Hints and tips:
...of the US gas export industry....
...companies....
...But a Nikkei Asia analysis of data compiled by Fitch Ratings shows that top recipients of government subsidies are mainly tech companies closely associated with Made in China 2025....
...Instead, the majority of Affirm’s revenue is now coming from its function as a lender: by selling loans either through securitisations or to third-party buyers such as insurance companies, or by earning...
...As always, reach out to Imani (imani.moise@ft.com) or me (sid.v@ft.com) with thoughts for other companies to cover, trends to follow or general tips....
...AIG provides insurance to the coal industry and other fossil fuel projects. The company declined to comment....
...On March 14 2021, with sums still owed, Taral Desai, chief financial officer at Liberty Industries Group, emailed De saying the company was “going through a crisis arising out of the insolvency of its principal...
...Keeping people fixated on watching the Olympics financially benefits the IOC, media companies and sports associated with the Games....
...Swiss Re estimates that the overall global economic costs associated with Covid-19 will be $12tn, of which $50bn-$80bn will be covered by insurance....
...Only about half of insurance companies disclosed a low-carbon transition plan and only half of those companies were taking action with their underwriting portfolios, CDP said....
...Because Apple only receives a commission from the billings associated with digital goods and services, more than 85 per cent of the $519bn total accrues solely to third-party developers and businesses of...
...Over the past few months, Uber’s chief executive has lobbied into his webcam on behalf of the future of his company and the industry it helped create....
...Buyers set to dictate terms of $55bn endorsement market Companies have spent big to be associated with athletes, teams and competitions....
...Other studies find a similar trend, especially in Europe, and conclude that zombie companies are associated with lower investment, lower productivity and lower inflation — the opposite of what central bankers...
...Odder still, we thought, was the industry-wide assumption Uber would continue to invest in autonomous vehicle ownership or expand its fleets significantly....
...After transforming almost every other industry, the world’s largest tech companies now want to fix stretched healthcare systems, an industry worth $8.7tn worldwide....
...Financials the key sector beneficiary: We are Overweight Banks and Insurance from a top-down strategy perspective....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...(The final version warned instead of risks “associated with a separation of economic interest from control”.)...
...But the tobacco industry has an opportunity to work with regulators, Brooke Masters writes....
...Polo Tang of UBS remains a seller: [V]isibility on the bigger picture issues remains limited....
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
...Yes, the numbers are bigger, but the shock, while not a V is shorter and sharper than that crash, and the pre-crisis fiscal situation was strong....
...Key industries face massive disruption: carmakers like VW, from the rise of electric vehicles; banking and insurance, from the emergence of financial technology; and machine engineering, from digitisation...
...*This article has been amended to correct the 2017 revenue number and associated potential fine...
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