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
BUSINESS
When you count users instead of dollars, the NFT world is tiny
Why the infancy of non-fungible tokens may last a long time
BUSINESS
Can Jay Powell build consensus at a divided Federal Reserve?
After a united front during the pandemic, officials are split over how aggressively to raise rates
BUSINESS
How Unilever’s tea business became a test of private equity’s conscience
CVC’s €4.5bn deal to buy brands such as PG Tips means it will also be responsible for plantations in Africa
BUSINESS
Emerging markets: all risk and few rewards?
Emerging market assets traditionally have greater yields than those available in rich countries for two reasons. But that’s changing
BUSINESS
Will this truly, finally be ‘the year of the stockpicker’?
Broadly, the early signs are actually good despite the recent choppiness of financial markets
BUSINESS
‘Inflation is up, it matters’: High prices plague Biden’s presidency
The US consumer price index rose by 7.5 per cent last month compared to January 2021, marking the largest annual jump since 1982
BUSINESS
From Lex | Private equity: SEC seeks eternal sunshine of the spotless fee sheet
The regulator wants private capital firms to disclose more about their fees and returns to the outside investors known as “limited partners”
BUSINESS
Emerging markets signal end to aggressive rate-raising cycles
It is an unusual situation for emerging market central banks, which typically follow the Fed’s lead
BUSINESS
COVID vaccines: the race for a single shot to prevent new pandemics
Omicron has exposed the weakness in current vaccines and revived interest in an all-protective ‘super jab’
BUSINESS
Fed, ECB still behind the inflation curve
Central banks risk a pile-up of monetary policy tightening as inflation expectations become more embedded
BUSINESS
Bond market signals room for Fed to raise rates without stalling economy
Investors bet that strength in the labour market would give the Fed further impetus to tighten monetary policy
BUSINESS
Fed faces choices as challenging as any since the 1970s
Too much delay in monetary policy tightening risks a much bigger response as the central bank catches up with inflation
BUSINESS
Meta: Reality bites social media group’s metaverse vision
The fall in shares in after-hours trading suggests investors would have liked a heads-up about the dip in profits along with visions of the future
BUSINESS
The Fed is too late to remove the punchbowl
Losing control over inflation is politically and economically damaging: restoring control usually requires a deep recession
BUSINESS
Chetan Ahya writes: Asian economic growth to outstrip Americas and Europe
Asia’s GDP is expected to expand in nominal terms from $33tn in 2021 to $39tn in 2023, exceeding the $34tn for the Americas and $26tn for Europe
