Wednesday, 19 September 2018

Florence Is a Tragedy for Homeowners, Not Insurers

People in the Carolinas are about to rediscover the difference between the damage a storm causes and what is covered by insurance. While wind damage is well covered by insurers, flood damage is absent from most policies.

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Marvel Gets a Leading Woman

The coming ‘Captain Marvel' marks an overdue milestone in the Marvel universe.

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Coca-Cola Goes Back to the Future

Many were surprised to see that Coca-Cola, the world’s largest beverage company, is considering dipping its toes into the cannabis market.

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Tuesday, 11 September 2018

Jack Ma's Retirement Is a Sign Alibaba's Heyday May Have Passed

Despite the fabled co-founder’s retirement, Jack Ma will still have influence at Alibaba. But the real question for investors is whether his departure means the company’s best days are behind it.

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CBS After Moonves

Les Moonves’s departure from CBS, and the deal with National Amusements, ends a messy chapter for the company, but there are still important issues to consider before CBS gets an all-clear.

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Saturday, 8 September 2018

Deutsche Bank Won't Be Sad to Lose This Big Shareholder

The bank’s stock price is likely to remain under pressure as Chinese conglomerate HNA prepares to sell its 7.6% stake. But short-term pain should give way to a better longer-term foundation for the stock.

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Friday, 7 September 2018

Knight-Swift Is a Cheap Set of Wheels

Investors applauded and then cooled on trucking firm Knight-Swift following the merger that created it, but they should take another look.

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Wednesday, 5 September 2018

Amazon Won't Be Second to Apple for Long

The e-commerce giant is on track to be tech’s largest company in both market value and sales.

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Tuesday, 4 September 2018

Meituan Dianping Is Delivering an Overpriced IPO

The food-delivery company has a highly successful app but makes no profit. A $55 billion valuation looks a stretch, especially at a bad time for Chinese tech stocks.

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Tuesday, 28 August 2018

Why Markets Rallied on Trump's Trade Deal

The bilateral trade deal with Mexico and any subsequent agreement with Canada may create some frictions for companies and consumers, but it is a relief compared to what might have been.

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Monday, 27 August 2018

Regional Banks Still Need a Lending Boost

A promising rebound in loan growth now appears to be fading. That could become an issue, especially for small and midsize lenders.

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Why No One Can Catch Netflix

Streaming service is so far ahead of the competition and knows how to please its customers so well that it will be very hard to dislodge.

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App Tax a Hard One to Beat

Apple and Google’s app store commissions form a lucrative revenue stream that most app developers can’t sidestep in the way Netflix is attempting. That could spur regulators to take a closer look.

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Saturday, 25 August 2018

HP's Ink Flow Slows

Concerns about slowing growth of printing supplies offsets strong PC sales for tech giant.

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Xiaomi's Founder Gets Closer to a Winning Bet

Lei Jun, founder of Chinese smartphone maker Xiaomi, just enjoyed one of the biggest paydays in global corporate history. He could be in for another jackpot soon.

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Thursday, 23 August 2018

H&M May Never Catch Up

The world’s second-largest fashion chain by sales has fallen behind as consumers have moved online. Despite a big decline, the stock hasn’t priced in the new reality.

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Videogames' Epic Shootout Coming This Fall

This fall the industry will launch a series of major first-person shooters, while “Fortnite” is poised to begin a new season. That may prove to be a bit too much action for some game publishers.

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Wednesday, 22 August 2018

Smucker Needs to Fix Peanut Butter and Jelly

Food company Smucker has made smart moves to adjust its portfolio, but without boosting its core brands the stock will keep struggling.

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Tuesday, 21 August 2018

Abbott Labs Is a Rare Growth Story in Health Care

The reason to buy shares in Abbott Labs is simple:The company is growing its top line faster than just about any health-care company of comparable size and since it doesn’t sell pharmaceuticals in the U.S., it is relatively insulated from regulatory risk.

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Monday, 20 August 2018

Indian Markets Look Headed for Further Extremes

The country’s stock market is close to all-time highs, while its currency is at all-time lows versus the dollar.

