Jun 27, 2014 12:02 UTC

Numbers show Germany will beat Brazil to World Cup

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By Robert Cole and Peter Thal Larsen

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

Germany is on course to dash Brazil’s World Cup dream. The football-mad host nation has cruised into the knock-out stages of the global soccer jamboree, while rivals like Spain have gone home early. But Germany will see off Brazil in the semi-final, before going on to lift the trophy by defeating Argentina in the final.

Jun 27, 2014 06:09 UTC

Builder’s shaky foundations dent UAE’s credibility

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By Una Galani

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

The shaky foundations of the most prominent builder in the United Arab Emirates have dented the country’s credibility. Shares in Dubai-based Arabtec, which helped erect the world’s tallest tower in the emirate, have more than halved since May 15, wiping almost $4.9 billion off its market value. The debacle is a warning to investors attracted by the UAE’s new emerging market status.

Jun 26, 2014 21:47 UTC

U.S. drought could spark economic water warfare

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By Kevin Allison and Antony Currie

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

The withering drought afflicting California and the southwest United States could spark economic warfare over water. Scarce rains have left large swaths of the country dry for, in some areas, several years. That’s happening as industries from beverages to semiconductors grow concerned about whether they will have adequate access to water in the future. For cities and states situated around the Great Lakes, as well as water technology firms, it presents a flood of opportunities.

COMMENT

The problem is solvable if rational thinking is applied however with the current political climate in the US the water issue has the potential to become a national crisis.

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Jun 26, 2014 11:51 UTC
Edward Hadas

Biggest risk of geopolitics is as a distraction

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By Edward Hadas

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

Investors consider geopolitics the most important risk to financial markets over the next year. That judgment, reported in a Barclays survey this week, shows people taking greater cues from headlines than numbers.

Jun 26, 2014 06:28 UTC

China’s subway splurge only half on right track

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By John Foley

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

Take a trip on Beijing’s subway during rush hour and it’s clear that building more lines is a good idea. Asking international capital markets to pay for them, though, is not. Beijing’s issue of a $190 million bond to finance urban transit has been a hit with investors. But in general, public funding for public transport still looks the best route.

Jun 25, 2014 05:44 UTC

Japan’s corporate tax cut could harm Abenomics

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By Andy Mukherjee

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

Shinzo Abe wants to prove his reform credentials by cutting Japan’s 36 percent corporate tax rate. But the prime minister’s plan could backfire and end up harming his anti-deflation campaign.

Jun 24, 2014 16:08 UTC

Hollywood’s hopes in China rest on Youku

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By Rob Cox

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

Look around the subway in Beijing or Shanghai and maybe nine of 10 passengers are watching videos on their mobile devices. Chances are most of them are watching content delivered to them by Youku Tudou. The country’s leading internet television operator streams 400 million videos a day. In that sense, Youku is Netflix and YouTube – plus Comcast and Liberty Media – stuffed into one dumpling. It is also the nexus for Hollywood’s high hopes in the Middle Kingdom.

Jun 24, 2014 10:53 UTC

Iraq troubles are unlikely to bring new oil crisis

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By Fiona Maharg-Bravo

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

The continued violence in Iraq looks like a harbinger of a sharp cutback from the world’s seventh-largest oil producer. But the bulk of Iraq’s production is still secure. Even though the Middle East has clearly become less stable, it will still take a cascade of problems to create a big oil price shock.

COMMENT

The ISIS has there sites set on southern Basra I believe. They want to stop the oil from flowing. So they can set a new higher price. I suspect that by the end of summer oil will be past 150+ a barrel. Of course this is IMHO!

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Jun 23, 2014 06:29 UTC

Alibaba is case study in U.S.-China legal gulf

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By Richard Beales

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

Alibaba’s coming U.S. initial public offering will probably value the Chinese e-commerce firm at more than $100 billion. But will shareholders actually own the business? That’s the timely concern raised by a U.S. congressional commission. Lack of clarity in PRC law is mainly to blame.

Jun 20, 2014 05:44 UTC

Review: ‘Leftover Women’ may hinder China’s growth

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By Katrina Hamlin

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

Women’s rights have taken a step backwards in China. A new book by Leta Hong Fincher blames that on the ruling Communist Party’s desire for social stability. But China may be depriving itself of an economic opportunity.