China’s bull has room to run

Andrew Van Sickle: A recurrent theme this year, and the subject of one of your key research papers, was drawing parallels between the dotcom bubble and this AI boom. What’s your take? Is this a case o

The US dollar has slid to a four-year-low. The dollar index, which tracks the greenback against a basket of major trading partners’ currencies, has dropped 12% since the start of 2025. Sterling now bu

Emerging markets came into focus over the course of 2025 amid a volatile global backdrop. Heightened geopolitical tensions and uncertainty over US trade policy caused periodic bouts of weakness, as in

Relax about Relx: “All eyes are on software and legal firms like Relx,” says Chris Beauchamp of investing platform IG. AI start-up Anthropic has parked “its tanks on their lawn in a clear threat to th

There’s a Chinese expression—zuò shan guan hˇu dòu—which roughly translates to “Sit on the mountain and watch tigers fight.” For attendees at this year’s World Economic Forum (WEF) annual meeting in D

Tuesday 17th February until Tuesday 3rd March