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The Weekend Essay
‘We will rebuild everything’: war, loss and faith in Ukraine
..., I tell them the story of V and his wife N. I cannot give their real names, given the fact that Russia still exists. February 24. V and N’s house is not far from the military airport....
December 30, 2022
FT SeriesIcons only – the HTSI autumn arts special 2023
What happens when an arts icon dies?
...In the meantime, he welcomes groups of painting students to the studio, with Hodgkin’s former assistant of 22 years invited to be on hand to answer technical questions....
September 22, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
The Future of Money
Ant Group expands global ambitions despite troubles at home Premium content
...As ever, reach out to Imani (imani.moise@ft.com) or me (sid.v@ft.com) with your thoughts and suggestions. And if you haven’t already, please sign up to the FT’s new Cryptofinance newsletter here....
July 18, 2022
HTSIHow To Give It 2022
The A to Z of stylish giving
...Magugu’s designs include a print symbolic of sisterhood that appears on a T-shirt, the Diorcamp bag and a silk scarf. charlizeafricaoutreach.org; dior.com N is for Ninety PercentThe Camden-based fashion...
December 10, 2022
Indian business & finance
India accelerates drive to offload company stakes in rush for cash
...Last year, the authorities agreed a deal to sell debt-ridden national airline Air India to conglomerate Tata Group, ending a two-decade hunt for a buyer....
July 24, 2022
Beauty
Valentino ventures from couture to cosmetics
...The compacts, pencils and bottles look flashy and joyful in a red hue with gold details, such as the V logo, on the lipsticks....
July 6, 2021
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
FT Magazine
Arcane, hereditary, all-male — and at the heart of British democracy
...“I had a letter from a Marxist professor at the Sorbonne, who noted ‘Il n’y a que le provisoire qui dure,’” he recalls....
November 11, 2021
The Future of Money
Lufax beats Ant to IPO Premium content
...Valuation at latest fundraising: N/A Major shareholders: Accel, Aleph, AMEX Ventures, Bessemer Venture Partners, Coatue Management, General Catalyst....
November 16, 2020
The Future of Money
High tech v high yield; Holvi's business banking; transatlantic price wars Premium content
...Valuation at latest fundraising: N/A Major shareholders: In 2016 Spanish banking group BBVA acquired Holvi....
February 10, 2020
Equities
Markets Now - Wednesday 24th June 2020
...Just 30% expect a V shaped recovery in the stock market....
June 24, 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
FT AlphavilleJemima Kelly
The FT Alphaville Cut
...won’t be a straight line the technical indicators are at capitulation levels so equities are worth buying through the forecast downgrades based on a top-down forecast of modest earnings attrition in a V-shaped...
March 13, 2020
Equities
Markets Now - Wednesday 27th May 2020
...Mark to Market capital market/WM geared names (UBS, BAER and Barclays) and ii.) cheap traditional credit banks (avg. 0.6x TBV ex KBC) with strong cashflow to offset capital at risk (KBC, BNPP and DNB)....
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 Now - Monday 3rd August 2020
...interest margin of 1.33% (consensus: 1.39%) deteriorated by 23bps yoy and deteriorated by 21bps qoq (reflecting the impact of lower interest rates in the UK and US); The impairment ratio of 1.48% (consensus: n/...
August 3, 2020
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberSingapore
Lunch with the FT
John McFarlane: ‘What do you do? You put a plant in that corner’
...“I don’t think it’s a V-recovery,” he says. “An elongated U is perfectly possible. I’m a conservative. I plan for the worst and hope for better....
June 26, 2020
Equities
Markets Now - Wednesday 1st April 2020
...Net debt to EBITDA stood at 0.7x in 2019 well below the group financial covenants of <4x. The group also benefits from GBP85m of undrawn credit lines expiring in 2022....
April 1, 2020
Equities
Markets Now - Thursday 14th May 2020
...There’s a Telegram Markets Live chat group for anyone who wants one of those....
May 14, 2020
Equities
Markets Now - Wednesday 18th March 2020
...For a more ADHD approach to AV, the Telegram Markets Live chat group has crowdsourced moment-by-moment commentary....
March 18, 2020
Equities
Markets Now - Friday 27th March 2020
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
March 27, 2020
Equities
Markets Now - Wednesday 15th April 2020
...The V-shaped recovery in consumer spending feels too bullish in our view....
April 15, 2020
Equities
Markets Now - Wednesday 29th April 2020
...When excluding Italy, mortality was 7% (n=23/320; 14-day time point) in the SIMPLE trial, which compares favorably to this number. ......
April 29, 2020
Equities
Markets Now - LIVE - Tuesday 10th March 2020
...We arrive at favourable answers for all four: we expect a V-shaped recovery. Even if 2020 is down €-5b, 2021 will be up by €+8b....
March 10, 2020
Music
Divine and Prabh Deep: leading hip-hop’s Indian explosion
...What we’re seeing now is akin to the explosion of rock’n’roll in the 1950s: it’s a complete flipping of what youth culture is about, and it’s a class-based movement....
August 30, 2019
LombardMatthew Vincent
Santander’s research finds value in Peel Hunt broker model
...Press Crtl+V. Add share-price forecast: “Market perform”. OK, so that is being rather unfair. And perhaps a tad hypocritical coming from a journalist....
September 18, 2018

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