The significant time and effort companies put into earnings-call preparation is justified as the investor community is demanding more information. But the final numbers often come late in the information production process. How to fix the problem
One of the most important lessons I learned, writes Charles Holley, retired CFO of Walmart, is the power of asking questions and listening hard to what others had to say. Another tip: a strong IR team that has open access to the CFO and the CEO
“We have been doing a lot of work on Hong Kong-listed companies, and there might be a big call in the coming weeks,” says Carson Block of Muddy Waters, the short-seller that just saw its latest target, China Huishan Dairy, lose 85% of its market cap
With increasing concern over China’s growth, investors are significantly less confident in the global economic outlook, according to the BofA Merrill Lynch Fund Manager Survey for January. Allocations to equities have fallen sharply, while cash holdings have risen.
Global investors’ confidence in the world’s economic outlook has fallen significantly due to concerns over China and emerging markets, according to the BofA Merrill Lynch Fund Manager Survey for September.
In the US, and slowly in Asia, shareholder activists are making their presence felt in the form of communications with management or the board and sometimes in proposals sent directly to other shareholders. How can finance prepare itself to respond effectively?