Latest news with #Russia-UkraineWar
Yahoo
a day ago
- Business
- Yahoo
The London Company SMID Cap Trimmed AerCap Holdings (AER) on Share Price Appreciation
The London Company, an investment management company, released 'The London Company SMID Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a downturn in Q1, U.S. stocks experienced a double-digit gain in Q2, amid volatility stemming from tariff news. A risk-on rally followed due to a temporary pause in tariff escalations, widespread optimism around enterprise AI, and a healthy earnings outlook. Against this backdrop, the portfolio fell 0.6% (-0.8% net) during the second quarter vs. an 8.6% increase in the Russell 2500 Index. Sector allocation contributed to the fund's performance in the quarter, while stock selection detracted. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company SMID Cap Strategy highlighted stocks such as AerCap Holdings N.V. (NYSE:AER). AerCap Holdings N.V. (NYSE:AER) engages in the lease, financing, sale, and management of flight equipment. The one-month return AerCap Holdings N.V. (NYSE:AER) was -2.11%, and its shares gained 21.66% of their value over the last 52 weeks. On July 28, 2025, AerCap Holdings N.V. (NYSE:AER) stock closed at $111.85 per share, with a market capitalization of $20.335 billion. The London Company SMID Cap Strategy stated the following regarding AerCap Holdings N.V. (NYSE:AER) in its second quarter 2025 investor letter: "AerCap Holdings N.V. (NYSE:AER) – AER delivered strong performance this quarter, bolstered by solid Q1 2025 results and a favorable UK court ruling on $1B in insurance claims related to the Russia-Ukraine War. With the largest aircraft portfolio in a seller's market, AerCap is well-positioned to grow book value per share through strategic asset sales and stock buybacks, capitalizing on robust market dynamics. An impressive fleet of aircrafts taking off from the main runway of the Regional Air Carrier services. AerCap Holdings N.V. (NYSE:AER) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held AerCap Holdings N.V. (NYSE:AER) at the end of the first quarter, which was 69 in the previous quarter. While we acknowledge the potential of AerCap Holdings N.V. (NYSE:AER) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered AerCap Holdings N.V. (NYSE:AER) and shared the list of best industrial stocks to buy. AerCap Holdings N.V. (NYSE:AER) contributed to The London Company Mid Cap Strategy's performance in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Irish Post
2 days ago
- Business
- Irish Post
Irish exports to Russia hit their highest rate in 10 years
IRELAND'S exports to Russia have surged to their highest levels since 2015. This is despite the ongoing war in Ukraine. According to the Central Statistics Office (CSO), Irish goods exported to Russia reached nearly €398 million in the first five months of 2025, surpassing figures recorded at any time since the CSO began tracking such data a decade ago. This rise in trade has drawn strong criticism from the Ukrainian Embassy in Dublin, which called the continued export activity 'indefensible.' In a statement, the embassy said there is no 'moral, political, or economic justification' for maintaining commercial ties with a country engaged in what it described as a 'brutal and illegal war of aggression.' 'Every euro and every product sent to Russia strengthens its capacity to kill, destroy, and destabilise not only Ukraine but the entire European continent,' the embassy said. 'It is indefensible to supply money and goods to a regime that openly defies the rules-based international order.' The growth in exports has been driven mainly by medicinal and pharmaceutical products, valued at about €113 million. These goods are exempt from international sanctions due to their humanitarian value. Exports of metalliferous ores and metal scrap rose to €183.4 million. Additionally, exports of essential oils, perfume materials and toilet preparations nearly doubled year-on-year to more than €60 million. The Ukrainian Embassy warned that continuing 'business as usual' in sensitive sectors undermines the credibility of the international sanctions regime and weakens the unified response against Russian aggression. This comes at a time when the EU, Britain and the US are trying to close loopholes in their sanctions framework. While Ireland has publicly supported Ukraine through humanitarian aid and political backing, the CSO data suggests a growing disconnect between official policy and actual economic engagement. See More: CSO, Irish Exports, Russia, Russia-Ukraine War
