BUSINESS
Why Europe is the next battleground for investor control
ISS has moved against companies with unequal voting rights, opening a new front in the conflict over shareholder powers
BUSINESS
It is time for the US to upgrade its fight against inflation
Congress should hold the Fed more accountable while helping it to conquer rising prices
BUSINESS
Record-breaking global bond rally crumbles as fresh inflation fears grip investors
Fixed income markets reverse gains since start of year in ‘reality check’ over path of interest rates
BUSINESS
How Putin blundered into Ukraine — then doubled down
The decision to invade was taken after consulting only a tiny circle. The Russian leader has since become even more isolated
BUSINESS
Revival of listings in New York in doubt as Beijing overhauls rules on foreign share sales
Revival of listings in New York in doubt as Beijing overhauls rules on foreign share sales
BUSINESS
How Apple captured Gen Z in the US — and changed their social circles
Younger Americans prefer an iPhone over Android by huge margins, creating unusual pressure over how they communicate
BUSINESS
BHP takes $1bn hit from inflation but optimistic on China and India growth
Mining group chief says Asian markets are ‘counterweights’ to slowdown in US and Europe
BUSINESS
The rise of kitchen table economics
When monopoly power becomes a kitchen table topic in America, something embedded in popular fiction, business leaders should listen carefully
BUSINESS
Fed faces new inflection point amid troubling inflation data
Jay Powell’s prediction of ‘bumpy’ path to taming price rises borne out by latest figures
BUSINESS
The US plan to become the world’s cleantech superpower
The Biden administration’s revolution in American industrial policy has huge geopolitical ramifications. It’s also a gamble
BUSINESS
Strong dollar fuels wave of emerging market currency devaluations
Economists say further economies likely to follow Egypt, Pakistan and Lebanon in letting exchange rates weaken
BUSINESS
Container shipping costs plunge as consumer spending declines
Global maritime trade has fallen to a shadow of pandemic peak as high inflation and reopenings hit goods purchases
BUSINESS
Vladimir Putin has ‘lost energy war’, top trader claims as he ends high gas price bets
Pierre Andurand says Europe has weaned itself off Russian natural gas and is unlikely to return to it
BUSINESS
Foreign investors start 2023 with record $21 bn push into China stocks
Traders bet reopening rally for Chinese equities has further to run
BUSINESS
‘Sam? Are you there?!’ The bizarre and brutal final hours of FTX
How Sam Bankman-Fried and his band of millennial millionaires lost a $40bn crypto empire
BUSINESS
Lessons from the great reflation
There is a danger not just of loosening too soon but of loosening too far
BUSINESS
The paradox of financial conditions
A gap has emerged between the US central bank and its peers at a time when its policy signals have become at odds with financial conditions
BUSINESS
China’s recovery might be a bit less than meets the eye
Investors should not assume this upturn in economic growth will be just like previous ones
BUSINESS
Share buybacks: welcome payments in a suspect currency
Investors usually see bumper buybacks as supporting stock prices. But they may not be the bullish signal they appear
BUSINESS
Is the Fed ignoring market risk?
Powell has to choose a rate level that he thinks will get financial conditions to the right place at the right pace
BUSINESS
End the Fed ‘put’
With the entire credibility of central banking on the line, the focus needs to be on fighting inflation
BUSINESS
Central banks set to lift interest rates to 15-year highs as investor jitters grow
If central banks keep rates high for a protracted period or raise them by more than investors expect, the bond market rally could unravel.
BUSINESS
The end of Chinese lockdowns and the reopening of trade
Risks of disruption to ports and shipping are outweighed by a boost to global demand
BUSINESS
Mohamed El-Erian: Why passive investing makes less sense in the current environment
This is an investment world that will reward much greater selectivity and dynamic asset allocation
