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George Robertson's focus is on defence but highlights failings elsewhere in Keir Starmer's government ...

Stegra has been striving to avoid same fate as bankrupt Northvolt ...

Changing the medium of instruction in schools would boost competitiveness, according to hotel group chief Hui Kuok ...

Energy shock unleashed by the conflict has left traders and refineries competing for available cargoes ...

A rise in the equity market's fear gauge is usually a signal of a rally to come ...

Index choice matters, and so do valuations ...

Also in this newsletter: UN trade agency chief says Brussels protectionism hurts developing world ...

QQQ quake ...

Sonja Hutson speaks to George Hammond and Raya Jalabi ...

Goldman Sachs' warning that its deal pipeline has shrunk is a red flag for M&A prospects ...