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Lex

FT's agenda-setting column on business and finance

Lex is a premium daily commentary service from the Financial Times. It is the oldest and arguably the most influential business and finance column of its kind in the world. It helps readers make better investment decisions by highlighting key emerging risks and opportunities.

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  • Friday, 16 October, 2020
    Retail sector
    John Lewis/Waitrose: trouble in store Premium

    Retailer’s plan is commendable but the scattergun approach smacks of desperation

  • Friday, 16 October, 2020
    Companies
    Best of Lex: banks, shops and going pop Premium

    Morgan Stanley, Goldman Sachs, JPMorgan, AO World, Just Eat, Big Hit Entertainment and more

  • Friday, 16 October, 2020
    Corporate bonds
    Ligado Networks/high yield: total recall

    Investors in the bond sale may well see the US telecoms group as a binary bet on the saleability of its spectrum

  • Friday, 16 October, 2020
    Airlines
    Asian airlines: serving bubbly Premium

    Quarantine has hit cross-border travel hard but a planned air travel bubble between Singapore and Hong Kong could change things

  • Thursday, 15 October, 2020
    US banks
    Morgan Stanley: well-balanced Premium

    Bank is in a stronger position for good and bad times but this is not reflected in its valuation

  • Thursday, 15 October, 2020
    Property sector
    Unibail/Xavier Niel: Cuvillier’s travails Premium

    What seems like cavalier interference during difficult times for a shopping mall business could actually make a lot of sense

  • Thursday, 15 October, 2020
    AO World PLC
    AO World: online shine Premium

    Investors should wait for prices to drop before stocking up

  • Thursday, 15 October, 2020
    Big Hit Entertainment
    Big Hit/BTS: liable to pop Premium

    Music agency’s rating of more than 4 times the sector average is unjustifiable in a pandemic

  • Thursday, 15 October, 2020
    New York Times Co
    NYT/Trump: blue wave wipeout Premium

    The publisher’s impressive digital subscription engine would not be enough to protect it from a ‘Trump slump’

  • Promoted Content
  • Wednesday, 14 October, 2020
    Goldman Sachs Group
    Goldman Sachs: The K Factor Premium

    But shareholders are left wondering how long the renaissance in trading can last

  • Wednesday, 14 October, 2020
    Wells Fargo
    Wells Fargo: stuck Chuck Premium

    Despite a year in post, chief has yet to produce a detailed plan for bank’s turnround

  • Wednesday, 14 October, 2020
    Football
    English football: the grass brutes game

    Project Big Picture might have worthy goals, but mid-tier sides might not want to play along

  • Wednesday, 14 October, 2020
    Just Eat PLC
    Just Eat Takeaway: meal ticket Premium

    Appetite for sector is strong, but investors should beware biting off more than they can chew

  • Wednesday, 14 October, 2020
    Coronavirus economic impact
    Lex letter from London: of jobs and jabs Premium

    Unemployment is rising but holding out for a vaccine to end the pain could mean a long wait

  • Wednesday, 14 October, 2020
    Huawei Technologies
    Shenzhen/Huawei: the other Bay Area Premium

    There is an uncharacteristic urgency in China’s reaction to US attacks on its tech sector

  • Tuesday, 13 October, 2020
    JPMorgan Chase & Co
    JPMorgan: Holding pattern Premium

    Bank’s revenue unchanged from year ago and net profit compared with last quarter doubled

  • Tuesday, 13 October, 2020
    Cryptocurrencies
    Digital currencies/regulation: the hard bit Premium

    Pressure to diversify payment options are growing but central banks must tread carefully

  • Tuesday, 13 October, 2020
    Renewable energy
    UK renewables/SSE: dump trumps Premium

    Utilities group will receive £995m for its half of the 75 megawatts Multifuel Energy projects

  • Tuesday, 13 October, 2020
    Media
    Hipgnosis/song funds: precarious pachyderms Premium

    This is a risky binary stock, destined for spectacular hits or misses

  • Tuesday, 13 October, 2020
    SoftBank Group Corp
    SoftBank: Spaced out Premium

    Launch of blank-cheque company will exacerbate investor concerns

  • Monday, 12 October, 2020
    Pharmaceuticals sector
    Mallinckrodt: receptor antagonist Premium

    All of the swagger of the speciality pharma group has disappeared

  • Monday, 12 October, 2020
    European companies
    Neles/Valmet: buy valve anatomy Premium

    Swedish group looks to veto Alfa-Laval’s $2bn bid for Finnish engineer

  • Monday, 12 October, 2020
    Mergers & Acquisitions
    NCB/Samba: bigger not better Premium

    Saudi banks’ deal is unlikely to improve shareholder returns

  • Monday, 12 October, 2020
    EU tech regulation
    EU digital regulation: the tech offensive Premium

    New rules to rein in the largest technology groups are sorely needed

  • Monday, 12 October, 2020
    British Airways PLC
    BA: Cruz control Premium

    Friends may wonder whether to congratulate new chief Sean Doyle or commiserate with him

Previous You are on page 1 Next

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