BUSINESS
Howard Marks writes: The pendulum of globalisation is swinging back
If the pendulum continues to move for a while in the direction I foresee, there will be ramifications for investors
BUSINESS
Top oil traders warn prices could breach $200 a barrel
Boycott of Russia since Ukraine invasion will have a lasting effect on energy markets
BUSINESS
Putin’s war demands a concerted global economic response
The war against Ukraine is yet another economic shock, catastrophic for Ukraine, bad for Russia and significant for the rest of Europe and much of the wider world
BUSINESS
Berkshire Hathaway: Acquisition takes Buffett back to his roots
In his latest letter to shareholders, Buffett spoke highly of the virtues of insurance “float” or the premiums that policyholders pay to Berkshire insurance companies
BUSINESS
Chinese market rally disguises concerns over deglobalisation
Many investors applaud Beijing’s confidence-boosting measures but fret about the risk of decoupling
BUSINESS
The global economy’s growing risks: stagflation, refugees and lockdowns
The Ukraine invasion and new outbreaks of Covid in China are threatening the expected rebound, especially in Europe
BUSINESS
Lex | Oil supply chain: Spiralling margin calls elevate risk of Lehman moment
The industry’s call for support appears to be a throat-clearing exercise, rather than a desperate plea for help
BUSINESS
Russia’s war will remake the world
China’s promised support risks turning the dangers created by Russia’s war into a catastrophe. It would transform the world into two blocs
BUSINESS
Fall of Lehman shows how unpredictable impact of Russian sanctions could be
The financial and economic consequences certainly stretch far beyond the petrol pump
BUSINESS
A US recession is on the table
What has changed, such that the possibility of a US recession is being taken seriously?
BUSINESS
Toppling the dollar as reserve currency risks harmful fragmentation
Sanctions against Russia have spurred calls for an alternative holding, but this would only destabilise the financial system
BUSINESS
The corporate retreat from Russia is going to be messy
Businesses have rightly decided to quit first and leave legal niceties until later
BUSINESS
What does banning Russian oil mean for global energy markets?
With further escalation likely, here is a guide to what the ban means for global markets and its potential impact
BUSINESS
The Big Read | Will the Ukraine war derail the green energy transition?
As Europe scrambles to find alternatives to Russian oil and gas and global energy prices soar, coal could be the winner
BUSINESS
Why oil prices might still climb higher
Supplies are not keeping up. That’s an outcome of lower global upstream investment, now aggravated by the deep capital spending cuts
BUSINESS
War in Ukraine threatens the global financial system
Regulators and investors are used to dealing with shocks, but there is no room for complacency
BUSINESS
Explainer | Will the west place an embargo on Russian oil and gas supplies?
Hitting energy exports is no longer so unthinkable but the market is already ‘self-sanctioning’ in dealing with Moscow
BUSINESS
War in Ukraine: When political risks upturn commodity markets
The Russian invasion has pushed up prices and highlighted the threat of raw materials becoming a foreign policy weapon
TECHNOLOGY
Ruchir Sharma writes: The best bet for the 2020s is short tech, long commodities
Silicon Valley manias tend to lose steam when investors realise they have been pouring money into unprofitable ideas
BUSINESS
The corporate fallout from Russia’s invasion of Ukraine
BUSINESS
The West must show greater resolve over Russia’s aggression
The experience of Moscow’s aggression towards Ukraine in 2014 suggested Russia’s president will push as far as he can
BUSINESS
Traders leave US penny stocks in sign speculative fever is cooling
Trading in unlisted US shares has dropped almost three-quarters from its peak
WORLD
Why Putin has Ukraine’s separatist regions of Donetsk and Luhansk in his sights
The move to recognise their independence suggests Putin has lost faith in diplomatic efforts to avert further conflict in Ukraine
BUSINESS
Mohamed El-Erian | There is more to market volatility than Ukraine
Investors need strong stomachs to deal with large swings in asset prices