Sky News AU
17-07-2025
- Business
- Sky News AU
Sky News host Cheng Lei warns Anthony Albanese not to be ‘naive' on China, questions why PM chose to spend ‘six days' in the country
Australian journalist Cheng Lei, who was imprisoned in China for more than three years, has warned Prime Minister Anthony Albanese not to be "naive" on China - adding he should not forget the 'fundamental differences' between the two nations. Prime Minister Anthony Albanese is set to spend the last day of his six-day long tour of China in the central city of Chengdu, kicking off his day with a trip to a panda breeding and conservation centre. Mr Albanese has toed the CCP party line for the most part, avoiding discussing controversial topics including the Russia-Ukraine War and the Port of Darwin lease while accepting China's assertionthat it could conduct navy drills wherever it saw fit in international waters. The two leaders also agreed that trade would go on despite the global chaos of US President Donald Trump's sweeping tariffs, with Australia pledging to keep its vital trading relationship with China separate from its ties to the US. Sky News host Cheng Lei, who was released from a Chinese jail only two years ago after spending three years behind bars, said watching the visit had been a 'surreal' experience and pointed out that 'two years ago at this time I would have still been in the cell". Ms Lei said that while the 'content, tone and duration' of the visit had been 'warm and fuzzy," she reiterated that it 'felt quite strange, and Dr Yang is still there." Jailed Chinese Australian academic Yang Hengjun, who was given a suspended death sentence by a Chinese court in 2024 on espionage charges, has been detained since 2019. The Prime Minister has faced increasing pressure to advocate for Yang's release during his tour. Defence Minister Richard Marles said on Thursday the PM had called for Yang's release in an expansive conversation with President Xi Jinping on Tuesday, saying 'it's important that we have consistency in terms of continuing to raise this case'. 'It is also about how vengeful China is towards an individual and this is where our fundamental difference lies, that China, with all of its might and its vastness, its strong economy can feel it needs to do things to individuals,' Ms Lei said. 'It also shows that China does not care for individuals. They are just cogs in the wheel and dispensable and this is where we have to be really, really cool-headed and clear-eyed and not drink the Kool-Aid.' Mr Albanese has received criticism for embarking on a lengthy trip to China while the US-Australia alliance faces mounting stain, with Opposition Leader Sussan Ley stating the visit had failed to address substantial issues that undermine the country's national security. Speaking to reporters in Brisbane, Ms Ley said she was 'disappointed the PM didn't get assurances about Chinese warships' keeping away from Australian shores. 'It's not good enough. We want a strong, respectful relationship, but that respect has to cut both ways,' Ms Ley told the Today show. Echoing commentary from a raft of geostrategic analysts, Ms Lei asked why the PM was 'spending six days in China and not doing other visits in the region, not going to South Korea and Japan?' She also took aim at Mr Albanese's decision to not meet with Chinese dissidents and democracy activists, and said Australia should not be 'naive' in its approach to China. 'One thing I've been told by those who have escaped China is that, while they used to have to go and brief Angela Merkel time after time at the German embassy whenever she visited, and other embassies in Beijing, they never got such invitations from our embassy,' she said.
India Today
16-07-2025
- Business
- India Today
Who's the Nato chief to warn India on trade?
