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FTCR China Real Estate Index stages weak rebound in December
December 29, 2016 by: FT Confidential Research The FTCR China Real Estate Index rebounded to 43.2 in December, having plummeted to 38.9 in November following central government cooling measures....
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S&P 500 on track for biggest recovery since 2009
Wall Street’s most important equity barometer is on track for its biggest annual recovery since the beginning of the bull market, underscoring the sharp turn in investor sentiment following the worst...
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Bitcoin bounces back despite negative publicity
Bitcoin, the digital currency that has attracted drug dealers and tax evaders, is on a roll again. But after a renewed price rise that echoes its first speculative bubble three years ago, even many of...
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M&A surge dominates the year in market structures
M&A: back with a bang Deal activity was vigorous with much of it concentrated just below the level of the industry’s biggest companies. Nasdaq bought International Securities Exchange for $1.1bn,...
View ArticleJapan war shrine visit angers China and South Korea
Japan’s defence minister has infuriated China and South Korea by visiting the controversial Yasukuni shrine in Tokyo, just one day after joining Prime Minister Shinzo Abe on a historic trip to Pearl...
View ArticleDollar is riding for a fall in 2017
With the US Federal Reserve raising interest rates, and President Mario Draghi of the European Central Bank seemingly unable to escape his addiction to quantitative easing policy, many investors are...
View ArticleSlump in FDI highlights Nepal’s economic woes
The year 2016 has been a grim one for Nepal. The aftermath of a devastating earthquake in April 2015 and the political instability that followed it continue to hurt both trade and investment....
View ArticleA question of confidence for the US economy
Will Donald Trump be able to pull off the confidence trick? Business, investor and consumer confidence have all surged following his election. Whether that surge is maintained, and whether it...
View ArticleSEC scrutinises sale of Mozambique ‘tuna bond’
US authorities have joined the UK and Switzerland in scrutinising “tuna bonds” issued by Mozambique via sales arranged by Credit Suisse, Russian bank VTB and BNP Paribas. The US Securities and...
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2016’s populist votes lure investors into stocks
Investors’ positions fluctuated wildly this year after a series of populist votes upended markets, propelling a global stock rally and sell-off in government bonds as portfolio managers readied for...
View ArticleFTCR China Business Activity Index ticks up in December
December 30, 2016 by: FT Confidential Research The FTCR China Business Activity Index (BAI) — a composite reading of the month-on-month change in activity in the real estate, export and freight...
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Charting the twists and turns across financial markets in 2016
Financial markets in 2016 endured an escalation of negative interest rates, the collapse and subsequent rebound in commodity prices and fluctuating stock market valuations. The test for investors...
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A decade of Hindsight Capital’s winners and losers
Hindsight Capital beats the market, and all competition, every year. But how would it do over a decade? For the uninitiated, Hindsight Capital is an imaginary hedge fund that is blessed with perfect...
View ArticleSyria ceasefire marred by clashes
A nationwide ceasefire between the Syrian regime and rebels was marred by clashes and reports of air strikes on Friday, hours after it came into effect at midnight. The truce, which was announced on...
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Charting the twists and turns in markets in 2016
Financial markets in 2016 endured an escalation of negative interest rates, the collapse and subsequent rebound in commodity prices and fluctuating stock market valuations. The test for investors...
View ArticlePolitical risk means 2017 investment bets are off
Twenty years ago, when I was a rookie reporter, a colleague told me that the “problem” with emerging market assets was that they were irritatingly hard to value. That was partly because emerging...
View ArticleSemiconductors: chips off the old block
Snaffling US drones is not a scalable strategy. If China wants to make its own high-tech devices, it needs to acquire chipmakers. More than half the world’s chips will end up in China-made electronics...
View ArticleInvestor calm ignores potential for sudden upsets
It is an ancient trope of the movies to say that “it’s quiet — too quiet”. As soon as somebody says this, shots ring out. So is it good or bad that as financial markets entered Christmas, amid news of...
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Stampede to cash in final salary company pensions
A former pensions minister and FTSE 100 executives have joined a stampede of savers cashing in “gold plated” final salary company pensions after transfer offers reached record highs this year....
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New year resolutions for your money
Would you like to become wealthier in 2017? You are in good company. We asked FT staff, columnists and experts to tell us about their financial new year’s resolutions, and their revelations could well...
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