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Unhedged
Where are the cheap stocks? Premium content
...There is still the risk that expectations for fast rising Mag 7 earnings are not fulfilled, of course....
January 10, 2024
Unhedged
Armen Panossian: why the Fed might not cut Premium content
...You should factor a loss expectation into your yield. But from our perspective at Oaktree, we generally avoid defaults and losses....
February 16, 2024
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, UK
Ireland
Ireland rakes in €6.3bn corporation tax bonanza in November
...“The government will probably see it as not a disaster, as opposed to great news....
December 5, 2023
Transcript
Transcript: What new US aid means for Ukraine
...Henry Foy That’s a great question....
April 25, 2024
Argentina
Milei faces briefest of honeymoons as he assumes Argentine presidency
...“[He] takes office at a very delicate moment for the economy and with a population that is demanding great change but has historically been very sensitive to austerity,” he said....
December 9, 2023
Due Diligence
The Hollywood power brokers in line for a $200mn windfall Premium content
...Great expectations Some saw Arm’s listing as a positive sign for a laggard IPO market. But investors have always had the cash....
September 15, 2023
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Turkey-Syria earthquake
Container cities: Turkey’s quake zone one year on
...The quakes killed about 53,000 people in Turkey and drove 6mn people into temporary shelter or to other regions, the interior ministry said....
February 5, 2024
News in-depthJapanese business & finance
Japan turns to avatars, robots and AI to tackle labour crisis
...But some need weeks of training to meet customer expectations....
January 22, 2024
HTSIThe HTSI Paris special
The magisterial remastering of the Grand Palais
...“For us, the Grand Palais has to become the place of joie de vivre in Paris, where you can arrive without expectations, because there are so many possibilities.”...
March 20, 2024
Passive Investing
Reimagining index funds
...success, exceeding all expectations, while others do not....
March 30, 2023
FirstFT
FirstFT: Beijing attacks EU’s anti-subsidies investigation into electric cars
...Exports to the EU were one of the great hopes for China’s EV makers, who are suffering from oversupply problems, after the US limited access by levying heavy tariffs on Chinese car imports while offering...
September 14, 2023
FirstFT
FirstFT: Volodymyr Zelenskyy dismisses his defence minister
...Take a break from the news One of China’s four great cuisines, Cantonese food is best known in the west as a cheap takeaway....
September 4, 2023
Economists Exchange
Charles Goodhart: ‘We’re in for a fiscal crisis down the road and we don’t know how to solve it’
...My expectation is that 2024 will look very nice because we’re having a reversal of the upsurge in energy prices....
December 14, 2023
Grayscale Bitcoin Trust (BTC)
Grayscale faces ETF war after winning bitcoin battle Premium content
...Potentially great for the industry, but at what cost to Grayscale?...
September 1, 2023
US-China relations
Yellen to visit China in new US effort to ease tensions
...“It’s good to do but hard to see how it moves the ball in the complex game of great power competition,” said Medeiros....
July 3, 2023
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 21 NovemberNatural History Museum, Cromwell Road, London, UK
Chinese politics & policy
Xi Jinping vows to make Chinese military ‘great wall of steel’ as tensions rise with west
...But facing mounting geopolitical friction and an unresolved property crisis at home, Xi defied some expectations and opted for continuity among his top financial regulators....
March 13, 2023
#techAsia
Apple’s China headache and Alibaba’s surprise shake-up Premium content
...Analysts say Zhang’s departure is an indication that the impact of the restructuring plan, announced in March, had fallen short of expectations....
September 14, 2023
News in-depthCitadel LLC
How Citadel harnessed the weather to claim hedge fund crown
...Expectations are for even bigger figures this year, with some star teams set for payouts of more than $100mn....
March 6, 2023
Chinese politics & policy
Xi retains China’s central bank head in boost to markets
...The Sunday appointments did not include the party chiefs of ministries or regulatory agencies....
March 12, 2023
Investments
Investors’ Chronicle: Cohort, Ocado, Brickability
...Top-line growth of 33 per cent was attributed to a “significant uplift” in orders from the Ministry of Defence (MoD), particularly for its MCL business, which provides communications and surveillance technology...
July 21, 2023
Disrupted Times
Business and markets rattled by uncertainty in China
...One thing that definitely needs to be addressed, according to FT contributing editor Ruchir Sharma, is the series of inflated expectations from Wall Street about a “booming” Chinese economy....
May 31, 2023
Due Diligence
Credit Suisse decides it can’t afford First Boston Premium content
...But their performance hardly lives up to expectations. Multi-strategy funds offer a new and improved version, Alphaville writes....
October 28, 2022
Due Diligence
Why did BlackRock explore a Credit Suisse offer? Premium content
...Further damping the mood is the expectation of tens of thousands of job cuts....
March 22, 2023
US politics & policy
Ron DeSantis backers plan $3.3mn spending blitz on White House bid
...As of November 28 2022, the group had $19,804 of cash on hand and had borrowed around $271,000 from Pac Management Services LLC group, according its latest FEC filings....
January 19, 2023
Watches & Jewellery
African jewellery designers bask in London V&A limelight
...Checinska, the lead curator, said the jewellers’ work was so strong it “challenges the expectation of what jewellery is”....
July 8, 2022

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