Neil's Feed
May 21, 2015
via Breakingviews

Renzi is still dodging big Italian pension fight

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

Matteo Renzi seems to have won a tricky pension battle. But Italy’s prime minister has only skirmished with the real enemy.

May 21, 2015
via Breakingviews

Renzi is still dodging big Italian pension fight

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

Matteo Renzi seems to have won a tricky pension battle. But Italy’s prime minister has only skirmished with the real enemy.

May 8, 2015
via Breakingviews

Monsanto heaps pressure on Syngenta

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

Monsanto is heaping pressure on Syngenta. A $45 billion takeover proposal from the world’s biggest provider of seeds to farmers to the top seller of crop-protection chemicals was quickly rejected as too cheap and too risky. The Swiss target has a point on the difficulties, but needs to lay out just how it will create more standalone value.

May 8, 2015
via Breakingviews

Monsanto heaps pressure on Syngenta

Photo

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

Monsanto is heaping pressure on Syngenta. A $45 billion takeover proposal from the world’s biggest provider of seeds to farmers to the top seller of crop-protection chemicals was quickly rejected as too cheap and too risky. The Swiss target has a point on the difficulties, but needs to lay out just how it will create more standalone value.

Apr 30, 2015
via Breakingviews

Renzi’s Italian gamble is worth taking

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By Neil Unmack

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

Matteo Renzi is risking chaos for the sake of stability. Italy’s premier is using confidence votes to ram though electoral reform. It’s a controversial move, which could bring the government down. Yet the cause is worthy.

Apr 30, 2015
via Breakingviews

Renzi’s Italian gamble is worth taking

Photo

By Neil Unmack

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

Matteo Renzi is risking chaos for the sake of stability. Italy’s premier is using confidence votes to ram though electoral reform. It’s a controversial move, which could bring the government down. Yet the cause is worthy.

Apr 15, 2015
via Breakingviews

Agnellis pay up to claim mini-Buffett status

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

The Agnellis are paying up to do an impression of Warren Buffett. The Italian family’s holding company Exor is offering $6.4 billion to buy PartnerRe out of a merger with fellow Bermudan insurer Axis Capital Holdings. If the Fiat owners can pull it off, they could use Berkshire Hathaway-style stable cash flows to fund further acquisitions. They’re even using Buffett’s adviser of choice, Byron Trott, on the deal.

Apr 15, 2015
via Breakingviews

Agnellis pay up to claim mini-Buffett status

Photo

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

The Agnellis are paying up to do an impression of Warren Buffett. The Italian family’s holding company Exor is offering $6.4 billion to buy PartnerRe out of a merger with fellow Bermudan insurer Axis Capital Holdings. If the Fiat owners can pull it off, they could use Berkshire Hathaway-style stable cash flows to fund further acquisitions. They’re even using Buffett’s adviser of choice, Byron Trott, on the deal.

Apr 9, 2015
via Breakingviews

Grenada offers debt restructuring model for Greece

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

Tiny Grenada has found an innovative way to cut through a sovereign debt wrangle. The Caribbean island state, notable for little other than a U.S. military invasion in the 1980s and nutmeg exports, is close to signing off on an unusual debt restructuring. It could be a decent model for Ukraine—or even Greece.

Apr 2, 2015
via Breakingviews

Greece comes kicking and screaming to reform table

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

Greece is coming kicking and screaming to the reform table. The Syriza government’s latest proposals include some concessions to its public creditors. The plan still lacks detail, and reneges on past promises. The risk of an accidental euro zone exit is rising.