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Blackstone: all in the family

Wed, 24 May 2017 17:51:22 GMT

Insurance had previously been a missing link



Dong/Ineos: the iceman cometh

Wed, 24 May 2017 16:48:19 GMT

Ratcliffe hooks his catch a little higher in water column than armchair anglers expect



Babcock: outsourcing blues

Wed, 24 May 2017 16:40:46 GMT

Unless defence spending increases, shares are unlikely to regain their lost ground



Carrefour: home and away

Wed, 24 May 2017 15:32:01 GMT

Floating its Brazilian unit will not fix structural issues in France



Tata Motors/JLR: the English revenant

Wed, 24 May 2017 15:10:28 GMT

Robust performance reflects an oddly successful combination



Glencore: Bunge jumping

Tue, 23 May 2017 21:38:42 GMT

Selling out near the bottom of cycle is an odd move



Bombardier: under fire

Tue, 23 May 2017 17:28:10 GMT

The easiest money in recovery plays is at the outset



Hong Kong stocks: caught short

Tue, 23 May 2017 15:49:51 GMT

Bears will have more targets if mainland shares are admitted to MSCI indices



Delivery Hero: no need for heroics

Tue, 23 May 2017 13:52:20 GMT

Takeaway food group should sort out its acquisitions before it floats



IP Group/Touchstone: varsity match

Tue, 23 May 2017 13:20:44 GMT

No laughing matter for minority investors



Oil supply: pump and dump

Tue, 23 May 2017 13:03:21 GMT

Regardless of the US strategic reserve, Opec needs to meet the supply challenge from US shale producers



Arconic: Settling for less

Mon, 22 May 2017 17:49:09 GMT

Elliott wanted its guy as CEO and that has not happened yet



Ford: speed bumped

Mon, 22 May 2017 16:55:42 GMT

The carmaker’s chief executive is a victim of the cycle



Insurance accounting: a diet of worms

Mon, 22 May 2017 16:19:46 GMT

Doctrinal tightening is needed to make comparisons easier for investors to make



LafargeHolcim: magic fixy dust

Mon, 22 May 2017 16:11:29 GMT

Cement group’s new chief executive faces some sticky issues



Australian banks: Canberra watch

Mon, 22 May 2017 15:04:48 GMT

S&P Global Ratings has cut its ratings outlook for 23 Australian banks to negative



Clariant/Huntsman: crystal math

Mon, 22 May 2017 13:47:07 GMT

A merger driven by scale and cost savings should work perfectly well



Deere & Co: tractor trailer

Sun, 21 May 2017 15:56:04 GMT

Hope and change does not justify a premium valuation



Saudi Arabia / Blackstone / SoftBank: active threat

Sat, 20 May 2017 22:04:30 GMT

A desire for a bigger say to match huge cheques would produce problems



Brazil stocks: no time for Temerity

Fri, 19 May 2017 16:20:40 GMT

The markets are for the brave in a country once again facing political uncertainty



Aston Martin: driven to distraction

Fri, 19 May 2017 15:24:44 GMT

Investors should take a close look under the bonnet



Best of Lex: your weekly round-up

Fri, 19 May 2017 13:23:18 GMT

Deal, or no deal?



Just Eat: golden meal ticket

Fri, 19 May 2017 12:29:19 GMT

Ravenous appetite puts antitrust watchdog’s powers to the test



Athenahealth: beaten about by Bush

Fri, 19 May 2017 04:18:35 GMT

Loyalists are oddly dismissive of Elliott’s move on the software company



Conservative manifesto: panel beater

Thu, 18 May 2017 17:42:55 GMT

Tory pledges would make the UK less accessible to foreign investors