Aimee Donnellan
Columnist at Reuters
Columnist at Breakingviews
Columnist @reuters @Breakingviews (Pharma, property, retail and insurers) Former banking correspondent @st_business. Views mine.
Articles
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4 days ago |
breakingviews.com | Aimee Donnellan
Rail carriages are pictured at the Siggenthal plant of cement maker Holcim in Wurenlingen near Zurich, Switzerland, June 27, 2024. REUTERS/Denis Balibouse/File PhotoShares in the Swiss cement giant’s $29 bln US unit fell, as those in its rump soared. When Holcim unveiled its spinoff in 2024, the European arm looked like a backwater. Investors’ enthusiasm reveals how the Trump administration’s polices have shifted the transatlantic dynamics.
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3 weeks ago |
breakingviews.com | Aimee Donnellan |Jonathan Guilford
The banking app, one of a wave vying to usurp old-school lenders, is closing in on a listing amid a tough market. An $11 bln valuation seems rich, even if investors look past critical dependence on a delicate regulatory arrangement and rising potential lending losses. The tycoon is trying to float his Asian insurer for the fifth time. The business is mature, generating cash and Hong Kong stocks are rebounding but nabbing its earlier $9 bln valuation looks tough.
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3 weeks ago |
reuters.com | Aimee Donnellan |Jonathan Guilford
Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript. Microsoft, Alphabet, Amazon.com and Meta Platforms are set to spend $320 bln this year on data centres and other kit to power advanced chatbots. In this Viewsroom podcast, Breakingviews columnists explain why investors are willing to support a long game that will yield a return. (The hosts are Reuters Breakingviews columnists.
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3 weeks ago |
breakingviews.com | Jonathan Guilford |Aimee Donnellan
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3 weeks ago |
breakingviews.com | Aimee Donnellan
A bottle of Cointreau, the orange-flavoured triple sec liqueur, is displayed at the Carre Cointreau at the Cointreau distillery in Saint-Barthelemy-d'Anjou, near Angers, France, February 8, 2019. REUTERS/Stephane Mahe/File PhotoDUBLIN, June 4 (Reuters Breakingviews) - The $3 bln cognac maker followed Diageo and Pernod Ricard in ditching long-term sales goals.
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RT @Breakingviews: 🎙️ Novo Nordisk is ahead of the pharma pack with its Wegovy weight-loss drug. The Danish company’s CEO Lars Fruergaard…
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