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
BUSINESS
Who will now stabilise the world economy?
Neither the US nor China is willing to assume the responsibility
BUSINESS
BYD’s strategy shift is bad news for global automakers
The Chinese company is undercutting rivals by making advanced driver assistance systems a standard feature at no extra cost
BUSINESS
Apple’s quiet pivot to India
The iPhone maker wants to diversify its supply chain beyond China. Can the world’s largest democracy deliver?
BUSINESS
Trade isn’t all about Trump
World business and commerce are changing in ways that have nothing to do with the US president’s tariff threats
BUSINESS
What is Donald Trump’s ‘reciprocal’ tariff plan?
US president orders options to retaliate with tariffs against host of perceived trade barriers
BUSINESS
Mohamed El-Erian: The mounting risks to US exceptionalism
Trump’s fire hose of policy changes could make companies more cautious on spending and investment
BUSINESS
‘The Opec of nickel’: Indonesia’s control of a critical metal
What the country does with its newfound power will be crucial for everything from prices to the future of mining investments
BUSINESS
Elon Musk gatecrashes OpenAI restructuring
Ongoing operatic rivalry between billionaire and OpenAI chief Sam Altman remains major subtext
BUSINESS
The start-ups seeking to challenge China’s stranglehold on rare minerals
Companies say recycling electric waste can provide a new independent source of the sought after elements
BUSINESS
Ruchir Sharma: Why speculators are still running wild when money is no longer free
Something even bigger than AI and the Trump effect is at work
BUSINESS
How investors can harness Trump-induced volatility
Some want their portfolio to take cover with cash or gold — for others, it’s a huge buying opportunity
BUSINESS
How to trade the trade war?
Global investors had time to prepare for Donald Trump’s tariffs but swift market reversals are keeping them on edge
BUSINESS
Google goes heavy on investment but light on detail
The absence of guidance on what tech companies are buying as they raise their bets on AI begins to stretch credulity
BUSINESS
China’s exporters to step up offshoring to beat Donald Trump’s tariffs
US president’s trade offensive pushes producers to seek other markets as Beijing mulls retaliation options
BUSINESS
The tariff trouble starts with oil
And weak sales of big-ticket items
BUSINESS
Is Wall Street ready to stay up all night?
The New York Stock Exchange is looking to trade for 22 hours a day — raising thorny questions about how equity markets function
BUSINESS
Lex: Beware tech bosses bearing dusty economic paradoxes
Powell did not give much on the big questions of the day — tariffs, immigration, tax, and quantitative tightening.
BUSINESS
Monetary policy is a sideshow now
Powell did not give much on the big questions of the day — tariffs, immigration, tax, and quantitative tightening
BUSINESS
Ruchir Sharma: The world is moving on to trade without the US
Many nations have been responding to Trump tariffs not by retaliating but by courting other trade partners
BUSINESS
US stocks at most expensive relative to bonds since dotcom era
Tech-fuelled equity rally throws up red flag on ‘Fed model’ for comparing valuations
BUSINESS
Fed to keep rates on hold for ‘foreseeable future’, Pimco says
US central bank will wait for more details of Trump’s policies before resuming cuts, says bond manager’s investment chief
BUSINESS
Donald Trump threatens to double tax rates for foreign nationals, companies
President orders officials to draw up retaliatory measures against ‘extraterritorial’ taxes
BUSINESS
Trump’s trade-offs
Trump likes tariffs and tariff threats. Investors, on the whole, do not. At some point the time for posturing will end and the time for policy will begin
