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Disease control and prevention
Three health foundations tackle biggest disease threats in $300mn deal
...“We do a lot of R&D across our [priority] diseases — and now these amazing foundations are also increasing what they do.”...
May 6, 2024
CMA CGM SA
Rodolphe Saadé, shipping boss who sailed into France’s business elite
...On a January trip to Egypt, he quizzed staff on how market share was holding up....
April 24, 2024
FT Live
FTWeekend Festival: U.S. edition
The Saturday where the Financial Times Weekend paper comes to life
Saturday, 10 May 2025The REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
BBC
BBC develops AI plans and talks to Big Tech over archives access
...The development of BBC AI products through its own R&D team would probably involve utilising “open source” — or publicly available — AI models, said a person close to the situation....
March 21, 2024
LexApple Inc
Apple’s buyback bonanza could be casualty of antitrust crackdown Premium content
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
March 27, 2024
ReviewVisual Arts
Paris 1874: Inventing Impressionism, Musée d’Orsay — the defiant painters who gave us modern art
...As for Cézanne, his landscapes were already based on cubes and triangles as in the cottage on a tilting path in 1873’s “House of the Hanged Man”; “Modern Olympia” was an ungainly nude revealed in the violent...
March 29, 2024
Roche Holding AG
Roche cuts drug pipeline in effort to revitalise business
...But analysts at Jefferies said that worries about the company’s “R&D productivity will take time to lift”, pointing to a lack of significant trial results expected in 2024 and growth tailing off for the...
April 24, 2024
FT Live
Decarbonising India's Industries
Unlocking the technologies and capital required to accelerate progress
Tuesday, 11 JuneDigital Conference
Unhedged
Regime change is here
...Political will for public R&D investment has materialised....
April 19, 2024
The Week Ahead
Opening arguments begin in Trump trial
...From the UK selection, I’d pick out Bunzl, chiefly because of my colleague Oliver Ralph’s inclusion of the packaging and distribution business in his wry analysis of the “magnificently unglamorous” seven...
April 21, 2024
Meta Platforms
How Meta got over Silicon Valley’s disdain for dividends
...“It is a coming of age,” said Howard Silverblatt, senior index analyst at S&P, of the dividend announcement....
February 2, 2024
LexStellantis
Stellantis makes an unlikely market darling for car investors Premium content
...That compares with 6.8 per cent at Volkswagen, on S&P Capital IQ estimates. Being big also means that necessary investments, in new models and R&D, are less of a drag....
February 13, 2024
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...And you’d have been worrying about inflation a year and a half before Jay Powell said it was “probably a good time to retire” the “transitory” label: Monetarism, the idea that changes in the quantity of...
February 26, 2024
The Week Ahead
Deadlines for politicians and Nato’s 75th anniversary
...Tiles HY trading statement Thursday France, Germany, Italy, Japan, UK: S&P Global final services PMI data EU: S&P composite PMI data UK: March international reserves data US: monthly trade balance...
March 31, 2024
UK equities
FTSE 100 closes at record high as sterling weakens
...The S&P is up 4.4 per cent since January while Germany’s Dax and France’s Cac 40 are both up about 6.6 per cent....
April 22, 2024
Special ReportThe Business of Formula One
Can Max Verstappen’s domination prove bad for F1’s business?
...But there are concerns that, with such recent dominance, Red Bull was able to decide, early in the season, to divert its R&D programme to the design of its 2024 car, rather than develop the 2023 car as its...
November 24, 2023
The Week Ahead
UK holds local elections and Fed sets rates
...Brands Q1 Thursday OECD Economic Outlook Brazil, EU, France, Germany, India, Italy, Poland, Russia, Spain, South Korea: S&P Global/HSBC/HCOB manufacturing PMI data France: OECD ministerial council meeting...
April 28, 2024
FT Live
Managing Operational Risk in M&A Transactions
Examining the value of business licensing and property tax in the deal cycle
Thursday, 20 JuneDigital Conference
The Week Ahead
Pakistan elections, peak earnings season and lunar new year
...Monday World Bank president Ajay Banga in a fireside chat with Center for Global Development president Masood Ahmed OECD Interim Economic Outlook Report Canada, China, EU, France, Germany, Italy, Japan...
February 4, 2024
European equities
Europe’s ‘Granolas’ fuel record stock market surge
...The Granolas as a group have climbed 18 per cent over the past 12 months beating the Stoxx 600’s 7.5 per cent rise over the same period....
February 23, 2024
News in-depthTod's SpA
Diego Della Valle cements French connection with planned Tod’s delisting
...will retain its 10 per cent holding....
February 17, 2024
Chess
Chess: generation battle as world title Candidates starts in Toronto
...Praggnanandhaa R and Gukesh D, with the outsiders Vidit Gujrathi (India) and Nijat Abasov (Azerbaijan) in their late twenties....
April 2, 2024
Semiconductors
Europe’s top chipmaker Infineon boosts hiring in India and Vietnam
...Advantech launched a software R&D centre in Pune last October and aims to hire hundreds of software engineers....
January 30, 2024
FT MagazineSimon Kuper
Paris, city of the future
...The Paris region is number one in the world for R&D investments.” Paris is also becoming more liveable — if you don’t drive....
December 7, 2023
Adventurous InvestorDavid Stevenson
Fintech finally starts to add up for investors
...The KBW Nasdaq Fintech index is up 31 per cent over the past year, compared with a return of 25 per cent for the broader S&P 500....
April 19, 2024
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
February 6, 2024
UnhedgedRobert Armstrong
Positive real yields sting safe stocks Premium content
...As private sector R&D investment has fallen, the state has made up for it, and then some: Mui points out that “a lot of the elevated government investment in R&D was Covid-related, such as health research...
October 16, 2023
UK defence spending
Sunak pledge to boost defence spending raises prospect of cuts elsewhere
...Ben Zaranko, at the Institute for Fiscal Studies think-tank, said cuts to the civil service and a larger portion of the R&D budget “won’t be enough” to fund the defence spending pledge to 2030....
April 24, 2024

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