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Saturday, 2 July, 2022

Tobacco
Smoking: Europeans need more than a ban on flavoured products to go tobacco-free Premium content
While smoking is less popular on both sides of the Atlantic, Europe’s habit is proving harder to crack
Friday, 1 July, 2022

Financial & markets regulation
Insurance/Solvency II: cautious sector has no appetite for rapid change Premium content
Industry regulator, with its mandate to ensure stability, has been pitted against the government
Friday, 1 July, 2022

Shell plc
Russia/Sakhalin-2: nationalisation sends message to Shell and its peers Premium content
Russia does not want Shell to remain a phantom shareholder, providing no capital or operational expertise
Friday, 1 July, 2022

Health Care
Walgreens: without a sale of Boots, US group needs a health check Premium content
Owning physical drugstores is not the cash cow it once was
Friday, 1 July, 2022

Elaine Moore
The Lex Newsletter: stress tests, sanctions and strikes Premium content
Russia | China coal | Japanese power | Royal Mail | Big Tech | US banking sector
Thursday, 30 June, 2022

Retail & Consumer industry
US retailers: patience not only a virtue but a privilege Premium content
Pace of reversal in customer tastes in a weakening economy has been head-spinning
Thursday, 30 June, 2022

Utilities
Thames Water/utilities: investors tapped for cash after deluge of complaints Premium content
Mounting public anger over pollution will force slowpokes to clean up their act
Thursday, 30 June, 2022

Reckitt Benckiser Group PLC
Reckitt Benckiser: infant formula sale is in jeopardy but sales are rising Premium content
Company’s guidance for 2022 organic sales growth at the upper end of 1-4 per cent may climb
Thursday, 30 June, 2022

Coal
China coal: fat margins for producers as green energy movement goes on pause Premium content
The rest of the world’s aversion to buying Russian coal just means plentiful, cheaper sales for China
Thursday, 30 June, 2022

Shopify
Shopify: Amazon-like ecommerce expansion comes with big bills Premium content
The reality of slowing sales growth must be taken into account
Thursday, 30 June, 2022

Uber Technologies Inc
Uber: stakes in rival companies no longer make sense Premium content
The group has waited too long to gain any returns on sideline equity investments
Wednesday, 29 June, 2022

Digital currencies
US banking sector: Stress test results compare favourably with crypto crash Premium content
Newfangled lenders had effectively become banks
Wednesday, 29 June, 2022

Pinterest Inc
Pinterest: pinning ecommerce hopes on new CEO Premium content
Co-founder of social media platform replaced with Google veteran Bill Ready
Wednesday, 29 June, 2022

Royal Mail PLC
Royal Mail: a more efficient service is needed to finance bigger pay Premium content
A strike will damage the reputation of the UK’s biggest delivery group but the impact on revenues may be modest
Wednesday, 29 June, 2022

Tata Motors Ltd
Tata/Renesas: Indian electric cars as the new hedge Premium content
Partnership could reinvigorate the shares of both groups in the long term
Wednesday, 29 June, 2022

Sujeet Indap
The Lex Newsletter: US airline merger fight mirrors travel complexities Premium content
Neither bid for Spirit looks like a slam dunk to pass the scrutiny of competition authorities
Tuesday, 28 June, 2022

Nike Inc
Nike/China: consumer market is yet to fully open Premium content
Don’t take the easing of pandemic restrictions as a sign that the country is returning to normality
Tuesday, 28 June, 2022

UK politics & policy
Criminal barristers’ strike: crime doesn’t pay for advocates Premium content
Righting the scales of justice requires fundamental change to remuneration system
Tuesday, 28 June, 2022

Jupiter Fund Management PLC
Jupiter: continuity candidate could struggle to stem outflows Premium content
Underperformance makes London-listed fund manager vulnerable to a bid
Tuesday, 28 June, 2022

Oil & Gas industry
Russia/energy price cap: complex plan may not be needed Premium content
Tracking the provenance of refined fuel exports could make any such move devilishly hard
Tuesday, 28 June, 2022

Utilities
Japanese power: utility companies struggle to cover rising input costs Premium content
More attention should be paid to continuing disaster-related expenses
Monday, 27 June, 2022

Revlon Inc
Revlon/meme stocks: continued speculation hints that bear market is not over Premium content
Retail traders hoping to have snagged the next Hertz risk being disappointed
Monday, 27 June, 2022

Big tech
Big Tech: bloated overheads mean earnings risk ahead Premium content
Big workforces mean higher fixed costs — a problem when revenue growth falls
Monday, 27 June, 2022

G7
Russia/sanctions: G7 seeks more damage to the war machine, less to its own economies Premium content
Europe has halved its reliance on Russian gas but it is running out of short-term fixes
Monday, 27 June, 2022

London fights for its future
London: global city status is hard to burnish by prescription Premium content
Leading position under threat with finance just one area where UK capital has slipped

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