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Friday, 17 August 2018

Nvidia Clears Its Crypto Cloud

A volatile crypto market has been a distraction for the chip maker—and its investors.

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Thursday, 16 August 2018

Good Isn't Good Enough at Macy's

The department store has solid earnings and raises guidance, but that isn’t enough for investors after a big stock run.

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Monday, 13 August 2018

Why Turkey's Trials Are Rippling Into Europe

Emerging-market currencies aren’t the only ones affected by Turkey’s crisis, the euro is too.

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Friday, 10 August 2018

This Year's Big Disrupter: The Dollar

Much of the disruption to global financial markets this year has come from a source close to home: the U.S. dollar.

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Thursday, 9 August 2018

New Investor Guessing Game: What Is 'New Fox' Worth

Once Fox’s deal with Disney closes, the next question will be how to value what is left behind: Fox News and Fox Sports.

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Not the Streaming Deal 'Star Wars' Fans Are Looking For

Walt Disney’s streaming service could have a troublesome absence when it launches late next year.

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Wednesday, 8 August 2018

Latin America searches for redemption on the football pitch

The extra intensity of Latin American fandom

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Colombia’s new president will struggle to heal his country’s divisions

Iván Duque’s alliances and campaign promises will make reconciliation difficult

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[CORRECTED] Polio returns to Venezuela, and threatens the region

The country’s neighbours need to strengthen their defences against infectious diseases

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Donald Trump stomps on Canada’s economy

To avoid further damage, Justin Trudeau may have to stop coddling farmers

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Argentina’s central-bank president resigns

The peso plunges again and Federico Sturzenegger steps down

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Tesla's Go-Private Dream Doesn't Add Up

Tesla’s wildest day yet leaves far more questions than answers.

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Tuesday, 7 August 2018

A failed drone attack shows that Nicolás Maduro is vulnerable

Venezuela’s president has many enemies

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Brazil’s banks, profitable whatever the economic weather

The economy is sluggish, but banks are coining it

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Canada plans a crazy quilt of cannabis retailing rules

Recreational pot will be legal everywhere

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After a populist goring, Argentina’s beef ranchers are recovering

At least one group is happy about Mauricio Macri’s economic reforms

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Judging Latin America’s judges

Why is strengthening the rule of law so difficult?

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A failed drone attack shows that Nicolás Maduro is vulnerable

Venezuela’s president has many enemies

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Brazil’s banks, profitable whatever the economic weather

The economy is sluggish, but banks are coining it

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Canada plans a crazy quilt of cannabis retailing rules

Recreational pot will be legal everywhere

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After a populist goring, Argentina’s beef ranchers are recovering

At least one group is happy about Mauricio Macri’s economic reforms

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Judging Latin America’s judges

Why is strengthening the rule of law so difficult?

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A bubbling Islamist insurgency in Mozambique could grow deadlier

Militants have torched villages and carried out a spate of atrocities in the gas-rich north

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A bubbling Islamist insurgency in Mozambique could grow deadlier

Militants have torched villages and carried out a spate of atrocities in the gas-rich north

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AT&T Not Out of the Legal Woods Yet

The Justice Department’s appeal of a judge’s decision to allow AT&T’s purchase of Time Warner is highly unusual, but the odds of it achieving at least a partial victory aren’t trivial. That may only affect future deals, but there is a possibility of blowback for AT&T as well.

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Monday, 6 August 2018

CBS Analysts Aren't Clueless---They're Feckless

When analysts failed to ask questions about sexual harassment allegations on CBS’s conference call, it showed how badly their role is still misunderstood.

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Friday, 3 August 2018

Refugees have become a pawn in the struggle for Syria

Russia wants to help them return—if the West pays to rebuild Syria

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Saudi Arabia may relax its ban on Christian churches

New evidence suggests the Prophet tolerated churches in Arabia

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Why Hamas jails people who can’t pay their debts

Other countries abolished debtors’ prisons long ago. In Gaza, they are full

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Eritrea, Africa’s most repressive state, begins to open up

Peace may lead to reform in a country that enslaves its young

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