Lex in depth: Alibaba

The hugely profitable group enjoys a dominant position but needs to cut a better deal with shareholders

Pimco: Lex in-depth

Allianz has done well out of Bill Gross’s firm but after 15 years should consider spinning it off

Boutique banks: Lex in-depth

Moelis & Co’s public offering next week follows a good run for the small, specialist operations

Investment: A better bubble

The froth in technology stocks is driven by revenue. That does not make it rational

Sony: breaking up is hard to do

Technology: Sony is in need of a radical change

UBS: scaling back

Swiss bank faces calls to go even further after trimming its investment banking, writes Oliver Ralph

vodafone india

Vodafone: over the Verizon

Shareholders clamouring for the sale of the Verizon stake should look to Europe

Mike Lynch, CEO of Autonomy
©Daniel Lynch

HP and Autonomy: Lynched

Hewlett-Packard appears to be in a difficult position whatever the court rules on its disastrous purchase of the software group

Rosneft: supermajor in the making?

Links to the Kremlin and high debt make the oil and gas producer a brave stock pick

América Móvil: time to buy in bulk?

Stock in Carlos Slim’s telecom powerhouse looks cheap but investors fear regulatory threats

Li & Fung: devotion turns to doubt

Retail supplier is a market darling but questions are emerging about its strategy

Tesco – trouble at home

The retailer needs to convince investors it can strengthen its UK core

Cnooc – gutsy call

The state-controlled energy company risks turning into China’s Gazprom

EADS-BAE – decision time

As deadline day looms for the proposed €35bn merger, Lex columnists see if it makes sense for investors

Volkswagen – family affair

Despite its growth, investors see the carmaker’s structure and the founding family’s grip on ownership as a liability