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Dec 18, 2014
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China’s superlative growth looks hard to sustain

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By Peter Thal Larsen and Robyn Mak

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

How fast will China’s economy grow over the next two decades? Most economists predict that the People’s Republic will expand at a rate not much lower than it has achieved in the past. Viewed in global terms, that assumption looks a stretch. A new Breakingviews calculator shows why.

Dec 17, 2014
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Chinese companies will mostly stay at home in 2015

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By Peter Thal Larsen

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

Chinese companies are always said to be planning a big overseas push. So far, the expected surge in cross-border acquisitions by mainland corporations has largely failed to materialise. In 2015, most will once again decide that overseas growth can wait.

Dec 12, 2014
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Protests made Hong Kong more hopeful, less certain

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By Peter Thal Larsen

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

Hong Kong’s pro-democracy protests were a positive failure. The 75-day occupation which ended on Dec. 11 failed to achieve the hoped-for democratic reforms. But the student-led movement succeeded in awakening a generation to the possibilities of direct political action. The net result: Hong Kong’s long-term future has become a lot harder to predict.

Dec 9, 2014
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Haitong’s global ambitions start from low base

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By Peter Thal Larsen

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

In the past few years, hundreds of wealthy Chinese have used Portugal’s “golden visa” scheme to gain a foothold in Europe. Now Haitong Securities is attempting the corporate equivalent by snapping up the investment banking arm of bailed-out Banco Espirito Santo for 379 million euros ($466 million). Though the brand is damaged and many staff have quit, it’s a relatively low-risk way for the Chinese broker to build an international network.

Nov 27, 2014
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Faulty air bags puncture Takata financial cushion

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By Peter Thal Larsen

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

Takata Corp is a medium-sized company with a massive problem. U.S. regulators are pushing for a nationwide recall of cars fitted with the Japanese group’s air bags, which have been blamed for the deaths of five drivers. The costs pose a serious threat to the company’s financial stability.

Nov 18, 2014
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Investors carried away with HK Exchange’s options

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By Peter Thal Larsen

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

Investors are getting carried away with Hong Kong Exchanges and Clearing’s options in mainland China. Though the owner of the Hong Kong bourse should benefit from a stock-trading link with Shanghai, shareholders will have to wait for big gains.

Nov 14, 2014
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China’s stock connection: a guide to the perplexed

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By Peter Thal Larsen

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

Hong Kong and Shanghai are about to link their stock markets. While it has taken years of debate and several false starts, the hook-up could have big implications for investors on both sides of the border. How big depends on China’s willingness to relax its strict limits on capital moving in and out.

Oct 28, 2014
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Hong Kong protests reach polite impasse

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By Peter Thal Larsen

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

The most surprising thing about Hong Kong’s pro-democracy campaigners is that they are still there. A month after a small group of students stormed a space outside the government’s head office, the protests now known as the “umbrella movement” have confounded predictions of chaos, apathy or a violent crackdown by China. Though a compromise on democratic reform remains as distant as ever, Hong Kong’s mostly civil activists have changed the city’s political geography for good.

Oct 27, 2014
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Missed stock connection hurts China’s reform drive

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By Peter Thal Larsen

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

China’s financial reform drive has suffered another setback. A flagship scheme to link the Hong Kong and Shanghai stock exchanges has been delayed after regulators failed to approve it ahead of an expected launch on Oct. 27. The setback puts another question mark over why foreign investors would want to access China’s markets in the first place.

Oct 20, 2014
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Abenomics hits a speed bump, not a road block

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By Peter Thal Larsen

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

Shinzo Abe’s plan to lure more women into the Japanese workforce just suffered a symbolic but high-profile setback. Two female ministers resigned on Oct. 20 just two months after they were elevated in a cabinet reshuffle. It’s another headache for the current Japanese prime minister, who is already grappling with stuttering economic growth. Yet some of his other reforms are moving ahead.

    • 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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