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Last Build Date: Fri, 20 Apr 2018 03:38:05 GMT

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Philip Morris International: light my fire

Fri, 20 Apr 2018 01:05:26 GMT

Tobacco giant’s results highlight old problem

Shire/Allergan: too many wrinkles

Thu, 19 Apr 2018 18:05:12 GMT

Botox maker eyes return to acquisition trail, but a tie-up would not add much value

Blackstone: signal and noise

Thu, 19 Apr 2018 17:15:13 GMT

A $1bn buyback reflects the asset manager’s share price frustration

Debenhams: little credit is due

Thu, 19 Apr 2018 16:35:35 GMT

Adding a few sequins to a fading strategy has not arrested the decline in sales

Aviva/preference shares: don’t shoot the puppies

Thu, 19 Apr 2018 14:58:30 GMT

An imbroglio that companies, lawmakers and regulators must resolve

Aluminium: the Wright stuff

Thu, 19 Apr 2018 13:20:23 GMT

The price can only get heavier but can it hit $3,000 per tonne?

Cars/China: dog’s breakfast

Thu, 19 Apr 2018 04:00:52 GMT

There are benefits to maintaining status quo with local partners

Unilever: the Rotters’ club

Wed, 18 Apr 2018 20:33:32 GMT

Investors could, in theory, put a spoke in the plan to quit London

US investment banks: buffer physiques

Wed, 18 Apr 2018 17:20:19 GMT

A simplified regime does not mean higher shareholder returns

Facebook/EU: bare-faced cheek

Wed, 18 Apr 2018 16:36:23 GMT

Social network sails close to the wind with facial recognition plans

Lex Letter from London: Break-ups and the Brexit-bound pound

Wed, 18 Apr 2018 12:06:21 GMT

WPP, Whitbread, Shire/Takeda, sterling rebound and more

Johnson & Johnson/biosimilars: immune to reason

Wed, 18 Apr 2018 04:01:30 GMT

Choking off copycat drugs is a bad strategy

IBM: blockchain gang

Wed, 18 Apr 2018 01:14:02 GMT

Group beats earnings estimates but beyond the jargon questions over the cloud remain

Goldman Sachs: Deal or no deal

Tue, 17 Apr 2018 17:39:11 GMT

M&A disappointed even as the rest of the firm prospered

Bayer/Temasek: root map

Tue, 17 Apr 2018 15:02:46 GMT

Sovereign wealth fund opts to seed German life sciences group for next spurt of growth

JD Sports: Ashley surpassed

Tue, 17 Apr 2018 14:53:32 GMT

Retailer’s success looks all the more remarkable when held up against Sports Direct

ZTE Corp: red army ruction

Tue, 17 Apr 2018 12:56:49 GMT

Sanctions are bad news for the Chinese telecoms group but its rivals have little to gain

Netflix: dearly loved

Mon, 16 Apr 2018 23:53:21 GMT

Equity cushion just became fatter after streaming service’s quarterly results

Buffett/USG: material differences

Mon, 16 Apr 2018 22:15:49 GMT

Knauf’s interest is perfectly timed as Berkshire wants out of building products group

Shire/Takeda: faith healers

Mon, 16 Apr 2018 16:08:26 GMT

To back the bid, investors must believe it can cut costs and promote faster growth

EM hedge funds: Coffey refill

Mon, 16 Apr 2018 15:29:14 GMT

Market’s guillotine mechanism likely to lessen retired supremo’s chances of success

WPP/Martin Sorrell: getting the Elba

Mon, 16 Apr 2018 12:38:19 GMT

Advertising group’s particular ill, as with Napoleonic France, is imperial over-reach

Tech cycle stocks: not drowning, waving

Mon, 16 Apr 2018 10:13:13 GMT

Investors will have to refocus their enthusiasm to less flashy businesses

Infosys/Indian outsourcers: visa for value

Sun, 15 Apr 2018 10:00:25 GMT

New boss will be looking to close gap with Tata Consultancy Services

JPMorgan: 10 Years’ War

Fri, 13 Apr 2018 17:02:34 GMT

US banks are almost in full bloom