Burberry’s stronger-than-expected holiday performance marks more than a seasonal rebound for a luxury house emerging from a prolonged industry slowdown. It reflects a strategic recalibration that has aligned heritage, product focus, and localised storytelling with the tastes and behaviours of...

For the world’s largest IKEA retailer, the lesson of the past five years has been clear: shoppers are no longer simply hunting for the lowest possible price, but for reassurance that prices will not swing unpredictably from one season to the next. After a period marked by pandemic shocks, inflation...

A little-known European biotech’s meteoric rise has become a case study in how scientific validation, market timing, and industry pressure can rapidly transform a niche player into a strategic prize. After years of relative anonymity, Abivax vaulted into the spotlight following clinical results...

General Motors’ decision to take a $6 billion writedown tied to its electric vehicle strategy marks a significant inflection point for one of the auto industry’s most ambitious EV adopters. Once positioned as a leader intent on rapidly transitioning away from internal combustion engines, the...

Early-stage talks between Rio Tinto and Glencore have reopened the possibility of one of the most consequential mergers the global mining industry has ever contemplated. A transaction combining the two would create the world’s largest miner by market value, reshaping competitive dynamics across...

Samsung Electronics’ forecast of a threefold jump in quarterly operating profit marks more than a cyclical rebound. It signals a structural shift in the global semiconductor market, where artificial intelligence has rapidly transformed memory chips from a commoditized input into a strategic...

For much of the past decade, Tesla symbolised the global electric vehicle revolution, setting the pace on technology, scale, and brand power. Its displacement as the world’s top EV seller by BYD marks more than a symbolic change at the top of the leaderboard. It signals a structural shift in the...

Tesla is heading toward another weak quarter for vehicle deliveries, underscoring how quickly the electric vehicle pioneer’s growth narrative is being tested by policy shifts and intensifying competition. Once buoyed by generous tax incentives and first-mover advantage, the company is now...

The next phase of the GLP-1 boom is no longer being shaped primarily by hospitals, insurers or specialist clinics, but by consumers themselves. Weight-loss drugs that were once tightly controlled medical interventions are steadily being reimagined as lifestyle products—bundled with apps, marketed...

The approval of the first oral GLP-1 weight-loss pills marks a turning point not only for the pharmaceutical industry but for the global food sector, which is now confronting a structural shift in how, what and how much consumers eat. What began as a medical innovation aimed at obesity and diabetes...

The agreement between Netflix and Warner Brothers Discovery marks a decisive shift in the structure of the global entertainment industry, not simply because of its size, but because of what it reveals about where power, creativity, and economic leverage now reside. Framed publicly as a strategic...