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Rob Cox

Breakingviews - Cox: Davos becomes a liability in the populist era

Jan 21 2019

DAVOS (Reuters Breakingviews) - What do Donald Trump, Justin Trudeau, Emmanuel Macron, Narendra Modi and Theresa May have in common? Besides leading the United States, Canada, France, India and United Kingdom, not much – except that all of them are skipping the World Economic Forum in Davos this week. Each of the leaders came to the Swiss Alps last year to deliver their takes on globalisation - or at least flog their nations as the world’s optimal destinations for capital.

Breakingviews - Cox: France’s Macron can’t turn 41 fast enough  

Dec 21 2018

PARIS (Reuters Breakingviews) - Survey the business establishment of France, and it quickly becomes evident that there exists an impossible number of self-described mentors to Emmanuel Macron. Nearly everyone over the age of 50, it seems, claims to have nurtured the French president as he climbed the ranks of the bureaucracy and Parisian banking to eventually win the top job 19 months ago.

Breakingviews - The Exchange: Gary Shteyngart

Dec 17 2018

NEW YORK (Reuters Breakingviews) - To create the hedge fund manager character Barry Cohen – the protagonist in his latest novel “Lake Success” – Shteyngart spent lots of time with real-life financiers, from quants to activists. He discusses what he learned about Wall Street and the money business with Rob Cox.

Breakingviews - Pernod Ricard served a shot of Diageo by Elliott

Dec 12 2018

PARIS (Reuters Breakingviews) - It’s getting increasingly crowded at the bar for shareholder activists in Europe, but it’s still possible to get a good drink. Elliott Advisors, the U.S. hedge fund manager, has found another decent tipple in the form of Pernod Ricard, the French purveyor of booze like Absolut vodka and Chivas Regal whisky. 

Breakingviews - Activism anxiety will grip French establishment

Dec 12 2018

PARIS (Reuters Breakingviews) - France knows a thing or two about meddling investors. The government regularly sticks its nose in private industry’s affairs. Moguls like Vincent Bolloré have long thrown their weight around public boardrooms at home and abroad. But few large French companies have undergone the cage rattling that regularly rocks their American cousins. Pernod Ricard, the booze group, got a taste of that when Elliott Advisors turned up with a 2.5 percent stake on Wednesday. More is coming.

Breakingviews - “Pere Noel” Macron won’t cheer marchers or markets

Dec 11 2018

PARIS (Reuters Breakingviews) - After four successive Saturday protests that saw sustained rioting in the streets of Paris, French President Emmanuel Macron learned a lesson that crushed the hopes of his recent predecessors: it is no easier to govern than to reform. That revelation has come very late for the youthful former banker, who believed he’d been given a clearer mandate to do more than simply avoid conflict or hustle France through another few years of listlessness. 

Breakingviews - The Exchange: Joe Kaeser

Dec 10 2018

NEW YORK (Reuters Breakingviews) - It’s hard to imagine a company embodying as many of the challenges and opportunities of 21st century capitalism as Siemens. The German conglomerate’s CEO swings by Times Square to discuss trade, breakups, power, automation, labor, Saudi Arabia and lots in between with Rob Cox. 

Breakingviews - Cox: Why I’m relocating to Paris in the year ahead

Dec 04 2018

PARIS (Reuters Breakingviews) - Soon after relocating to Paris I met an entrepreneur with an extraordinary ambition to challenge the technological dominance of Microsoft and Google by creating an alternative digital operating system. I also encountered an angry protester in a yellow vest, or “gilet jaune”, who wanted to overthrow the government. Welcome to the two faces of the global centre of the resistance.

Breakingviews - Bush paid history's economic dividends forward

Dec 01 2018

NEW YORK (Reuters Breakingviews) - George H. W. Bush presided over the fall of Soviet communism and led an international effort to foil Saddam Hussein's invasion of Kuwait. But the dividends from these historic successes during his one term mostly bypassed the 41st U.S. president, who died at 94 in his Houston home on Friday, and accrued to his successors, including son George W. Bush.

Breakingviews - Trump’s Saudi amorality can make Gulf great again

Nov 26 2018

LONDON/PARIS (Reuters Breakingviews) - U.S. President Donald Trump’s Thanksgiving-week absolution of Mohammed bin Salman for the murder of journalist Jamal Khashoggi by Saudi agents has undermined any claims to global moral leadership by the U.S. administration. But America’s reputational loss today may benefit the Gulf in 2019.

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