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Clayton Dubilier & Rice Inc
US buyout firm CD&R hires former Tesco chief Dave Lewis
...Lewis said he did not have “any formal involvement” with Morrisons or MFG....
January 15, 2024
Institutional Shareholder Services Inc
ISS clashes with German blue-chips over boardroom independence
...Another proxy adviser, Glass Lewis, has recommended clients support both Bock and von Bomhard....
April 17, 2024
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
Executive Pay
Proxy advisers inflict ‘serious harm’ to UK, says AstraZeneca chair
...Influential shareholder advisers ISS and Glass Lewis recommended that shareholders block the pay package for the company’s long-standing CEO, with Glass Lewis saying the scale of the increase in incentive-based...
April 14, 2024
ReviewGaming
Harold Halibut review — touching interactive game set on a city-sized spaceship
...But he longs for greater meaning than cleaning filtration pumps can offer. In one scene, he sings: “My best friend is a mop, I work till I drop . . . There must be more to life.”...
April 16, 2024
ReviewMusic
James Brandon Lewis Quartet, Vortex Jazz Club review — power and pared-down rhythms shake the house
...This high-octane gig, featuring his long-running quartet, revealed seemingly cerebral connections had earthy roots....
April 17, 2024
Transcript
Transcript: Is Japan at a turning point?
...So Leo, do you think Japan Inc, despite all this demographic stuff, has reason to be cautiously optimistic?...
April 4, 2024
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
John Lewis Partnership PLC
John Lewis appoints Tesco veteran as new chair
...Tarry said he had “long been an admirer of the employee-ownership model” and said they had to be “brilliant retailers for customers and invest in growth”....
April 8, 2024
Asia-Pacific equities
Japan’s Nikkei hits 34-year high on weak yen
...Investors took the comment as a signal that the central bank’s long awaited “normalisation” of policy after eight years of negative interest rates and yield curve control, would not unleash the sort of interest...
February 9, 2024
Transcript
Transcript: Sam Bankman-Fried gets 25 years in prison
...I think America, for a long period, there was a big advert for instant noodles above Times Square....
March 29, 2024
Transcript
Transcript: Russia’s failed efforts to rebuild in Ukraine
...And of course at the beginning of deflation in Japan, nobody thought it would last for such a long time....
February 23, 2024
John Lewis Partnership PLC
John Lewis Partnership returns to profit after 3 years of losses
...On Thursday, she blamed high interest rates and inflation for the decision to remove the targets but insisted both divisions were important for the long-term profitability of the UK’s largest employee-owned...
March 14, 2024
Japanese society
Japan’s native population declines at record rate as births plunge
...The numbers represent the latest shock in a long-term demographic crisis that Japan’s Prime Minister Fumio Kishida has said has taken the country to “the brink of being unable to maintain social functions...
April 12, 2024
Leo Lewis
Why good news for Japan may be bad news for hedge funds
...leo.lewis@ft.com...
March 28, 2024
Inside BusinessLeo Lewis
Why an M&A swoop in Hawaii is a big bet on the yen
...leo.lewis@ft.com...
February 13, 2024
Japanese business & finance
Japanese brokers highlight ‘Trump trades’ for stocks
More US-China decoupling in focus for investors as Tokyo market closes in on all-time high
February 21, 2024
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
Walt Disney Co
Top proxy adviser Glass Lewis backs Disney’s Bob Iger in Nelson Peltz fight
...The Wall Street lender has a long-standing relationship with Disney, which has generated tens of millions in fees for the bank. It is also representing the company in its fight against Peltz....
March 18, 2024
Inchcape PLC
Inchcape to sell UK dealerships for £346mn
...“The remaining business is then one with higher margins and with clear long-term structural drivers, where the potential for more deals now looks higher,” he said....
April 15, 2024
Leo Lewis
Corporate Japan must quit the side hustle
...leo.lewis@ft.com...
March 7, 2024
Leo Lewis
Are we at peak K-pop? Goldman doesn’t think so
...leo.lewis@ft.com...
April 4, 2024
Japanese business & finance
Japan’s Nikkei 225 index eclipses record high after 34 years
...Nikkei Inc, which calculates and publishes the index, owns the Financial Times....
February 22, 2024
The Long ViewLeo Lewis
Will retail investors back Japan’s stock market breakthrough?
...leo.lewis@ft.com...
February 24, 2024
The Big Read
Is Japan finally becoming a ‘normal’ economy?
...“This isn’t just about next year but over a long span of time such as five or 10 years.”...
April 8, 2024
Japanese business & finance
Fine porcelain maker Maruwa becomes the hottest bet for cooling AI data centres
...Its long history in ceramics had created deep competitive moats around the materials and the manufacturing processes. Its fundamental advantage, said Icho, was age....
April 12, 2024
Global InsightLeo Lewis
Marriage holds key to Japan’s falling births
...Stable, long-lasting Japanese marriages, despite the many financial and other issues cited by couples as an impediment to having large families, are pretty consistent producers of about 1.9 children....
March 12, 2024
Banco Santander SA
Santander shareholders urged to vote against Botín pay package
...“The bank has set stretching targets for 2024 and remains focused on delivering sustainable long-term value creation.”...
March 2, 2024

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