Jul 24, 2014 08:14 UTC

China’s old meat is a corporate health warning

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By John Foley 

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

Old meat in China’s fast-food chain brings a health warning for foreign companies doing business in the country. After getting fat on rapid growth, some are discovering nasties hidden within their ample folds.

Jul 22, 2014 07:24 UTC

Japan’s bond-hugging banks are pinning Abe down

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By Andy Mukherjee

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

Japanese lenders’ outsized government bond holdings have Prime Minister Shinzo Abe in a chokehold. Unless banks shed the load now, they might try to dump the debt when the Bank of Japan stops printing money and causes bond prices to fall. A stampede could rattle the financial system and dent Abe’s anti-deflation campaign.

Jul 21, 2014 13:31 UTC

Tesco’s new chief should think the unthinkable

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By Robert Cole

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

Tesco has a real chance at reinvention. Hiring Unilever lifer Dave Lewis to replace Phil Clarke as chief executive provides a golden opportunity for an outsider to apply radical thinking to solving the UK supermarket group’s mounting problems.

Jul 21, 2014 06:23 UTC

The perks and pitfalls of depending on Jack Ma

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By John Foley 

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

Buy a share in Alibaba and you place your trust in Jack Ma. The Chinese e-commerce giant’s founder, executive chairman and spiritual sultan will remain a controlling force even after the company completes its massive initial public offering later this year. The $100 billion-plus question for prospective shareholders is whether they can depend on him to always act in their best interests.

Jul 18, 2014 06:29 UTC

Malaysia Airlines plight points to riskier world

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By Una Galani

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

Fatal air accidents almost never happen, fortunately for both passengers and investors in airlines. Yet Malaysia Airlines has been struck twice by tragedy in little over four months. The aviation industry may have its own set of challenges, but it is a reminder that even more robust businesses need to consider political risk carefully.

COMMENT

Our Vice President of the United States of America has said that Putin has no soul. Vice President Biden is correct. Dr. Putin has no soul. The reason that teams of investigators cannot access the crash site of the downed Malaysian commercial airliner is that Putin has a great deal to hide.

We had a similar occurrence with the weapons of mass destruction in Iraq during the administration of President George Bush. By the time the international team of weapons inspectors were able to gain access to Iraq to investigate whether or not there were weapons of mass destruction, large convoys of Russian trucks had bussed the weapons from Iraq to Syria. The international community had no proof of any weapons and I feel very much now that we will not be able to gather proof to substantiate that Russia intentionally shot down this defenseless Malaysian commercial airliner because Putin was angry over the recent sanctions that had been imposed by the international community.

Putin is a coward and Putin is a bully. Every time things don’t go his way he bullies one of his neighbors. Now, the international community is sick and tired of his antics and more severe recent sanctions are being imposed that are actually crippling Russia’s already fragile economy.

As if anyone believes that Russia has a superior military power just look at their silly parades down the street that they have on occasion in Moscow with their old dilapidated trucks and military weaponry. Putin’s economy is dependent upon taking from weaker countries just like a bully does. Putin will not threaten the United States of America nor will the United States of America allow this bully to continue to threaten, take over and kill more good people of this world who deserve to be ridden of this bully. Putin has no soul.

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Jul 17, 2014 10:33 UTC

London real estate at an inflection point

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By George Hay

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

Most real estate valuers in London think property prices in the UK capital are about to fall. That prediction has been easy to make and easier to get wrong in the last five years. This time, the evidence that global investors’ favourite housing market has peaked is looking credible.

Jul 17, 2014 07:32 UTC

Asia’s solid exterior hides internal weakness

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By Andy Mukherjee 

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

Asian economies are becoming more resilient externally, but sputtering economic growth is weakening them from within.

Jul 16, 2014 05:07 UTC

China’s “De-IOE” campaign takes a bite out of tech

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By Rob Cyran 

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

China’s “De-IOE” campaign is taking a bite out of some Silicon Valley stalwarts. For those unfamiliar with the term, it’s being used by tech executives to describe Beijing’s nudging of state enterprises to wean themselves off U.S. software and service firms, chiefly IBM, Oracle and EMC. The drive, which has been going on for at least a year, but accelerated after Washington indicted Chinese army officials, has dimmed the brightest star in Big Tech’s otherwise dull constellation.

Jul 15, 2014 15:51 UTC

Has Yum outlived its usefulness to China?

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By Rob Cox

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

A year after the massacre of pro-democracy demonstrators in 1989, Tiananmen Square was a preternaturally quiet place. Unlike the heart of Beijing today, bicycles and pigeons outnumbered cars and people. The only exception to the calm was a bustling corner near the square: the Kentucky Fried Chicken outlet.

Jul 15, 2014 14:22 UTC

Banco Espirito Santo could lure periphery bulls

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By Neil Unmack

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

Euro zone periphery bulls should be eyeing up Banco Espirito Santo. The troubled Portuguese bank’s shares were at one point down 20 percent on July 15, and it needs capital to stabilise itself. For hedge funds looking to profit from Europe’s banking recapitalisation, or an acquisitive bank, this is the moment to pounce.