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Space exploration
Fate of pioneering private US Moon mission in jeopardy
...“The team is trying to stabilise the loss but given the situation we have prioritised maximising the science and data we can capture,” the group said in a statement....
January 8, 2024
News in-depthIsrael-Hamas war
Gaza crisis threatens to spill over borders into Egypt
...Netanyahu has advised Gazans to “leave”, and Egypt is the only logical place they can go to, given that they cannot flee into Israel....
October 10, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
News in-depthSudan
Sudan conflict pitches military leaders into struggle for control
...Now General Abdel Fattah al-Burhan, president of Sudan’s military government, and his rival Lt General Mohamed Hamdan Dagalo, better known as Hemeti, vice-president and head of the RSF, are in open warfare...
April 17, 2023
The Big Read
How China’s military is slowly squeezing Taiwan
...“The countermeasures the PLA is taking around Taiwan are directed at the US and at the Taiwan Independence forces who are plotting to change the post-world war two status quo that Taiwan was given back to...
July 24, 2023
News in-depthWar in Ukraine
Ukrainian army recruits put boots on British ground to prepare for combat
...“Battlefields are dirty, noisy, smelly and frightening,” said Lt Colonel Jon Harris, who is in charge of training Ukrainians at this UK site....
November 11, 2022
Adani Enterprises Ltd
Adani plans to boost free float after shares surge 3,338% in three years
...The funds, Afro Asia Trade and Investments, APMS Investment Fund and LTS Investment Fund, could not be reached for comment....
September 29, 2022
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Special ReportSudan after the revolution
Three men who hold Sudan’s fate in their hands
...But Cameron Hudson, a Sudan expert at the Atlantic Council, argues Mr Hamdok may be more wily than he is given credit....
January 26, 2021
Special ReportSudan after the revolution
Sudan faces hard road to democracy as revolutionary euphoria fades
...The disappointment felt by Ms Alneel and millions like her is hardly surprising given the size of the political and economic challenge....
January 26, 2021
Equities
Markets Now - Thursday 13th August 2020
...As a result, we expect Purplebricks to start gaining market share again in a stable UK market to reach 8% LT (7% prev.) vs 5% now....
August 13, 2020
Equities
Markets Now - Wednesday 2nd September
...As in most regions, in the US, limited guidance was given post Q3; however, we expect given the resiliency of the market through COVID, we may start to see the pent-up demand taper off quicker than in Europe...
September 2, 2020
Equities
Markets Now - Tuesday 1st September
...Reflecting the LT margin upside potential, we change our valuation methodology to a DCF using 6.8% WACC and 3.5% terminal growth rate....
September 1, 2020
Equities
Markets Now - Wednesday 12th August 2020
...Zalando is on 1.5x EV/GMV but we have much more confidence in the LT trajectory of margin at Zalando so prefer that name....
August 12, 2020
Equities
Markets Now - Tuesday 18th August 2020
...We continue to believe that the pandemic has led to acceleration of digital shift, a LT benefit for PRX....
August 18, 2020
Equities
Markets Now - Monday 20th April 2020
...In Beer, we build bottom-up LT end-market growth forecasts by country / price-tier....
April 20, 2020
US politics & policy
Hope Hicks to return to the Trump White House
...Lt Col Vindman testified publicly to impeachment investigators....
February 13, 2020
FT Live
Africa Summit
Africa in a complex world
Tuesday, 29 OctoberLondon, UK
Equities
Markets Now - Thursday 10th September
...Our DCF valuation increases by 20% (to £52/share) on higher LT iron ore price of US$60/t. FY20/21 NPAT are revised higher to US$11.1b (+16%) and US$12.5b (+55%) respectively....
September 10, 2020
David Pilling
Sudan’s fledgling government needs the west’s backing
...Lt Gen Hamdan denies his men were involved. Given Mr Hamdok’s problematic bedfellows, there have been some surprisingly positive developments....
December 4, 2019
Equities
Markets Now - Tuesday 14th July 2020
...The key question is how sticky these consumption habits are in the US post lockdown and whether building the brand in the off rather than on-trade could impact LT prospects. 1H trading update....
July 14, 2020
Women in business
We need more female peacekeepers in war zones
...So far, however, the UN has only twice given overall command of a peacekeeping force to a woman....
October 17, 2019
Equities
Markets Now - Wednesday 15th April 2020
...“However, LT, we expect that consumers’ desire to socialize using alcohol as a lubricant has not changed, even if we may possibly see some changes in how consumers socialize.”...
April 15, 2020
Sudan
Sudan’s air force chief insists army prepared to hand over power
...Given the military's close involvement in Sudan’s politics over 50 years, most activists are suspicious and believe the army has no interest in handing over control and wants continued access to power to...
June 13, 2019
Equities
Markets Now - Wednesday 22nd April 2020
...Kering continues to carry out its pro-active MT spend policy (capex) while implementing forceful short-term cost cutting and the stock is back to trading at a 25%+ P/E discount to the sector on SGe (20-30% LT...
April 22, 2020
Equities
Markets Now - Wednesday 8th April 2020
...As such, our TP rises from 600p to 620p on a 100% weighting for our mid-cycle valuation based on a 13.9x mid-cycle P/E multiple (derived from +2.0% LT growth, 120% market risk premium and 95% cash conversion...
April 8, 2020
Equities
Markets Now - Friday 24th April 2020
...Downgrade HEIA to HOLD as we look for a better entry point into this LT winner, upgrade RBREW to BUY as a defensive. Valuations have held up well in bevs....
April 24, 2020
FT AlphavilleJemima Kelly
Is it acceptable for government to be dishonest at a time like this?
...Jessup fires back at Tom Cruise’s Lt. Daniel Kaffee in the 1992 film A Few Good Men, in response to being told “I want the truth!”...
May 5, 2020

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