BUSINESS
Xi is probing for cracks in the EU and NATO
China’s charm offensive in Europe has threatening undertones and is likely to fail as a result
BUSINESS
A warning from the breakdown nations
The takeaway is that hidden traps line the path of development and can spring on nations at every income level from the middle to the rich
BUSINESS
Mohamed El-Erian: Jay Powell’s dovishness is right, but not for the reasons he believes
Fed is unlikely to get to its 2% inflation target unless it is willing to impose major damage on the economy
BUSINESS
Berkshire after Buffett: Can any stockpicker follow the Oracle?
Ted Weschler and Todd Combs stand to take over a $354bn portfolio from the world’s best-known investor
BUSINESS
The ‘build or buy’ copper maths that could guide BHP’s bid for Anglo
As building mines gets harder, the time needed to produce cash flows is daunting
BUSINESS
Fossil fuels could have been left in the dust 25 years ago
If only we’d followed Wright’s Law, solar tech could have been cheaper much sooner
BUSINESS
This luxury Armageddon leaves investors spoilt for choice
Hermès’s revenue growth in high-margin leather goods shows why the group leads the luxury sector on valuation
BUSINESS
Naming and shaming banks is a regulatory insight too far
The Financial Conduct Authority already has deterrence tools at its disposal
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
