Apr 10, 2014 02:15 UTC

Japan index: Economy is ready to take on tax hike

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By Andy Mukherjee

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

The Breakingviews Abenomics Index climbed to a six-year high in February, suggesting the economy has enough strength to withstand this month’s sales tax increase. Wages and inflation expectations firmed up, while hopes of further monetary easing pushed bond yields lower.

Mar 11, 2014 02:14 UTC

Japan index: Weak demand shows need for stimulus

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By Andy Mukherjee

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

The Breakingviews Abenomics Index inched higher in January. But manufacturing stumbled, and the trade deficit zoomed, suggesting anaemic demand both at home and abroad. With wages subdued and sales taxes about to rise, the economy may need a fresh dose of monetary easing.

Feb 27, 2014 06:56 UTC

SoftBank’s Alibaba stake both blessing and burden

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By Una Galani

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

SoftBank’s investment in Alibaba must be one of the most successful of all time. Billionaire chief Masayoshi Son injected just $20 million into the Chinese e-commerce giant in 2000. Today, the 36.7 percent shareholding accounts for a large chunk of Japanese group’s market value. As Alibaba heads toward an initial public offering, however, Son’s investment blessing may become a burden.

Feb 11, 2014 02:09 UTC

Japan index: Trade gap, muted wages raise risks

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By Andy Mukherjee

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

The Breakingviews Abenomics Index improved for the fourth straight month in December. But it masks two risks. A vanishing current account surplus means relying on foreigners to finance bloated public spending. Besides, struggling wage growth could stall private consumption.

Feb 6, 2014 22:14 UTC

Return to U.S. workforce of old a mixed blessing

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

The recent decline in the U.S. jobless rate to 6.7 percent is flattered by low labor participation. A return to the 2006 level of workforce involvement would mean 8 million more job-seekers and unemployment running over 11 percent. But as a Breakingviews calculator shows, that dramatically overstates the scale of the problem.

Jan 14, 2014 03:50 UTC

Japan index: Rising wages, prices add to optimism

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By Andy Mukherjee

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

The Breakingviews Abenomics Index rose for a third straight month in November, buoyed by increasing consumer prices and improved household earnings. Equity and bond markets remain hopeful that Prime Minister Shinzo Abe’s war on deflation will move closer to its target in 2014.

Dec 31, 2013 03:47 UTC

China index: Slowdown looks home-grown

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By Katrina Hamlin

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

China’s economy decelerated further in November, according to Breakingviews’ alternative index. Lower truck sales, steel output and rail freight volumes suggest sluggish demand. House prices and pollution were up, but their contribution is a sign that growth is far from healthy.

Dec 2, 2013 06:33 UTC

China index: Sober lending, spending slows growth

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By Katrina Hamlin

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

Our alternative index shows China’s growth prospects at a four-month low. Lack-luster exports played a part. But the dip also reflected a healthy slow-down in new loans, sales of property and Audis, as well as a sharp fall in luxury liquor stocks.

Nov 13, 2013 03:46 UTC

Japan index: Risks to GDP growth recede

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By Andy Mukherjee

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

Breakingviews’ Abenomics Index rose the most in six months in September. The gain would have been higher but for Japan’s unusual current account deficit. Higher revised values for July and August suggest the risk of a significant slowdown in third-quarter GDP growth has ebbed.

Nov 4, 2013 17:24 UTC

Twitter’s new $1.75 bn IPO value: Hype or spot on?

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

Twitter is increasing the price for its upcoming initial public offering by as much as a third. The social network is now looking to raise between $23 and $25 a share, according to a filing on Monday with the Securities and Exchange Commission.