Investors expect more fiscal spending and pressure on central bank to keep interest rates low
Also in this newsletter: Honda calls out ‘made in Europe’ requirement for subsidised electric cars
AstraZeneca’s humbling blow to London highlights the need for change in the UK and elsewhere in Europe
Economists and investors say there are scattered signs of self-censorship
I’ve loved the AI boom this year and don’t want it to stop
There is more to life than growth and tech
The rapid building of excess capacity both extends bubbles and ultimately bursts them
Country’s biggest lender will have to share benefits of Berlin’s ambitious spending plans with other European banks
Shares of Equifax and Experian sink after Fair Isaac Corp moves to sell its ratings directly to industry data groups
HMRC will no longer reap benefit of share trading in FTSE 100’s largest company
Also in this newsletter: EU countries want better legal standards for foreign workers
Officials hope planned move will incentivise businesses to list in London
City of London suffers fresh setback days after AstraZeneca said it would list shares directly on NYSE
The population is ageing and shrinking, and inflation has returned — how companies engineer survival is key
Paris and other highly indebted capitals are wary of approving use of Russian frozen assets
Asset manager estimates reducing charges on some equity exchange traded funds will save investors $18.5mn a year
Plus, the shutdown, and more on allocations and valuations
Despite the gloom over Trump trade war fallout, assets in developing economies are showing strong gains
US president shares video advocating medical use of hemp-derived cannabidiol
As Kospi rallies, efforts to reform country’s poor corporate governance give foreign investors new hope
Bosses hope giving staff a stake will boost morale and productivity by getting everyone invested in company success
And cash allocations historically low. Is that scary?
Activist investor to continue its campaign to shake up the sector
Proposed allocation would boost investment into British companies by more than £75bn
We need the mobilisation of resources on a scale that will secure Kyiv’s military resilience