from MacroScope:

Iran and Japan in focus at Davos

By Mike Peacock
January 22, 2014

Lots of action in Switzerland today with the annual get-together of the great and good at Davos getting underway and Syrian peace talks commencing in Montreux.

from Breakingviews:

Japan index: Rising wages, prices add to optimism

January 14, 2014

By Andy Mukherjee

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

from Breakingviews:

Suntory lives up to motto with $16 bln Beam bid

January 13, 2014

By Rob Cox

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

from Anatole Kaletsky:

Five predictions for financial markets in 2014

By Anatole Kaletsky
January 2, 2014

Happy New Year! For the first time since 2008, we investors, economists and businesspeople say these words without irony. While last year was statistically disappointing, with global growth slowing slightly from 2012 and apparently belying the optimism expressed here last January, the verdict of financial markets and business sentiment has been much more consistent with my predictions. Despite the apparent slowdown, stock markets enjoyed their best performance since the 1990s, long-term interest rates soared and consumer confidence all over the world ended 2013 much higher than it started. This apparent paradox is easily explained: the statistical weakness of 2013 was due entirely to a very weak period last winter, connected with the U.S. presidential election and leadership transition in China. By the second quarter, growth had revived in the U.S. and China and accelerated strongly in Britain and Japan.

from The Great Debate:

China’s air defense zone: The shape of things to come?

By James Steinberg and Michael E. O'Hanlon
December 16, 2013

China’s announcement of an air defense identification zone (AIDZ) that covers substantial portions of the East China Sea has unleashed a storm of concern among China’s neighbors -- as well as in the United States.

from Breakingviews:

Japan index: Abenomics momentum masks weakness

December 11, 2013

By Andy Mukherjee

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

from Breakingviews:

Narendra Modi could be India’s Shinzo Abe

December 10, 2013

By Andy Mukherjee

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

from Ian Bremmer:

China’s air zone announcement was just the beginning

By Ian Bremmer
December 9, 2013

When China announced its decision to claim a wider air zone that encompassed the disputed Senkaku/Diaoyu Island territories, the East China Sea erupted into conflict reminiscent of the Cold War era. In response, the United States and Japan declared the zone illegitimate and flew military aircraft through it, while China deployed fighter jets to identify them.

from Nicholas Wapshott:

Does Japan show us the way out of secular stagnation?

By Nicholas Wapshott
December 2, 2013

Is America’s economy adrift in the doldrums? Lawrence Summers, perhaps the nation’s most inventive applied economist, thinks so. Speaking to an IMF forum last month, he described America’s current condition as “secular stagnation” in which we are stuck in a rut of weak demand, low growth, and low employment. This is the “L-shaped” recovery, or -- strictly speaking, non-recovery -- some warned about after the financial freeze of 2008. It is also sometimes dubbed “the new normal.”

from Global Investing:

Emerging stocks lose again in November

By Reuters Staff
December 2, 2013

By Shadi Bushra

After years of basking in their reputation as high-return hot spots, 2013 could be the year emerging equity markets finally lost their magic touch. Last month continued the litany of losses -- seventeen of the 20 emerging markets listed on S&P Dow Jones indices ended November in the red, the index provider says. Contrast that with developed markets' fortunes last month-- 18 of the markets listed by the index rose, while eight fell.