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UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
February 5, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
February 27, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
A bad idea from Finra Premium content
...But feel free to email us anytime: robert.armstrong@ft.com and ethan.wu@ft.com. Past performance, future results, and all that So here’s a bad idea....
November 22, 2023
News in-depthBoeing Co
Boeing tries to rise above quality failures at 737 Max supplier
...It pays Spirit another $455mn for the 787 and delays repayment of half the $180mn that Boeing advanced to the supplier for two years....
October 23, 2023
UnhedgedRobert Armstrong
Retail’s painful transition Premium content
...Andy Brenner, head of international fixed income at NatAlliance, thinks this is giving HY short shrift....
May 17, 2023
ExplainerFukushima nuclear accident
How risky is Japan’s release of radioactive water from Fukushima?
...Its half-life, the time needed for 50 per cent of its radioactive atoms to decay, is just over 12 years....
August 23, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Unhedged
Banks fail, stocks shrug
...However you measure it, something like half of Japan Inc trades under 1 p/b....
March 31, 2023
Russian business & finance
Russian companies move legal battles to Hong Kong courts
...A version of this article was first published by Nikkei Asia on August 3. ©2023 Nikkei Inc. All rights reserved....
August 8, 2023
The Art Market
Bumper New York sales feature $50mn collection
...The Warhol collector Paul Marechal, who has bought ink drawings through the initiative, says: “Half of Warhol’s work was intended for everybody, he would have loved it.”...
March 30, 2023
Due Diligence
Why Vice’s bankruptcy is a warning on private equity investment Premium content
...Two other Icahn nominees failed to win enough votes, paving the way for Illumina boss Francis deSouza and director Robert Epstein to be re-elected....
May 26, 2023
Europe Express
Central Europe returns to diversity Premium content
...But opinion polls suggest the frontrunner is Smer, an ostensibly centre-left party led by former premier Robert Fico....
June 17, 2023
UnhedgedRobert Armstrong
Japan’s unique position
...We’re keen to hear your thoughts, too: robert.armstrong@ft.com and ethan.wu@ft.com....
October 3, 2022
UnhedgedRobert Armstrong
Cool inflation, giddy markets Premium content
...The first: FTX International currently has a total market value of assets/collateral higher than client deposits (moves with prices!)....
November 11, 2022
The Art Market
Sotheby’s gains Richter, London loses Masterpiece fair
...“Before the pandemic, half of all the works [that Sotheby’s] offered for more than $5mn were bought or bid for by Asian collectors,” she says....
January 12, 2023
Veon Ltd
Banks review relationship with telecoms group linked to Mikhail Fridman
...Additional reporting by Robert Smith...
March 9, 2022
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Travel
This winter’s most exciting ski destination: Albania’s Accursed Mountains
...I had to leave the group early to get back to London, giving me only two-and-a-half skiing days in Valbona....
November 2, 2022
News in-depthNikkei Asia
Richard Nixon in China: 50 years on
...“For China’s rulers, demanding that international ‘norms’ be changed is a simple matter of survival — their own, not their ancient nation’s,” Robert Kagan, a former Republican foreign policy adviser, wrote...
February 20, 2022
News in-depthTravel & leisure industry
Travel industry chiefs hit the road after a rocky pandemic
...The executive search firm Heidrick & Struggles International said that across the Fortune 100 list of the largest US companies by revenue, 13 appointed new chief executives in the first half of 2021, compared...
December 9, 2021
The Big Read
Luckin Coffee: can China’s Starbucks win back investors?
...Winning back the support of large international investors would be critical for Luckin’s comeback story....
February 9, 2022
Interiors
Sloane arrangers — 40 years of decor and decorum
...Interiors magazine (now The World of Interiors) had been launched in 1981 with the slogan “where the other half live”....
January 14, 2022
#techFT
Apple’s main event is still the iPhone
...There was a March release date given for Gran Turismo 7 and the unfortunate slippage of Grand Theft Auto V from November to March. Axios has more....
September 10, 2021
UnhedgedRobert Armstrong
Inflation, made in China Premium content
...But the question of what Soho House (aka Membership Collective Group Inc) might be worth is especially interesting....
June 23, 2021
Covid-19 vaccines
Africa will pay more for Russian Covid vaccine than ‘western’ jabs
...Because only one shot of the J&J vaccine is required, at $10 it would be nearly half the price of Sputnik V....
February 25, 2021
Trade Secrets
Port of LA adapts to the pandemic Premium content
...Charted waters looks into the rollout of Russia’s Sputnik V vaccine....
February 18, 2021
Shipping
British special forces storm tanker to end suspected attempted hijacking
...The Andromeda, capable of carrying half a million barrels of crude oil or refined products, left Lagos on October 4, according to vessel-tracking services....
October 25, 2020

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