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Aerospace & Defence
Boom time for the $110bn a year industry keeping airlines flying
...While most of the supply chain crisis had been “about the manufacturing side of things this is the first time we’ve had a supply chain crisis that is really impacting the whole after-market in maintenance...
October 31, 2023
FirstFT
FirstFT: US banks set for profits boost
...Analysts said some banks could lift their guidance when they report first-quarter results beginning this week....
April 9, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
The Big Read
Malaysia: the surprise winner from US-China chip wars
...It is building a facility in Penang, but some US lawmakers already want to restrict American companies from collaborating on RISC-V projects....
March 11, 2024
Unhedged
A frozen spring for the US housing market Premium content
...One is the reserves component: the central bank needs a big enough balance sheet to maintain ample reserves....
March 5, 2024
The Big Read
How Boeing’s troubles are upsetting the balance of power in aviation
...“They make really good aeroplanes,” says Bank of America’s Epstein....
January 28, 2024
#techAsia
China’s iFlytek looks abroad, minidramas go viral Premium content
...At the same time the previous week, I was rushing out of the opening ceremony for TSMC’s first chip plant in Japan to catch a flight back to Taiwan....
March 7, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
Transcript
Transcript: Is Europe battle-ready?
...Bastian Giegerich Yeah, I mean, Gideon, I don’t know what will happen on the 5th of November in the US, but I think, I mean, first of all, I would say it is interesting that US aid to Ukraine has now been...
March 28, 2024
Transcript
Transcript: Can the US stock market stand 3% US inflation?
...You may not have heard of this company, OK, but there is this American computer chipmaker....
March 14, 2024
FT CollectionsWar in Ukraine: military strategies
‘Active defence’: how Ukraine plans to survive 2024
...“I’m going to tell you the truth,” says Vanya, a Ukrainian soldier serving in a reconnaissance unit fighting alongside marines on the east bank of the Dnipro river in southern Ukraine....
January 19, 2024
John Lee
Best of FT Money 2023: My dividends strategy continues to deliver
...Of course, depositors can get returns of 6 per cent or more on bank deposits following recent rises in interest rates, but for how long will these rates last?...
September 5, 2023
Economists Exchange
Jennifer Harris: ‘Everything costs something in foreign policy terms. There are no free lunches here either’
...to go start repaying the Chinese as a first order of business....
November 2, 2023
Transcript
Transcript: Episode 6 — Ties with Tehran
...They say he worked with Iran’s central bank to move hundreds of millions of dollars to avoid American sanctions....
December 19, 2023
Transcript
What is Bidenomics and is it working?
...So if you look back in the first half of the last century, it was a big hallmark of American economic policy. So the why now, I think, is because we have acute immediate crisis....
September 21, 2023
FT CollectionsWar in Ukraine: economy and trade
The shadowy network smuggling microchips into Russia
...And it has been using fresh branches of the Ermakov network to source supplies that would be useful for that effort....
November 12, 2023
FT Asset Management
Asset Management: Citadel’s bold bet
...A little-noticed but key component of that growth has been the recruitment of a team of weather forecasters whose predictions are more accurate than many meteorological offices....
March 6, 2023
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
FT Globetrotter
A lobster roll through the Hamptons
...I order a hot lobster roll this time, and know in the first bite that I’ve made the correct choice....
July 31, 2023
#techAsia
Huawei’s comeback and Japan’s time to shine Premium content
...I was invited to a luncheon hosted by a European trade diplomat visiting Taiwan last week. One of the themes at the private roundtable was, “What keeps you awake at night?”...
October 12, 2023
Martin Wolf
The G7 must accept that it cannot run the world
...It makes sense to diversify supplies of energy and vital raw materials and components. But, to take a salient example, just diversifying the supply of advanced chips from Taiwan will be really hard....
May 23, 2023
The Big Read
Tech cold war: South Korea pivots from China to US
...to attract Korean technology and manufacturing prowess and reduce the role of China in US supply chains....
August 1, 2023
FirstFT
FirstFT: Apple forced to slash Vision Pro headset production target
...Separately, two China-based sole suppliers of certain components for the Vision Pro said Apple was only asking them for enough for 130,000 to 150,000 units in the first year....
July 3, 2023
House & Home
Reinventing Utopia: self-created communities for the digital age
...Advocates for the idea counter that other issues have greater impact on gentrification — the general lack of housing supply, for example....
August 4, 2023
Unhedged
The consumer wobbles, a bit Premium content
...We are going to learn some things about the American consumer in the next three days. Home Depot reports first-quarter earnings this morning, followed by Target tomorrow and then Walmart on Thursday....
May 16, 2023
The Big Read
A global subsidy war? Keeping up with the Americans
...“The new American industrial policy is first and foremost directed against China, and most people in Europe have finally begun to understand that,” says Südekum....
July 13, 2023
News in-depthUS-China relations
US businesses shy about attendance at China’s Davos
...Colgate-Palmolive in February told analysts that its market share growth in China was “a beautiful story”, while Illinois Tool Works said last year its China revenue exceeded $1bn for the first time....
March 23, 2023
Energy Source
Opec puts the power of the Russian price cap to the test Premium content
...One consequence is that it’s likely to make the west’s price cap on Russian crude even more difficult to maintain, as I write in our first note....
April 6, 2023

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