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Emerging markets

  • Tuesday, 8 July, 2025
    Samsung Electronics Co Ltd
    Samsung profits take big hit from US chip controls and AI memory shortfalls

    China export restrictions affect foundry business while Nvidia has yet to approve tech group’s advanced products

    A Samsung Electronics memory chip shown on a monitor
  • Tuesday, 8 July, 2025
    Trump tariffs
    Trump renews threat to hit trading partners with steep tariffs

    White House extends deadline for ‘reciprocal’ levies from July 9 to August 1

    Donald Trump talks to media last month
  • Tuesday, 8 July, 2025
    UnhedgedRobert Armstrong
    The markets just don’t believe Trump on tariffs Premium content

    And that might become a problem

    Montage of Donald Trump and some charts
  • Tuesday, 8 July, 2025
    Chinese economy
    China criticises manufacturers over price war as deflation fears mount

    Data this week expected to show prolonged bout of deflation in factory prices is running unchecked

    An employee works at a lithium battery manufacturing facility in Chian’s Anhui province
  • Tuesday, 8 July, 2025
    Chris Miller
    China’s weaponisation of rare earths is a new kind of trade war

    The country’s latest sanctions are proving far more effective than prior efforts

    Rare earths at a factory in Tianjin, China. Manufacturers speak of resilience yet some keep only a week’s supply of rare earth magnets in their inventories
  • Tuesday, 8 July, 2025
    Shipping
    UK challenges more than 40 ‘shadow fleet’ ships a month in English Channel

    High number of checks highlights new European efforts to squeeze Russian exports

    An aerial view of an oil tanker at anchor
  • Tuesday, 8 July, 2025
    Chinese business & finance
    Hong Kong shares of Chinese banks surge amid hunt for yield

    Government debt at near-record low yields has increased appeal of banks’ H shares

  • Tuesday, 8 July, 2025
    Retail sector
    Shein files for Hong Kong IPO to pressure UK to save London listing

    Fashion retailer hopes threat of losing flotation will spur British regulator to soften requirements

    Shein clothes being modelled in Ibiza, Spain on June 20 2025
  • Tuesday, 8 July, 2025
    Transport
    Europe’s biggest port readies for potential war with Russia

    Rotterdam has started reserving space for Nato supply ships and planning military exercises

    A container ship on the dockside at the Port of Rotterdam
  • Tuesday, 8 July, 2025
    India Business Briefing
    India seeks to tighten derivatives trading after Jane Street saga Premium content

    Also in this newsletter, Jio BlackRock starts operations with a bang, and Anish Shah’s mantra

    Jane Street Capital logo, US dollar notes and 250 Vessey Street, which houses Jane Street in Manhattan, New York
  • Monday, 7 July, 2025
    Brics
    Brics nations hit back at ‘emperor’ Trump over tariff threats

    Host Brazil criticises US president as being ‘very irresponsible’ for vowing extra levies on states aligned to group

    Brazil’s President Luiz Inácio Lula da Silva speaks during a press conference at the Brics summit in Rio de Janeiro on July 7 2025
  • Monday, 7 July, 2025
    US-China relations
    Italy arrests alleged Chinese hacker wanted by US for industrial espionage

    Xu Zewei suspected of links to Beijing-backed group accused by Washington of stealing Covid-19 vaccine secrets

    Healthcare worker gives a jab to a patient
  • Monday, 7 July, 2025
    Jane Street Capital
    Jane Street to contest Indian regulator’s manipulation charges

    Wall Street firm hits back after being banned and ordered to return more than $550mn of ‘illegal gains’

    A view of 250 Vessey Street which houses Jane Street in Manhattan
  • Monday, 7 July, 2025
    J French Hill
    Europe must act now to seize Russia’s frozen assets

    Using Moscow’s immobilised holdings in Belgium to bolster Ukraine’s economy and defence is both legal and necessary

    Ukrainian President Volodymyr Zelensky
  • Monday, 7 July, 2025
    Russia
    Russian transport minister fired by Putin ‘dies by suicide’

    Roman Starovoyt’s death came amid ongoing corruption probe into defensive fortifications in Kursk

    Roman Starovoyt
  • Monday, 7 July, 2025
    Shipping
    Gas tanker leaks ammonia after suspected anti-Russia sabotage

    Reported explosion on Greek-owned vessel at Baltic port is sixth to hit ships this year

    Ust-Luga oil terminal in Russia
  • Monday, 7 July, 2025
    Turkey
    Turkey to probe opposition leader for insulting Erdoğan

    Markets fall as investigation into CHP head Özgür Özel over comments about president unnerves investors

    Özgür Özel
  • Monday, 7 July, 2025
    Trump tariffs
    Trump threatens extra 10% tariff over ‘anti-American’ Brics policies

    Washington prepares for end of 90-day pause on steep ‘liberation day’ levies

    Leaders and delegates at a Brics summit sit at a conference table in front of a large backdrop reading ‘BRICS Brasil 2025’
  • Monday, 7 July, 2025
    Electric vehicles
    EV battery maker’s profits more than double on back of Biden-era tax break

    LG Energy Solution estimates $360mn in operating income in boost from projected $1mn without credit

    The LG Energy Solution and Honda Motor lithium-ion battery plant under construction in Jeffersonville, Ohio, US
  • Monday, 7 July, 2025
    EU-China relations
    EU and China stand-off over climate action before Xi and von der Leyen meet

    Bloc pushes Beijing to make further cuts to emissions

    An attendant walks past flags of EU and China
  • Monday, 7 July, 2025
    IPOs
    Hong Kong listings pipeline hits record high as equity market booms

    Territory boosted by Chinese companies looking to raise money in currency pegged to US dollar

    The logo for Hong Kong Exchanges and Clearing Ltd displayed on a screen at the Exchange Square complex in Hong Kong
  • Monday, 7 July, 2025
    FT GlobetrotterTips from the top
    Dishoom’s guide to dining in Mumbai

    Where the cousins behind the cult Indian-restaurant chain eat and drink — from dawn to dusk and beyond — in the megalopolis that inspires their cuisine

    Dishoom founders Shamil Thakrar and Kavi Thakrar sitting on a slatted-front cabinet in front of a red and white wall on which are hung photographic portraits. To the right of the images is a yellow and red weight-checking machine
  • Monday, 7 July, 2025
    Chinese business & finance
    China boosts nickel reserves as tensions with US simmer

    Beijing takes advantage of prices at 5-year lows for metal vital to steel and EV batteries in push to secure supply chains

    A worker shovels nickel ore minerals at a pier in the village of Rio Tuba, Palawan province
  • Monday, 7 July, 2025
    Fund management
    US public colleges expand PE investments despite downturn

    State school endowments see falling valuations as a prime opportunity to get in as public market expectations dim

    John Alexander, chief investment officer of the Clemson University Foundation
  • Monday, 7 July, 2025
    Liechtenstein
    Liechtenstein hit by Russia-linked ‘zombie trust’ crisis

    Hundreds of entities in legal paralysis in the principality after US sanctions trigger wave of director resignations

    the Castle of Vaduz, home of the Liechtenstein princely family, in Liechtenstein’s capital Vaduz.
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