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Wednesday, 5 October, 2022

US Dollar
Dollar strength: Plaza Accord II is a scenario investors should plan for Premium content
A repeat of the multinational deal struck in 1985 to restrain a soaring greenback cannot be ruled out
2 hours ago
Wednesday, 5 October, 2022

Tesco PLC
Tesco/UK retail: promises on price are protecting market share Premium content
Customers on smaller budgets may prefer a grocer with no premium range that might lead to overspending
2 hours ago
Wednesday, 5 October, 2022

Sport
Sports teams: valuations tested as prestige purchases lose their shine Premium content
It may be that the scarcity of sports teams props up their re-sale price tags
3 hours ago
Wednesday, 5 October, 2022

War in Ukraine
Sanctions: nuclear strike would exclude Russia from world economy Premium content
The first ever bellicose use of nukes in Europe would require a corresponding economic response
Wednesday, 5 October, 2022

Naver Corp
Naver/Poshmark: paying a first-hand price for second-hand goods Premium content
South Korean group’s key task would be to fix the US company’s much-maligned search engine
Wednesday, 5 October, 2022

Sujeet Indap
Musk is paying a theoretical 300% premium for Twitter Premium content
Tech group’s shareholders will not rest easy until $54.20 per share is safely wired into their bank accounts
Tuesday, 4 October, 2022

Twitter Inc
Twitter/Musk: bid at agreed price would boost trust in fair dealing Premium content
The $44bn takeover that neither side particularly wants is back on the table
Tuesday, 4 October, 2022

Capital markets
Indian bond index: mighty dollar must sometimes play by local rules Premium content
JPMorgan has had India on ‘positive index watch’ since October 2021
Tuesday, 4 October, 2022

Vodafone Group PLC
Vodafone: Three UK deal would impede necessary restructuring Premium content
Unknotting mobile operator requires deft sword strokes, not fiddling with loose ends
Tuesday, 4 October, 2022

Automobiles
Used cars: inflation bump prompts Americans to skimp their rides Premium content
US customers are wary of buying big-ticket items despite declining vehicle prices
Tuesday, 4 October, 2022

Driverless vehicles
Tesla/Mobileye: driverless car chase is speeding up
The valuation of both companies rests on long-term plans to create fleets of autonomous vehicles
Monday, 3 October, 2022

RWE AG
RWE/ConEd: US renewables get a fillip — thanks to Biden Premium content
Inflation Reduction Act’s tax breaks for green energy lift value of clean power portfolios
Monday, 3 October, 2022

Cryptocurrencies
Kim Kardashian: SEC says it can keep up with crypto enforcement Premium content
Regulator’s action underscores effort to defend its role as the right cop for cryptocurrency markets
Monday, 3 October, 2022

Credit Suisse Group AG
Credit Suisse: terrifying investors with its message of reassurance Premium content
Efforts to convince clients, investors and counterparties of solvency have been unsettling
Monday, 3 October, 2022

UK politics & policy
Kwarteng U-turn: volatile markets are hungry for bad news Premium content
UK chancellor’s volte-face will not restore the country’s fiscal credibility
Monday, 3 October, 2022

Opec
Opec+: Saudi Arabian willingness to help Russia may run out next year Premium content
The real test of the cartel’s consensus has yet to happen
Sunday, 2 October, 2022

Retail & Consumer industry
Indoor farming: earning green from leafy greens Premium content
Farming indoors will not replace the outdoor version soon, but it should not be an either/or trade-off
Saturday, 1 October, 2022

Chemicals
Carbon capture/chemicals: cheap energy dictates success Premium content
Researchers have found a way to convert carbon dioxide captured from industrial exhaust into ethylene
Friday, 30 September, 2022

European banks
European banks: recession risks flash red Premium content
The investment case for lenders is weak, even though forward earnings valuations are close to record lows
Friday, 30 September, 2022

Retail sector
Sweetgreen: limp office return spells trouble for fancy salads Premium content
The chain’s core customer has been upscale office workers, now it sees its future in the American suburbs
Friday, 30 September, 2022

Elaine Moore
The Lex Newsletter: LDIs, damned LDIs and statistics Premium content
Plus, UK pensions, Hong Kong stocks, CEO narcissism, UK shares
Friday, 30 September, 2022

Asia-Pacific equities
China stocks: valuations hit record lows Premium content
Declines have accelerated in recent months despite government and central bank efforts
Friday, 30 September, 2022

Oil & Gas industry
Capricorn/NewMed: latest offer will appeal to unhappy shareholders Premium content
Israeli-listed natural gas producer, has offered the equivalent of 271 pence per share in an all-stock deal
Thursday, 29 September, 2022

Bed Bath & Beyond Inc
Bed, Bath, and Beyond: retailer fights against reckoning Premium content
Company’s quarterly sales have repeatedly dropped by a remarkable 20% or more
Thursday, 29 September, 2022

Property sector
UK mortgages: rate rises are hitting home Premium content
Tighter regulations and low unemployment mean high levels of repossessions should remain a bad memory

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