Jeff Mason is a White House Correspondent for Reuters and the 2016-2017 president of the White House Correspondents’ Association. He was the lead Reuters correspondent for President Barack Obama's 2012 campaign and interviewed the president at the White House in 2015. Jeff has been based in Washington since 2008, when he covered the historic race between Obama, Hillary Clinton and John McCain. Jeff started his career in Frankfurt, Germany, where he covered the airline industry before moving to Brussels, Belgium, where he covered the European Union. He is a Colorado native, proud graduate of Northwestern University and former Fulbright scholar.
Twitter handle: @jeffmason1
HONG KONG (Reuters Breakingviews) - HNA Group is restructuring in a rather roundabout way. The Chinese conglomerate already has offloaded stakes in two Hilton Worldwide spinoffs for a combined $2.4 billion, as part of a streamlining programme that includes publicly floating businesses and shedding real estate. Now it has put its 26 percent holding in the U.S. hotelier itself, worth roughly $6.4 billion, on the block, too.
HONG KONG (Reuters Breakingviews) - Harbour Energy clearly has a bold view on liquefied natural gas. The private equity-backed outfit is closing in on a $10 billion-plus takeover of Australian producer Santos. The target’s board tactfully resisted, but is wise to engage with its eager suitor now.
HONG KONG (Reuters Breakingviews) - Yi Gang has experience working in America. Once considered a liability, that background now may be one of his greatest assets. And the mainland is courting companies to list shares locally, while China’s version of Hulu plans an IPO - in New York.
HONG KONG (Reuters Breakingviews) - The seizure of Anbang Insurance Group flips the script on Chinese takeovers. Authorities have commandeered the acquisitive insurer – a buyer of New York’s Waldorf Astoria and onetime suitor of $14 billion Starwood Hotels – and prosecuted its boss, Wu Xiaohui. It is the boldest step yet in Beijing’s battle against financial excess. The move also could be a worrying omen for others.
HONG KONG (Reuters Breakingviews) - It can be difficult to stay on when all your peers are retiring. That’s the case for Haruhiko Kuroda who will be reappointed Bank of Japan governor. The continuity at the helm of the Japanese central bank contrasts with a changing of the guard in the United States and Europe and reduces the chances of major monetary policy shifts in Tokyo. But Kuroda faces some tricky challenges.
［香港 １４日 ロイター BREAKINGVIEWS］ - 日本は、ゴルディロックス（適温）経済のただ中にある。米国では、賃金上昇や、加速するインフレ、金利や国債利回りの上昇に投資家がやきもきしているが、日昇る国は、１９８０年代のバブル期以降最長のプラス成長期間を更新した。
HONG KONG (Reuters Breakingviews) - Credit Suisse’s openness about Asia is yet to pay off. Since taking over in 2015, Chief Executive Tidjane Thiam has been keen to ensure the $47 billion group is seen as the “entrepreneurs’ bank” in a region where managing private fortunes goes hand in hand with cutting corporate deals.
HONG KONG (Reuters Breakingviews) - HNA Group could be preparing for a great escape. Selling half of a marquee Hong Kong project for $2 billion will raise useful cash amid a liquidity crisis. Plenty of other foreign property and shareholdings could be sold too without disrupting the Chinese outfit’s core businesses.
HONG KONG (Reuters Breakingviews) - Look past the iffy pizza and Yum China remains delicious. On Wednesday evening, the mainland operator of KFC reported its first full set of annual results since spinning off from parent Yum Brands in late 2016. The smaller Pizza Hut business is still a work in progress, but shows signs of improvement. Meanwhile, the $17 billion parent looks like a straightforward, fast-growing and fairly cheap bet on the rise of the Chinese consumer.
HONG KONG (Reuters Breakingviews) - SoftBank’s debt wizards have found new ingredients to chuck in their finance cauldron. A report that they might raise funds against semiconductor subsidiary ARM or a newly purchased 15 percent stake in Uber sounds entirely plausible: the hyperactive Japanese group does whatever possible to maximise financial firepower.
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