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 NEWS: FT.COM - COMMENT & ANALYSIS
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   NEWS: FT.COM - COMMENT & ANALYSIS
FT.com - Comment & Analysis
Mar 05, 2026

Iran could collapse from the periphery, not the centre
As the state weakens, minority groups in the borderlands could chip away at the country's territorial integrity

FT.com - Comment & Analysis
Mar 05, 2026

In defence of hand-wringers and pearl-clutchers
To surrender the fight for international law is to accept worse outcomes and more civilian deaths

FT.com - Comment & Analysis
Mar 05, 2026

London's investment halo is dimmed by war
The mining, energy and defence companies that powered the FTSE 100's revival face uncertainty

FT.com - Comment & Analysis
Mar 05, 2026

The economic question we forget to ask about AI
Forget the singularity and robot takeovers; what matters is who captures the value added

FT.com - Comment & Analysis
Mar 05, 2026

At last, the carbon cutter everyone can get behind
Why solar will shape the power systems of the future

FT.com - Comment & Analysis
Mar 05, 2026

On ignoring geopolitics, buying bubbles and hoarding gold
Insights from the UBS Investment Returns Yearbook

FT.com - Comment & Analysis
Mar 05, 2026

Iran attacks show the perils of following America's economic lead
A growth plan of renewable energy and diversified trade is far better than guzzling fossil fuels and aligning with the US

FT.com - Comment & Analysis
Mar 05, 2026

Defence start-ups set their sights on the interceptor market
As the cost of warfare soars, the rules of engagement are changing

FT.com - Comment & Analysis
Mar 05, 2026

How the UK mortgage market became so unstable
The market has not been this jittery in decades — and that was before the Middle East conflict

FT.com - Comment & Analysis
Mar 05, 2026

The economics of night-time work
How the hours we spend at our job have changed over the years

FT.com - Comment & Analysis
Mar 04, 2026

South Korea's astounding market ride
It will take time for a durable equity base to be formed after momentum has been broken

FT.com - Comment & Analysis
Mar 04, 2026

Plunge in South Korean stocks saps an astounding market ride for now
It will take time for a durable equity base to be formed after momentum has been broken

FT.com - Comment & Analysis
Mar 04, 2026

Can Nvidia's margins last?
Chipmaker's symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability

FT.com - Comment & Analysis
Mar 04, 2026

Three reasons to be hopeful for UK homebuilders
Despite Vistry's gloomy outgoing chief, easier planning rules, better affordability and possibly even state help could boost the sector

FT.com - Comment & Analysis
Mar 04, 2026

The Gulf's safe-haven status is under fire
Iran's retaliatory attacks tarnish the region's touted image of stability

FT.com - Comment & Analysis
Mar 04, 2026

The reality of chatbot-induced delusions
Large language models often prioritise agreeability over truthfulness to the detriment of users

FT.com - Comment & Analysis
Mar 04, 2026

Toyota marks a turning point for activists in Japan
The latest campaigns are producing faster and more visible concessions

FT.com - Comment & Analysis
Mar 04, 2026

To stop UK's debt fatalism, look past charts of doom
Despite dire OBR warnings, changes to how projections are calculated can correct misplaced fear of unsustainable levels

FT.com - Comment & Analysis
Mar 04, 2026

Be glad of Starmer's caution over Iran
Bellicose critics of the UK prime minister have learnt nothing from the recent past

FT.com - Comment & Analysis
Mar 04, 2026

No one wins in Anthropic's fight against the Pentagon
AI companies cannot expect to dictate how the military uses the tools they sell

FT.com - Comment & Analysis
Mar 04, 2026

War, oil, growth and inflation
Plus very very long-term interest rates

FT.com - Comment & Analysis
Mar 04, 2026

The cynical opportunities of ‘Epic Fury'
With this US administration, the best bet is that a business deal is to be reached with Iran

FT.com - Comment & Analysis
Mar 04, 2026

A contentious climate fix gathers pace
Carbon capture and storage is making unexpected breakthroughs

FT.com - Comment & Analysis
Mar 04, 2026

Can Reese's have too many pieces? The line-extension conundrum
The company has come under fire for its use of ‘chocolate coating' and ‘peanut butter creme'

FT.com - Comment & Analysis
Mar 04, 2026

European broadcasters need to look to Paramount-style M&A
As pressure to do a deal grows, buying quality content rather than viewers is the way to go

