Peter's Feed
Aug 22, 2014
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Asia’s reform spotlight swings to Indonesia

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By Peter Thal Larsen

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

The election of a fresh, charismatic leader fuels hopes for overdue change. After Japan and India, Asia’s reform spotlight has swung to Indonesia. Joko Widodo’s rise to the presidency invites comparisons with Narendra Modi in India and even Japan’s Shinzo Abe. The challenges facing Widodo – widely known as Jokowi – are more daunting. But the rewards for faster reform could be large.

Aug 13, 2014
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Alibaba payments cleanup makes for neater IPO

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By Peter Thal Larsen

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

Alibaba just can’t stop tinkering with its corporate structure. Weeks before the Chinese e-commerce juggernaut is due to start a roadshow for an initial public offering, it has tidied up relations with its payments affiliate. Though the new arrangement is still messier than shareholders might want, it should make for a neater IPO.

Aug 12, 2014
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Aircraft leasing flies back into vogue in Asia

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By Peter Thal Larsen

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

Aircraft leasing is flying back into vogue in Asia. Many Western groups jettisoned the business of buying and renting out planes after the financial crisis. Now China’s sovereign wealth fund and tycoon Li Ka-shing are considering climbing on board. Strong forecast demand for aircraft explains the appeal – as long as finance is cheap and reliable.

Aug 8, 2014
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Malaysia throws airline investors a parachute

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By Peter Thal Larsen

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

Malaysia has thrown shareholders in its troubled airline a parachute. The country’s state investment fund is offering 1.4 billion ringgit ($436 million) to take Malaysian Airline System private. The deal gives investors a price the company’s shares haven’t closed at since February, before the already-ailing carrier was struck by double disasters. Taxpayers and employees may be less fortunate.

Aug 6, 2014
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SoftBank’s U.S. mobile retreat is least bad option

By Peter Thal Larsen 

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

Masayoshi Son has been forced to scale back his mobile phone ambitions in the United States. The chief executive of Japan’s SoftBank has belatedly bowed to hostile regulators and abandoned plans for his Sprint unit’s $32 billion takeover of T-Mobile US. He has chosen the least bad option.

Aug 4, 2014
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Treasury Wine resistance withers under KKR assault

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By Peter Thal Larsen

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

Treasury Wine has decided that a grape is worth more in the bottle than on the vine. The maker of Lindeman’s and Penfolds agreed to open its vaults after the buyout group raised a provisional cash offer to A$3.38 billion ($3.15 billion). Though the bid could yet sour, Treasury’s spell as a listed company looks like it will soon be coming to an end.

Jul 3, 2014
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Hong Kong democracy debate puts business on spot

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By Peter Thal Larsen 

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

Hong Kong’s democracy debate has put Western businesses on the spot. Hundreds of thousands of citizens are engaged in a public showdown over a new system for conducting elections in the former UK colony. The standoff has prompted questions about Hong Kong’s future as an efficient and well-ordered financial centre. But warnings of potential disruption miss the point.

Jun 30, 2014
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Diagnosis of economic malaise lacks credible cure

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By Peter Thal Larsen

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

Central bankers know what’s wrong with the world economy, but are struggling to come up with a cure. That, at least, is the message from the latest annual report from the Bank for International Settlements. It worries that global growth is feeble and financial markets are piling up risks. Yet its proposed remedies of tighter monetary policy and structural reform are far from convincing.

Jun 17, 2014
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Alibaba’s slow unveiling shows good and bad sides

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By Peter Thal Larsen

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

Alibaba is lifting its veil to reveal both good and bad sides. The e-commerce giant has released more information ahead of its highly anticipated initial public offering. Though some of the disclosures will persuade prospective investors its business is relatively robust, the rapid shift by users to mobile phones is squeezing margins.

Jun 13, 2014
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China’s Hong Kong experiment faces biggest trial

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By Peter Thal Larsen

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

China’s experiment with Hong Kong is facing its biggest trial. The former British colony has mostly thrived in the 17 years since it was handed back to the People’s Republic. But a planned “Occupy Central” democracy protest is about to test Hong Kong’s openness – and China’s patience.

    • About Peter

      "Peter is Assistant Editor of Reuters Breakingviews, based in London. He oversees coverage of financial services and regulation. Prior to joining Reuters, Peter spent 10 years at the Financial Times. From 2004 to 2009 he was the FT’s banking editor, leading the paper’s award-winning coverage of global banking during the credit crunch. Between 2000 and 2004 Peter reported for the FT from New York. He played a leading role in the paper’s coverage of the 9/11 attacks and their aftermath. A Dutch national, Peter has degrees from Bristol University and the London School of Economics."
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