BUSINESS
Will Mongolia’s crackdown on graft unlock its mineral riches?
The landlocked country is making sweeping reforms to win over western investors and become less reliant on China and Russia
BUSINESS
Green retrofitting can be cheaper and less disruptive than replacement
Retrofitting existing equipment and processes can substantially reduce carbon footprints and make a wide range of industries more sustainable. This presents a business opportunity
BUSINESS
Sam Altman’s vision for AI puts him on collision course with government
OpenAI chief is leading projects he thinks will prepare the world for artificial general intelligence, but is attracting regulatory scrutiny
BUSINESS
How China’s military is slowly squeezing Taiwan
For all the focus on a potential invasion, some in Taipei fear a Chinese pressure campaign that gradually changes the status quo
BUSINESS
TSMC: Betting against Warren Buffett may pay off this time
Investors should treat any weakness this year in the shares of the world’s largest chipmaker as an opportunity
BUSINESS
Private credit’s special sauce
Private credit, if it is not already its own asset class, is well on its way to becoming one
BUSINESS
Why computer-made data is being used to train AI models
Microsoft, OpenAI and Cohere experiment with “synthetic data,” as they reach the limits of information created by humans
BUSINESS
Buyout groups raise debt against portfolios to return cash as dealmaking slows
Net asset value financing adds new layer of debt amid surging borrowing costs
BUSINESS
Mohamed El-Erian: Blaming wage growth for inflation is misleading and dangerous
It raises risk of economic stagnation, further exacerbating the current inflation and interest rate predicament
BUSINESS
Does Xi Jinping need a plan B for China’s economy?
As growth has failed to pick up post-COVID, calls are growing louder for the president to launch a weighty stimulus package
BUSINESS
Silicon Valley start-ups explore sales as funding runs dry
Wave of consolidation expected across tech as cash-strapped companies seek buyers or risk going out of business
BUSINESS
Disney: Ascent of the Iger will hamper House of Mouse
Expect stagnation and half measures while Iger stays in charge
BUSINESS
Why China is flirting with deflation as the west battles rising prices
Beijing’s policymakers fear low investment and consumer spending will hamper the economy’s post-COVID recovery
BUSINESS
Apple/China: Tech trade war has not halted a deepening relationship
China is both a major customer and supplier, and any changes in one role will have an impact on the other
BUSINESS
The west must recognise its hypocrisy
Many countries view the US and European powers as selfish, self-satisfied and insincere
BUSINESS
John Williams: ‘I don’t have a recession in my forecast. I have pretty slow growth’
Williams reveals how he will determine when the Fed has done enough and the potential pain associated with getting inflation down
BUSINESS
Howard Marks: Investor lessons from taking the temperature of markets
Understanding prevailing investor psychology is key to long-term investment returns
BUSINESS
The days of the rock star research analyst are long gone
Customers want value for money and rolling back transparency reforms will not change that
BUSINESS
Bond bull markets: lessons from the past
The reality is that nothing in fixed-income markets is ever risk-free
BUSINESS
Threads vs Twitter: newcomer will struggle to reel in its rival
Can Mark Zuckerberg’s Meta adapt its new service quickly enough to out-run Elon Musk’s network?
BUSINESS
Recession odds fall, a bit
As more resilient economic data rolls in, we have to admit that the probability of a soft landing is rising
BUSINESS
Martin Wolf: Inflation’s return changes the world
Is this an enduring shift in the monetary environment or a temporary one? At the moment, we do not know
BUSINESS
What equity markets got wrong about China
Performance this year has disappointed but recent economic data has sparked hopes of stimulus that could boost sentiment
BUSINESS
Cash is no longer trash for investors
Attractive yields make the case for building a savings pot for future bargains
