Lex | Financial Times

Wednesday, 22 January, 2020

Lex: premium commentary
Best of Lex Midweek: Techlash Premium
Some have spotted opportunities amid increased criticism of Silicon Valley companies
new
Tuesday, 21 January, 2020

Oil & Gas industry
Texas oil groups: panhandling ahead Premium
Wave of bankruptcies shows no signs of abating
Tuesday, 21 January, 2020

Lebanon
Lebanon/bonds: fugue state Premium
Political, financial and economic mayhem means investors are braced for losses
Tuesday, 21 January, 2020

European banks
UBS: dream scratcher Premium
The margins of the bank’s core wealth management division look exposed
Tuesday, 21 January, 2020

Commodities
Chocolate supply: I should cocoa Premium
Living income differential of farmers risks playing havoc with confectioners’ hedging strategies
Tuesday, 21 January, 2020

Airlines
EasyJet/Ryanair: vice report Premium
One less rival is beneficial but the budget airline must be sustainable
Tuesday, 21 January, 2020

Coronavirus
Coronavirus: keep calm, carry on Premium
Fear of financial contagion is a bigger risk to markets than the medical kind
Monday, 20 January, 2020

Private equity
Private equity: index we trust Premium
Supply and demand are as powerful in public capital markets as fundamentals
Monday, 20 January, 2020

Advertising
M&C Saatchi: it isn’t working Premium
Big ideas and bigger specs are no longer enough to preserve a dying business model
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Monday, 20 January, 2020

Green bonds
Environment bonds: how green is my tally Premium
Ecological dividends from green gilts have so far been hazy at best
Monday, 20 January, 2020

Aerospace & Defence
BAE/Collins GPS: on-target takeover Premium
Deal shows UK defence group has renewed sense of direction
Monday, 20 January, 2020

Investor activism
Toshiba/Japan activism: no exceptionalism Premium
The country badly needs more homegrown activists such as Yoshiaki Murakami
Sunday, 19 January, 2020

US
Chinese students/US: freshman error Premium
Further curbs on foreign students, who are a big source of income for US colleges, are not wise
Saturday, 18 January, 2020

Climate change
Ski slopes/climate change: losing the drift Premium
Resorts are grimly contemplating potential losses, but changes will be uneven
Friday, 17 January, 2020

State Street Corp
State Street: custody battle Premium
Custodian banks are being squeezed by the shift from active to low-cost passive funds
Friday, 17 January, 2020

Retail sector
Casino/French strikes: red herring Premium
French supermarket blames unrest for poor sales, but this story whiffs of one of its fish counters
Friday, 17 January, 2020

Food & Beverage
Cranswick: pig in a China shop Premium
Angst on farmyards in Asia has translated into escalating meat prices — and the UK pork producer is a beneficiary
Friday, 17 January, 2020

Companies
Best of Lex: your weekly round-up Premium
JPMorgan Chase, Morgan Stanley, Goldman Sachs, Flybe, RWE, John Wood and more
Friday, 17 January, 2020

Ant Financial Services Group
Ant Financial: small savers, big bets Premium
It will take a lot to dissuade local investors from flocking to this rare listing
Thursday, 16 January, 2020

Financial services
Morgan Stanley: the Gorman conquest Premium
A shift towards staid, stable income generators has paid off
Thursday, 16 January, 2020

RWE AG
RWE: auf Wiedersehen, coal Premium
Fossil fuel is as unpopular with investors as it is with tree huggers
Thursday, 16 January, 2020

John Wood Group PLC
John Wood: sun worshipper Premium
Investors will be rewarded if the company can reinvent itself
Thursday, 16 January, 2020

Luxury goods
Shandong Ruyi: confessions of a shopaholic Premium
Instead of becoming a global fashion powerhouse, group lacks enough cash to cover liabilities
Thursday, 16 January, 2020

Electric vehicles
Tesla: electric sheep Premium
Wednesday, 15 January, 2020

Financial services
Goldman Sachs: carded Premium
Bank’s soon-to-be-unveiled financial targets should serve as a reality check for investors

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