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An Australian rare earths play worth examining

The company trades at a 16 per cent discount to the analyst consensus target rate

Comparing AI hype to the dotcom crash misses the bigger picture

Fears over a prolonged AI sell-off could be overdone despite the apparent sluggish return on investments

UK stocks aren’t letting the rental crisis go to waste

Erstwhile private landlords may find some solace in capital markets

Stars are aligning for global grain traders

Poor rainfall in the US could constrain yields and exports

There is a smart way to mitigate volatility in energy markets

Markets are now subject to the latest reorganisation of global supply chains

Billionaires are a dwindling asset class

Policymakers would do well to heed Jo Bamford’s warning

The insurers leading the race to be AI winners

Improved underwriting accuracy and falling costs promise to reduce industry combined ratios

Is there a software-private credit contagion risk?

The quality of loan books is coming under intensified scrutiny as investors head for the exit

The wartime defence play has a new look

Bullets and bayonets give way to software, AI and autonomous systems

Why war doesn’t mean a bad spell for UK stocks

Global investors were positive on British companies before Epic Fury began, and it could carry blue chips through