China’s technology boom

“History is just one f**king thing after another,” declares a vulgar schoolboy in Alan Bennett’s play The History Boys. Surveying the past 25 years can feel the same way. From Iraq to the euro crisis

Emerging markets (EMs) are back. The MSCI Emerging Markets index delivered a 31% return over the first ten months of the year, compared with just 18% from the developed markets-focused MSCI World inde

Japan’s politics are unstable (see page 4), the yen is trading at multi-decade lows against most major currencies, long-term government bond yields have soared, and inflation is picking up again. Yet

High US stock valuations show investors expect strong growth in corporate profits in the coming years. Wall Street’s latest performance is giving them every reason for optimism. More than 90% of S&P 5

Is Europe’s rally already over? The continent’s bourses enjoyed their strongest start to a year relative to US stocks since 2000 in the opening months of 2025. Donald Trump’s tariff shock in April tri

Questions about AI’s stockmarket dominance are being asked louder than ever. On 27 October, Wired published an article contending that “AI may not simply be ‘a bubble’ or even an enormous bubble. It m