Energy poised to be year’s big winner in turnround
What a difference a year makes. Having ended 2015 as the worst performing sector on the S&P 500, energy stocks are on track to become this year’s biggest winners as this month’s rally in crude...
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FTCR China Consumer Index shows December improvement
December 27, 2016 by: FT Confidential Research The FTCR China Consumer Index rose strongly in December, with measures of discretionary spending, economic sentiment and household incomes all improving....
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FTCR China Labour Market Index rises
December 27, 2016 by: FT Confidential Research The FTCR China Labour Market Index rose in December, driven by increased demand from the construction and manufacturing sectors. After a relatively soft...
View ArticleShaky foundation for China corporate profits growth
Profits at Chinese industrial companies surged last month, fuelled by rising commodity prices and a buoyant real estate market, but analysts warn that profit growth remains heavily reliant on...
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German, French stocks near double-digit gains for quarter
The eurozone’s biggest stock markets are closing in on double-digit gains for the final quater of 2016, as a combination of resurgent banks shares and a weaker euro entice investors into a region that...
View ArticleChina debt: long time coming
The impending fall of China has been confidently predicted for at least two decades. Despite its apparent inevitability, however, 2016 was still not the year that China’s economy failed. January’s...
View ArticleUK mid-caps: not such a pounding
The day after the EU referendum, the FTSE 250 index of mid-cap UK stocks fell 14 per cent in two days. Seen as the best proxy for British economic activity, it was a lightning rod for fears about a...
View ArticleSterling: the 85p in your pocket
No one compiles lists of wealth destruction, but if they did this year’s fall in the pound should rank high. UK household net worth of £11tn was valued at $16.5tn in January and just $14tn today. In...
View ArticleCorporates lead surge to record $6.6tn debt issuance
Global debt sales reached a record in 2016, led by companies gorging on cheap borrowing costs that are now threatened by Donald Trump’s pledge to fire up the US economy. The bond rally that dominated...
View ArticleMexicans face new year shock at petrol pump
Mexico’s government has announced the biggest increases in petrol prices in almost two decades in a move that risks a backlash against its efforts to liberalise the country’s energy market. The...
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FTCR China Export Index climbs in December on rising volumes
December 28, 2016 by: FT Confidential Research The FTCR China Export Index rose in December, pointing to a sixth straight month of improving conditions in the Chinese export sector. Companies reported...
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China bulls determined even as sentiment sours
When the direct trading link between stock markets in Shenzhen and Hong Kong opened this month, local dignitaries were easy to spot at the launch events. Less conspicuous were international investors...
View ArticleArbitration rulings face challenge in Asia
A dispute between a European group and its partner Thailand about arbitration rulings is raising doubts about investor safeguards in Asian countries where such awards are being challenged. Semperit...
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Trump should sharpen appeal of US corporate bonds
With US Treasury yields rocketing more than one percentage point from a low of just over 1.3 per cent in July to 2.57 per cent, investors are naturally asking if there is any value to be had in owning...
View ArticleFormer Bundesbank president Hans Tietmeyer dies
Hans Tietmeyer, the former president of the Bundesbank and one of the architects of the European single currency, has died aged 85. Hailed as the “last guardian of the D-Mark”, he played a critical...
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Hong Kong and New York battle for IPO dominance
When Jack Ma criticised Hong Kong last month for having outdated stock market listing practices, the Alibaba founder hit the city where it hurts. Hong Kong’s rivalry with New York has only heightened...
View ArticleTurkey and Russia draft Syria ceasefire proposals
Turkey and Russia have drafted proposals for a ceasefire in Syria, Ankara said on Wednesday, underlining the diminishing role of the west in bringing an end to the five-year conflict. “We are close to...
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FTSE 100 closes at record to cap remarkable 2016
The FTSE 100 set a closing high on Wednesday, capping a remarkable year for London’s blue-chip index that has been lifted by the mining sector and a falling pound. On the City’s first day back after...
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FTSE 100 closes at record as miner surge
The FTSE 100 set a closing high on Wednesday, capping a remarkable year for London’s blue-chip index that has been lifted by the mining sector and a falling pound. On the City’s first day back after...
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Rules sour microbrewery efforts to set up in India
Two years ago, James Garstang, a brewer at the Kernel Brewery, one of London’s most popular microbreweries, was approached by a friend about an opportunity abroad. “He said: ‘If you are interested in...
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