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Emerging market investing
Revisiting Bloody Ridiculous Investment Concepts
...Of course, O’Neill et al were mostly talking about these countries as burgeoning economies with tons of potential. And many of these countries have indeed subsequently done well....
March 6, 2024
FT Alphaville
Further reading
...Four weeks ago, Philip Dybvig, Douglas Diamond et al won the Riksbank Prize....
November 9, 2022
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
FirstFT
FirstFT: Biden makes surprise visit to Kyiv
...US president Joe Biden has made a surprise visit to Kyiv in a dramatic show of American commitment to Ukraine ahead of the first anniversary of Russia’s invasion....
February 20, 2023
The Future of Money
Ant Group expands global ambitions despite troubles at home Premium content
...Quick-fire Q&A I recently spoke to Schuyler Weiss, chief executive of Alpian, Switzerland’s first digital private bank, which was spun out of private bank REYL....
July 18, 2022
News in-depthIndian business & finance
Investors worry that India has passed ‘peak outsourcing’
...“It has been a challenging quarter from a cost management perspective,” said chief financial officer Samir Seksaria....
August 2, 2022
Indian business & finance
India accelerates drive to offload company stakes in rush for cash
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
July 24, 2022
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 21 NovemberNatural History Museum, Cromwell Road, London, UK
Travel
In Paris, David Lynch’s Club Silencio gets a new sibling on the Left Bank
...It sits one block along from Les Deux Magots, the café once frequented by Camus, Sartre, de Beauvoir et al and which has become a hang-out for tourists and would-be existentialists....
January 21, 2022
The Big Read
Niger: the west’s bulwark against jihadis and Russian influence in Africa
...A military junta has seized power in Mali, where a homegrown Tuareg rebellion continues and both Jama’at Nusrat al-Islam wal-Muslimin, a consortium of al-Qaeda-linked groups, and Islamic State in the Greater...
July 7, 2022
FirstFT
FirstFT: US and Japan conduct war games as China-Taiwan tensions rise
...Financial services set for global tax carve-out The UK is poised to secure an exemption for financial services from new rules on taxing multinationals that are being brokered at the Paris-based OECD, a move...
July 1, 2021
City InsiderMatthew Vincent
The transaction that sums up 2020
..., Citibank, Zurich and the big accounting groups....
December 11, 2020
The Weekend Essay
Wall Street’s new mantra: green is good
...As a financial journalist, I have covered numerous central bank speeches and know these usually focus on inflation, interest rates and growth....
January 29, 2021
Gillian Tett
The US is having a bank-shaped recovery
...I first had reason to ponder the delicious symbolism of this image as a forecasting tool 11 years ago, when a similar debate about a V-shaped trajectory was occurring after the 2008 financial crisis....
July 16, 2020
Lunch with the FT
John McFarlane: ‘What do you do? You put a plant in that corner’
...The first was cancelled: the bank had got wind of the idea and wasn’t keen for the famously chatty Scot to do a tell-all interview....
June 26, 2020
Equities
Markets Now - Wednesday 2nd September
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
September 2, 2020
Equities
Markets Now - Wednesday 24th June 2020
...Just 30% expect a V shaped recovery in the stock market....
June 24, 2020
FT Live
Financial Advice Forum
Optimising client centric advice in uncertain times
Tuesday, 24 September8-14 Cooper's Row, London EC3N 2BQ, UK
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Equities
Markets Now - Wednesday 18th March 2020
...Airbus – cut to N from OW; remove from AFL: AIR looks in a better position than Boeing, which is also dealing with the MAX grounding and a weak balance sheet....
March 18, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Friday 24th April 2020
...M&S first ......
April 24, 2020
Equities
Markets Now - Wednesday 27th May 2020
...Some of the regulations were good for that, for liquidity and capital, et cetera....
May 27, 2020
Equities
Markets not live, Thursday 20th February 2020
...For S&N it all boils down to 2020 adjusted trading profit of $1,218bn to US$1.241bn versus a consensus of $1.243bn, so hardly a warning at all....
February 20, 2020
Equities
Markets not live, Thursday 16th January 2020
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
January 16, 2020
News in-depthFT Alphaville
‘thank u, next’: how dating apps are transforming relationships
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
December 4, 2019
LombardMatthew Vincent
Primark’s profit margin proves bricks can be sweeter than clicks
...A UBS report says the exposure of Intu et al to retailing is worse than suggested by the companies or feared by investors....
April 24, 2019
FirstFT
FirstFT: Today’s top stories
...(FT) N Korea fires missiles North Korea fired what officials in Seoul said appeared to be two short-range missiles into the Sea of Japan on Thursday in the first military escalation by Kim Jong Un since...
July 25, 2019

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