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...Among the striking examples in the sector, stocks in the UK’s BAE Systems have climbed by 15 per cent this year — streets ahead of the broader UK index....
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...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...The company has the backing of a mix of long-term strategic and financial investors, including BAE Systems, Rolls-Royce and Boeing, as well as asset management firm Baillie Gifford....
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...Email me your thoughts at sid.v@ft.com. Latest news Amy Kazmin in Rome has a fascinating piece on why Giorgia Meloni is pushing back on Italy’s shift to digital payments....
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...A version of this article was first published by Nikkei Asia on February 14 2023. ©2023 Nikkei Inc. All rights reserved....
...It would never be obviously child porn, you know, inc come here and buy your images. So it was quite deceptive, I would say....
...Reach out to me (imani.moise@ft.com) or Sid (sid.v@ft.com) to let us know. Happy reading!...
...Let us know what you think at imani.moise@ft.com and sid.v@ft.com. A programming note: FintechFT will take a one-week break in observance of the Easter holiday. The next issue will be April 25....
...Write to the FintechFT team at imani.moise@ft.com and sid.v@ft.com. You can build it, but will they come?...
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...Olaf Scholz said the affair had revealed that Germany’s system of financial regulation “needs to be reorganised”. 2....
...Britain’s biggest defence company BAE Systems is planning to increase the use of smart technology in the building of its next generation combat aircraft, in a move that is likely to ripple through a supply...
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...If there is a sense from this earnings season that confidence in a V-shaped recovery for profits is misplaced, then the impact will probably be hardest on companies with weak balance sheets, and on those...
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...◼ BAE Systems (Upgrade to Buy from Hold, TP 550p) – Our preferred stock in the sector. Some 90% of sales are defence-related and c.45% of sales are to the US DoD, giving the group strong resilience....
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...Going forward, the federal government has ordered that only Euro-V standard fuels can be imported. Elsewhere, banks have announced policies to end financing for coal-powered plants....
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...And now a fifth expect a “V-shaped” economic recovery, up from a 10th in the previous month....
...Bae Doo-yong, LG’s former head of tax and trade, will become its chief financial officer....
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