China’s indebted property sector highlights a fading economic revival

Xi Jinping’s mission is not only to control the housing bubble, but rein in untethered industries and foreign capital

China’s economy has become heavily dependent on property development over the last decade. High-rise apartments have mushroomed across hundreds of cities to house a growing white-collar workforce, while glass and steel office blocks are dominating city centres, mimicking Shanghai’s glittering skyline.

Valued at more than $50tn after 20 years of rapid growth, Chinese real estate is worth twice as much as the US property market and four times China’s annual income.

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‘Eerie silence’ as Evergrande misses payment deadline

As debt-laden Chinese property giant enters 30-day grace period, officials look to limit unrest and job losses

The embattled Chinese property developer Evergrande is inching closer to the potential default that investors fear, after missing an interest payment deadline.

The company, which has total debts of about $305bn (£222bn), has run short of cash, and investors are worried that a collapse could pose systemic risks to China’s financial system and reverberate around the world.

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Evergrande vows to meet local debt deadline, but doubts remain over dollar bond

Embattled Chinese property giant allays some market concerns despite lack of guidance over $83.5m due on a separate offshore debt

Chinese property developer Evergrande has said it would pay some of the bond interest due on Thursday, allaying fears of an imminent and messy collapse that had spooked investors.

Markets in Taiwan and China reopened lower after a two-day break, catching up with a sharp sell-off around the world triggered by concern over Evergrande’s predicament.

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Stock market correction of 5%-10% ‘likely before year end’; US inflation expectations rise – as it happened

Rolling coverage of the latest economic and financial news

Earlier:

Time to wrap up....

Here’s today’s main stories:

Related: Alibaba shares plunge as Beijing ‘seeks to break up Ant’s Alipay’

Related: Stock market pullback likely by year end, Deutsche Bank survey finds

Related: Evergrande investors face 75% hit as company edges closer to restructure

Related: UK cancels Covid vaccine deal with French firm Valneva

Related: Higher taxes could leave low-paid frontline workers £1,000 worse off

Related: EU Brexit controls are pointless bureaucracy, says M&S chairman

Related: Brexit trade barriers added £600m in costs to UK importers this year

Related: Primark hit by ‘pingdemic’ but it says supply crisis won’t lead to shortages

Related: West End theatres bank on staging a revival with big-budget productions

Related: All Sainsbury’s stores to stay shut on Boxing Day as a ‘thank you’ to staff

Related: UK to offer £265m in subsidies for renewable energy developers

European stock markets have shrugged off growth fears and talk of a stock market pullback, to end the day higher.

In London, the FTSE 100 gained 39 points or 0.55% to end at 7068 points. Royal Mail (+3%), Lloyds Banking Group (+2.8%), and hedge fund management group Pershing Square (+2.6%) led the risers.

Spain's Ibex up 1.3%. German Dax up 0.6%
The major European indices are ending the day with gains across the board:

German DAX, +0.56%
France's CAC, +0.2%
UK's FTSE 100, +0.55%
Spain's Ibex, +1.3%
Italy's FTSE MIB, +0.9%
In other markets as European/London traders look to exit:

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Delta variant fears send shares down sharply in London and Europe

Investors worry resurgence of Covid-19 cases will slow economic growth and stall global recovery

Fears that the fast-spreading Delta variant of Covid-19 will hurt the global recovery sent stocks sliding on Thursday, as investors worried that economic growth could be slowing.

Shares fell sharply in London and across other European exchanges, after losses in Asia-Pacific markets, on concerns that the economic rebound from the shock of the pandemic may have peaked, and on signs of a slowdown in China.

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FTSE 100 closes above 7,000 for first time since Covid crash

Shares rise by more than 30 points as China reports record economic growth

The FTSE 100 has closed above 7,000 for the first time since the Covid-19 pandemic triggered a collapse in global markets last year, driven by rising hopes for the world economy after record growth in China.

The index of leading UK company shares ended the day up 36 points on Friday, or 0.5%, at 7,019, the highest level since late February 2020 when the first wave of Covid-19 sent shock waves through financial markets around the world.

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‘Super app’ Grab to go public in record $40bn Spac merger

Singapore-headquartered firm offers one-stop shopstyle service, including ride hailing, banking and food delivery

South-east Asian “super app” Grab, which offers services from ride hailing and food delivery to online banking, is to float in the US in a record deal with a so-called Spac investment company that values the business at almost $40bn (£29bn).

Singapore-headquartered Grab, which intends to list on Nasdaq in the US, has struck a $39.5bn merger deal with US-based Altimeter Growth Corp. It is by far the biggest deal to date involving a special purpose acquisition company (Spac) – a so-called “blank cheque” shell company that raises money first and seeks businesses to buy later – which has become the latest trend in global finance over the last year.

