Hints and tips:
...We’re going to get V-shaped recovery. We’re going to get a short bounceback because of the really low interest rates. Didn’t happen in 2009. Everyone said 2010, they’ll go up. Didn’t happen in 2010....
...What really interests both designers is reinterpreting classic menswear staples such as varsity jackets, skinny jeans, pea coats and V-neck sweaters through craft and manipulation....
...“There is strong evidence of a ‘V-shaped’ recovery in Asia,” said chief executive Noel Quinn. “We will not put our strong balance sheet and liquidity at risk . . ....
...Chief financial officer Ewen Stevenson told the Financial Times the bank was expecting a “much sharper” V-shaped recession, with any recovery pushed further out into 2021....
...Investec also downgrades Ashmore: We downgrade to a HOLD rating for Ashmore given a 23% reduction in our target price to 405p and the material short-term uncertainty facing emerging markets from both macroeconomic...
...To non-results sellside, and Canaccord Genuity’s keen on Ashmore, the emerging markets fund manager....
...FT family quiz Round One Jenny Agutter (The Railway Children) George V (Edward VIII and George VI) Christopher Robin Milne (son of AA Milne) Loving and giving Five (at home) The Diary of Anne Frank/The...
...Mr Dehn at Ashmore said the default rate in developed markets was likely to tower over that of emerging markets as a result of the coronavirus crisis....
...There should be a way to do things differently in the cities v the counties.” The closure of churches worries him....
...David Stevenson is editor of etfstream.com and is the Adventurous Investor columnist for FT Money...
...management is guiding for volumes this year to be down c.40% and there will be a “knock on impact on 2021 delivery”, broadly in line with our expectations for FY20 volumes -39% and FY21 -19% below 19 levels; v)...
...For us, just as for Stevenson’s readers, good negative role models are in short supply....
...The best-known example in the UK is NEX-listed Consilium, though you might also want to investigate BTL Group (BTL.V) and Kryptonite 1....
...Jan Dehn, head of research at Ashmore, says the volume of debt issued in dollars across emerging markets has shrunk significantly in the past five years....
...Fund management house Ashmore recently observed that tech stocks are now the dominant story within Asia....
...Ewen Stevenson, RBS finance director, claimed that the results showed the bank’s “continued progress towards transforming the balance sheet to being safe and sustainable”....
...On the one hand, the tradition of European landscape painting that he had been schooled in, with its lushness, its incised V-shapes and receding planes....
...While recent property sales data were solid, property-related construction data were still weak in August And, yeah, there is a pretty large gap between sales and investment which one is v v tempted to...
...If SOEs do fade away properly though, per Parker, then the CCP better hope that the service sector story is as bright as some suggest it to be and v much hope its deniers are themselves in denial....
...cuts over the weekend and, today, fund managers being told to help out — but it’s unclear how long that can keep things contained following near 20 per cent falls in these markets since their (admittedly v...
...So yeah, it’s v probable this ain’t over....
...Canaccord “buy” advice led Ashmore, the emerging market debt specialist, to climb 5.3 per cent to 334.4p....
...The authors of the DSM V have been searching for clear diagnostic labels to the point of absurdity....
...“He seems to have picked up bits of Tennyson, Browning and Robert Louis Stevenson while listening with one ear to the football results on the wireless.”...
...“Tail risks in Europe are declining after decisions earlier this year to bail out Spanish banks and the ECB’s pledge to buy periphery bonds,” Jan Dehn, chief strategist at Ashmore Investment Management,...
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