Edition:
United States

Rachel Morarjee

China's economic statistics aren't fake enough

Jan 20 2017

BEIJING (Reuters Breakingviews) - China's economic statistics may be damned as lies by sceptics, but they aren't fake enough for comfort.

HNA buys SkyBridge to White House

Jan 18 2017

BEIJING (Reuters Breakingviews) - HNA Group is hoping to buy a SkyBridge directly to the White House with its latest deal. The Chinese conglomerate is taking a stake in newly minted presidential adviser Anthony Scaramucci's hedge fund. The business fit is a stretch, but the rationale of HNA making a friend on Trump's team as it tries to expand in the United States is hard to avoid.

MNCs need sharper edge in China talent wars

Jan 17 2017

BEIJING (Reuters Breakingviews) - Job-hopping is rife in the notoriously competitive Chinese labour market, and multinationals are losing their edge in the fight to recruit top executives, a survey shows. Fortunately they still hold a valuable advantage: the key to an international career at a time when many qualified Chinese professionals are fleeing the country's toxic air and overloaded school systems.

Shadow banking and Chinese bonds are dangerous mix

Jan 04 2017

BEIJING (Reuters Breakingviews) - Chinese bond investors are finding that trouble comes in threes. First a U.S. rate hike, then a squeeze on short-term lending that dried up fixed-income liquidity, and finally a scandal at a brokerage which fuelled fears about wobbly leverage underpinning China's bond market rally.

Fosun's $3 bln U.S. sale is an orderly retreat

Dec 06 2016

BEIJING (Reuters Breakingviews) - Fosun's sale of U.S. insurer Ironshore shows one of China's most aggressive dealmakers knows how to get out while the going is good. The $3 billion sale to Liberty Mutual will help Fosun slim down and sharpen its focus on emerging markets. As president-elect Donald Trump's team steps up its China-bashing, the U.S. will only become harder for mainland firms to navigate.

China's pension move into stocks is overdue

Dec 01 2016

BEIJING (Reuters Breakingviews) - China has moved a step closer to investing $290 billion worth of public pension funds in financial markets, including stocks. That's a small step in the right direction of adding institutional investor gravitas to an erratic market, but more needs to be done to ensure comfortable retirement for China's rapidly aging workforce.

Emperor Xi gets new clothes

Oct 31 2016

BEIJING (Reuters Breakingviews) - China's president Xi Jinping has a flashy new title. The Communist Party has named him as its "core" leader - a moniker previously granted to icons like Mao and Deng but denied to his predecessor Hu Jintao. But Xi needs more than titles to implement tough reforms; he needs provincial allies and a viable vision for economic policy.

Breakdown: Gauging the risks of a China crisis

Oct 31 2016

BEIJING (Reuters Breakingviews) - Can China avoid a financial crisis? That's the question facing regulators and investors after a rapid rise in leverage in the world's second-largest economy. The links between the official banking system and shadowy institutions have also grown deeper and harder for regulators to fathom. Breakingviews explains how the People's Republic might avert a meltdown, but might find a credit crunch harder to dodge.

Breakdown: Gauging the risks of a China crisis

Oct 31 2016

Debt is rising rapidly, while the links between the official banking system and shadowy institutions are growing deeper and harder to fathom. The People’s Bank of China can probably ride to the rescue in the event of a shock. But a painful credit crunch will be harder to avoid.

Emperor Xi gets new clothes

Oct 28 2016

China's Communist Party named President Xi Jinping as its "core" leader - a title previously granted to icons like Mao and Deng. But Xi needs more than titles to implement tough reforms; he needs provincial allies and a viable vision for economic policy. He may have neither.

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