In today's geopolitics, where warnings and threats have become routine, such statements rarely shock any more. But when a warning comes from a place where it shouldn't originate, ears naturally perk up. Nato Secretary General Mark Rutte on Wednesday (Indian time) issued a warning to India, China, and Brazil. He threatened "100% secondary sanctions" if they continue trading with Russia, particularly in oil and after meetings with US senators, Rutte asked these nations to pressure Russian President Vladimir Putin into peace talks with Ukraine within 50 days. He echoed US President Donald Trump's threat of "biting tariffs" on Russian export buyers."If you live now in Beijing, or in Delhi, or you are the president of Brazil, you might want to take a look into this, because this might hit you very hard," Rutte said. This provocative statement directed at sovereign nations, including India, coming from the head of a military alliance, instantly raises questions about diplomatic overreach and to top it all, the sheer threat looms over countries like India, but strangely, the hammer never seems to fall on European nations, even though they're still buying Russian oil themselves. In the third year of the Russia-Ukraine War, Europe's fossil fuel imports from Moscow dropped by just 1% year-on-year. So, who exactly needs the lecture on responsible trading?This is why Rutte's bid to dictate India's trade policies is purely IS NOT A TRADE POLICEMANMark Rutte is the Secretary General of Nato, which is a military alliance focused on collective defence, and not a body governing global warning to India, a sovereign nation with no Nato affiliation, oversteps his comments followed Trump's announcement of new weapons for Ukraine. This hints that there is an alignment of Nato with the US policy, which is not at all has seen Brics as an anti-US bloc that is trying to bring in a currency that would undermine the American to forget, the US is a Nato member, and its biggest fact, Trump has been arm-twisting other Nato members, pushing them to spend more on defence Rutte's warning actually reveal his abject surrender to Trump's threats?Trade disputes and their resolution belong in fora like the World Trade Organisation (WTO), which, although, face their share of criticisms of bias, has the jurisdiction to address such issues. Nato's role is security, not economic coercion, and Rutte's foray into trade threats, parroting US President Donald Trump, confirms the NEEDS NO LECTURE ON PEACE, NON-ALIGNMENTadvertisementRutte's call for India to "make the phone call to Vladimir Putin" to push for peace is patronising and dismissive of India's diplomatic efforts. India has consistently advocated for peace, with Prime Minister Narendra Modi stating, "This is not the era of war", during global should India, China, or Brazil be the ones calling Putin? Did Trump's battering of Zelenskyy not work last time, or is the "daddy's" desperation to grab a Nobel Peace Prize getting more intense?India has balanced its strategic autonomy by abstaining from UN resolutions condemning Russia while engaging in dialogue with all parties. Rutte's allegation that India is not doing enough is not only unfounded but also insults New Delhi's proactive role in trying to foster dialogue between Russia and August 2024, Modi called up Russia's Putin, a day after he spoke to US President Joe Biden. The calls come close on the heels of his trip to a tone towards a strategic partner doesn't foster cooperation. It only alienates them. Though frankly, it's no surprise. The US and its administrations, including Trump's, have used this kind of language, or even harsher, for their own so-called "closest allies" CAN'T SANCTION. AND SHOULDN'T TRYThreatening India with sanctions for buying Russian oil, described as "slamming back in a massive way", is coercive, not diplomatic messaging. It aligns with Trump's aggressive tariff threats, but Nato certainly lacks the authority to impose increased imports of discounted Russian oil since 2022 is a pragmatic move driven by energy security, not an alarming alignment. Threatening a sovereign nation for prioritising its economic interests, especially when Western countries have historically done the same, frankly reeks of warning comes suspiciously close to the Brics summit, hosted by Brazil last week. The Brics' growing influence, expanding footprint, with discussions on alternatives to the petrodollar system gaining statement, following Trump's frustration with the Brics' "anti-American policies", appears less about Ukraine and more about countering the bloc's rising clout. This timing of the warning suggests it is also looking to tame the Brics' success, rather than a genuine call for IS STRAYING FROM ITS MANDATEThe use of Nato, a security alliance, to meddle in India's bilateral trade policies blurs critical lines between diplomacy and senators are pushing a bill for 500% tariffs on countries trading with Russia. It also hints towards a broader Western involvement in economic threats risks tarnishing