The EU-US economic relationship, a powerhouse of global GDP and investment, faces potential disruption from proposed tariffs, not yet policy, targeting sectors like automotive and aerospace. Despite making up just...
Speculation abounds regarding a possible resurgence of US protectionism, with potential tariffs on key allies such as Canada and the EU reaching up to 35%. Unlike previous trade actions, these...
In a world where macroeconomic assumptions are perpetually challenged, defining a portfolio's true purpose has never been more crucial. Beyond vague goals like 'growth', investors must articulate their capital's role,...
Ford CEO Jim Farley's pragmatic view on autonomous driving reveals a strategic divide in the automotive world: balancing profitable traditional sectors against costly ventures in electric and autonomous vehicles. His...
Explore the intriguing notion of inflation as a ‘stealth tax’ stemming from unchecked government spending. This perspective shifts inflation from a technical issue to a fiscal consequence, significantly impacting capital...
Oscar Health has captured significant institutional interest, as asset managers like Assenagon Asset Management and Fiduciary Alliance have dramatically increased their holdings by over 3,500%. This surge aligns with Oscar...
Thai Life Insurance (TLI) has rebounded impressively since its 2022 IPO, achieving steady profitability in recent quarters. Despite these gains, TLI trades at a notable discount compared to regional peers,...
The anticipation of a 30% blanket tariff on EU imports, unveiled post-market hours, signals a dramatic shift in US trade policy, elevating tensions to new heights. This manoeuvre poses serious...
A proposed 30% tariff on imports from the EU and Mexico could dramatically disturb global trade, echoing the sound of economic alarm bells worldwide. The automotive and agricultural sectors may...
Rocket Lab's strategic shift sees the Space Systems division outshine Launch Services, driving a 69% rise in revenue. Despite this, significant R&D investment in the ambitious Neutron rocket keeps the...
