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Work has started on company-changing projects at the likes of Rio Tinto and Anglo American, while Glencore maintains a reactive stance
Analysts expect a turnaround in demand as 2024 progresses
The software industry is hoping for a wave of spending as companies adopt AI in their workflows
The AI boom should underpin the recovery in semiconductor demand
The rising costs of energy and commodities makes capital expenditure a lot more costly
Demand remains strong but capacity increases could place pressure on ticket yields
With inflation falling, consumer staples need to address the issue of sales volumes
A perfect storm of economic woes and geopolitical turmoil threatens to hobble retail trading, but some companies are better prepared to weather it
Non-life insurers look forward to hardening premium rates, but the risks of natural disasters and turnaround plans going awry are ever-present
Dividends can only do so much to prop up fund and wealth managers