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Buyout barons’ new data centre bet: dull utilities

Yawen Chen

Venezuelan oil riches will stay mostly theoretical

13.12.2025 10

Yawen Chen

Shaky data centre tenants could choke off AI boom

10.12.2025 10

Yawen Chen

Shell’s output hole is a reason to gulp down Galp

Yawen Chen

US finally finds a good way to hit Russian oil

Yawen Chen

Neoclouds’ fine print is a silver lining of sorts

Yawen Chen

LVMH is well-placed for Armani’s bespoke auction

Yawen Chen

Gucci is poster child for luxury key-designer risk

Yawen Chen

Undoing Kering property bets may dent foundations

Yawen Chen

Danish wind giant is trapped in a bad US bet

Yawen Chen

Adyen’s US-China shock flags wider tariff threat

Yawen Chen

Orsted’s big cash call jars with its fresh start

Yawen Chen

Trump’s India trade slap misses Russian oil target

Yawen Chen

UK’s nuclear push may hand investors a cushy deal

Yawen Chen

EU’s China-US trade weakness only goes so far

Yawen Chen

Shell’s BP time-out is a blessing in disguise

Yawen Chen

How BP top brass can get an Elliott-backed revamp

Yawen Chen

Elliott has a point on BP’s ballooning costs

Yawen Chen

LVMH’s opaque succession merits investor discount

Yawen Chen

US threat oils wheels of Pirelli’s China derisking

Yawen Chen

Trump reciprocal tariffs are key test of EU unity

Yawen Chen

BP’s overhaul can start with a new Chair

Yawen Chen

EU’s Trump plan requires carrots, sticks and vibes

Yawen Chen

BP now stands for ‘Best Partitioned’

Yawen Chen

Europe’s US gas pivot is a work in progress

Yawen Chen

Luxury firms will warily cut prices to boost sales

21.12.2024 20

Yawen Chen

Oil will aid rather than hinder Trump-MbS bromance

Yawen Chen

Golden visas are a leaden answer to economic needs

12.12.2024 10

Yawen Chen

Shell and Equinor make the best of UK oil decline

Yawen Chen

Oil’s geopolitical risk premium is still there

Yawen Chen

China’s woes make Plaza Accord 2.0 less outlandish

17.10.2024 20

Yawen Chen

China-EU trade spat’s next swipe may hit LVMH

Yawen Chen

Oil’s new slump cuts across OPEC’s plan A

Yawen Chen

UK’s housing mess requires costly fix

Yawen Chen