06/02/2017

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:00:00. > :00:13.Chinese investment in Europe and the US continues to grow

:00:14. > :00:15.reaching almos $100 billion last year - but can the trend continue?

:00:16. > :00:40.Live from London, that's our top story on Monday 6th February.

:00:41. > :00:48.So why is investment from a nine chain in Europe and the US --

:00:49. > :01:11.mainland Europe and We will also speak to the

:01:12. > :01:14.award-winning business leader who took over a waste management company

:01:15. > :01:19.at the age of 19. Also today - Ryanair

:01:20. > :01:21.profits are down - So do you still have

:01:22. > :01:41.the cheap flights bug? If you are planning your holidays,

:01:42. > :01:42.why not tell us where you are off to?

:01:43. > :01:46.The political events of 2016 may have ignited an unprecedented period

:01:47. > :01:49.of uncertainty for the global economy but one thing that appears

:01:50. > :01:51.to remain unaffected is the growing appetite of Chinese investors.

:01:52. > :01:53.Last year Chinese investment in the US increased

:01:54. > :02:05.Meanwhile, Chinese investment into Europe grew by 90 percent.

:02:06. > :02:12.All of this gives the impression 2016 was a good year for Western

:02:13. > :02:16.economies when it comes to foreign investment.

:02:17. > :02:22.Well the UK is about to begin a two-year period of Brexit

:02:23. > :02:24.negotiations and this echoes wider concerns over the health

:02:25. > :02:33.France, Germany and the Netherlands are all set to head to the polls

:02:34. > :02:35.later this year and Eurosceptic parties are gaining ground

:02:36. > :02:40.And in the US the uncertainty about what the Trump administration

:02:41. > :02:46.means for future deals with China is very unclear.

:02:47. > :02:50.During the recent election campaign he vowed to impose punitive

:02:51. > :02:53.Add to that moves from Chinese authorities to crackdown on money

:02:54. > :03:01.Chinese overseas deals could have been worth billions of dollars more

:03:02. > :03:08.if Beijing had not blocked some 30 acquisitions with Europe and the US.

:03:09. > :03:11.Tim Gee is Mergers and Aquisitions Partner at Baker McKenzie and one

:03:12. > :03:16.He explained why those deals were blocked.

:03:17. > :03:21.Some of the transactions and ousted not complete because the Chinese bid

:03:22. > :03:28.was outbid. The Chinese bid for London City Airport was outbid by a

:03:29. > :03:35.Canadian pension fund. Then you also have regulatory control from the

:03:36. > :03:45.West, particularly in the US. Some deals were blocked there, including

:03:46. > :03:49.European deals. Then you have controls within China, and what we

:03:50. > :03:56.have seen is concern over capital outflow from China, and that has

:03:57. > :03:59.caused some transactions to be pulled as a result of China saying,

:04:00. > :04:05.we don't want this to happen. Linda Yueh is a Fellow in Economics

:04:06. > :04:08.at the University of Oxford and an Adjunct Professor

:04:09. > :04:19.of Economics at London Nice to see you, Linda. This report

:04:20. > :04:22.is interesting on what happened last year, because the numbers are

:04:23. > :04:27.staggering, the amount that was invested in the US and Europe, but

:04:28. > :04:34.also the amount that wasn't. Talk us through a bit more the reasons why.

:04:35. > :04:41.The Chinese are trying very hard to control out what capital movement.

:04:42. > :04:45.There are some economic reasons. One is to stabilise the value of the

:04:46. > :04:53.Chinese currency. Remember, China pegs its currency. They have to

:04:54. > :05:00.control the amount of currency flowing outside its borders. The

:05:01. > :05:08.other reason is they don't want companies companies being bought,

:05:09. > :05:11.but that is how commercial transactions should work. That is

:05:12. > :05:16.more of an excuse. The real reason is that they want to control the

:05:17. > :05:19.capital markets, just as they control pretty much everything else

:05:20. > :05:24.in the financial markets in the country. I wonder what your take is

:05:25. > :05:29.on the future appetite of Chinese investors investing in the US when

:05:30. > :05:33.we have quite convert of statements from Donald Trump, accusing China of

:05:34. > :05:39.manipulating its currency, questioning the one China policy.

:05:40. > :05:45.Will that affect investors' willingness to pour money in? I

:05:46. > :05:48.think the rhetoric will have some impact, but I wouldn't overstate it.

