Viewsroom

Breakingviews columnists talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day.

News
176
Viewsroom: Chinese tech crackdown, The vax trade
Beijing took Alibaba, Tencent and others to task over monopolistic practices; and global financial markets got a boost from Pfizer’s revelation that its Covid-19 vaccination may be super-effective. Breakingviews columnists around the world weigh in on ...
23 min
177
Viewsroom: What Biden bodes for money and markets
Without a clear Senate majority, the former vice president will need to tack to the center when he occupies the White House. For Wall Street that’s a bullet dodged. For other industries, it’s a mixed bag. For multilateral institutions, it’s an improvem...
19 min
178
Viewsroom: What we’re expecting on election night
If Joe Biden wins Donald Trump’s place as POTUS on Nov. 3, and the Senate turns Democrat, lots of things will change – chief among them tax and economic policy. But big tech companies and China’s Communist Party will gain no reprieve. Rob Cox, Gina Cho
25 min
179
Viewsroom: Asia’s richest man, China dependency
Mukesh Ambani can divide his $200 bln Reliance Industries and still rule, says India editor Una Galani. Meantime, European and U.S. multinationals are growing increasingly reliant on Chinese growth, seeding future financial and political risks, Rob Cox...
25 min
180
Viewsroom: On the road again, Zambia, Super-apps
Airlines columnist Ed Cropley boards his first plane since Covid-19 hit, and experiences travel in the pandemic era on a visit to Munich. He also discusses the financial proxy war over Zambia’s debt restructuring. Meantime, Asia goes mad for all-singin...
19 min
181
Viewsroom: Masks, masks everywhere; Tech breakups
The widespread covering of mouths and noses to stifle Covid-19 has spawned a mini-manufacturing boom, with some downsides, Sharon Lam tells Rob Cox. Yet the economic benefits of mask mandates are plentiful, Lisa Jucca argues from Milan. Plus, Congress ...
19 min
182
Viewsroom: Disastrous debate, Italian soccer deal
The first of the U.S. presidential debates was shambolic, with almost no substance on economic policy for investors or markets to sink their teeth into. On a lighter front, though, Italy’s Serie A soccer league has a chance to regain its glory. Breakin...
25 min
183
Viewsroom: The dream team to fix America’s economy
As voters head into the final stretch of the U.S. presidential election, Breakingviews has released a new interactive tool to help Joe Biden or Donald Trump pick a cabinet of economic all-stars. Listen to our picks for the battling candidates and learn...
33 min
184
Viewsroom: Credit-UBS, Bernard Arnault and Japan
A merger of Credit Suisse and UBS has some merits on paper, but would be bloody in practice, says Liam Proud. Plus, the LVMH billionaire’s impeccably ruthless dealmaking is on full display with the Tiffany takeover. Pete Sweeney and Sharon Lam discuss ...
22 min
185
Viewsroom: Republicans hammer it home
At their quadrennial convention, the GOP didn’t give much insight into what four more years of Trump would look like. But they were consistent in battering the Democrats and Joe Biden as a Trojan horse for socialism and other...
11 min
186
Viewsroom: Democrats pitch normalcy first
The Democratic National Convention wound up four days of speeches and spectacle with no unforced errors, a broadly appealing economic message and, above all, a call for a restoration of broken norms. Next up, the Republicans. Rob Cox, John Foley and An...
14 min
187
Viewsroom: Biden takes corporate succession cue
The presumptive Democratic candidate to challenge Donald Trump for the presidency chose California Senator Kamala Harris as his running mate. Gina Chon and Rob Cox discuss the parallels with corporate succession planning and what the choice says about ...
13 min
188
Viewsroom: Silicon Valley spotlight
The CEOs of Big Tech companies faced off against U.S. lawmakers during an antitrust hearing that raised new evidence about past acquisitions. Meanwhile, Japan’s Ootoya and Colowide engage in a food M&A fight. And: SoftBank CEO Mas...
24 min
189
Viewsroom: Europe’s big money moment and baijiu
The 750 bln-euro stimulus package agreed to by EU leaders this week was a test of the region’s political resiliency, may be a big deal for the single currency and could lead to more capital markets and M&A activity, EMEA Editor Peter Thal Larsen ex...
17 min
190
Viewsroom: Wall Street, Huawei, Chinese taxpayers
Investment bankers have had a very nice lockdown indeed, says U.S. Editor John Foley. British Prime Minister Boris Johnson backtracks on 5G, delivering his pal Donald Trump a tech victory against China. Meantime President Xi Jinping takes some unusual ...
28 min
191
Viewsroom: Chinese access to U.S. money, Boohoo
Chinese companies’ access to American capital is imperiled for all sorts of reasons, says Hong Kong columnist Robyn Mak. The stingy LBO of New York-listed Sina by its CEO won’t help. Also, British fast-fashion retailer Boohoo’s not-qu...
22 min
192
Viewsroom: Wirecard, Hong Kong and Tesla
The German fintech scandal shines a light on its hapless regulator; China’s new security law stinks up the fragrant harbor and Elon Musk hasn’t just surpassed Toyota in market value, he’s becoming as rich as Croesus. Breakingviews columnists around the...
25 min
193
Viewsroom: Reparations math, the coming WFH battle
As America continues to grapple with the legacy of slavery, Breakingviews columnists debate the financial question of whether the government, and some corporations, have a debt to repay. And Pete Sweeney dives deep into the post-pandemic future of work...
28 min
194
Viewsroom: Stock underwriting bonanza, Vietnam
Equity capital markets bankers are having their day in the sun as companies scramble to raise money while central banks pump liquidity into the financial system, Breakingviews editors explain. Plus: Asia columnists Robyn Mak ...
21 min
195
Viewsroom: Global takeaway and Cathay
Nothing sums up pandemic dealmaking quite like this: As a merger of America’s top shopping mall operators crashed and burned, two of the world’s biggest food-delivery companies joined forces. Also, Cathay gets a bailout and so might t...
32 min
196
Viewsroom: Not the same as it ever was
After the Covid-19 pandemic has passed, will we still shake hands, ride elevators, go to sports matches and go on dates? Will taxes surge to pay for massive government budget deficits? Breakingviews editors chew over some highlights from their new e-bo...
18 min
197
Viewsroom: Hong Kong crunch
U.S. Secretary of State Mike Pompeo declared the Asian financial hub no longer autonomous from China, days after Beijing unveiled plans to ban sedition and subversion there. Breakingviews columnists in the city untangle what it means amid the trade war...
15 min
198
Viewsroom: Reopening after the pandemic
Major economies like Italy and Switzerland are attempting to return to normal, but with notable differences, as columnists in both countries discuss. And Sharon Lam in Hong Kong talks about the future of leisure and business travel with Global Editor R...
28 min
199
Viewsroom: Cashing out of BlackRock
Boss Larry Fink has lost his biggest shareholder, and former owner as U.S. bank PNC sells its 22% stake in the world’s largest money manager. But the exit could be beneficial for both firms. Plus: Sweden’s Covid-19 plan will be hard to replicate. And: ...
33 min
200
Viewsroom: Mega-mega mergers
The Great Lockdown will inevitably encourage governments to foster the creation of ever-larger “national champions” through corporate consolidation. Rob Cox, Edward Chancellor and Lauren Silva Laughlin discuss possible combos – and why this wo...
28 min