from Breakingviews:

Japan pension debate goes beyond bonds and stocks

March 7, 2014

By Andy Mukherjee

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

from Breakingviews:

SoftBank’s Alibaba stake both blessing and burden

February 27, 2014

By Una Galani

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

from Breakingviews:

Japan bond investors’ overseas trip may flop again

February 26, 2014

By Andy Mukherjee 

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

from MacroScope:

Japan-style deflation in Europe getting harder to dismiss

February 13, 2014

To most people, the idea of falling prices sounds like a good thing. But it poses serious economic and financial risks - just ask the Japanese, who only now finally have the upper hand in a 20-year battle to drag their economy out of deflation.

from Ian Bremmer:

Is the China-Japan relationship ‘at its worst’?

By Ian Bremmer
February 11, 2014

At the Munich Security Conference last month, Chinese Vice Foreign Minister Fu Ying said the China-Japan relationship is “at its worst.” But that’s not the most colorful statement explaining, and contributing to, China-Japan tensions of late.

from Breakingviews:

Japan index: Trade gap, muted wages raise risks

February 11, 2014

By Andy Mukherjee

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

from MacroScope:

ECB deflation risk denial has echoes of 2009

January 31, 2014

Euro zone policymakers like to talk. They often contradict each other at separate speaking engagements on the same day. But they have struck a chorus in recent weeks, asserting that deflation is not a threat.

from MacroScope:

Shock now clearly trumps transparency in central bank policymaking

January 29, 2014

The days of guided monetary policy, telegraphed by central banks and priced in by markets in advance, are probably coming to an end if recent decisions around the world are any guide.

from MacroScope:

Davos Day Two — Rouhani, Lew and Lagarde

By Mike Peacock
January 23, 2014

Day one in Davos showed the masters of the universe fretting about Sino-Japanese military tensions, the treacherous investment territory in some emerging markets and the risk of a lurch to the right in Europe at May’s parliamentary elections which could make reform of the bloc even harder.

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.