As China continues to build thousands of new cinemas every year, Hollywood studios are lining up to woo domestic audiences and policy makers with Chinese inspired productions and joint ventures with local film companies. The FT’s Leslie Hook reports.
Money is flowing from emerging markets back to the developed world on expectations that US bond yields will keep rising. Martin Sandbu, economics leader writer, discusses with Long View columnist John Authers what the positives might be.
Emerging markets, even the new Asia tigers, have tumbled on expectations of higher US interest rates. James Mackintosh, investment editor, analyses the implications of hot money outflows for currencies and equities.
Like Japan, Taiwan’s location on the edge of the Pacific makes it vulnerable to earthquakes and tsunamis. But with no oil and gas of its own, the island state lacks any kind of energy security. Sarah Mishkin visits a nuclear power station under construction which may never be turned on.
The distinction between emerging markets and developed markets is eroding as EM financial systems mature. Ewen Cameron Watt, chief investment strategist at BlackRock Investment Institute, tells Long View columnist John Authers how emerging markets are growing up.
Jim O’Neill, former chairman of Goldman Sachs Asset Management, says Chinese markets are “cheap and attractive” despite lower growth. He talks to FT personal finance editor Jonathan Eley about the benefits of a mixed investment strategy.
The possibility of less easy money from the US Federal Reserve has blown the froth off the most popular equity markets, emerging ones in particular. James Mackintosh, investment editor, looks at the correction underway.
Argentina was prosperous just 100 years ago but it now finds itself outside the club of rich nations. Stephen King, chief economist at HSBC, talks to Long View columnist John Authers about whether other countries should fear an Argentine scenario.
Keith McLoughlin, Electrolux chief executive, tells Louise Lucas, consumer industries editor, he is seeing a shift in manufacturing back to countries such as the US and that sales remain strong in developing economies despite a slowdown in growth.
Impact investing is a way of doing good while not giving your money away for good. The FT’s Paul J Davies talks to fundraisers and entrepreneurs about bringing socially conscious investing to the wealthy of Asia.
Malaysia’s ruling coalition since independence has once again emerged victorious in an election. But David Pilling, the FT’s Asia Editor, says that the election marks an important shift in the country’s politics and isn’t just a continuation of the status quo.
India’s outsourcers and industrial conglomerates have found success in western markets but consumer goods group Godrej sees its future in the developing markets of Africa and South America, where its experience of marketing to poorer consumers gives it an advantage. Adi Godrej, chairman, talks to the FT’s James Crabtree about marketing and innovation at the bottom of the pyramid.
The top emerging stock markets over the past two years were the Philippines and Thailand. Denise Law, director of financial research at the FT’s newly launched Asean Confidential service, discusses with Long View columnist John Authers what’s driving southeast Asian stocks and what risks and opportunities lie ahead.
China has been the bright spot in the luxury car universe for years, but in the first quarter of this year growth slowed to only 4 per cent. The FT’s Patti Waldmeir reports on how the Chinese government’s anti-corruption drive and a slowing economy are hitting luxury car sales.
Poland is home to potentially some of Europe’s largest shale gas deposits. A huge drive is underway to extract the gas, bringing not just the hope of cheaper energy, but the tantalising prospect of breaking Poland’s energy dependence on Russia. Jan Cienski reports.