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Ericsson
Ericsson boosted by $14bn ‘open RAN’ deal with AT&T
...Analysts at Citi said the move was “a significant announcement, for Ericsson, AT&T, Nokia and the industry”....
December 5, 2023
News updates from December 5: Moody’s cuts China’s credit outlook, Germany’s Dax closes at record high
Ericsson shares boosted by $14bn ‘open-RAN’ deal with AT&T
...Shares in Ericsson climbed more than 9 per cent after US telecoms group AT&T announced a tie-up worth up to $14bn to roll out “open RAN” technology with the Swedish telecom equipment maker....
December 5, 2023
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
News in-depthT Rowe Price Group Inc
T Rowe Price chief says worst is over after heaviest ever year for outflows
...T Rowe is the sixth largest investor with a 2.3 per cent stake in the chipmaker valued at $1.2tn....
December 29, 2023
Technology sector
The drawbacks of paying workers in stock options
...A company that dilutes equity with SBC at 3.0% a year does not deserve the same multiple and valuation as another company that dilutes at 0.5% a year, all else equal....
June 21, 2023
UnhedgedRobert Armstrong
Bad correlation redux Premium content
...One phenomenon that has not driven the SBC [stock-bond correlation] is the secular downward trend in real rates and related richening of both stocks and bonds — the SBC remained negative even as both asset...
September 25, 2023
LexIPOs
J&T Global Express: courier’s downsized Hong Kong listing sets the tone Premium content
...At the expected valuation of $13.5bn, J&T would be valued at a discount to regional peers on an enterprise value-to-sales multiple basis....
October 16, 2023
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Constanze Stelzenmüller
Don’t relax, Europe — the US hard right isn’t finished yet
...But the ultras’ transformational goals don’t stop at the water’s edge....
April 22, 2024
Letter
Letter: Bond investors — don’t look a gift horse in the mouth
...There is far too much hand-wringing from banks and bond investors as bonds fall and yields rise back up towards 4.75 per cent, reversing the rally at the close of 2023 (“The great bet on rate cuts is off...
April 22, 2024
Elaine Moore
Why we can’t stop staring at our own faces online
...Perhaps you think you haven’t participated in this trend? If so, you’d be wrong. Not every change has been as dramatic as Microsoft’s make-up looks....
April 21, 2024
Andrew Hill
Dear board directors, please don’t shoot the proxy messenger
...As Sarah Wilson of Minerva Analytics, one of the smaller advisers, points out: “If companies don’t like what shareholders think, they need to go to talk to them, not at them.”...
April 22, 2024
FT Alphaville
And the winner isn’t . . .
...At pixel time he’s on a flight to FTAV’s New York pub quiz, meaning I’m the co-worker and here’s the mess: That’s US total NFPs and starting the line at Q2 2020 was a cheap trick....
April 8, 2024
Letter
Letter: How T-Mobile came close to being bought by AT&T
...The story of Deutsche Telekom’s success in the US telecoms market (Report, April 19) is incomplete without reference to the failed attempt by AT&T to acquire T-Mobile in 2011, supported at that time by Telekom...
April 25, 2023
US & Canadian companies
Pwease don’t be mean, I’m just a wittle luxury bag conglomerate 👉👈
...And its chief executive went further today in comments to the New York Times’s DealBook: “It’s quite clear to us that they don’t understand how consumers shop today and they don’t understand the dynamics...
April 23, 2024
Letter
Letter: Private jet ad presumably wasn’t aimed at this CEO
...I couldn’t help noticing the contrast between your article on Erik Engstrom, chief executive of Relx (“Low-key Swedish boss turns Relx into the FTSE’s star performer”, Report, February 24), and the advert...
March 25, 2024
Letter
Letter: Don’t undersell the savings heat pumps can generate
...Greg Jackson, Octopus Energy’s chief executive, undersells the potential savings from heat pumps (“CEO offers to take a look at his lordship’s heat pump”, Letters, March 26)....
April 9, 2024
FT Live
Evolving retirement strategies in an ever-changing world
What new regulatory developments mean for IFAs
Tuesday, 30 April1 Friday Street, London
Janan Ganesh
US Republicans aren’t good at nationalism
...Their problem isn’t, or isn’t just, a lack of conscience. They aren’t even all that good at nationalism....
April 16, 2024
John Gapper
Diamonds won’t be forever unless miners make them sparkle
...De Beers did so with one campaign when it controlled most of the world’s output, but diamond ads aren’t forever. john.gapper@ft.com...
April 26, 2024
Letter
Letter: Don’t muddle defence stocks and ESG concerns
...When I wrote pointing out that investing in defence companies was rather important at the moment I got a stock answer telling me that because some defence companies sell weapons to dubious regimes no investments...
April 2, 2024
InterviewMusic
T Bone Burnett, architect of the Americana music revival, steps into the spotlight
...“I’ve always been good at helping other people overcome their self-consciousness and their self-doubt,” says T Bone Burnett, the prolific Americana music producer, songwriter and soundtrack composer....
April 10, 2024
Letter
Letter: Self-drive removals — I won’t be doing that again
...Years ago, I nearly fell asleep at the wheel with a self-drive van after a long two days of packing up and moving house, and I vowed never to do it myself again....
April 9, 2024
News updates from April 4: British billionaire avoids prison for insider trading; Italy seizes assets in EU fund fraud case
Yellen won’t rule out protection for US green tech amid China competition
...Referring to US companies, Yellen said: “We’re providing tax subsidies to some of these sectors and I wouldn’t want to rule out other possible ways in which we will protect them.”...
April 3, 2024
News updates from April 3: Iger defeats Peltz in Disney proxy war; Eurozone inflation falls to 2.4%
Yellen won’t rule out protection for US green tech amid China competition
...Referring to US companies, Yellen said: “We’re providing tax subsidies to some of these sectors and I wouldn’t want to rule out other possible ways in which we will protect them.”...
April 3, 2024
Letter
Letter: Net zero’s leading edge isn’t a comfortable place to be
...That co-operation is vanishingly unlikely and means that keeping the UK at the leading edge of commitments is both expensive and futile....
April 8, 2024
Letter
Letter: Arab world won’t easily forget US Gaza doubletalk
...As far as I am aware, your correspondent Raya Jalabi’s article “Arab world directs anger at west over Gaza” (Report, March 8) is the first time the FT has given coverage to this massively important yet underestimated...
March 22, 2024
Live news updates from April 20: SpaceX rocket explodes, Nato chief makes first wartime Ukraine visit
AT&T revenues miss estimates as subscriber growth slows
...AT&T shares fell 4.7 per cent in pre-market trading in New York....
April 20, 2023

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