Keeping Up With the Dow Jones

Share of U.S. Music Industry Revenue from Streaming Services

47%

Top of the Pops

Music Streaming Is Hot, But It Can't Skip a Beat

Lloyds's bailout

£20 billion

British Bank Bailouts

Lloyds's Very Long Goodbye

20/20 Hindsight

That Evercore-ISI Deal

Aldi cut carrot prices to

19 pence

Cheap Chips

The German Discounter Who Fell to Earth

Bollore plans to step aside

2022

Vincent Bollore

Family Comes First for Billionaire Raider

Hey, Big Lender

China's top onshore corporate bond underwriters last year were mostly the country's biggest banks

Source: Bloomberg

Minority Report

Wall Street's Chinese Chimera

Search for Growth

Baidu no longer outpaces Google in sales and is desperately in need of new revenue models

Source: Bloomberg

Growth Engine

Baidu's Jerry Maguire Moment

Percentage of bitcoin trades using yuan

98%

blockchain of command

No Free Ride for Bitcoin in China

Cost of an industrial robot

€5 an hour

Factory Jobs

The Robot Rampage

Creative Insurance

China's online insurance market is set to surge in coming years, with the biggest increase in innovative products catering to online shoppers

Source: Oliver Wyman

Note: The tech-enabled upgrade segment includes pricing options based on technology, such as health insurance policies linked to wearable devices; ecosystem-oriented innovation includes shipping-return insurance and flight-delay insurance.

exotic appeal

Now Insuretech Is Booming in China

Finance

Nisha Gopalan

Still Low

Borrowing costs are still relatively low for U.S. companies, but it appears they may rise soon

Source: Finra, Bloomberg

Insatiable Appetite

The Credit Boom Just Won't Die

Markets

Lisa Abramowicz

Up and Down

The value premium has shown signs of cyclicality in recent decades

Source: MSCI

Note: The returns shown are total return for the MSCI USA Value Index minus the MSCI USA Growth Index.

Off the Ropes

Value Investing Hits Back

Markets

Nir Kaissar

U.S. Oil Sector's Wage Bill in November

13% of Revenue

O Yeah!

Another Milestone for Oil Payrolls. Thanks, O ...

Energy

Liam Denning

Great Expectations

Conventional buyouts still remain the most targeted deal type by private equity firms

Source: Pitchbook

*Survey involved 100 respondents across buyout, growth, restructuring, mezzanine and debt-focused firms

Stretching Exercises

Private Equity: Let's Get Flexible

Deals

Brooke Sutherland

Home Alone

UK stocks with little domestic revenue have strongly outperformed since Brexit

Source: Bloomberg

Takeover Targets

Slim Pickings in the Brexit Bargain Bin

Deals

Chris Hughes

The Peripheral Kingdom

China doesn't make up a particularly significant share of aircraft manufacturers' unfilled order books

Source: Airbus and Boeing orders and delivery books, Gadfly calculations

minor turbulence

Boeing Can Survive a China Trade War

Industrials

David Fickling

Pausing for Breath

After rebounding as the world recovered from the financial crisis, the global art market is cooling

Source: Arts Economics, TEFAF

Sterling Work

The Art Crowd's Reason to Thank Brexit

Consumer

Andrea Felsted

Open Sesame

Global Logistic Properties, China's No. 1 warehouse landlord, had a lower market value before speculation of an impending sale than at the time of its 2010 IPO

Source: Bloomberg

store of value

Knocking on a Singapore Landlord's Door

Deals

Andy Mukherjee

The threat

Import duties

Make friends

Join the Swamp, Toyota

Industrials

David Fickling

Profit Motive

With Samsung's 4Q operating profit beating estimates, investors are hoping the good news will flow through to net income

Source: Bloomberg

Hail to the Chief

Samsung the Victorious

Tech

Tim Culpan

Pumped Up

Takeover speculation has lifted Time's stock price above what the company may be worth on a stand-alone basis. In other words, if a deal doesn't happen, there will be pain

Source: Bloomberg