FT.com - Comment & Analysis
Mar 04, 2026

Robert Armstrong: when buying clothes, can you beat the market?
There are more than just financial considerations to take into account when buying vintage, quality basics and luxury items

FT.com - Comment & Analysis
Mar 04, 2026

What if AI just makes us work harder?
Employees have reported increased momentum, but also a feeling of having more to do

FT.com - Comment & Analysis
Mar 04, 2026

When buying clothes, can you beat the market?
There are more than just financial considerations to take into account when buying vintage, quality basics and luxury items

FT.com - Comment & Analysis
Mar 04, 2026

Italy's media industry is in upheaval
Legal battle with controversial YouTuber echoes broader tussle

FT.com - Comment & Analysis
Mar 04, 2026

Less radical, more profitable: here come Europe's new fintech unicorns
Business-to-business services are bread and butter for a lot of investors

FT.com - Comment & Analysis
Mar 04, 2026

Should I marry my partner to protect me financially?
He is terminally ill and I'm worried my child and I won't be able to stay in our home when he is gone

FT.com - Comment & Analysis
Mar 04, 2026

Stamp duty is Britain's quiet growth killer
The rate of housebuilding has plummeted over decades; to achieve recovery, the government needs to scrap high transaction taxes

FT.com - Comment & Analysis
Mar 03, 2026

A dull UK fiscal statement comes with a fragile outlook
As global risks mount, Rachel Reeves must shore up Britain's finances and growth agenda

FT.com - Comment & Analysis
Mar 03, 2026

Macron's remarkable nuclear proposal faces a culture clash
The longstanding independence of France's ‘force de frappe' may stand in the way of successful co-ordination with allies

FT.com - Comment & Analysis
Mar 03, 2026

Wanted: private equity buyers for unloved online marketplaces
Smarter operators in a depressed and AI-disrupted sector can still find an edge

FT.com - Comment & Analysis
Mar 03, 2026

Iran war presents a different script for markets
Investors have been right to identify geopolitics as a rising risk factor

FT.com - Comment & Analysis
Mar 03, 2026

Donald Trump's dangerous ‘war of whim'
Anyone who claims to know where this conflict will go is bluffing

FT.com - Comment & Analysis
Mar 03, 2026

What's a safe asset now?
Most of the old standbys are not working

FT.com - Comment & Analysis
Mar 03, 2026

Britain's ‘open' voters need a champion
Despite their triumph in Gorton, it's not clear the Greens have what it takes to prevent a Reform victory at the next election

FT.com - Comment & Analysis
Mar 03, 2026

B&M tries to win back Britain's discount shoppers
Retail chain's new chief executive needs to catch up with rival Home Bargains

FT.com - Comment & Analysis
Mar 02, 2026

France's groundbreaking nuclear offer to Europe
Macron's decision to extend the deterrent is a boost for the continent's defence

FT.com - Comment & Analysis
Mar 02, 2026

AES's private equity buyers pull off the self-leveraging buyout
Investors in the power and utility group might have expected more but it's not clear they had a right to

FT.com - Comment & Analysis
Mar 02, 2026

Ghana's ageing cocoa farmers are caught in a price trap
Small farms and low productivity mean their livelihoods did not improve even as markets hit a record high

FT.com - Comment & Analysis
Mar 02, 2026

Airlines' healthy finances will be tested by Middle East conflict
Carriers have enjoyed strong demand and cheap fuel but escalating tensions threaten both

FT.com - Comment & Analysis
Mar 02, 2026

Hormuz crisis is a wake-up call for complacent gas consumers
The world has already reckoned with its dependence on oil but retains other energy vulnerabilities

FT.com - Comment & Analysis
Mar 02, 2026

Iran war is upending gas markets
The disruption to LNG flows has sparked concerns about supply to the key regional customers of Europe and Asia

FT.com - Comment & Analysis
Mar 02, 2026

Can the US build ships again?
Not if Trump refuses to follow his own administration's best advice

FT.com - Comment & Analysis
Mar 02, 2026

How western navies can keep the Strait of Hormuz open
Although the narrow waterway is easy for Iran to block, playing offence could prevent global economic repercussions

FT.com - Comment & Analysis
Mar 02, 2026

Iran attacks show US haven status is in peril
In moments of extreme uncertainty investors usually rush to the safety of US government bonds, but not this time

