Hints and tips:
...And there is little room for manoeuvre in Brazil’s federal budget, since some 90 per cent of it is earmarked for non-discretionary items like social security and pensions....
...Singh’s decision to rejoin the Biden Administration as Deputy National Security Advisor for International Economics. The views reflected are expressed strictly in their personal capacity....
...It simply wasn’t discussed. Taiwan is an intensely politicised place, where women and other marginalised groups have been neglected to sustain a social order that often doesn’t serve them....
...The S&P 500 closed 3.1 per cent higher yesterday, taking its gains last month to 5.4 per cent, while the Nasdaq Composite index added 4.4 per cent on the day....
...E-P-C you in Prague The European Political Community hasn’t even been inaugurated but has already made a decision: its second meeting will be held in Moldova, writes Henry Foy in Brussels....
...I was like, oh yeah, I don’t think anyone here in the West are taking work meetings until 11:30 p.m. on a Saturday or Sunday night....
...They illustrate their argument by comparing the paths to success of the richest people in Mexico and the USA (p. 39)....
...“Tesla’s bitcoin investment does not have an impact on its ESG score,” said S&P Global....
...Last week the temperatures suddenly turned so warm that Moral Money team was sporting T-shirts....
...Don’t discount more moves in this respect soon....
...Read more in our e-mobility special report....
...In the meantime, the Stoxx600 index has not moved (still 320pts) and 2020e P/E now stands at 13x....
...This puts the sector on a relative P/E premium of 35% on NTM+1 (Apr 21-Mar 22), 16.2x for Beverages vs 12.0x for the Market....
...He will appear alongside Stephen Hahn, the Food and Drug Administration commissioner, and Robert Redfield, head of the Centers for Disease Control and Prevention....
...Idexx said in October that the animal health market had experienced a “V-shaped recovery”....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...Overall we forecast $4.2 billion of capex across the International E&P sector in 2020....
...On our new forecasts, the valuation is FY21 7.5x EBITDA, 7.8x P/E, 13% EqFCF yield and 6.5% dividend yield....
...However, investment spending — with an intention of levelling up — remains far larger than the plans under the previous administration....
...In a widely circulated report on Chinese social media, Zhang Anyuan, chief economist at Citic Securities, criticised analysts who have projected that first-quarter growth might only fall to 4 or 5 per cent...
...Do let us know what you do — or don’t — like, since we learn a lot from your feedback....
...CY20 EV/EBIT of 8.0x or perhaps CY21 P/E of 13.5x post the potential raise. ......
...T-Mobile Sector: telecommunications / HQ: Bellevue, us Key stat: T-Mobile added 452,000 postpaid phone subscribers in the first quarter....
...Democrats want tough rules, and Republicans favour weaker regulation (which won’t get through the House)....
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