its credibility as a security-focused entity, and casts Rutte as a mouthpiece for Washington's trade office rather than one of the security ENERGY POLICY IS NOBODY'S TO DICTATERutte's, in the warning, perhaps assumes India's energy policy is overly reliant on Russia. It is misleading. India has diversified its oil imports, sourcing from the Middle East, Africa, and the US. Meanwhile, it leverages discounted Russian oil to stabilise domestic prices. That's India's pragmatic approach of balancing economic interests with global India to abandon this strategy to align with Western demands ignores its energy security needs and the realities of a multipolar world is no longer unipolar, it's not even bipolar any more. We're clearly heading toward a multipolar warning to India is a clear violation of diplomatic boundaries. It is a condescending tone toward a sovereign nation, and a misuse of Nato's authority. It misreads India's independent global posture and its balanced approach to the Russia-Ukraine as it has for decades, acts responsibly. It prioritises its energy security and advocates for peace without succumbing to external pressure. As the External Affairs Minister S Jaishankar has, on multiple occasions, pointed out, the world must engage with India as an equal partner, not issue ultimatums through inappropriate channels. He said India did not need preachers, but statement wasn't just disrespectful. It was the wrong message, delivered in the wrong way, by absolutely the wrong person.- Ends
Sky News AU
16-07-2025
- Entertainment
- Sky News AU
China serenades Prime Minister Anthony Albanese with warmth, respect and Australian rock during state visit to Beijing
Prime Minister Anthony Albanese has been serenaded with warmth, reverence and classic Australian rock music in Beijing, but critics have warned the tune is off key. Since arriving in China, Mr Albanese has been treated to a choreographed show of hospitality by the Chinese Communist Party, and loudly applauded by state media. His six-day, three-city visit marks an important global moment as China seeks to position itself as a credible alternative partner to the United States under Donald Trump. Mr Albanese has toed the CCP party line for the most part, avoiding discussing controversial topics including the Russia-Ukraine War and the Port of Darwin lease. In response, he has received the 'full kit and caboodle' from President Xi Jinping, including musical performances and loud public applause. Speaking at the Great Wall of China on day four of his visit, Mr Albanese detailed the 'warmth' and 'respect' with which the Chinese delegation has treated him. He described his private dinner with President Xi as a 'splendid occasion' and 'very warm'. 'The band there in the Great Hall played a different version of Paul Kelly's To Her Door, of Midnight Oil's Power and the Passion, of a range of songs as well," he said. "That obviously took them a long period of time, and those gestures matter. Respect matters between countries. 'They did it very well, I must say, as well. Powderfinger as well — they did the full kit and caboodle. So, it was a splendid occasion.' The feeling appears to be mutual as the state media continues to heap praise on Mr Albanese. Beijing's leading English state media outlet, China Daily, applauded the significance of the bilateral and trade relations between Mr Albanese and President Xi on Tuesday. 'Albanese's visit shows that the Australian side has a clearer… understanding of China than it had under the previous Scott Morrison government,' China Daily said. Another state-run publication, Global Times, commended Mr Albanese for adopting a 'pragmatic and rational approach to China policy'. However there has been some tension beneath the surface, but it has remained largely unaddressed by either leader. "The opportunity to sit down and have a meal and talk about personal issues, talk about things that aren't necessarily heavily political, is really important," Mr Albanese said. 'One of the things that my government does is engage in diplomacy. We don't shout with megaphones, we engage in diplomacy. That is in Australia's interest.' The Chinese read-out of Mr Albanese's meeting with President Xi Jinping on Tuesday claimed that he had opposed 'Taiwanese independence'. Asked whether that was an accurate representation of the closed-door meeting, Mr Albanese distanced himself from the claim, saying he hadn't seen the report. 'I agreed that Australia has had a long-standing bipartisan position that has supported the One China policy. That is our position,' Mr Albanese said. When asked if he discussed the controversial topic of the Chinese firm Landbridge's 99-year lease of the Port of Darwin, Mr Albanese said it never came up with President Xi. 'No, it wasn't raised. I can't be clearer than that… I don't need to (raise it),' Mr Albanese told reporters in Beijing. But while the renewed civility between the Albanese government and the Xi regime appears to hold, critics have warned it masks deeper strategic failures.
