BUSINESS
The ‘Tesla-financial complex’: How carmaker gained influence over the markets
The company’s role in the ebb and flow of the stock market is far greater than its $1.1tn valuation implies
BUSINESS
High shipping costs to push up global inflation, UN warns
The surge in freight rates is likely to push up global consumer prices by an additional 1.5 per cent should they remain high for the next year, according to estimates
BUSINESS
Insurgents take on the scandal-hit Big Four
BUSINESS
China’s nuclear build-up: ‘one of the largest shifts in geostrategic power ever’
While the Pentagon keeps a tab on the full range of military expansion of China, the nuclear scale-up has commanded huge attention because it has happened so quickly
BUSINESS
Executive pay and climate: Can bonuses be used to reduce emissions?
Senior management pay is increasingly linked to sustainability targets, but critics are sceptical this will amount to meaningful change
BUSINESS
Rivian and Tesla have inherited Thomas Edison’s power to thrill
The celebrity inventor behind General Electric is the model for today’s technology entrepreneurs
BUSINESS
Big business and COP26: Are the ‘net zero’ plans credible?
Companies have been in a congratulatory mood in Glasgow. But critics say their efforts to cut emissions are too vague
BUSINESS
Elon Musk’s tweets are a bad joke
Shareholders, taxman and Musk himself are unlikely to lose from share sale
BUSINESS
Stay or sell? The $110tn investment industry gets tougher on climate
Some asset managers are tired of quiet conversations with companies about emissions and are now threatening to divest
BUSINESS
China turns inward: Xi Jinping, COP26 and the pandemic
Responding to acute domestic pressures and hostility abroad, Beijing appears to be slowly decoupling from the west
ENVIRONMENT
Why investors should collaborate to tackle climate change
Capital allocation must be aligned with tackling environmental risks
BUSINESS
The dawn of the quantitative tightening era?
Central banks have rattled bond markets, but fears of a radical new regime are overdone
BUSINESS
The case for splitting China out of the EM index
Preponderance of Chinese stocks deprives investors of broader exposure
BUSINESS
The climate won’t wait. We need a carbon tax now
A carbon tax sends a signal along all those supply chains, nudging every decision towards the lower-carbon alternative
BUSINESS
Embrace high fossil fuel prices because they are here to stay
Rising energy costs are needed to help curb demand, making the transition to a cleaner world easier
BUSINESS
Facebook after the whistleblower: Can Zuckerberg reboot the social network?
The company is facing criticism from its own staff that its ‘growth at all costs’ culture is damaging individuals and society
BUSINESS
Jeffrey Sachs: ‘I see no financial obstacles to getting to net zero by 2050’
This would require, among other things, a more ambitious commitment from China, asserts the former UN special adviser
BUSINESS
The pandemic stimulus has backfired in emerging markets
The overdrive saw higher inflation, higher interest rates and currency depreciation, partly neutralising the sugar high of stimulus
BUSINESS
The revenge of the old economy
Jeff Currie, global head of commodities research, Goldman Sachs, writes the current supply chain bottlenecks have little to do with COVID-19
BUSINESS
Investors flee gold for cryptocurrencies as inflation worries perk up
More than $10bn has been pulled from the biggest gold exchange traded fund this year, according to available data
BUSINESS
Squid Game has lessons for investors
The parallel between the Squid Game and investment is obvious — the circle is cash (low risk for maximum safety), the triangle represents bonds (low to middling risk), the star is equities (riskier than bonds) and the umbrella strands for alternative investments such as property, commodities and private equity.
BUSINESS
Listed companies driving a 3C rise in temperatures
A study found that materials and utilities sectors accounted for the bulk of global corporate emissions, but there were high emitters in every sector
BUSINESS
Developing economies risk falling off the convergence process
As growth slows in China and the US faces stagflationary winds, the challenges put a question mark on the wellbeing and financial viability of developing economies
BUSINESS
How private equity came to resemble the sprawling empires it once broke up
As the surviving founders at KKR step down, some experts warn the industry could exhaust its capacity to maintain high returns
