episode-header-image

May 2021

8m 46s

US companies announce record share buyba...

Financial Times

About this episode

Companies are dusting off share buyback plans after a blockbuster earnings season, and shareholders are rebelling against executive pay proposals. Plus, the FT’s New Delhi reporter, Jyotsna Singh, explains how India’s second surge is devastating the country’s middle class.

Companies prepare share buyback bonanza as outlook clears

https://www.ft.com/content/d7adb226-e9a6-4cd8-9049-35d55c211ca4

US investors revolt against executive pay in record numbers

https://www.ft.com/content/50e73d21-3de5-4196-b124-7281ec7af828

Covid batters India’s aspiring middle classes

https://www.ft.com/content/28e9c827-1131-4412-bafa-5e88eb211fc4?

Hosted on Acast. See acast.com/privacy for more information.

Up next

US-Iran war boosts Russian oil revenues

Gulf oil producers have lost billions of dollars in energy revenues since the start of the US-Iran war, but there is one country benefiting: Russia. It is earning as much as $150mn a day in extra budget revenues from its oil sales. Plus, the FT’s defence and security corresponden ... Show More

Hold on — tech stocks are a safe haven now?

The International Energy Agency has launched the largest release of strategic oil reserves in its history, investors have sought shelter from the turmoil of the war in Iran in US tech stocks and US inflation held steady at 2.4 per cent in February. Plus, the war has threatened th ... Show More

Corporate America grapples with huge oil price swings

Oracle’s shares climbed 9 per cent on Tuesday after the database group posted better than expected earnings, and we discuss how American businesses are navigating soaring energy prices. Plus, the higher costs to insure tankers traversing the Strait of Hormuz, and the FT’s Antoine ... Show More

Recommended Episodes

MM124: Is Nvidia overvalued and why the expansion of the BRICS matters to the West and the rest!

<p>Nvidia reported an incredible 88% jump in revenue this week driven by the ongoing demand for AI chips. However, their shares finished the session flat. What is a fair valuation for the tech stock and can its shares continue to rise?</p><br><p>The BRICS (Brazil, Russia, India, ... Show More

Indian PM Modi projected to win third term in office

<p>Indian prime minister Narendra Modi looks set to secure a third term in office with a narrower-than-expected parliamentary majority. We are live in New Delhi as the vote count continues. On Wall Street the Dow falls 100 points on the first trading day of June as U.S. manufactu ... Show More

Troubled shares, troubles shared: Adani and India Inc

<p>The Adani Group, one of India’s biggest conglomerates, has come under fire from a tiny American research firm. A successful secondary share sale amid a rout in the markets leaves <a href="https://www.economist.com/leaders/2023/01/31/nagging-questions-over-the-adani-empire-wont ... Show More

Troubled shares, troubles shared: Adani and India Inc

<p>The Adani Group, one of India’s biggest conglomerates, has come under fire from a tiny American research firm. A successful secondary share sale amid a rout in the markets leaves <a href="https://www.economist.com/leaders/2023/01/31/nagging-questions-over-the-adani-empire-wont ... Show More

How Nvidia Became the World’s Most Valuable Company

<p><a href="https://www.nvidia.com/en-in/">Nvidia</a> has dethroned Microsoft to become the world’s most valuable company! Tune into The Morning Brief podcast to explore its meteoric rise, its dominance in the AI sector, and the strategic brilliance of CEO Jensen Huang. With a $3 ... Show More

Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

Andrei Stetsenko, partner at Farley Capital, joins Forward Guidance to share insights from his experience investing in India. Stetsenko, who works with Jack’s father, argues that India’s economy is being turbocharged by exceptionally favorable demographics, accelerating urbanizat ... Show More

Modi’s mess: a shock election result spells uncertainty for India

Narendra Modi, the strongman of India, will have to compromise now his party has lost its majority. What does the surprise result mean for the country? As some foreign investors shy away from Africa, the continent’s private sector is serving domestic customers to fill that hole ( ... Show More