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Alibaba shares jump after record $2.8bn anti-monopoly fine

E-commerce firm feels penalty by Chinese regulators means focus on company is at an end

Shares in Alibaba surged on Monday after the e-commerce company said that a record $2.8bn fine handed down by Chinese regulators marked the end of an investigation into anti-competitive practices at the company.

Top executives at the company, founded by the billionaire Jack Ma, told investors that while Chinese regulators continued a wider investigation into the sprawling conglomerates in the country’s tech industry, they believed the multibillion dollar fine announced at the weekend marked the end of the focus on Alibaba. The company is listed in Hong Kong and its shares climbed as much as 9% on the management’s comments.

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A year of Covid crisis: a glimmer of economic hope at the end of the tunnel

Twelve months after the pandemic struck the Guardian’s economic tracker reveals real risk of lasting damage

When Boris Johnson announced the first stay-at-home order, effectively shutting down whole sections of the economy, it was hoped the tide could be turned within 12 weeks. As many months later, lockdown measures are being relaxed for a third time and Britain still faces a lengthy road to recovery from the worst recession for 300 years.

As restrictions ease, the chief economist at the Bank of England, Andy Haldane, warned that despite the reopening of the economy, the risk of a “jobs equivalent of long Covid” remains for workers across the country.

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Top banks could be investigated over $20bn fire sale of hedge fund assets

Collapse of Archegos has reportedly prompted SEC and FCA inquiries into Credit Suisse, Goldman Sachs, Nomura and others

UK and US regulators are looking into whether global investment banks breached rules by holding group discussions shortly before launching a fire sale of nearly $20bn worth of assets belonging to the distressed hedge fund Archegos Capital Management, according to reports.

The Securities Exchange Commission is said to have requested further information from major US banks Goldman Sachs, Wells Fargo and Morgan Stanley, as well as Japan’s Nomura and Swiss lender Credit Suisse about a meeting with Archegos founder Bill Hwang on Thursday.

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Regulators around the world monitor collapse of US hedge fund

Liquidation of Bill Hwang’s Archegos Capital Management sparked a fire sale of more than $20bn assets

Financial regulators across the world are monitoring the collapse of the New York-based billionaire Bill Hwang’s personal hedge fund.

The sudden liquidation of Hwang’s Archegos Capital Management sparked a fire sale of more than $20bn assets that has left some of the world’s biggest investment banks nursing billions of dollars of losses.

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From Pfizer to Moderna: who’s making billions from Covid-19 vaccines?

The companies in line for the biggest gains – and the shareholders who have already made fortunes

The arrival of Covid-19 vaccines promises a return to more normal life – and has created a global market worth tens of billions of dollars in annual sales for some pharmaceutical companies.

Among the biggest winners will be Moderna and Pfizer – two very different US pharma firms which are both charging more than $30 per person for the protection of their two-dose vaccines. While Moderna was founded just 11 years ago, has never made a profit and employed just 830 staff pre-pandemic, Pfizer traces its roots back to 1849, made a net profit of $9.6bn last year and employs nearly 80,000 staff.

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Tesla share price plunge knocks $267bn off market value

Decline wipes billions off Elon Musk’s fortune as investors fear firm is vastly overvalued

A sharp decline in Tesla’s share price has wiped more than $250bn (£193bn) off the value of the electric car company, and dragged down the value of an Edinburgh-based investment fund that is one of Tesla’s biggest backers.

The shares dropped by 7.5% in early trading in the US on Friday to $575 – setting them on course to close down 16% this week and 35% below their record peak of $883 on 26 January.

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Global stock markets drop as inflation fears prompt sell-off

UK FTSE was down 2.5%, its biggest one-day fall in percentage terms since the end of October

Global stock markets ended February deep in the red, as fears of higher inflation prompted a sell-off in government bonds and spread anxiety across financial markets.

The UK’s FTSE 100 index fell 168 points to 6,483, a 2.5% drop – the biggest one-day fall in percentage terms since the end of October.

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GameStop shares surge more than 100% as trading frenzy returns

Investors are puzzled about why the stock favoured by home-based investors soared by 104%, and then 85% after hours

GameStop shares more than doubled in afternoon trading on Wednesday, surprising those who thought the video game retailer’s stock price would stabilise after a fierce rally and steep dive that upended Wall Street in January.

The shares soared nearly 104% during the session in which trading was halted several times, then jumped another 85% after hours.

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Global markets at record highs; bitcoin hits $50,000 – business live

Rolling coverage of the latest economic and financial news

Earlier;

Back to bitcoin... and a senior US central banker has insisted that the cryptocurrency doesn’t present a serious threat to the US dollar’s position.

