Feb 26, 2014 06:31 UTC

Japan bond investors’ overseas trip may flop again

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By Andy Mukherjee 

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

Japanese bond investors’ latest overseas trip might flop, just like last summer’s foray. That’s bad news for the investors and for Tokyo’s anti-deflation campaign.

Feb 25, 2014 22:01 UTC

At least Venezuela’s unrest is simply economics

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By Martin Hutchinson

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

Of all the countries in the world currently undergoing serious unrest, Venezuela’s problems look the easiest to resolve. It’s just economics. Broadly speaking, Ukraine’s rupture is ethnic, Thailand’s regional and Syria’s religious. By contrast, Venezuela is ethnically and religiously united. It even has oil wealth. But high inequality and growing chaos bedevil the Latin American nation – problems that can be alleviated even without wrenching political upheaval.

Feb 25, 2014 16:51 UTC

Italy’s Renzi has big dreams and small mandate

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By Neil Unmack

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

Italy’s new prime minister has big dreams and a small mandate. Matteo Renzi has announced ambitious reforms on a tight deadline. But his position in parliament is weaker than even his sleepy predecessor’s.

Feb 24, 2014 14:55 UTC

Ukraine, the bailout Europe cannot shirk

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By Pierre Briançon

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

The European Union brokered the deal that triggered the end of the Yanukovich regime. With Russia angry and the United States absent, it must now lead the rescue of Ukraine’s bankrupt economy – and first decide when to act, and how.

Feb 24, 2014 06:01 UTC

G20’s growth pledge is missing a demand booster

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By Andy Mukherjee

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

The G20’s promise to add an extra 2 percentage points to global GDP is missing a crucial demand booster.

Feb 21, 2014 03:49 UTC

Thai telco bets on yield to defy political turmoil

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By Una Galani

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

Thailand’s telecom operators are relying on yield to defy the country’s political turmoil. Escalating protests and low valuations make it an odd time for a financially healthy company like Jasmine International to pursue a $1.4 billion spinoff. Though the plan to give its broadband infrastructure assets a separate listing makes financial sense, investors may need to be tempted with sweeteners.

Feb 20, 2014 15:26 UTC
Edward Hadas

G20 can get past angry stares and platitudes

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By Edward Hadas

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

The G20 risks becoming a particularly pompous talking shop. As finance ministers and central bankers from the world’s largest economies gather for their weekend summit in Sydney, Australia, they might plan to get out of a potentially dangerous rut.

Feb 19, 2014 05:23 UTC

Fear and loathing in China’s trust industry

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By John Foley

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

China’s trust sector is the financial system’s enfant terrible. It’s a 10.9 trillion yuan ($1.8 trillion) industry built on taking short-term funding and channeling it into longer-term investments. That mismatch has already led some trust products to unravel, and more will follow. What causes concern isn’t so much trusts failing as them being foolishly rescued.

Feb 17, 2014 04:40 UTC

India graft baiter’s exit raises political risk

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By Andy Mukherjee

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

India’s anti-graft crusader has beaten a hasty retreat from political power. That makes the country riskier for investors.

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.