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Yawen Chen

@ywchen.bsky.social
176 followers 13 following 0 posts

Columnist @ Reuters Breakingviews. www.breakingviews.com

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Reposted by Yawen Chen
Peter Thal Larsen @petertl.bsky.social · 15/04/2025
This week LVMH shareholders will decide whether to raise the retirement age for its chairman and CEO to 85, potentially giving Bernard Arnault another decade in charge. @ywchen.bsky.social argues the lack of a clear succession plan is a red flag for investors. www.reuters.com/breakingview...
reuters.com
Breakingviews - LVMH’s opaque succession merits investor discount
Bernard Arnault has no succession plan, and no apparent intention of unveiling one soon. Indeed, the 76-year-old chairman and CEO of LVMH could spend another decade at the helm of the $300 billion French luxury giant. Shareholders will this week vote on whether to raise the age limit for both roles to 85. While Arnault’s age is not necessarily a problem for investors, the lack of clarity about who takes over is beginning to weigh on the group’s enviable stock market record.
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Reposted by Yawen Chen
Reuters Breakingviews @breakingviews.reuters.com · 10/02/2025
EU’s Trump plan requires carrots, sticks and vibes - www.breakingviews.com/features/eus...
breakingviews.com
EU’s Trump plan requires carrots, sticks and vibes
Given the president’s tariff antics, Brussels needs a plan of action. Beyond identifying tit-for-tat levies, the EU may also face US pressure to ease up on Big Tech regulation. The best counter is gro...
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Reposted by Yawen Chen
George Hay @georgehay.bsky.social · 25/11/2024
Breakingviews' thoughts on this from Friday (while Total was in aforementioned silence), by @ywchen.bsky.social www.reuters.com/breakingview...
reuters.com
Breakingviews - Adani’s US woes put TotalEnergies on the spot
Patrick Pouyanné is used to coping with tricky circumstances. Even so his company’s close relations with Indian billionaire Gautam Adani, who is facing U.S. bribery charges, still constitute a challenge.
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