The Market

While everyone's staring at the biggest AI models, Apple is quietly building the infrastructure to finally get AI where it belongs: seamlessly woven into our daily lives. A masterclass in platform strategy.

George Magnus, the former chief economist of UBS Investment Bank and author of the book Red Flags, talks about the trade war between the US and China, the Trump administration's approach and the question of what a more stable global economic system could

Market strategist and historian Russell Napier outlines a future in which governments mandate where investors should deploy their capital. The global monetary system that has existed since 1994 is being radically restructured.

Buying stocks is easy. But when should you sell? If you buy at the right time, it is almost never. But sometimes you have your back to the wall. There is no holy grail, but there are methods to increase the probability of being right, preserving your capi

Market strategist and historian Russell Napier warns of a 15- to 20-year phase of structurally elevated inflation and financial repression. He shares his views on howinvestors should prepare for this new world.

Benedict Evans, independent technology analyst, talks about the most important questions for the industry and the fundamental challenges when it comes to regulation, data protection, privacy, and competition on the internet.

Beijing-based economist Michael Pettis sees the loomingcollapse of real estate developer Evergrande as a signal that China needs to fundamentally shift away from its investment-based growth model.

Mohamed El-Erian warns of the consequences of a rise in inflation and higher interest rates. In addition, the internationally renowned economist who coined the term New Normal explains how he navigates through today's challenging market environment.

The Honorable Kevin Rudd, former Prime Minister of Australia and President of the Asia Society Policy Institute, warns of a progressive decoupling of China from the United States in fields such as trade, direct investment, technology and financial markets

Gavin Baker, founder and Chief Investment Officer of Atreides Management, spots exciting perspectives for investments in the chip sector. He anticipates a surge in demand due to the rise of artificial intelligence and explains why Taiwan could become geop