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Sunday, 26 April 2015


Robyn Mak

China's cyber crackdown: A guide for the perplexed

24 April 2015

The People’s Republic is squeezing technology companies. New banking rules and counter-terrorism legislation could make it harder for foreign groups to operate in the expanding market. Is security just an excuse to protect domestic players? Breakingviews cracks the code.

An employee of the Tokyo Stock Exchange (TSE) looks at a monitor at the bourse at the TSE in Tokyo March 3, 2014.

Japan stocks can rise beyond symbolic Nikkei high

23 April 2015

The index closed above 20,000 for the first time since 2000. Though Japan’s bull market is more than two years old, a trade deal with the United States could make returns still sweeter for investors. Stronger corporate earnings and more money-printing could also boost equities.


India's poor state banks will test investor limits

22 April 2015

State Bank of India is leading the rush to raise capital with a $2.4 bln share sale. A stronger economy makes bad debts look less bad. Investors will also have to believe a government pledge to meddle less in lending decisions. Even so, few banks look tempting.

Acrobats perform in front of an electronic board showing the emblem for the Chinese Communist Party (CPC) during an event celebrating the 18th National Congress of the Communist Party of China in Hangzhou, Zhejiang province October 19, 2012.

Circus deal risks becoming lunge at falling knife

21 April 2015

TPG and others are buying Montreal-based Cirque du Soleil at a $1.5 bln valuation. That’s over $1 bln less than the price secured by founder Guy Laliberté in an ill-fated 2008 sale to Dubai. Recent shows have struggled, though, and hoped-for Chinese growth could easily stumble.

Yahoo CEO Marissa Mayer delivers her keynote address at the annual Consumer Electronics Show (CES) in Las Vegas, Nevada January 7, 2014.

SoftBank put on spot by Yahoo Japan exit

23 April 2015

The Japanese conglomerate is the natural buyer of the portal should the U.S. search group offload its 36 pct stake. But beefing up won’t impress investors struggling to see the value of its parts. A spin-off by Yahoo will up pressure for SoftBank to justify its business model. 

Andy Mukherjee

India in depth: A race to write cheques

22 April 2015

Not all state governments will know what to do with an unanticipated $30 billion jump in their share of tax revenue this fiscal year. But that’s a short-term problem. Eventually, shifting spending from New Delhi to sub-national governments should boost India’s growth potential.

People pose for a photograph as they toast with beer on a sunny day in Munich's English garden 'Englischer Garten' .

China crafty beer deal brews value from simplicity

21 April 2015

China Resources is sucking everything out of its Hong Kong-listed subsidiary except for Snow beer, the world’s best-selling suds. In accounting terms, minority shareholders actually end up slightly worse off. Still, the increased transparency should create a considerable uplift.




UK election

24 April 2015

Who will gain from “follow the money” voting?