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    Lex

    FT's agenda-setting column on business and finance

    Lex is a premium financial commentary service from the Financial Times. It is arguably the world's most influential column of its kind, published daily since 1945. An award-winning team across four time zones helps readers make better investment decisions by highlighting key risks and opportunities.

    Sign up here to receive a letter from Lex’s centres around the world each Wednesday, and a review of the week’s best commentary every Friday by Jonathan Guthrie or Elaine Moore. Follow us on Twitter @FTLex

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    • Saturday, 4 February, 2023
      Barnes & Noble Inc
      US bookstores: a novel resurgence Premium content

      Industry reliant on blockbusters to drive sales, leaving publishers and booksellers exposed to feast or famine sales volatility

    • Friday, 3 February, 2023
      Jonathan Guthrie
      The Lex Newsletter: bearishness is so 2022 these days Premium content

      Plus, Franklin Resources, Amazon, Shell, Big Tech, Peloton, Adani

    • Friday, 3 February, 2023
      Fund management
      UK asset management: falling markets fail to stem active decline Premium content

      Britain’s fund managers have long been under siege from the rise of passive investment

    • Friday, 3 February, 2023
      Adani Group
      Adani/TotalEnergies: French company’s due diligence was inadequate Premium content

      Adani’s star shows every sign of burning out

    • Friday, 3 February, 2023
      Technology sector
      Big Tech: Powell has put pep back in their step Premium content

      Investors should note that redundancies and a bounce related to monetary policy are one-off phenomena

    • Friday, 3 February, 2023
      Lex PopuliShare buybacks
      Share buybacks: welcome payments in a suspect currency

      Such moves are hardly a sign of faith in companies

    • Thursday, 2 February, 2023
      Shell plc
      Shell: the big bet on natural gas is now paying off Premium content

      The UK oil major’s earnings illustrate how it and the industry have grown with the times

    • Thursday, 2 February, 2023
      Deutsche Bank AG
      Deutsche Bank: market will enforce a lower reliance on investment banking Premium content

      Non-investment bank revenues are vulnerable to disappointments too

    • Thursday, 2 February, 2023
      House & Home
      Mattress retailers: business hit by sagging demand Premium content

      Far from sleeping easy, investors might be waking up to a nightmare

    • Thursday, 2 February, 2023
      Chinese business & finance
      China brokerages: easier, faster listings boost earnings outlook   Premium content

      Foreign investors have noted change in tone from Beijing about regulation and economic expansion

    • Thursday, 2 February, 2023
      Meta Platforms
      Meta: taking spending back to reality Premium content

      Mark Zuckerberg needs to rethink his spending on the metaverse

    • Wednesday, 1 February, 2023
      Travel & leisure industry
      Peloton: cycle turns as hardware business looks to software Premium content

      Move away from unprofitable hardware peddler to fitness provider starts to pay off

    • Wednesday, 1 February, 2023
      ORPEA
      Orpea: shareholder wipeout proves folly of leveraged care homes Premium content

      New bankruptcy laws have shifted the balance of power away from shareholders

    • Wednesday, 1 February, 2023
      Vodafone Group PLC
      Vodafone/Elliott: activist seeks an opportunistic gain from tower sale Premium content

      US activist’s gambit depends on German securities law protecting minorities from premature squeeze-outs

    • Wednesday, 1 February, 2023
      Adani Enterprises Ltd
      India stocks/Adani: recurring scandals weaken recurring returns Premium content

      New Delhi must investigate latest affair thoroughly and openly, or investors will draw their own conclusions

    • Wednesday, 1 February, 2023
      Electric power
      Power pricing: dual-market model would serve customers better Premium content

      Renewables work in fundamentally different ways from the old power plants

    • Wednesday, 1 February, 2023
      Andrew Whiffin
      The Lex Newsletter: European banking is having a time to shine Premium content

      Italy’s lenders in particular are in their sweetest spot since before the financial crisis

    • Wednesday, 1 February, 2023
      ExplainerClimate change
      Carbon counter: measuring individual choices

      This award-winning FT series calculates the carbon costs and savings of individual lifestyle decisions

    • Tuesday, 31 January, 2023
      Exxon Mobil Corp
      Exxon: Big Oil should invest forward, not buy back Premium content

      Profit growth was already starting to decelerate in the fourth quarter

    • Tuesday, 31 January, 2023
      British American Tobacco PLC
      BAT: smokes bloke must prep burns unit for independence Premium content

      Appointment of a director of ‘combustibles’ could pave way to jettisoning the cash-rich business

    • Tuesday, 31 January, 2023
      Behavioural economics
      Surge pricing: algos lift margins and challenge trust busters Premium content

      Machine learning lets companies make timelier use of data on everything from input costs to the weather

    • Tuesday, 31 January, 2023
      Oriental Land Co Ltd
      Tokyo Disneyland: a kingdom magically immune to Peltz belts Premium content

      Oriental Land can rely on ample cash to fix its problems

    • Tuesday, 31 January, 2023
      Johnson & Johnson Co Inc
      J&J: court stops the music for the ‘Texas two-step’ Premium content

      Congress may eventually have to step in and create a new club to resolve mass torts

    • Monday, 30 January, 2023
      Franklin Templeton Investments
      Franklin Resources: active manager needs to prove its worth Premium content

      Firm’s push into alternative asset management has fostered some excitement — and it needs the help

    • Monday, 30 January, 2023
      Intel Corp
      Intel: Cash generation suffers as chipmaker’s shift muddles along Premium content

      The worry for the semiconductor giant is that its fading business is not cyclical but secular

    Previous page You are on page 1 Next page

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