Reading view
Is the UK cheap?
Plus the end of net neutrality
The China commodities supercycle is over. Will there be another?
Chinese demand for steel and iron ore has finally peaked. The industry hopes the energy transition will spark a new boom, but it will be shaped by geopolitical competition
Weakening rupee puts India interest rate cuts in doubt
Currency’s decline and its implications for inflation add to doubts about health of world’s fastest-growing major economy
Saudi Aramco to expand investments in lithium as it diversifies from oil
World’s largest oil company in race to build supply chain for metal vital for batteries to power electric cars
Battery maker’s $5bn debt deal hands Brookfield huge dividend
Investors shrug off fears that Donald Trump will kill cleantech company’s tax breaks
Emerging market stocks slide on Trump tariff threats and strong dollar
MSCI’s broad index has dropped more than 10% since reaching a two-and-half-year high in October
Bond vigilantes are overexcited (again)
It remains very hard to argue that anything meaningful has changed in the UK
The two key risks facing investors
More resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration
British activist investor seeks to disrupt Singapore takeover
Palliser Capital accuses OCBC of treating insurer’s minority shareholders unfairly as activist campaigns pick up in Asia
Investors pour billions into S&P equal weight fund as tech fears rise
Invesco ETF garners record inflows on growing concerns over Magnificent Seven’s dominance of US market
Jonathan Ruffer fails to beat cash after bet on US market crash
Flagship fund delivered 4.4% in 2024, versus UK bank rate of 5.25%
Gilt investors warn Reeves she may need to raise taxes
Chancellor is trying to reassure bond market after UK borrowing costs rose to highest level since financial crisis
Trump risks spooking Greenland’s investors, mining minister warns
Naaja Nathanielsen says US president-elect’s rhetoric could damage island’s image as stable democracy
Pressure mounts on BP chief as investor patience wanes
Oil major has underperformed its biggest rivals since Murray Auchincloss formally took charge a year ago
Why China wants Musk to save TikTok
China discussing using Elon Musk as broker in TikTok deal
What are UK bonds thinking?
Is Britain mismanaged, or just copying the US markets?
SEC sues Elon Musk over alleged late disclosures on Twitter share deal
Regulator says Trump ally got $150mn discount by not disclosing stake in social media group on time
Milei extends bet on Argentina’s unorthodox currency policy
Libertarian leader slows peso’s devaluation in attempt to stamp out inflation
Top BlackRock executive Mark Wiedman to depart
Move scrambles asset management giant’s plans to eventually replace founder Larry Fink