Hints and tips:
...which support a reduction in plastic production....
...This newsletter has been accused of being too western in its outlook. But not this week....
...But the Center for Strategic and International Studies describes Chinese state support as “uniquely high”, estimating it at $406bn, or 1.73 per cent of GDP, in 2019....
...No SMRs are currently in construction in the western world. “If this effort doesn’t succeed, when is there going to be another effort in the future?”...
...Energy Source is written and edited by Jamie Smyth, Myles McCormick, Amanda Chu, Tom Wilson and David Sheppard, with support from the FT’s global team of reporters....
...help with mineral deals / From Karl P Sauvant, Co-chair, Connex Advisory Committee, Senior Fellow, Columbia Center on Sustainable Investment, Hamden, CT, US...
...Sci-fi writer Ted Chiang talks about the limits of AI in his Lunch with the FT....
...Chinese wind turbines are half the price of western rivals, according to S&P data. Across these industries, Mazzocco says it is important to credit the role of intense private sector competition....
...Hence we think share price underperformance of wholesale banks such as DBK (4.7x P/E 2024E), BARC (3.9x P/E 2024E), BNP (6.9x P/E 2024E) as well as by some Money Center Banks is overdone....
...China already dominates processing of the metal for use in such batteries and is now investing heavily in mines in Africa, leaving western operators rushing to keep up in a market expected to see a near...
...The report, part-funded by the Chinese Center for Disease Control and Prevention, also called for the reimposition of social distancing....
...Sanctions announced on Thursday by the US and Europe hit some of Russia’s largest banks and wealthy Russian individuals, and also sought to cut off western exports of advanced technologies....
...In the US, the problem is made worse by the fact that university enrolment is declining, according to the National Student Clearinghouse Research Center....
...Sci-fi is the entertainment of my generation,” he says, with a grin. Like many children of his generation, he was also fascinated by computers....
...Another Covid-19 symptom: emerging market pain This year the “S” in ESG has loomed larger than ever before for western investors as the terrible pain that Covid-19 has inflicted, particularly on vulnerable...
...Markets US stock markets fell on Wednesday at the prospect that a stimulus deal could feed through to higher inflation....
...Please sign up here Latest news Norwegian Air proposes 25% cut to its Gatwick staff Pandemic prompts football transfer market spending to slump 30% L’Oréal to cut 400 US jobs and close retail locations...
...On our new estimates, L’Oréal trades on an FY21E P/E of 32.6x, the highest premium versus the consumer staples sector for over 10 years....
...“The schools are requesting things like the P&L [profit and loss] of companies they used to work for among other ridiculous things like six months’ bank statements and other personally and commercially confidential...
...RB's unmatched P&L flexibility is paving the way for fast improving market share momentum, notably in the 20% of its cells that have been persistent underperformers. ... and for Unilever, a €43/£40 target...
...through the P&L....
...Remaining more cautious on Schroders and SLA: Schroder's positioning in solutions, private markets and Asia offers appeal, and the wealth strategy offers scope to further support growth....
...It also announced wide-ranging actions to support financial markets, including an additional $700bn in asset purchases, to “support the smooth functioning of markets”....
...But here is one startling twist to ponder: genetically modified non-meat products, such as Impossible and Beyond Meat burgers, have recently become wildly popular in the western green consumer market — even...
...In 2017, Ping An Tech entered into a collaboration with the Centers for Disease Control and Prevention in Chongqing and Shenzhen....
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