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from Breakingviews:

Aircraft leasing flies back into vogue in Asia

By Peter Thal Larsen

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Aircraft leasing is flying back into vogue in Asia. Many Western groups jettisoned the business of buying and renting out planes after the financial crisis. Now China’s sovereign wealth fund and tycoon Li Ka-shing are considering climbing on board. Strong forecast demand for aircraft explains the appeal – as long as finance is cheap and reliable.

Aircraft finance has suffered plenty of turbulence in the past six years. Insurer AIG and Royal Bank of Scotland sold their leasing subsidiaries to raise capital, while new regulations have discouraged big banks from providing the long-term loans required to pay for new jets.

Yet demand for planes remains buoyant. Consultancy Ascend forecasts that the industry will buy 35,000 new commercial jets at a cost of almost $4 trillion over the next two decades. Growth in China is likely to be particularly rapid. The People’s Republic counted just 1.5 passenger aircraft for each million people at the end of last year. The United States has 17.

from Breakingviews:

China’s e-commerce secret weapon: the delivery guy

By John Foley 

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Want a Big Mac delivered to your door in minutes? Or a refrigerator by the end of the day? While U.S. retailers puzzle over how to make that happen, China’s e-commerce companies are already there. Servicing the country’s web-connected consumers at ever-faster speeds is driving some big businesses, not to mention stock market valuations. The secret weapon: the humble delivery guy.

from Full Focus:

Earthquake in China

The death toll rises after a 6.3 earthquake in southwestern China triggers landslides and causes thousands of buildings to collapse.

from Breakingviews:

China index: Beijing cleans up skies, not its act

By Katrina Hamlin

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Skies above China’s big cities are turning blue, as its economic warning lights flash red. Across the country, PM2.5 readings – a measure of small particulates in the air – fell by 6 percent year on year in the first six months, Greenpeace reported in July. Beijing even scored the city’s least smoggy month since January 2011 according to data from the U.S. Department of State. Dirty industrials are leaving town and shutting down – but that’s just a quick fix.

from Breakingviews:

Microsoft’s China dream sorely strains credibility

By Ethan Bilby

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Xbox gamers fear the “red ring of death”, a flashing light that can herald system failure. Microsoft, which makes the consoles, must be awaiting a similar sign in China. After 22 years, the tech giant has achieved little in the country, which looks to account for around 2 percent of revenue. Cloud services may multiply that over time, but political headwinds are raising the cost of business - possibly too high.

from Breakingviews:

U.S.-backed China tech shows investment curb folly

By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

China’s tech companies may be Beijing’s darlings, but they have U.S. dollar funding to thank. The next generation of upstarts look likely to continue the pattern. Foreign currency funds poured $5 billion into venture capital the first half of this year – three times more than local funds raised. The economic benefits these foreign investors bring make the rules keeping them out harder to justify.

from Breakingviews:

Yahoo’s Mayer nears post-Alibaba reckoning

By Richard Beales

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Yahoo is a big company with a much smaller one struggling to get out. A 22.5 percent stake in Alibaba accounts for well over half the U.S. internet group’s roughly $36 billion market capitalization, according to a new Breakingviews calculator. With the Chinese e-commerce giant likely to go public next month, Yahoo Chief Executive Marissa Mayer will find out how investors value the businesses she actually runs.

from Expert Zone:

Afghanistan a building block for China-India ties

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The appointment of a former ambassador to Kabul and New Delhi by China to the role of Special Envoy for Afghanistan highlights China’s thinking of what it can do in Afghanistan.

China is not seeking a leadership role in the country, but is rather looking for regional partners to support its efforts. A key partner is being sought in New Delhi where the Narendra Modi administration has welcomed Xi Jinping’s early overtures for a closer broader relationship. The opportunity presents itself that Afghanistan’s two largest Asian neighbours might be on the cusp of closer cooperation to help the nation onto a more stable footing.

from Breakingviews:

China’s political purges call for financial sequel

By John Foley

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

The formal investigation of China’s former security chief Zhou Yongkang, almost ten months after he was last seen in public, makes compelling viewing. What is needed next is a financial sequel.

from Breakingviews:

China throws weight around on car parts costs

By Ethan Bilby 

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

China’s competition watchdog has forced luxury carmakers into a U-turn. The whiff of a probe into vehicle parts was enough to get Audi and Jaguar Land Rover to reduce their prices, even though neither has been publicly deemed to be abusing its position. Experience shows in China it is better to admit guilt early than risk bigger fines, or lose access to a critical market.

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