May 12, 2014 07:58 UTC

Australia’s mistimed austerity could boomerang

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By Andy Mukherjee 

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

Australians are bracing themselves for what is being billed as the toughest government budget in 20 years. But untimely austerity could boomerang on the country’s shaky economy.

May 8, 2014 06:10 UTC

Pfizer unlikely to avoid China anti-trust therapy

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By Ethan Bilby

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

The chance to vet Pfizer’s $106 billion offer for rival drug-maker AstraZeneca looks too good to pass up for China’s competition watchdog. Pfizer should brace for some antitrust therapy, though getting Astra’s board on-side first may help.

May 7, 2014 06:11 UTC

Alibaba’s big reveal: high growth, odd governance

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By John Foley 

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

There are two things to know about Alibaba, which filed for an initial public offering in New York on May 6. First, China’s dominant e-commerce company is huge, and could be even bigger. Second, new investors will have little say in how it is run – the founders are keeping a firm grip.

May 6, 2014 13:25 UTC

Rob Cox: Solving America’s homegrown Putin dilemma

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

As the eagle flies, it’s a long way from Bunkerville, Nevada to Slovyansk, Ukraine. Right now, though, the two places have something insidious in common: armed vigilantism. That parallel sadly seems to escape the many American policymakers who have accused President Barack Obama of adopting the logic of appeasement in his dealings with Russian President Vladimir Putin. They’re missing a big point. If the United States can’t uphold the rule of law at home, it can have no credibility abroad.

COMMENT

The US Constitution WILL prevail. Government is growing too large and corrupt. We the People MUST take arms and defend our freedom against tyranny. Our nation was born from men like Bundy, and it will be saved by us.

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May 5, 2014 18:52 UTC

Mini-me tech bubble is mere shadow of 2000 excess

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

The latest mini-me internet bubble is a mere shadow of the excesses that came crashing to an end in 2000. Sure, even though the run-up may have paused, the feverish signs are unmistakable. Dozens of companies are in line to float, hubris is rampant, oddball valuation metrics abound, and revenue-free startups are still worth fortunes. Even nerd culture has somehow become hip. The latest boom is as absurd as the last, but it’s far smaller.

May 5, 2014 05:35 UTC

Muzzling China’s money market mania

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By John Foley 

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

China’s craze for online money market funds is giving savers a taste of financial democracy. That’s a good thing, if China avoids the mistakes that have given these products a bad name elsewhere.

May 2, 2014 17:53 UTC

South Africa needs neighbors’ growth rates

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

Two decades after Nelson Mandela became president, South Africa’s post-apartheid generation will vote for the first time in next week’s general election. The ruling African National Congress represents his political legacy, but that’s undermined by the party’s weak economic results. Maybe the “Born Frees,” as they’re known, can help change that.

May 2, 2014 10:17 UTC
Guest Contributor

Review: The UK’s EU choice is safety or adventure

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By Eric Chaney

Eric Chaney is chief economist at AXA Group. The opinions expressed are his own.

Hugo Dixon has thrown his intellectual weight into the European Union membership debate. The founder of Breakingviews has written a compact and yet comprehensive little book, “The In/Out Question.” His answer is neat and clear: “it would be a historic error to pull out. Our economy would suffer if we quit. Our global influence would also be diminished.” In the war of ideas, he does not take any prisoners.

May 2, 2014 08:10 UTC

Macquarie shows Wall St rivals a mirror image

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By Peter Thal Larsen

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

Attention, Wall Street investment banks. One of your rivals has just reported a 49 percent jump in full-year earnings, fuelled by unfashionable businesses like trading commodities and asset finance. It earns a double-digit return on equity with lower-than-average leverage. Oh, and its shares are up 50 percent in the past twelve months.

May 1, 2014 12:00 UTC

M&A-capex inversion wrongfoots stock-pickers

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By Swaha Pattanaik

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

Resurgent business investment was supposed to lift equity markets this year. But things are not turning out as expected. The bigger beneficiaries of spendthrift chief executives appear to be takeover targets rather than firms whose earnings reflect shifts in global capital expenditure. That calls for a different investment strategy.

COMMENT

May I suggest that you develop metrics for this interesting analysis and use them to create another stock screen option on this Reuters site.

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