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
BUSINESS
Fed officials said rates could remain high ‘for some time’
December meeting minutes appear to pour cold water on prospect for cuts to start in March
BUSINESS
Ruchir Sharma: top 10 trends for 2024
Europe’s economy will be more resilient than the US, the dollar will weaken and investors will demand a premium on long-term debt
BUSINESS
Buckle up — the inflation battle is entering a new phase
The US, UK and eurozone are on course to declare victory this year but difficult trade-offs await
BUSINESS
LEX | Iron ore/China: rusty metal shines in markets
Traders have reason to be optimistic despite property market woes in Asian country
BUSINESS
Year in a Word: Higher for longer
The policy of keeping interest rates elevated until inflation comes down has proved difficult but ultimately successful
BUSINESS
Inside Nio: Electric car group’s boss William Li and his fight for survival
Chinese EV company is still missing production targets and racking up big losses a decade after its launch
BUSINESS
Foreign investors unwind $33bn bet on China growth rebound
Almost 90% of money that flowed into Chinese stocks in 2023 has left amid concern about economy
BUSINESS
Big Tech outspends venture capital firms in AI investment frenzy
Microsoft, Google and Amazon crowd out traditional Silicon Valley investors in blockbuster deals with AI start-ups in 2023
BUSINESS
Markets will ‘take off’ as Fed turns to interest rate cuts, says Morgan Stanley’s James Gorman
Outgoing CEO highlights safer financial system, which leaves banks’ own ‘stupidity’ as one of their biggest threats
BUSINESS
Narendra Modi: ‘Our nation is on the cusp of a take-off’
"They want this flight to be expedited, and they know the best party to ensure this is the one which brought them this far," Modi said exuding confidence.
BUSINESS
Modi: We are living in the era of multilateralism
The world is interconnected as well as interdependent. This reality compels us to recognise that absolute agreement on all matters cannot be a prerequisite for collaboration, Modi said
BUSINESS
The world economy’s biggest problem is Africa
Countries across the continent have been unable to capitalise on their demographic dividend
BUSINESS
Bankruptcies soar as high rates and end of COVID aid hit businesses hard
‘Zombie’ firms lose lifeline as increased borrowing costs compound withdrawal of pandemic-era support
BUSINESS
2024: Investors bet on inflation’s retreat as markets head into volatility
FT Money’s annual investment panel chews over AI mania, animal spirits and ‘dry powder’
BUSINESS
Jay Powell reveals Federal Reserve’s hand on US interest rates
The end of the central bank’s monetary tightening campaign is in sight — and so are rate cuts
BUSINESS
Google/Epic Games: Storefront monopoly could upend apponomics
California jury sides with video game maker in its dispute with company
BUSINESS
China faces the risk of a debt-deflation loop
The country should stimulate consumption with spending on education, healthcare and public housing
BUSINESS
Making lemonade out of macro lemons
Investors will need to adjust portfolios more frequently — we are in a new regime and not going back any time soon
