Lex May 17, 2013

Letter from Lex: a rally good time

As markets in the US and Japan rally, the oil, tech and banking sectors are busy

May 15, 2013

US earnings: irrational dreariness

A look at the fundamentals of individual stocks makes rally seem indiscriminate

Lex May 15, 2013

Petrobras: betting the tranch

The quasi-sovereign Brazilian oil major has taken advantage of rock-bottom interest rates

Lex May 13, 2013

Hess: the directors’ cut

Incentives aside, if any board needs a fire lit underneath it, it is this laggard oil group’s

May 16, 2013

Google: $900 breached

Can the internet search giant avoid Apple’s steep share price drop?

Lex May 16, 2013

Intel: upwardly mobile

US chipmaker gears up for big push into mobile devices

Lex May 14, 2013

Activism in Japan: full-frontal Loeb

Sony could use a hard prod, but the activist investor may find things work differently here

Lex May 14, 2013

Verizon / Vodafone: bid or no bid?

$7bn dividend from Verizon Wireless to its parents sparks conspiracy theories

Lex May 15, 2013

HSBC: what the job cuts mean

Banks are increasingly desperate to prove they are still growth stocks