BUSINESS
Sweeping tariffs threaten ‘Factory Asia’
Trump administration’s moves put ‘China plus one’ manufacturing strategy at risk
BUSINESS
Donald Trump’s beautiful trade war
Diplomatic cost of the US president’s tariffs will be enduring
BUSINESS
China senses an opportunity in Trump’s cultural revolution
Policymakers in Beijing believe they will benefit from the destruction of America’s global credibility
BUSINESS
What to expect on ‘liberation day’
And will wealthy consumers pull back?
BUSINESS
The Trump oil dilemma
Some advisers now view the price of the fossil fuel as a crucial anti-inflation tool
BUSINESS
The philosophy behind Trump’s Dark Enlightenment
An English magus of anti-democratic neoreaction has become a touchstone for the alt-right
BUSINESS
China is suffering its own ‘China shock’
Labour-intensive manufacturing is vanishing and millions of jobs could be lost, with repercussions for stability and growth
BUSINESS
Why ships are the new chips
The Trump administration wants to make America’s maritime capacity great again
BUSINESS
Dollar slump magnifies stock market pain for foreign investors
Simultaneous sell-off in US equities and currency ends ‘virtuous cycle’ for fund managers in Europe
BUSINESS
Federal Reserve cuts US growth forecast as Trump’s policies weigh on outlook
Central bank also lifts inflation projection as chair Jay Powell warns of tariff impact
BUSINESS
Federal Reserve faces new threat from soaring inflation expectations by US consumers
University of Michigan survey shows American households’ outlook for price growth is at its highest since the early 1990s
BUSINESS
Small-cap stocks are not signalling recession
It is important, at this odd moment, to focus on what we know and not extrapolate too aggressively
BUSINESS
Maybe it is a healthy correction
Every sell-off is a reversal in market leadership, to a greater or lesser degree, as investors sell growth and cyclicality and buy steadiness and defensiveness
BUSINESS
China’s obesity crisis is big business
Pharmaceutical groups are rushing to dominate market that will grow to 900mn people by 2030
BUSINESS
Certainty is now a scarcity in markets
Capricious policies from Washington have created a very unpredictable economic environment
BUSINESS
What corporate credit spreads are signalling on returns
High-yields might not be a giveaway any more but are fairly priced
BUSINESS
The Trump put is bad
Plus calm credit and paper pulped
BUSINESS
Tariff Tuesday: into the unknown
And strong earnings
BUSINESS
How big is the stock market’s America bubble?
US has grown to nearly two-thirds of global equity market value, but some analysts see danger in ‘huge bet on AI’
BUSINESS
The Bangladeshi politician who built a shadowy global property empire
FT investigation: Saifuzzaman Chowdhury and his family bought 482 properties overseas costing $295 million. The new government wants some of that money back
BUSINESS
Ruchir Sharma: Is China investable again?
It always was — at the right price and for those with eyes wide open to the economic downside
BUSINESS
How Washington plans to defend the dollar
Trade tariffs grab headlines but the less-visible fight around money matters deeply to the president
BUSINESS
Musk’s elevated status could raise X’s value too
These days, political influence matters as much as metrics such as ‘daily active users’
BUSINESS
CEOs’ forced smiles show the limits of AI-driven investing
A really radical idea would be to pay attention to companies’ actual financial performance too