St. Louis Federal Reserve President James Bullard told CNBC that the dollar’s status as the world’s reserve currency was safe:

“I just think for Fed policy, it’s going to be a dollar economy as far as the eye can see — a dollar global economy really as far as the eye can see — and whether the gold price goes up or down, or the bitcoin price goes up or down, doesn’t really affect that.

“You don’t want to go to a non-uniform currency where you’re walking into Starbucks and maybe you’ll pay with Ethereum, maybe you’ll pay with Ripple, maybe you’ll pay with bitcoin, maybe you’ll pay with a dollar. That isn’t how we do this. We have a uniform currency that came in at the Civil War time.”

Bitcoin poses no threat to the dollar as the world's currency leader, Fed's Bullard says https://t.co/vc0gwcXYd4

It’s also been an exciting day for Italian government bonds.

Rome sold debt at near record-low interest rates today, as investors flocked to the first bond auction since former European Central Bank chief Mario Draghi became prime minister.

Rome is set to raise a total of €14bn ($17bn) from the sale of a 10-year nominal bond and a 30-year inflation-linked note, one of the banks managing the issue said, adding demand had totalled more than €82bn.

The final size of the order book is well below the record €134bn in demand the two bonds had initially attracted, with many investors dropping out after Italy cut the return on the issues.

Draghi sells! #Italy attracted >€110bn of investor bids for a new 10y bond it’s offering in a publicly-syndicated sale which is the first since Mario Draghi took over as PM. (via BBG) pic.twitter.com/j7s1YfM5oT

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Sterling reaches $1.39 in best performance for three years

FTSE 100 posts biggest daily gain for over a month as investors buoyed up by vaccine and US economy hopes

The pound has hit its highest level against the dollar for almost three years as global markets were buoyed up by hopes for a faster economic recovery from the coronavirus pandemic.

Sterling rose by 0.5% to hit a 33-month high against the dollar on Monday, trading above $1.39 on the global currency markets for the first time since 2018, while also rising to a nine-month high against the euro of almost €1.15.

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GameStop shares plunge as traders dump stock

Reddit-inspired surge in stocks such as struggling video games store and AMC dive as hedge funds close positions

Shares in GameStop plunged by 65% in early trading on Wall Street as the trading mania sparked by small investors, that sent its stock surging and cost hedge funds billions of dollars, lost momentum.

The struggling Texas-based video game store chain has been the focal point of a battle by small traders, using forums such as Reddit, to punish Wall Street hedge funds that have bet on certain stocks falling in value. GameStop shares hit a high of $482 last Thursday but slumped to $80 shortly after the market opened. They recovered to $117 by mid-session, but closed down 60% at $90.

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Silver price hits eight-year high – business live

Rolling coverage of the latest economic and financial news

Neil Wilson of Markets.com suggests that large investors may also be driving the silver price rally, rather than it simply being caused by retail traders.

He also warns that such speculation is risky, and usually ends badly for some of those who get caught up:

The fact that such a large and liquid market as silver can be targeted by retail investors says much about the shift we are witnessing, though despite appearances this morning it’s going to a lot harder to squeeze silver shorts as the market is so much deeper and more liquid.

We should also note that some bigger smart money may have be front-running this trade to piggyback the rally and further fuelling the move up. (George Soros: “When I see a bubble forming, I rush in to buy, adding fuel to the fire.”)

Allianz’s Mohamed El-Erian has tweeted that GameStop and silver are not the same kind of short squeeze trade (as some WallStreetBets posts have also been pointing out).

El-Erian also cautions that the silver squeeze could undermine the squeeze on hedge funds who shorted GameStop’s shares, as the GME trade depends on keeping retail investors on board (rather than selling to the hedge funds).

.#GameStop and #silver are not the same for those pursuing the short squeeze trade
The silver market is much larger;
Existing shorts are smaller;
Some of the #HedgeFunds that are short #GME are said to be long silver
Bottom line: A dissimilar trade that eats away at #GME gains https://t.co/TMfpkr7QDE

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How GameStop traders fired the first shots in millennials’ war on Wall Street

The dramatic struggle over video game chain’s shares suggests markets must now contend with a breed of angry, young, networked investors

When Ben, 28, a software engineer from Leeds, bought two shares in US games retailer GameStop for £460, it was for one reason, he says: “When they make the film about this in years to come, I’ll know I was there at the frontline with a bunch of idiots on the internet, trying to bring down Wall Street.”

For Emma Rivers from East Sussex, who invested £1,400 in the same company – having known little about it a few weeks ago – it has all been about sending a message that capitalism has had its day.

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