Abenomics has over-promised and under-delivered

May 17, 2016

Shinzo Abe has spent more than three years pushing for higher growth, faster inflation and a nimbler economy. But success eludes the Japanese prime minister, who has been too timid with the public purse. Keeping the project going calls for extra spending and even easier money.

India’s Modi can reclaim his “wow” factor

May 16, 2016

Two years after a landslide election, business executives are losing confidence in Prime Minister Narendra Modi. Passing a bankruptcy code last week was a major achievement but other landmark reforms look harder to achieve unless Modi reins in his party from divisive politicking.

Carly Fiorina signs up to another doomed merger

April 27, 2016

Presidential candidate Ted Cruz tapped the former Hewlett-Packard boss to be his running mate if he can somehow win the Republican nomination. The math, after a five-state sweep by front-runner Donald Trump, is about as compelling as Fiorina’s calculus for HP’s purchase of Compaq.

Merkel down not out after Super Sunday defeat

March 14, 2016

Right-wing populists won large gains in three German state elections. Support for Angela Merkel’s coalition is waning. Yet results also show credible and determined mainstream leaders can still woo voters. This may help the chancellor to keep inner-party critics at bay.

Dixon: Turkey deal offers a lot – if it sticks

March 8, 2016

An offer to reduce disorderly migration would cut the risk of Britain leaving the EU and Greece quitting the euro. It would also shore up German Chancellor Merkel’s position, helping stabilise the EU and the Schengen Area. What it won’t do is stop anti-migrant populism in Europe.

China’s growth fixation will scupper other goals

March 7, 2016

The country’s leaders have reiterated their pledge to lift GDP by 6.5 percent a year until 2020. That’s slower than before, but still too high. Unrealistic targets distort the economy by delaying rebalancing and boosting debt. They also ignore the risk of external shocks.

Myanmar’s “lady” faces challenge of a lifetime

February 24, 2016

Aung San Suu Kyi will realise a long-held dream when she takes effective charge of the Asian country on April 1. The democracy champion’s first test will be to build on rapid reforms undertaken by her predecessor. Suu Kyi also needs to act to fill a leadership vacuum around her.

Bernie Sanders may have found his Fed chief

February 17, 2016

The left-wing presidential candidate wants to break up big banks. So does new Minneapolis Fed boss Neel Kashkari, a Republican and ex-Goldmanite who helped bail out the banks in 2008. That calls to dismember banks bridge the political divide should keep Wall Street on its toes.

Spain at risk of a lost year

February 5, 2016

The country’s political parties still haven’t formed a government seven weeks after an inconclusive election. In the short term, it’s unlikely to have a big impact on the economy. But a prolonged stalemate could hurt confidence and sap momentum, as well as deter corporate deals.

Cox: Bloomberg’s White House hurdle is Wall Street

By Rob Cox
February 4, 2016

The media mogul mayor may yet try to be U.S. president. Hands down he’d be the richest contender ever. It would take extreme candidates Bernie Sanders and Ted Cruz as nominees for Michael Bloomberg to run. The bigger issue is that he’d have his deep ties to finance to explain.