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UnhedgedRobert Armstrong
Is the rally over? Premium content
...So instead, we are placing an all in-bet on an investment style: growth at a reasonable price, known in the trade as a “Garp.” Why? A few reasons....
January 22, 2024
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...But the Biden administration has now confirmed it will offer Taiwan Semiconductor Manufacturing Co, the chip powerhouse making key AI chips and processors for Nvidia, Apple and AMD, some $6.6bn in grants...
April 11, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Inside BusinessRichard Waters
Apple’s mixed reality headset is a hedge against disruption
...The company formerly known as Facebook was the first to attempt the leap beyond the smartphone, with its acquisition of VR company Oculus nine years ago....
June 1, 2023
Skin in the GameStuart Kirk
Why I got it wrong about offices, according to readers
...The wannabe analyst who once explained in a job interview why Dell was superior to Apple (at 30 cents) can join us too....
April 21, 2023
Robert Armstrong
$5tn of ‘meh’ earnings Premium content
...Office Reits like to brag about Big Tech as premier clients. There may be somewhat less bragging in the months and years to come.)...
February 3, 2023
The Big Read
How Apple tied its fortunes to China
...Gou was so confident that he made a handshake pledge to build two new campuses — one in Zhengzhou, later known as “iPhone City”, and another in Chengdu, known as “iPad City”....
January 17, 2023
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
Electric vehicles
China’s EV industry braced for shakeout as prices plunge
...Ballet Cat, an electric hatchback that resembles the Volkswagen Beetle, now sells for as little as Rmb149,800 after a discount of about Rmb50,000 to meet the “market reality”, a promoter said....
May 13, 2023
ETF HubLatest news on ETFs
Investment masterclass: WTF are ETFs?
...be charging nought point nought nine....
July 25, 2023
UnhedgedRobert Armstrong
Buffett, TSMC and Taiwan risk Premium content
...The Russian withdrawal from the strategic city of Kherson is probably a factor, as is the first known in-person meeting between Russia’s and America’s top spies....
November 16, 2022
Apple Inc
Apple shareholders urged to vote against Tim Cook’s $99mn pay package
...But a significant protest this year could sway Apple’s board, nine years after the previous meaningful backlash over Cook’s pay....
February 16, 2022
ExplainerRussian economy
Russia reaps reward of domestic payment system after Visa and Mastercard withdraw
...American Express, PayPal, Japanese card network JCB and Western Union have also suspended services in Russia, as well as digital wallets Apple Pay and Google Pay....
April 20, 2022
News in-depthNikkei Asia
Apple’s nightmare before Christmas: supply chain crisis delays gift deliveries
...In many countries, it is now too late for consumers to buy some Apple products in time to give as holiday gifts....
December 14, 2021
Inside BusinessRichard Waters
How big is too big for Google?
...It credits advances like a giant language model known as MUM for making its services more engaging and its advertising more effective....
October 28, 2021
Telecoms
Verizon gambles on sports betting to restore media business
...“Now we are playing offence,” he said....
March 1, 2021
FT Magazine
The Englishman trying to save American bookstores from Amazon
...The 57-year-old executive is well known in the UK for founding Daunt Books, a quirky but much-loved group of nine shops, 31 years ago....
June 3, 2021
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Vietnam
Asia’s Covid recovery: Vietnam’s breakout moment
...Investors also see Vietnam as one of the few prospects right now....
January 27, 2021
FT Magazine
What next for Uber? Inside the fight for its future
...Subscribe on Apple, Spotify, or wherever you listen....
October 28, 2020
News in-depthNikkei Asia
Thriving in a trade war: Japan's Murata finds a way Premium content
...US rivals such as Qualcomm and Skyworks were picking up more orders from Apple and Samsung Electronics as well as China’s Huawei, Oppo and Vivo. But then the US government got in their way....
November 24, 2019
Due Diligence
WeWork marks the latest headache for Masayoshi Son’s vision Premium content
...Slack shares, which surged as high as $42 a share after its IPO, are now back down at $26....
September 17, 2019
News in-depthThe Big Read
Fifty people who shaped the decade
...One of the pair has been named as the world’s best player in nine of the past 10 years....
December 24, 2019
FT Magazine
Opioids, bribery and Wall Street: the inside story of a disgraced drugmaker
...Subscribe on Apple, Spotify, or wherever you listen....
June 19, 2020
Lunch with the FT
Rahm Emanuel: ‘There is more to us than our divisions’
...“Growing up, we always had half a cow in the freezer downstairs,” he recalls, since his grandfather drove a meat delivery truck in the city once known as the “slaughterhouse of the world”....
November 15, 2019
Inside BusinessRichard Waters
Apple’s new iPhones mark next phase in smartphone wars
...Apple’s chip includes a specialised accelerator for machine learning known as a neural processing unit....
September 13, 2018
Due Diligence
Canada’s Brookfield gobbles up Oaktree to challenge Blackstone Premium content
...(BBG) Tech mafia As several large Silicon Valley technology companies plan to go public this year, venture capitalists are preparing for the next wave of talented entrepreneurs — known as mafias — to emerge...
March 14, 2019
FT Magazine
Can we break our addiction to plastic? The future of packaging
...More than 40 big companies, including Mars Inc, PepsiCo and Unilever, are now experimenting with reusable packaging, according to the foundation....
October 31, 2019

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