Time for ESG investors and defence stocks to call a truce

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Friday’s blistering spat in the White House produced one winner. On Monday morning, European defence stocks including Germany’s Rheinmetall, France’s Thales and BAE Systems shot through the roof. Expectations of government spending have pumped up … Read more

Tariff Tuesday: into the unknown

This article is an on-site version of our Unhedged newsletter. Premium subscribers can sign up here to get the newsletter delivered every weekday. Standard subscribers can upgrade to Premium here, or explore all FT newsletters Good morning. Yesterday was rough. It began with the ISM manufacturing survey for February, which showed new orders falling into … Read more

The US has spurred the Chinese chip industry

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Nvidia is facing its first real competitor in China. US export controls, designed to cut off China’s access to advanced chips and chipmaking gear, were supposed to ensure that no domestic rival could emerge. But … Read more