Russian equities: the bear’s market

James Ferguson illustration
©James Ferguson

Beware Kremlinological investing

French telecoms: Plus ca change...

The French again seem to be doing things differently

Luxury carmakers: BMW and Daimler

Is it time for investors to consider lane-hopping?

Watsons: elementary, my dear

Asia’s richest man provides a masterclass in using – if not trusting – the market

US bank stress tests: capital ideas

All major banks passed, but next the Fed judges their returns to shareholders

AirBnB

Airbnb: early check-in

Building a website is easy; building a user base is much harder

Luxury goods: handbagged

The sector boomed with QE and is suffering with tapering

Starbucks: Grande standing

US coffee chain needs to keep the quality of its growth high

Swedbank: safe as houses?

Regulators test foundations of investors’ attraction to Swedish bank

Li & Fung: split personality

World’s largest supplier of consumer brands has a new strategy