Why China Hasn’t Cut Rates in What Feels Like Forever

Growth isn’t budging and economic data continues to underwhelm. But China hasn’t eased monetary policy in over six months. Or so it seems.

Why the Math Doesn’t Work for Today’s Market

With interest rates low and stock valuations distorted, how much cash companies give back to investors is more crucial than ever.

China’s Private Investment Crash May Be Mirage, but Pain Is Still Real

China’s drop in private investment may look worse than it is because of the distorting effects of last year’s stock market bailout.

Janet Yellen Cries Wolf

The Fed chairwoman tries to convince the market that a rate rise is coming, but investors aren’t listening.

Why Rackspace Is Taking Its Cloud Act Offstage

The $32-a-share price Rackspace has scored in a go-private deal with Apollo might look like a letdown, but moving out of the spotlight has its advantages.

The Price of the Calm After the Storm

Markets are calm this August. Policy makers have ensured that, but distortions are rife.

Vivendi: Why Empire Building Is No Strategy

French media group Vivendi is benefiting from the growth of music streaming, but investments in struggling Italian companies are puzzling.

Why Citron Case Leaves Hong Kong Investors Squeezed

Hong Kong’s legal action against a short seller’s research will have a chilling effect for independent analysis, left and right.

Why Banks Can’t Pay Enough To Attract Tech Talent

In the dotcom boom, beanbags and foosball helped attract the bright, young things who understood the internet. It's not so easy for banks these days especially as competition for tech talent heats up again.