Tag Archives: FT

Bunge chief on future of crop supplies – FT

Posted on April 6, 2014 by macromon

“Is the era of tight supplies of agricultural commodities finally over?” Soren Schroder, Bunge chief, gives FT markets reporter Gregory Meyer his verdict on the future supply and price volatility of agricultural commodities, and whether the Black Sea region’s importance … Continue reading →

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Hollande’s tricky balancing act – FT

Posted on April 2, 2014 by macromon

The FT’s Paris bureau chief Hugh Carnegy assesses what the Cabinet reshuffle by French president Francois Hollande – after disastrous elections for the Socialists – means for the economy and business. For more video content from the Financial Times, visit … Continue reading →

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Barbarians back at the gate – FT

Posted on March 14, 2014 by macromon

Private equity has record amounts of cash to invest but high equity valuations and a likely rise in interest rates means the returns it can expect are falling. Anne-Sylvaine Chassany, the FT’s private equity correspondent, explains to John Authers how … Continue reading →

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Who’s Exposed to China?

Posted on March 13, 2014 by macromon

Good piece over at the FT’s beyondbrics blog on which emerging markets are exposed to China.   The table below looks at non-farm commodity exports (NFC) and share of exports to China as a percent of GDP.  The higher the score … Continue reading →

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There’s value in emerging markets – FT

Posted on March 10, 2014 by macromon

In the second of a two-part series, London Business School’s Elroy Dimson tells John Authers that value investing works better in emerging markets than in the developed world — but the premiums for small companies and for momentum are much … Continue reading →

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China: towering credit – FT

Posted on February 27, 2014 by macromon

China is reining in capital investments as the authorities show their determination to slow credit growth. Rafael Halpin, a China Confidential analyst, explains to John Authers the scale and the implications of China’s slowdown.   –  FT (click here if video … Continue reading →

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Yellen’s deflationary challenge – FT

Posted on February 10, 2014 by macromon

Tomorrow is a big day for the new Fed Chair. Janet Yellen, the new Federal Reserve board chair who gives testimony to Congress on Tuesday, may need to address deflation risks, says US markets editor Michael Mackenzie. He also discusses … Continue reading →

Posted in Monetary Policy, Video | Tagged , , , | 1 Comment

China: The road to reform – FT

Posted on November 14, 2013 by macromon

The FT’s Beijing correspondents look at the reforms announced at the conclusion of the third plenum of the 18th CPC Central Committee. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Are record US corporate profits sustainable? – FT

Posted on November 13, 2013 by macromon

Could it be the bubble is in the profits?  That is, the fundamentals as it was with Apple’s fundamentals and revenue growth? Tim Lee of pi Economics explains to John Authers, the FT’s senior investment columnist, how leverage – rather … Continue reading →

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Unsettling times at UBS – FT

Posted on October 30, 2013 by macromon

Third quarter numbers were ugly for UBS and there was more bad news from the regulators. Lex’s Nikki Tait and Oliver Ralph discuss the latest developments at one of Europe’s biggest banks. For more video content from the Financial Times, … Continue reading →

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