Hints and tips:
...As always, reach out to Imani (imani.moise@ft.com) or me (sid.v@ft.com) with thoughts for other companies to cover, trends to follow or general tips....
...As always, reach out to me (imani.moise@ft.com) or Sid (sid.v@ft.com) to share your feedback on today’s newsletter. Happy reading!...
...Shorters v stewards A significant clash came in late 2019 when Mizuno announced that the GPIF would stop lending its global equity stocks to short sellers — who bet on share price falls....
...Double hanging rails are “the least sexy option but the most effective in terms of space and finances”....
...Antoine GodinUniversité Sorbonne Paris Nord, France Michael JacobsProfessor of Political Economy, University of Sheffield Ronan PalmerDirector Clean Economy, E3G Dirk EhntsPufendorf-Gesellschaft Berlin e.V....
...Excluding profits from its finance division, the company anticipates as much as ¥670bn in operating losses for its automotive division alone....
...Cornley’s lead man, the booming-voiced Robert (Henry Lewis), approaches every role as though it’s Henry V. On the other end of the thespian scale is humble innkeeper Dennis (Jonathan Sayer)....
...“I can’t imagine a complete V-shaped recovery, and it will be more like going back and forth at the bottom of a U-shaped recovery,” Mr Kakiuchi said....
...“Comparing this with the Lehman crisis, this time customers are not spending any money, and a V-shaped recovery will be difficult....
...We are seeing nice signs of the V-shaped recovery we were hoping for but the economy is far too fragile — and everything far too uncertain — for a tax grab now....
...Shares in the biggest winner, a remote work tech specialist called V-cube, surged almost 20 per cent. The company’s stock hit its daily limit for a third session in a row....
...“I’m starting to feel confident about a V-shaped recovery.” Letter in response to this article: Does it ever make sense to sell off a crown jewel? / From Mark Eisinger, Dubai, UAE...
...US finance editor Robert Armstrong considers which trends are telling the real story in this video....
...David G Blanchflower Bruce V Rauner Professor of Economics, Dartmouth College; Professor of Economics....
...Simon Wren-Lewis, an economist at Oxford university, has some very useful pointers on the dynamics involved in a health crisis from his work on the economic impact of influenza in the 1990s....
...“The central bank and finance ministry are offering banks’ discounted government loans to lower financing costs for SMEs,” he says....
...Five years ago, the author Michael Lewis achieved a remarkable feat: his book Flash Boys made the arcane world of high-frequency trading sound thrillingly exciting, as he described finance houses’ efforts...
...Liar’s Poker , by Michael Lewis, author of The Big Short (NJT). When Genius Failed: The Rise and Fall of Long-Term Capital Management, by Roger Lowenstein (Trooper707)....
...Economists Hélène Rey and Simon Wren-Lewis have both separately asked me: “What about macroprudential bank regulation?”...
...What are we to make of the workings of modern finance and advanced economies? How should journalists respond?...
.... ————————– Japan 1980s v China now1....
...Ewen Stevenson, RBS finance director, claimed that the results showed the bank’s “continued progress towards transforming the balance sheet to being safe and sustainable”....
...With nobody expecting a V-shaped recovery from the world’s second-biggest economy, corporate Japan — and its investors — are at this point none the wiser over the force of the coming headwinds....
...requiring two-thirds of votes cast to pass, it could yet be scuppered by the large block of foreign investors, who have been encouraged to reject the merger by influential proxy advisers ISS and Glass Lewis...
...One way to picture the economic impact of a Brexit may be the shape of a letter ‘V’ or a ‘tick’....
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