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From Financial Times

Demand for Chinese stocks lifts Hong Kong exchange’s profits

Investors pile into technology stocks and new listings

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Oil’s gone weird

Opec’s last dance to keep inventory under control

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Chinese investors pile into gold funds at record pace

Country accounts for more than half of global bullion ETF flows over past 4 weeks in hunt for havens amid trade war

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The signal from stock/bond correlation

Plus agriculture and diversification

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India’s Modi hails ‘new energy’ in push for Latin American minerals

New Delhi’s charm offensive aims to secure lithium and copper supplies for energy transition

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Private acquisitions strip more than $1tn from European equity markets in a decade

Trend poses ‘much bigger threat’ to region’s capital markets than defections of listed groups to Wall Street, says report

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Trump’s first 100 days mark worst for US stock market since Gerald Ford

S&P 500 has lost more than 7% since inauguration day in weakest start to a presidency since 1970s

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Bad shipping news

Will empty containers mean empty shelves?

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UK took control of British Steel before assessing cost to taxpayers, letters show

‘Ministerial direction’ raises questions over price of saving country’s last two blast furnaces

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UK to exempt overseas stablecoin issuers from its crypto rules

Britain seeks to co-operate with the US on regulation of digital assets

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Elliott’s activist bet on BP goes from slick to slippery

Oil major’s turnaround depends to some extent on the world remaining relatively predictable

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Trump tariffs will push up bad loans for lenders, BoE warns

PRA chief Sam Woods says regulator is monitoring impact of import taxes on lenders

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