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Business Insight

  • Wednesday, 22 April, 2026
    Norway
    Is Norway really a war profiteer?

    Country is facing pressure from its neighbours to share increased energy earnings to support Ukraine

    ImageRichard Milne
    Offshore oil platforms at the Ekofisk oil field in the North Sea with a red supply vessel nearby and gas flaring visible.
  • Monday, 20 April, 2026
    Financials
    How the Iran war could hurt Wall Street

    The big unknown is how the conflict could alter the Gulf’s investment priorities in the next year or two

    ImagePatrick Jenkins
    A trader’s face is seen in partial focus behind monitors on the New York Stock Exchange floor, with a blurred American flag at left.
  • Thursday, 16 April, 2026
    Artificial intelligence
    Mythos cyber scare signals the economics of AI scarcity

    As capabilities of frontier models advance, gaining access to technology could become critically important

    ImageRichard Waters
    Anthropic logo displayed on a smartphone screen, with a bold shadowed “A” shape in the background.
  • Wednesday, 15 April, 2026
    Pharmaceuticals sector
    China to drive a weight-loss drug price war

    The active ingredient semaglutide is starting to lose patent protection and China can produce GLP-1 related treatments at scale

    ImageJune Yoon
    Rows of blue injection pens with white caps arranged in a tray at a Novo Nordisk production facility
  • Wednesday, 15 April, 2026
    Artificial intelligence
    The CEO chatbot era is coming

    Many executives will be following Meta’s plans for an AI version of Mark Zuckerberg with interest

    ImageAndrew Hill
    Mark Zuckerberg adjusts smart glasses against a blue background with a digital dot pattern, rendered in an AI-generated texture style.
  • Thursday, 9 April, 2026
    Quantum technologies
    The quantum computing race is wide open

    Investor money has been flowing into a widening range of companies with differing technologies

    ImageRichard Waters
    Close-up of a quantum computer with gold and silver cylindrical components and wires on display
  • Thursday, 9 April, 2026
    Financial fraud
    Wirecard trial shows the risks of Germany’s slow legal process

    Financial crime cases can be vulnerable to long delays and procedural gridlock

    ImageOlaf Storbeck
    Markus Braun looks forward in a courtroom at the start of his trial following the collapse of Wirecard.
  • Tuesday, 7 April, 2026
    Indian business & finance
    Musk struggles to crack the Indian market

    More diplomacy by entrepreneur might be needed amid regulatory challenges and domestic competition to his businesses

    ImageKrishn Kaushik
    Indian Prime Minister Narendra Modi, right, gestures while meeting Elon Musk, left, seated beside US and Indian flags.
  • Monday, 6 April, 2026
    Artificial intelligence
    AI has arrived in auditing. Are regulators ready?

    The technology is already leading to rapid changes in the way company accounts are reviewed

    ImageStephen Foley
    The EY (Ernst & Young) logo with a yellow accent is displayed on the glass facade of an office building.
  • Thursday, 2 April, 2026
    SpaceX
    SpaceX IPO is Musk’s biggest financial moonshot

    Tech showman seeks to tap the Fomo factor with a market sales pitch for the ages

    ImageRichard Waters
    A SpaceX Falcon 9 rocket ascends into a clear sky, leaving a trail of exhaust and flame behind it.
  • Wednesday, 1 April, 2026
    Electric vehicles
    Will $100 oil speed up the EV shift?

    As fuel prices rise and the outlook becomes more uncertain, the economics of car choices and manufacturing become harder to ignore

    ImageJune Yoon
    Several Tesla Model 3 electric vehicles in red, black, and blue are parked in a row at a dealership lot.
  • Wednesday, 1 April, 2026
    Oaktree Capital Group LLC
    Oaktree’s path puts private credit choices into relief

    Market stress to test whether it is right not to pursue scale as aggressively and broadly as some peers

    ImageSujeet Indap
    Howard Marks speaks into a microphone while seated on stage at the Lujiazui Forum.
  • Tuesday, 31 March, 2026
    Macfarlanes
    The City law firm that found wealth in private capital

    Macfarlanes has transcended its roots to become one of London’s most profitable legal partnerships

