Viewsroom: Trump solar tax is more burn than balm
The U.S. president seems to be trying to right past trade wrongs. But business has long since moved on, meaning tariffs on washing machines and solar panels will do more harm than good. Also, Merkel a...
25 Jan 201825min
Viewsroom: Donald Trump goes to Davos
The U.S. president heads to the Swiss Alps confab that’s the antithesis of his “America First” ideology. He’ll have competition: keynote speaker Narendra Modi, with his “Make in India” policy. Plus: B...
19 Jan 201824min
Viewsroom: China’s dubious shot across U.S. bow
Talk of buying fewer of Uncle Sam’s bonds may be Beijing’s way of showing some teeth as the Trump administration mulls import tariffs. But as with other retaliatory trade tactics, it would hurt China ...
11 Jan 201819min
Viewsroom: Debt markets set for wild ride
More government borrowing and less central bank buying will force bondholders to fend for themselves, Breakingviews predicts. Plus, passive funds will force out a CEO, electric vehicles give gasoline ...
4 Jan 201818min
Viewsroom: Investors target sexual misconduct
Companies that sweep settlements for bad behavior under the carpet will feel shareholder ire in 2018, Breakingviews predicts. Plus, Apple will float past the EU’s roving eye, splintering political par...
29 Dec 201717min
Viewsroom: Saudi Aramco’s path may lead to China
That the Hong Kong Stock Exchange will join Riyadh in hosting the world’s largest IPO is one of Breakingviews’ 2018 predictions. We also explain the method to our fortune-telling and lay out why China...
21 Dec 201720min
Viewsroom: A Fox in the Mouse House
Disney’s $66 bln deal for the bulk of Rupert Murdoch’s entertainment empire is a reaction to the rapid rise of streaming-content providers like Netflix, and lets CEO Bob Iger delay retirement again. E...
15 Dec 201723min
Executive payouts in rude health
Aetna CEO Mark Bertolini is bagging $500 million from selling the insurance company to drugstore chain CVS – despite only a middling performance as boss. Behind such healthcare mergers: a desire to cu...
7 Dec 201715min
