IMAGINE investing in a good story. A big story, tracing the arc of a megatrend – not just a cycle – that will propel those riding the wave far forward. That's what thematic investing is about: betting on the robotics revolution, rapid urbanisation, or the fact that many of today's incumbents will be heavily disrupted in the near future.
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Fed’s Powell says larger-than-expected tariffs mean higher inflation, slower growth
The confounding set of risks, with prices rising even as the economy weakens, has become increasingly central to recent Fed commentary as...
Commentary: China will decide TikTok’s fate in America
Despite the last-minute drama of potential buyers for the app in the US, Beijing will have the last word, says Catherine Thorbecke for Bloomberg...
