The Great Debate

from Breakingviews:

Volkswagen top brass will be up for the chop

December 31, 2015

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

from Breakingviews:

Ivan Glasenberg may be mining’s last man standing

December 31, 2015

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

Ivan Glasenberg outlasted all his major peers after the multi-year boom in metals prices turned into a rout in 2013. The Glencore chief’s misjudgment of the market severely tried investors’ patience in 2015. Yet when the second wave of mining executive ousters comes, as it may soon, it’s likely Glasenberg will again be the last man standing.

The ‘No Shoot Zone’ where bullets are still flying

December 31, 2015
Untitled

Chris Corbett for Reuters

Driving across West Baltimore recently, I got stuck at an intersection behind a slow-moving truck. After sitting through two cycles at the traffic signal, I inched my car forward to see what was blocking the way. Normally, trucks are delivering beer to liquor stores in this neighborhood. But on that unseasonably warm late fall day, the truck was bringing something that is always in demand in Charm City — caskets.

from Breakingviews:

Oil will blow past $80 a barrel in 2016

December 30, 2015

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

from Breakingviews:

Fund glut will send Asia’s buyout barons off-piste

December 30, 2015

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

from Breakingviews:

Luxury groups could shrink their way to riches

December 30, 2015

Less is more. But apparently luxury companies don’t feel that applies to their swollen store networks. Labels like Prada and LVMH have spent a decade expanding rapidly to meet emerging market demand. Slowing sales and overexposure suggest it’s time to go the other way. While cutting back will be painful, it could spur higher luxury valuations.

from Breakingviews:

Giants of central banking will be cut down to size

December 30, 2015

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

The boost Republicans are getting from attacking ‘political correctness’

December 30, 2015
U.S. Republican presidential candidate Donald Trump addresses the crowd during a campaign rally in Grand Rapids, Michigan, December 21, 2015. REUTERS/Rebecca Cook - RTX1ZT14

U.S. Republican presidential candidate Donald Trump addresses the crowd during a campaign rally in Grand Rapids, Michigan, December 21, 2015. REUTERS/Rebecca Cook

from Breakingviews:

Annual reports offer front-page warnings

December 30, 2015

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

Corruption in Ukraine is so bad, a Nigerian prince would be embarrassed

December 30, 2015
Ukraine's President Petro Poroshenko attends a joint news conference with European Council President Donald Tusk and European Commission President Jean-Claude Juncker (unseen) at the EU Council in Brussels, Belgium, December 16, 2015. REUTERS/Francois Lenoir

Ukraine’s President Petro Poroshenko attends a joint news conference with European Council President Donald Tusk and European Commission President Jean-Claude Juncker (unseen) at the EU Council in Brussels, Belgium, December 16, 2015. REUTERS/Francois Lenoir