Global

July 01, 2024
The hidden problems behind Big Tech's big splurge
Huge AI spending means the stocks are no longer capital light, which will eventually impact what made them successful
June 28, 2024
‘I’ve sacked my adviser – how do I invest my £9mn portfolio?’
Portfolio Clinic: Our reader wants to set up a large portfolio so it can provide income for his grandson for years to come
June 21, 2024
India vs China: Where emerging market funds are placing their bets
Geopolitical tensions are complicating portfolio allocation decisions
June 21, 2024
Birkenstock thrives as competitors trip up
Strong revenue growth and impressive gross margin is indicative of a brand with significant pricing power
June 18, 2024
Birkenstock shows the value in ancient wisdom
The Squeeze: The centuries-old sandal maker continues to beat expectations, but why?
June 12, 2024
Apple shares surge on AI 'super cycle' hopes
The iPhone maker will only offer AI services on the newest iPhones and Macs, meaning some 90 per cent of users will need an upgrade
May 21, 2024
Lessons from History: A new age of stock market speculation
Author John Kenneth Galbraith's lessons from the Wall Street crash still have relevance, nearly 100 years on
May 20, 2024
EU mulls tariffs to restrict China flooding the market with EVs
European Union weighs the pros and cons of protecting strategic industries
May 09, 2024
Why AMD and Intel are struggling as Nvidia soars
ChatGPT-fueled hype is giving way to more informed decision making
April 30, 2024
A cultural problem behind the US's chip ambitions
The Squeeze: The US should invest in industries it is strong in rather than trying to replicate others' ability

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