Stuart Kirk
Investment Columnist at Financial Times
FT columnist and ex: Head of RI (HSBC AM), Head of Research (HSBC & DWS), Head of Multi-Asset (Deutsche), consultant (Oliver Wyman), equity PM (Morgan Grenfell)
Articles
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2 days ago |
channelnewsasia.com | Stuart Kirk
IPING, United Kingdom: Mr President, history is clear that tariffs raise prices, unemployment and inequality while lowering productivity and economic growth. The US central bank chair said as much on Wednesday (Apr 16). As chief executive officers (CEOs) of public companies, we disagree with your trade policies in the strongest possible terms. We hereby promise to do everything in our power to challenge them. Do not doubt our unity and resolve on this issue.
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6 days ago |
ft.com | Stuart Kirk
Mr President, history is clear that tariffs raise prices, unemployment and inequality while lowering productivity and economic growth.
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2 weeks ago |
ft.com | Stuart Kirk
I wasn’t running Asia ex-Japan funds in 1997, so I won’t count the Asia crisis that spanked economies and markets in the region and left...
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2 weeks ago |
ft.com | Stuart Kirk
Nineteen ninety five. Me and another asset management grad are in Balls Brothers wine bar after work.
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3 weeks ago |
ot.gr | Stuart Kirk
Συγγνώμη σε όλους – ήταν δικό μου λάθος. Πριν από ένα μήνα ο συντάκτης μου με ρώτησε για τι θα έγραφα στη συνέχεια. Του είπα, ένα διθύραμβο για το χαρτοφυλάκό μου που αυξήθηκε κατά πολύ περισσότερο από το πρώτο Skin in the Game τον Νοέμβριο του 2022. Φευ! Μετάνιωσα για τα λόγια μόλις ξέφυγαν από το στόμα μου. Αυτή είναι η κορυφή για τις αγορές μετοχών για λίγο, προειδοποίησα τον Nathan. Πουλήστε τα πάντα! Και πρέπει να καταλήξω σε μια άλλη ιδέα στήλης.
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That AI stocks are ESG darlings is hilarious. Reminds me of the old gag about a businessman who kills himself in order to reduce the tax he pays. As so often with humour, the joke highlights a serious side of human folly — in this…https://t.co/pKJXfDtwtp https://t.co/Fy05L6xNh7
Hypocrisy is ubiquitous, of course. But whereas in politics it is said voters don’t mind lies (it’s the saying one thing and doing another that appals), in business we can seemingly cope with the dissonance required of hypocrisy -…https://t.co/5e1DfzJwux https://t.co/NpZQvxG6oV
With AI stocks booming, I thought I'd share with you an FT article I wrote more than five years ago on why such crazy stock valuations might be justified. It's far-out stuff - introducing the idea of negatively-depreciating physica…https://t.co/WQPzZj2icA https://t.co/LxUYC2iwkD