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The Exchange Reuters
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- Nieuws
The Exchange is a regular conversation with some of the most influential movers and shakers in business and markets hosted by Peter Thal Larsen, global editor of Breakingviews, the commentary publication of Thomson Reuters. Breakingviews debates and discusses trends in finance and economics with those who shape them, from central bankers and corporate executives to authors and film directors.
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China’s EV makers can ride the tariffs backlash
The US and the EU have imposed hefty import duties on electric vehicles BYD, Tesla and others make in the People’s Republic. In this Exchange podcast, consultant and former Chrysler executive Bill Russo explains why Europe’s levies are more a speeding fine than a stop sign.
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McKinsey powers through its many missteps
Despite scandals from South Africa to Big Oil, the secretive consultancy charms Ivy League recruits and blue-chip clients. In this Exchange podcast, investigative reporter Michael Forsythe explores the mystique and whether opioids advice threatens the firm’s $16 bln of revenue. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.
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Investors are hunting securitization’s oddballs
Whether a bundt cake bakery or an internet address, if it generates steady cash, it can be diced up in the financial alchemy of securitization. In this Exchange podcast, Janus Henderson’s John Kerschner explains the promise and perils, and why the oddest assets can be the best. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.
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Japanese funds will unlock powerful virtuous cycle
Pushy foreigners helped boost short-term value in the Nikkei stock index. In this Exchange podcast, Hiroyuki Otsuka, CEO of Newton Investment Partners and ex-Carlyle executive, explains how local asset managers will create the next wave of gains and usher in dramatic change for Japan.
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China’s cars fine-tune their driving skills
Automakers in the country are touting autonomous driving, and Tesla is preparing to join the fray. On this week’s Exchange podcast, Maxwell Zhou, CEO of Alibaba-backed DeepRoute.ai, explains why progress is accelerating and how that is already changing consumers’ expectations.
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China tests EU resolve on export trade fight
France’s Emmanuel Macron got little to show from President Xi Jinping’s European tour this month. In this Exchange podcast, MERICS expert Grzegorz Stec explains the difficulty of managing ties with Beijing and why balancing risk and business opportunity is so tricky. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.