Hudson Lockett

1 day ago | breakingviews.com | Hudson Lockett

A general view of the Nintendo Switch 2 game console launch event at a Fnac Darty store as Nintendo starts selling the new consoles globally, in Paris, France June 4, 2025. REUTERS/Benoit TessierHigh hopes for the Switch 2 video game console have lifted the $108 bln firm's stock 28% this year. Boss Shuntaro Furukawa is also better capitalising on franchises like Mario and Zelda. But a punchy share price premium over rivals suggests investors are overlooking trade risks.

2 days ago | breakingviews.com | Hudson Lockett

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. Cheaper hardware, AI advances and early adoption are turning a decade of promises into something more tangible.

2 days ago | reuters.com | Hudson Lockett

HONG KONG, June 5 (Reuters Breakingviews) - Japan’s efficiency push has a new and conflicted flag bearer in the form of its largest listed company. Toyota Motor’s (7203.T), opens new tab resistance to the official drive to streamline corporate structures in pursuit of higher shareholder returns gave way this week to support for a $33 billion buyout of its supplier Toyota Industries (6201.T), opens new tab. The decision is controversial.

2 weeks ago | cincodias.elpais.com | Hudson Lockett

Los mercados parecen estar descartando el último conflicto comercial entre China y EE UU tan rápido como lo habían descontado. El índice chino CSI 300 ha subido un 1,4% este año, lo que supone una recuperación total tras la fuerte caída registrada tras iniciar Donald Trump su espiral arancelaria. Mientras dura la tregua de 90 días, el arancel recíproco oficial está en el 10%, al mismo nivel que otros países. En realidad, es mucho más alto.

2 weeks ago | reuters.com | Hudson Lockett

HONG KONG, May 19 (Reuters Breakingviews) - Markets appear to be writing off the latest Sino-American trade conflict as quickly as they priced it in. China’s benchmark CSI 300 index (.CSI300), opens new tab is up 1.4% this year, marking a full recovery from its sharp drop in early April after President Donald Trump announced a 34% reciprocal tariff on Chinese goods, which swiftly spiralled into triple-digit retaliatory levies.