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John Healey resigned because the money was not there for defence. It may not be there for anything
Bifurcation is emerging in how investors treat the hyperscalers
Investors should feel more confident when BNPL products are regulated like mainstream consumer credit
Collateral change has SSA issuers eyeing sterling — but it has strengthened one bid, not brought in new buyers
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GC Asia View
News that toxic assets will be tradeable for a time and replacement corporate bonds are on the way could dent attempts to weaken the country’s financial system -
If there were lots of pent-up supply, more issuers would have jumped through the recent window
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With the US pandemic-era ban on share repurchasing set to expire, the industry should redirect spare capital into sustainable projects
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EM countries can't afford to get the basics wrong
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As the era of cheap money comes to an end, the property sector may need to fix its debt-to-equity ratios
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There are hundreds of ESG rating agencies but very little oversight
