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Markets

17JUL 2019

Stranger Things vs Mickey Mouse: How the media old guard is adapting to disruption

Everyone’s focused on the new kids on the block like Netflix and Amazon Prime Video, but don’t underestimate the ability of the established order such as Walt Disney to adapt and thrive.

2019

JULY

12JUL 2019

Markets

How the stock market’s fading status could increase social inequality

The increasing number of companies shunning the stock market could contribute to rising inequality in society. We’ve identified three ways to fight back

11JUL 2019

Markets

Up in smoke: tobacco firms feel burn of disruption

Few industries are seeing as much disruption to the old order as tobacco. What does this mean for investors?

11JUL 2019

Economics

Why has India's budget disappointed investors?

Analyst Robert Ledger assesses the new government’s budget in India, and what it means for investors.

10JUL 2019

Markets

What is “energy transition” and why does it matter to investors?

The switch to renewable energy is gathering pace and is likely to prove hugely disruptive.

08JUL 2019

Markets

Burning ambition: The price of tackling climate change

Europe wants to become a zero-emissions economy by 2050. To remain competitive, new green border taxes may be inevitable.

04JUL 2019

Markets

Quarterly markets review - Q2 2019

A look back at markets in Q2 when shares gained despite ongoing trade tensions.

04JUL 2019

Markets

Where next for China A-shares?

The rise of China’s A-shares market is a theme that can’t be ignored. Here’s where we’re seeing opportunities in the country.