold miners outstrip AI, bitcoin to put ‘unloved’ industry in spotlight
Stock outperformance is set to unlock bumper profits but sparks concern about repeat of financial indiscipline
BUSINESS
Japan has an ‘enshortification’ problem
An ageing workforce is affecting all sorts of professions
BUSINESS
Brace for a market melt-up
Some say this is a ‘good’ bubble, but investors should remember that all bubbles burst in the end
BUSINESS
The populist shadow hanging over central banks and QE
The massive bond purchases are being unwound at a time of fierce political criticism of the monetary authorities. The controversy could limit options in future crises
