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Thursday, 9 July, 2020

US politics & policy
Trump/foreign students: brain pain Premium
The new policy will end up hurting one of the few sectors for which the US runs a big trade surplus
2 hours ago
Wednesday, 8 July, 2020

Private equity
KKR/Global Atlantic: permanent waves Premium
The $4.4bn deal for life insurer shows the buyout group is putting its money where its mouth is
Wednesday, 8 July, 2020

UK employment
Sunak jobs plan/UK business: youth club Premium
Employers have a history of holding back from such schemes but this time should be different
Wednesday, 8 July, 2020

Deutsche Post DHL Group
Deutsche Post: stamp of approval Premium
German group offers optimism as investors are becoming inured to sob stories
Wednesday, 8 July, 2020

Boohoo.Com PLC
Boohoo: the crying game Premium
Retailer’s strong margins now look like a weakness rather than a strength
Wednesday, 8 July, 2020

Airlines
AirAsia/Tony Fernandes: stall story Premium
Crunch highlights Malaysian aviation’s long struggle with chronic overcapacity
Wednesday, 8 July, 2020

Companies
Lex Letter from London: ghost kitchens — a spectral analysis Premium
Food delivery companies may seek to replace physical restaurants but diners still want the real thing
Tuesday, 7 July, 2020

Financial services
Western Union/TransferWise: down to the wire Premium
Pandemic may spur rise of digital upstarts but sector is unlikely to come through unscathed
Tuesday, 7 July, 2020

Reach PLC
Reach/newspapers: printers bedevilled Premium
Investors fear that if the media group could reinvent itself, it would have already done so
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Tuesday, 7 July, 2020

HeidelbergCement AG
HeidelbergCement: hard yards Premium
German building materials group is writing down assets; better late than never
Tuesday, 7 July, 2020

Investments
Gold: ring the changes Premium
If economies show signs of sustained recovery, expect the yellow metal to take a hammering
Tuesday, 7 July, 2020

Bytedance
TikTok/Hong Kong: worlds apart Premium
No company active across the US and China can expect to keep both happy for long
Monday, 6 July, 2020

Technology sector
Uber/Postmates: ride to live, live to ride Premium
Shareholders of newly acquired company now depend on success in ride-hailing, not food delivery
Monday, 6 July, 2020

Oil & Gas industry
Buffett/Dominion Energy: foraging for storage Premium
Investing in natural gas infrastructure differs from gambling on exploration
Monday, 6 July, 2020

Capital markets
Pandemic bonds: execution risk Premium
World Bank’s well-meaning instruments, designed around Ebola, had several design flaws
Monday, 6 July, 2020

UK banks
Lloyds Banking Group: watching the horizon Premium
‘Steady-as-she-goes’ UK lender hints at a change of course
Monday, 6 July, 2020

Chinese business & finance
China semiconductors/SMIC: chip flip Premium
Chipmaker’s long-term prospects are not as inviting as the speculative fever suggests
Monday, 6 July, 2020

Equities
US-listed China stocks: returned to sender Premium
Wall Street firms that have been raking in big fees from Chinese IPOs will lose out
Sunday, 5 July, 2020

Technology sector
Supercomputers: the war to be top flop nation Premium
The machines are often seen as the brains of a nation — and progress in the field is turbocharged
Saturday, 4 July, 2020

Education
PhDs and MAs: a risk/reward thesis Premium
When recession looms, the opportunity cost of staying in education falls
Friday, 3 July, 2020

Equity earnings
UK dividends: shaky foundations Premium
FTSE dividends, already at reduced levels, are at risk of further declines
Friday, 3 July, 2020

Coronavirus economic impact
Masks/growth: Texas hold ‘em Premium
Goldman believes masks save growth, as well as infections
Friday, 3 July, 2020

Vanessa Houlder
Best of Lex: twists, trends and trades Premium
Primark, middle classes, British Land/Hammerson, Uber Eats/Postmates, Lululemon, Shell and more
Friday, 3 July, 2020

Ping An Insurance Group Co of China Ltd
Telemedicine/Ping An: the good doctor Premium
Years of scaling up should start paying off earlier than expected
Thursday, 2 July, 2020

Bankruptcy
Remington: bubble gun Premium
Firearms maker prepares for second trip into bankruptcy in as many years

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