Whether you believe, as President Donald Trump says, that cutting rates goes 'hand-in-hand' with tariffs or not, it certainly wouldn't go hand in hand with higher inflation and a rockin'-a-rollin' ...
There’s nothing new about my interaction with the business. Growing up as one of three siblings, Disney’s cartoon oeuvre was a home staple. Though I’m not quite sure why, we loved the Disney Store.
In 2024, the narrative around Big Tech was that it was almost impossible for companies to overinvest in artificial intelligence (AI). At almost every earnings update, capital spending (capex) was ...
Hong Kong led the way with a 2.6 per cent rally on Chinese tech, EV and AI stocks. Alibaba rallied 8.5 per cent on reports of a partnership with Apple to develop AI for iPhones in China. BYD, the EV ...
But can we judge calls like this more broadly? In his 2002 book, When Buy Means Sell, the investor Eric Shkolnik argued that analyst downgrades should be considered a contrarian indicator. Typically, ...
Barratt Redrow (BTRW), Close Brothers (CBG), BHP (BHP) and CQS Natural Resources Growth and Income (CYN) Barratt and Redrow are back with the combined entity, Barratt Redrow (BTRW) reporting half-year ...
PZ Cussons' (PZC) shares gained 7 per cent as the Carex and Imperial Leather owner returned to statutory profit in the first half despite a double-digit drop in revenue.
Smiths Group (SMIN) was already in the process of hiving off its medical division when Paul Keel became its chief executive in May 2021. He left three years later. Pay was rumoured to be the reason, ...