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.

Jan 10, 2014 11:51 UTC

UK election clouds have gilt-edged lining

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By Swaha Pattanaik

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

British politicians are drawing up battle lines more than a year before general elections. On current form, the left-leaning opposition could oust the governing coalition. However, any knee-jerk investor dismay may be tempered given the Labour Party is more likely to cement the UK’s place in the European Union than the ruling Conservatives.

Jan 9, 2014 05:23 UTC

Difficult second coming pays off for Chinese IPOs

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By John Foley 

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

Free money, anyone? China’s equity markets have just reopened after a fourteen-month hiatus, starting with a batch of eight companies planning initial public offerings in the week ending Jan. 10. With so much pent-up demand, and rules in place to protect investors from losses, exuberance is inevitable. But better to have frothy IPOs than none at all.

Jan 8, 2014 05:35 UTC

China conducts monetary policy in the shadows

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By John Foley 

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

China is engaging in a shadowy version of monetary policy. Recent tinkering by the People’s Bank of China, which has pushed up rates, looks targeted at parts of the “shadow banking” sector. This kind of variegated tightening might just work, simply because China’s financial system is so dysfunctional.

Jan 7, 2014 14:23 UTC
Edward Hadas

Turkey caught in vicious politico-financial circle

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By Edward Hadas

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

Until a few months ago, the strength of Turkey’s politics just about balanced out its weak finances. Sadly and worryingly, the Middle East’s most important country has lost its equilibrium.

Jan 3, 2014 15:33 UTC

The chilling echoes of 1914, a century on

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By Martin Hutchinson

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

A rerun of 1914’s descent into global war is really rather unlikely. But some of the danger of a hundred years ago is present today.

Jan 3, 2014 07:09 UTC

India’s Common Man Party is investors’ frenemy

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By Andy Mukherjee

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

The sudden rise of India’s self-professed “anti-establishment” party is making seasoned politicians nervous. Investors, meanwhile, view the dramatic ascent of the Aam Aadmi – Common Man Party – with a mixture of awe and suspicion.

Jan 2, 2014 05:45 UTC

Small tech best placed to take on Big Brother

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By Katrina Hamlin

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

Feeling insecure? So are companies everywhere. The lesson of 2013 was that there are grievous flaws in security systems once thought virtually impenetrable. Business needs better protection. The most credible providers may be smaller tech players.

Jan 2, 2014 04:26 UTC
Breakingviews Columnists

Predictions 2014: Reversals and Revivals

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By Breakingviews columnists

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

Breakingviews’ annual compendium of financial foresight sets the agenda for the next 12 months. From Wall Street to the Great Wall, who has most potential to surprise, where are markets heading, and which are the companies to watch? Plus, we predict the winner of soccer’s World Cup.

Dec 31, 2013 15:19 UTC
Breakingviews Columnists

Who packs the biggest power to surprise in 2014?

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By Breakingviews columnists

The opinions expressed are the authors’ own.

Difficult jobs abound in the global economy, finance and business in the coming year. But so do incredibly low expectations. That means getting it right could mint legacies, and surprise investors in a good way.

Think of politicians like Brazil’s Dilma Rousseff, who is about to host the world’s biggest sporting event of the year, the soccer World Cup; or John Boehner, the speaker of the U.S. House of Representatives, an institution with one of the worst public approval ratings in history. Equally, there are a few chief executives who could defy the current consensus, such as the bosses at Deutsche Bank, Barclays or Microsoft. Herewith, Breakingviews columnists compile a list of those who might surprise us.