FT.com - Comment & Analysis
Mar 02, 2026

On lead, Britain is the laggard of the developed world
The UK's exposure surveillance system for this public health menace is reactive — unlike elsewhere

FT.com - Comment & Analysis
Mar 02, 2026

The war and markets
Time is the crucial factor

FT.com - Comment & Analysis
Mar 02, 2026

The great British electricity puzzle
It turns out that making the transition to clean energy while keeping the price down is hard

FT.com - Comment & Analysis
Mar 02, 2026

The ‘stick or twist' moment for UK banks
Will high street lenders persist with disciplined growth plans or take riskier bets to boost fee income

FT.com - Comment & Analysis
Mar 02, 2026

Blacklisting Russian paramilitaries will not work on its own
A foreign terrorist designation without secondary sanctions and sustained pressure is unlikely to succeed

FT.com - Comment & Analysis
Mar 01, 2026

Trump's epic gamble in the Middle East
The US president's goal of regime change augurs immense regional chaos

FT.com - Comment & Analysis
Mar 01, 2026

Iran war will test the vulnerability of oil markets
While there are buffers of supply, spare capacity will come under pressure in the event of any further escalation

FT.com - Comment & Analysis
Mar 01, 2026

Trump has no realistic plan for Iran's future
The US president has not understood the lessons of past wars for regime change in Iraq and Afghanistan

FT.com - Comment & Analysis
Mar 01, 2026

Britain's rising tax on ambition
The country's tax system and rising costs sap the returns to hard work

FT.com - Comment & Analysis
Mar 01, 2026

The cost of UK higher education doesn't add up
Complexity has been introduced by politicians and as a result there are five different repayment plans

FT.com - Comment & Analysis
Mar 01, 2026

What a chocolate company can tell us about OpenAI's risk
For the closest American analogue to its unusual charitable structure, you need to look at Hershey

FT.com - Comment & Analysis
Mar 01, 2026

Why it makes sense for women to work for women
The numbers show pay gaps are lower when the CEO is a woman. Shame there are so few of them

FT.com - Comment & Analysis
Feb 28, 2026

Trump and Netanyahu go for Iran's jugular
Washington is ill-equipped to handle the regional conflagration it has unleashed

FT.com - Comment & Analysis
Feb 28, 2026

Nvidia's sales rocket while its shares flatline
Is there a limit to how big a company can get?

FT.com - Comment & Analysis
Feb 28, 2026

Trump gambles on war to force Iran's capitulation
Bloody history of US interventions in region shows those launching assaults are rarely able to control outcome

FT.com - Comment & Analysis
Feb 28, 2026

The one good monopoly
Liberals should favour competition in all things but the superpower game

FT.com - Comment & Analysis
Feb 28, 2026

The iPod's slow shuffle back to relevance
For Gen Z, the discontinued device represents a back-to-nature state of innocence

FT.com - Comment & Analysis
Feb 28, 2026

Why is HMRC making tax so diabolical?
April's Making Tax Digital launch will instead Make Tax Difficult

FT.com - Comment & Analysis
Feb 28, 2026

AI models, like capitalism, are best served with a conscience
Some companies think users would prefer products with morals pre-installed

FT.com - Comment & Analysis
Feb 28, 2026

A million young Britons are falling through the cracks
The voiceless ranks of those not in work or training risk tumbling off the UK's social and economic map

FT.com - Comment & Analysis
Feb 28, 2026

A dangerous playbook is being revived for the giant US housing agencies
Increased buying of mortgage securities by Freddie Mac and Fannie Mae marks a return to a risky business model

FT.com - Comment & Analysis
Feb 28, 2026

Are my shoes giving off the right signals?
To the expert eye, footwear used to reveal a lot about a person. Now everyone wears trainers, all bets are off

FT.com - Comment & Analysis
Feb 28, 2026

Bordeaux 2016 was a superstar vintage. How does it taste now?
A decade on, two tastings in London reveal winners, losers and a few bargains

FT.com - Comment & Analysis
Feb 28, 2026

Breaking news: the ‘Today' programme is broken
The BBC radio show is the perfect illustration of just how unserious we've become

FT.com - Comment & Analysis
Feb 28, 2026

When financial and geopolitical waves collide
We are living in a ‘barbell' world where international threat meets technological opportunity

FT.com - Comment & Analysis
Feb 28, 2026

What my biggest investment mistake teaches us about the software sell-off
When shares you own sink, assume that you're wrong, rather than looking for reasons why you're right

