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Thursday, 26 November, 2020

Aviva PLC
Aviva: Blanc expression Premium
The new chief executives has only a narrow window in which to rebase investor expectations.
Thursday, 26 November, 2020

Renewable energy
UK wind/Dogger Bank: well, blow me down Premium
Financial dynamics have moved in favour of the project
Thursday, 26 November, 2020

Rémy Cointreau
Rémy Cointreau: why brandy is dandy
Lockdowns are proving less painful for the cognac business than first feared
Thursday, 26 November, 2020

Salesforce.com Inc
Salesforce/Slack: smells like Teams spirit Premium
The roll-up strategy still makes sense for cloud software company
Thursday, 26 November, 2020

Fintech
Affirm: latest instalment Premium
Plenty of fintechs have made big promises about using technology to take on big banks only to fizzle out
Wednesday, 25 November, 2020

Media
Simon & Schuster/ViacomCBS: slightly foxed Premium
It is questionable whether this concentrated industry can tolerate the loss of a top business
Wednesday, 25 November, 2020

Virgin Money PLC
Virgin Money: reality cheques Premium
UK’s sixth-largest bank gives investors a dose of caution
Wednesday, 25 November, 2020

UK inflation
RPI: reprieve, not RIP Premium
Investors will still receive the broad inflation protection they cherish
Wednesday, 25 November, 2020

Rio Tinto PLC
Rio Tinto/Oyu Tolgoi: wild child Premium
The Anglo-Australian miner should take direct control of the Mongolian project
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Wednesday, 25 November, 2020

EU financial regulation
Brexit and the City: lost passport Premium
A beggar-thy-neighbour battle for business will benefit Paris, Frankfurt and Dublin less than some EU politicians imagine
Wednesday, 25 November, 2020

June Yoon
Letter from Seoul: Alibaba’s big disconnect Premium
Beijing’s regulatory overhaul imperils ecommerce group’s top position in the local online shopping space
Tuesday, 24 November, 2020

US retail
Big-box retailers: winner takes all Premium
The divide between the retail haves and have-nots has never been starker
Tuesday, 24 November, 2020

Countrywide PLC
Countrywide: buyers’ market Premium
Prospects as a standalone business are risky, but Connells is offering a way out
Tuesday, 24 November, 2020

Credit Suisse Group AG
Credit Suisse/York Capital: hedge dredge Premium
Latest setback won’t derail bank but closing the valuation gap with rival UBS looks tough
Tuesday, 24 November, 2020

Social Media
Social media: clone wars Premium
Snap is not alone in fashioning versions of rival platforms’ ideas
Tuesday, 24 November, 2020

Brexit
City/Brexit: fishing before finance Premium
Trawlers matter more than share traders in UK’s talks with the EU
Tuesday, 24 November, 2020

Chinese business & finance
China live-streaming: virtual money Premium
As tech giants reassess business models, investors should do the same with their expectations
Monday, 23 November, 2020

Bitcoin
Bitcoin: unstable coin Premium
Mania for the digital currency has prompted some big-name cheerleaders to put their hands in
Monday, 23 November, 2020

Credit Agricole SA
Crédit Agricole/Creval: cross fit Premium
French bank’s €737m all-cash offer for Italian lender is not what the market wanted
Monday, 23 November, 2020

Coronavirus treatment
Coronavirus/vaccines: safety in numbers Premium
AstraZeneca and Oxford university jab should make big contribution to immunisation effort
Monday, 23 November, 2020

Daily Mail & General Trust PLC
DMGT: Mail drop Premium
Daily Mail owner has been hit on several fronts but that hasn’t stopped it keeping the faith
Monday, 23 November, 2020

Lufax
Lufax/short sellers: from hot to not Premium
China’s second-biggest online lender faces struggles at home and abroad
Sunday, 22 November, 2020

Denmark
Mink/fur prices: cull of the wild Premium
17m mammals in Denmark at risk over fears of a coronavirus mutation
Friday, 20 November, 2020

Climate change
Emails/carbon emissions: tokens of gratitude Premium
Everything is relative. Just one small hamburger has the same carbon footprint as sending 10 emails every day for a year
Friday, 20 November, 2020

UK banks
UK banking: mixing mediocrity Premium
Consolidation is badly needed for the country’s lesser banks

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