Hudson Lockett

Asia Columnist at Breakingviews

Asia Columnist for Reuters @Breakingviews in Hong Kong. Previously FT. RT ≠ endorsement. Views = mine.

Articles

Breakingviews - China’s new currency order faces same old problems

1 week ago | reuters.com | Hudson Lockett

Euro, Hong Kong dollar, U.S. dollar, Japanese yen, pound and Chinese 100 yuan banknotes are seen in this picture illustration, in Beijing, China, January 21, 2016. REUTERS/Jason Lee HONG KONG, June 19 (Reuters Breakingviews) - It’s a good time to pitch alternatives to the U.S. dollar , but it pays to be specific.
China’s new currency order faces same old problems

1 week ago | breakingviews.com | Hudson Lockett

HONG KONG, June 19 (Reuters Breakingviews) - It’s a good time to pitch alternatives to the U.S. dollar , but it pays to be specific. On Wednesday, People’s Bank of China Governor Pan Gongsheng told attendees of a financial forum in Shanghai that he expected the largely greenback-based global monetary system to become multipolar, ultimately helping to “better safeguard global financial stability”.
Slower tapering belies Japan’s volatile endgame

1 week ago | breakingviews.com | Hudson Lockett

Bank of Japan Governor Kazuo Ueda attends a press conference after a BOJ policy meeting in Tokyo, Japan, May 1, 2025. REUTERS/Kim Kyung-Hoon/File PhotoThe central bank held rates but flagged a slower drawdown in bond purchases next year. The move will assuage concerns from investors spooked by spikes in long-term yields. Such fluctuations will increase as Governor Kazuo Ueda continues normalisation for the $4 trln economy.
Japan bourse’s activist clash is a welcome sign

1 week ago | breakingviews.com | Hudson Lockett

A visitor walks near the logo of the Tokyo Stock Exchange in Tokyo November 5, 2012. Asian shares fell on Monday, tracking a sell-off in global shares late last week, as investors continued to shed risk ahead of the closely fought U.S. presidential election and looked past a strong U.S. jobs data to fragile economic growth...
Nintendo's valuation power-up looks set to fade

3 weeks 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.
Asia-Pacific News | Today's Latest Stories | Breakingviews

3 weeks 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.
Breakingviews - Toyota is Japan Inc’s ultimate value contrarian

3 weeks 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.
La situación comercial EE UU-China es desoladora

1 month 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.
Breakingviews - The post-truce state of US-China trade looks dire

1 month 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.
The post-truce state of US-China trade looks dire

1 month ago | breakingviews.com | Hudson Lockett

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