FT.com - Comment & Analysis
Feb 28, 2026

Musafir, Kyiv: It takes guts and good generators to run a buzzy restaurant in wartime Ukraine — review
Against all odds, Kyiv's restaurant scene is thriving

FT.com - Comment & Analysis
Feb 27, 2026

Netflix could be streaming media's most victorious loser
Buying WBD for $83bn would have cost the streaming giant financial flexibility and its ability to take on YouTube

FT.com - Comment & Analysis
Feb 27, 2026

AI has driven investors to hallucinations
Competing visions on the next big technological revolution are discombobulating markets

FT.com - Comment & Analysis
Feb 27, 2026

Wall Street doubles down on another Caesars buyout
Bidders now circling casino chain are betting that a losing streak can quickly reverse

FT.com - Comment & Analysis
Feb 27, 2026

Britain's old political duopoly has been shattered
The country used to be contemptuous of parties on either extreme, but no longer

FT.com - Comment & Analysis
Feb 27, 2026

An election that shakes up British politics
The Greens' victory is a crushing blow for Sir Keir Starmer

FT.com - Comment & Analysis
Feb 27, 2026

Have you got your 10,000 steps in?
Becoming a pointless pacer is one thing, telling people about it is quite another

FT.com - Comment & Analysis
Feb 27, 2026

What you said about my new ChatGPT investment adviser
Plenty of readers admit to using AI already; others have major concerns

FT.com - Comment & Analysis
Feb 27, 2026

Global stock discounts vs US stock discounts
Plus the fall in Treasury yields

FT.com - Comment & Analysis
Feb 27, 2026

Economic nationalism is just getting started
Tariff wars may de-escalate but companies in the US and elsewhere are still expected to serve their country first

FT.com - Comment & Analysis
Feb 27, 2026

Ineos puts a new industrial spin on a morbid financial game
Chemicals is a crowded space; forging ahead in the hope of driving out weaker peers looks like a leveraged bet

FT.com - Comment & Analysis
Feb 27, 2026

Power failure could undermine America's AI ambitions
Spiralling electricity demand threatens to hold the US back in its technological race with China

FT.com - Comment & Analysis
Feb 27, 2026

The grand, golden gardens of Lahore
Carpets of marigolds light up the Punjab capital as the kite festival returns, heralding the start of spring

FT.com - Comment & Analysis
Feb 26, 2026

What went wrong at PayPal
A company etched in Silicon Valley folklore as a disrupter needs reinvention

FT.com - Comment & Analysis
Feb 26, 2026

Britain's great data centre balancing act
Without careful handling, AI power demand could push up electricity prices and sink net zero plans

FT.com - Comment & Analysis
Feb 26, 2026

Iran and the chimera of capitulation
Trump and Witkoff expect weaker parties to cave — but unlike in real estate, ideology and national pride matter

FT.com - Comment & Analysis
Feb 26, 2026

The little-known commodity fuelling Sudan's civil war
Dependence on gum arabic — the sap from acacia trees — is helping to prolong the world's worst humanitarian disaster

FT.com - Comment & Analysis
Feb 26, 2026

The challenge of pricing AI's impact
The pace at which developments in the technology are occurring is unlike anything we've seen before

FT.com - Comment & Analysis
Feb 26, 2026

Hong Kong stakes its claim on the global gold trade
City's moves to build out its bullion infrastructure give it a real chance at becoming a regional hub

FT.com - Comment & Analysis
Feb 26, 2026

British politics gets religion
In Reform, socially conservative Christianity has finally found a UK vehicle for its agenda on traditional families

FT.com - Comment & Analysis
Feb 26, 2026

It's payback time for Trump's tariff fiasco
The administration handing out refunds to Chinese companies will be a terrible look

FT.com - Comment & Analysis
Feb 26, 2026

The grimly compelling rise of videoed death
Why viral violence is becoming a prime mover of politics

FT.com - Comment & Analysis
Feb 26, 2026

Ukraine and the new economics of war
Lessons from four years of war: it's the economy, stupid

FT.com - Comment & Analysis
Feb 26, 2026

The Halo effect
Heavy asset, low obsolescence?.?.?.?high returns?

FT.com - Comment & Analysis
Feb 26, 2026

PayPal's plunge makes it a tempting takeover target
Stripe is one company that has taken a preliminary look

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