    ImageJohn Gapper
    A modern office interior with a glass-walled meeting room set for dining and three people in business attire conversing in a hallway.
  • Thursday, 26 March, 2026
    Artificial intelligence
    OpenAI makes a ‘Code Red’ turn in strategy

    The company shows some business discipline in ditching Sora video app and plans for erotic chatbot

    ImageRichard Waters
    Sam Altman speaks and gestures with his hand while testifying at a Senate committee hearing on AI.
  • Wednesday, 25 March, 2026
    Private credit
    Europe needs more private credit, not less

    While problems with the financing source are emerging, the region needs to diversify from bank funding

    ImageRichard Milne
    A satellite with multiple antennas and solar panels orbits above Earth, with the planet's surface and clouds visible below.
  • Tuesday, 24 March, 2026
    Travel & leisure industry
    A billionaire is taking the UK’s Indian restaurants global

    Prem Watsa of Fairfax Financial wants to expand the owner of Chutney Mary and Veeraswamy to the US, Canada and the Gulf

    ImageJohn Gapper
    Namita Panjabi and Ranjit Mathrani stand in front of Buckingham Palace holding a box of petition signatures, with supporters behind them holding signs to save Veeraswamy restaurant.
  • Monday, 23 March, 2026
    European banks
    The Shakespearean animus of Botín and Orcel

    The Italian’s bid for Commerzbank may prove to be the final act in European banking’s rivalrous drama

    ImagePatrick Jenkins
    Andrea Orcel and Ana Botín stand together at a meeting.
  • Thursday, 19 March, 2026
    Artificial intelligence
    Tokens may soon drive the AI economy

    Jensen Huang of Nvidia has outlined a future based around the production, consumption and monetisation of output units

    ImageRichard Waters
    Jensen Huang gestures with both hands while speaking on stage at the Nvidia GTC conference.
  • Thursday, 19 March, 2026
    Artificial intelligence
    AI is moving from answering questions to taking action

    China is likely to be both the testing ground and a leader in the use of agents

    ImageJune Yoon
    Three attendees, two wearing lobster plush toys, play a game at Baidu Inc.'s OpenClaw Lobster Market event in Beijing.
  • Wednesday, 18 March, 2026
    Airlines
    Europe’s airlines eye opportunities from Iran war fallout

    With services of dominant Gulf rivals disrupted, there is a brief window to provide direct flights that avoid the region’s hubs

    ImagePeter Campbell
    Flames and thick black smoke rise from a burning fuel tank near Dubai International Airport. Large storage tanks are visible in the background.
  • Tuesday, 17 March, 2026
    Energy sector
    What the world can learn from Ireland’s battle to power data centres

    Country a ‘canary in the coal mine’ for dealing with strains of boom in energy demand

    ImageJude Webber
    A worker in a high-visibility jacket and helmet stands by large industrial machinery inside a data centre.
  • Tuesday, 10 March, 2026
    Property sector
    Berkeley confronts the crisis in London homebuilding

    The FTSE 100 group specialising in brownfield development faces tax and regulatory obstacles

    ImageJohn Gapper
    A CGI showing a rooftop terrace at Regent's View with people socializing, modern outdoor furniture, and views of London's skyline at sunset.
  • Thursday, 5 March, 2026
    Nvidia
    Can Nvidia’s margins last?

    Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability

    ImageJune Yoon
    Nvidia logo displayed on a screen with a rising red stock graph in the background.
  • Wednesday, 4 March, 2026
    Media
    Italy’s media industry is in upheaval

    Legal battle with controversial YouTuber echoes broader tussle

    ImageSilvia Sciorilli Borrelli
    The Mediaset tower with a prominent Mediaset logo and satellite dishes is shown against a clear blue sky
  • Tuesday, 3 March, 2026
    B&M European Value Retail SA
    B&M tries to win back Britain’s discount shoppers

    Retail chain’s new chief executive needs to catch up with rival Home Bargains

    ImageJohn Gapper
    The entrance of a B&M Home Store with a large orange and blue sign above the doors. A person pushes a shopping cart outside.
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