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.

Dec 31, 2013 12:05 UTC

Markets face a year as tough as 1994

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By Ian Campbell

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

It’s all priced in, the optimists say, referring to the likely tapering of the U.S. Federal Reserve’s money-printing. But tapering is just the beginning of the end of ever looser monetary policy and the long road towards normalisation.

Dec 31, 2013 01:53 UTC

Merck woes show animal drugs are no panacea

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By Kevin Allison

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

Animal medicine, whether for livestock or pets, is a booming business. Pfizer’s recent spin-off, Zoetis, trades at a fat valuation premium to traditional drug makers. But the recent controversy over Zilmax, Merck’s feed additive, shows that an increasingly complicated global food chain carries its own investment risks.

Dec 30, 2013 19:36 UTC

Time for Larry and Sergey to invest in journalism?

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By Rob Cox and Richard Beales
The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

Is it time for Google billionaires Larry Page, Sergey Brin and Eric Schmidt to invest in journalism? In 2013, Amazon architect Jeff Bezos bought the Washington Post for $250 million and eBay founder Pierre Omidyar announced a new investigative reporting venture. Yet strictly by the numbers, few have made their money at the expense of the old-school pillars of the fourth estate quite as obviously as the Google guys.

Dec 26, 2013 17:14 UTC

Casting Blofeld: Wall Street’s pitchfork mob needs new villain

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By Richard Beales

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

Wall Street critics need a new villain. Goldman Sachs has implemented a successful charm offensive since lawmakers hauled Chief Executive Lloyd Blankfein up to Capitol Hill and regulators extracted a $550 million settlement from the bank a few years ago. The case against JPMorgan boss Jamie Dimon is struggling to take hold. Steve Cohen, the hedge fund Wizard of Oz, is nursing legal wounds. The culture of greed in finance won’t disappoint for long, though.

Dec 24, 2013 12:25 UTC

Buzzword visionaries will rightsize the lexicon

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By Quentin Webb

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

Do executive thought leaders need best-in-class jargon? Can only visionary C-suiters move the needle at the investor day or the Davos interactive panel? It appears embedded in the corporate DNA, but is a laser-like focus on buzzwords mission critical? Join Breakingviews, your end-to-end provider of financial commentary solutions, on a deep dive.

Dec 20, 2013 15:37 UTC

Wells will knock louder on bulge bracket’s door

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

Wells Fargo will start knocking more loudly on the bulge bracket’s door. The California lender is already one of the top 10 global investment banks by fees, according to data from Thomson Reuters. Much of that comes courtesy of middle-market clients. But if the bank run by John Stumpf starts going after bigger fish, it could put Wall Street’s bigwigs on the defensive.

Dec 19, 2013 05:40 UTC

Li Ka-shing IPOs could be HSBC’s breakout moment

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By Una Galani

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

Li Ka-shing may have given HSBC a breakout moment in investment banking. The Hong Kong tycoon looks to have handed the bank two juicy mandates to run initial public offerings. That’s significant. HSBC has never quite managed to turn its formidable Asian banking relationships into deal fees. Things might finally be coming together.

Dec 18, 2013 22:15 UTC

Can General Electric keep the activists at bay?

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By Rob Cox

The author is a Reuters Breakingviews columnist. The opini0ns expressed are his own.

Can General Electric keep activist investors at bay? If the gates at Apple, Microsoft and Procter & Gamble can be rattled, complacency just isn’t an option for any company, even and maybe especially a $270 billion conglomerate. While GE’s broad strategy looks more coherent than ever, the Connecticut giant still has two potential vulnerabilities: its finance arm and its longtime leader Jeffrey Immelt.