from Breakingviews:

Japan’s GDP sacrifice is price well paid

August 13, 2014

By Andy Mukherjee 

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

from Breakingviews:

SoftBank’s U.S. mobile retreat is least bad option

August 6, 2014

By Peter Thal Larsen 

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

from Breakingviews:

Line’s $13 bln valuation shows chat app exuberance

July 31, 2014

By Robyn Mak and Una Galani

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Breakingviews:

Japan’s bond-hugging banks are pinning Abe down

July 22, 2014

By Andy Mukherjee

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

from Nicholas Wapshott:

Nothing pacific about it: Japan pushes back on China

By Nicholas Wapshott
July 15, 2014

Members of Japan's Self-Defence Forces' airborne troops stand at attention during the annual SDF troop review ceremony at Asaka Base in Asaka

China is on the march. Or, to be precise, China has made a strong push, militarily and otherwise, into seas nearby, setting off alarms among its neighbors. Now Japan has pushed back, announcing it will “reinterpret” its pacifist constitution so it can be more militarily aggressive in responding to China’s persistent territorial expansionism.

from Counterparties:

The Abenomics arrows

July 14, 2014

Abenomics grinds on. Bloomberg has just put out a new report on the state of Japanese prime minister Shinzo Abe’s project to revive his country’s economy and concludes that “the record is mixed.” “Inflation is up, though import prices rather than wages account for the bulk of the increase. A skeptical public remains unconvinced that long-term prospects are brighter.” Japan is a little over 18 months into Abenomics, and two of the three “arrows” — fiscal stimulus and monetary easing — have been deployed. Barry Ritholz thinks they’ve already been pretty successful so far: “deflation is being replaced by inflation; profits and investments are both increasing for Japanese companies; and the Nikkei 225 is up considerably.”

from Breakingviews:

Japan’s corporate tax cut could harm Abenomics

June 25, 2014

By Andy Mukherjee

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

from The Great Debate:

Is Iran being victimized by sanctions it doesn’t deserve?

By Yousaf Butt
June 20, 2014

A security official stands in front of the Bushehr nuclear reactor

Iranian officials met this week with their six-power counterparts to try to hammer out the outlines of a comprehensive nuclear deal set to last for several years. But its precise duration remains undecided.

from The Great Debate:

Let Japan help defend America — and itself

By Clyde Prestowitz
June 2, 2014

Members of Japan's Self-Defence Forces' airborne troops stand at attention during the annual SDF troop review ceremony at Asaka Base in Asaka

Japanese Prime Minister Shinzo Abe is now following through on actions laid out in his recent bold speech calling for Japan to defend allies who might be under attack.

from Anatole Kaletsky:

Euro zone’s big problems require big fixes

By Anatole Kaletsky
May 16, 2014

ECB President Draghi addresses a news conference in BrusselsAt last, the European Central Bank seems ready to inject some adrenalin into the moribund euro zone economy. After last week’s news conference, when European Central Bank President Mario Draghi strongly hinted that action would take place after the June 5 council meeting, there have been a host of interviews and leaks specifically describing the new ideas the bank has in mind.