A new nationalist pro-military leader in Tokyo, Sanae Takaichi, is matching Beijing’s direct tone over Taiwan. That will keep Japanese companies from $320 bln Toyota to Shiseido on edge. Any damage to ...

Fixed asset investment plunged 11% in October. Beijing’s crackdown on industrial overcapacity is intensifying. But its planned mega infrastructure projects will soon provide some relief. That and ...

CD&R is paying a hefty 41% premium to buy packaging supplier Sealed Air for $10 bln. Without a strong turnaround at the struggling company, returns will be subpar. A growing backlash against plastic ...

Semiconductors are usually cheaper to buy than make. Nvidia's chips, though, are expensive and in short supply. That's why Alphabet, Meta and others are developing custom AI processors, a market that ...

The broadcaster took an 8% stake in rival Scripps, adding pressure to takeover talks. Cost savings of $300 mln, if valued richly, are tantalizing for the target. Yet lumbering debt and a history of ...

The $63 bln miner may split off its North American assets from the rest of the group, effectively reversing the 2019 Randgold deal. Barrick trades at a discount, but its Nevada operations merit a ...

The near-$400 bln market was once a hot investment area for consumer giants like Coca-Cola. But US tariffs, the soaring cost of beans and wider inflation diminished the buzz in the West. A plan to ...

Beijing’s new five-year plan signals bolder ambitions for the renminbi, which makes up 8.5% of global currency trades. Pushing for yuan settlement in iron ore and chips is one way. The $20 trln ...

Big banks are antsy over plans to up the government backstop on deposits and, perhaps, fees for it. Yet private services already stretch today’s $250,000 limit, siphoning away $500 mln in value. There ...

Welcome back! This week, Breakingviews celebrated its 25th anniversary, prompting us to look back at the last quarter-century. Even setting aside the clear parallels with the stock market bubble which ...

Sterling and gilts dipped on fears that Rachel Reeves won’t raise income taxes after all. The UK finance minister may instead deploy a 20 bln pound fiscal ‘smorgasbord’ to help plug a potential 40 bln ...

Private equity secondaries were once the preserve of eagle-eyed bargain-hunters. As it grew to $200 bln in volume, a bewildering array of deal structures bloomed. The danger is that new investors, ...