:05:49. > :05:52.Politically, there has always been a lot of tension between the US and

:05:53. > :05:57.China, but a lot of businesses do deals anyway. The Chinese don't view

:05:58. > :06:01.Donald Trump that negatively. There are some who are worried, but there

:06:02. > :06:09.are others who say, he is a businessman. He welcomed some

:06:10. > :06:16.Chinese companies to make jobs in America. There are only two roles in

:06:17. > :06:22.an American economy, he said - hire American people and by American

:06:23. > :06:37.products. -- purchase American products. . There has been a shift

:06:38. > :06:40.away from... The Chinese Government is attempted to control not just the

:06:41. > :06:47.financial markets but the whole economy. China's growth is slowing.

:06:48. > :06:51.It is one of the reasons why big companies want to invest overseas,

:06:52. > :06:55.to diversify. The Government doesn't want them to put money into things

:06:56. > :07:01.that they don't think will help china's growth. They want

:07:02. > :07:05.innovation, expertise and things like high-end financial services,

:07:06. > :07:10.high-tech manufacturing, so their investment in America and Europe

:07:11. > :07:15.tends to be permitted if it is of that ilk. It tends to be scrutinised

:07:16. > :07:18.if it is more about buying entertainment companies. Thanks,

:07:19. > :07:22.Linda. All was good to have you on the programme. There is more about

:07:23. > :07:25.that on our website. Take a look when you have time. Some other news

:07:26. > :07:28.now. Apple, Facebook, Google

:07:29. > :07:31.and Microsoft are among 97 companies to have filed an official court

:07:32. > :07:33.document opposing Donald The US President's executive order

:07:34. > :07:38.prevents people from seven mainly Muslim countries

:07:39. > :07:39.entering the United States. On Saturday, the federal appeals

:07:40. > :07:41.court rejected the Trump administration's request

:07:42. > :07:43.to reinstate the ban after it was initially

:07:44. > :07:49.blocked a day earlier. Ryanair has reported an 8% fall

:07:50. > :07:51.in profits as increased competition forced the Irish airline

:07:52. > :07:54.to cut fares. The company says that average ticket

:07:55. > :07:57.prices may have fallen by as much as 15 per cent over

:07:58. > :08:01.the winter period. Ryanair has warned that 2017

:08:02. > :08:06.will continue to be a difficult year for the industry,

:08:07. > :08:09.but the carrier left its profit Two of Japans biggest

:08:10. > :08:22.automakers have announced Toyota and Suzuki said they'd been

:08:23. > :08:34.working on the deal since October. This is interesting, isn't it?

:08:35. > :08:40.That's right. I just want to mention that Toyota has just released its

:08:41. > :08:44.latest earnings numbers. They have raised their profit forecast thanks

:08:45. > :08:52.to stronger sales. They say they expect profit of 15 billion US

:08:53. > :08:59.dollars in the financial year to March, a 10% increase from the last

:09:00. > :09:05.forecast. Toyota last year lost its title as the world's biggest

:09:06. > :09:09.car-maker to Volkswagen. The industry is getting more

:09:10. > :09:13.competitive. Tidying up with Suzuki is a means to address that. They

:09:14. > :09:17.will develop green cars and other technologies, but it is worth

:09:18. > :09:20.mentioning that both companies have a history of failed alliances, so

:09:21. > :09:27.let's hope that this relationship works out. Thank you very much.

:09:28. > :09:31.Asian markets rose as investors tracked a record on Wall Street.

:09:32. > :09:38.That was fuelled by a better than expected jump in US jobs.

:09:39. > :09:40.Financial stocks in particular have been boosted by Donald Trump's

:09:41. > :09:45.He's likely to relax the tighter regulations that were imposed

:09:46. > :09:53.on banks after the 2008 crash to try and prevent a repeat of that.

:09:54. > :09:59.In Europe the main markets opened a shade higher - but fairly flat.

:10:00. > :10:01.Some things to watch out for this week -

:10:02. > :10:07.investors will be looking at the results from BP and Total

:10:08. > :10:11.They are two of Europe's biggest energy companies.

:10:12. > :10:16.Will their results reflect the rebound in oil prices?

:10:17. > :10:18.And Samira Husain has the details about what's ahead

:10:19. > :10:33.If the last two weeks were anything to go by, we could see another busy

:10:34. > :10:38.week. It will also be a busy week per business news, as companies

:10:39. > :10:44.continue to report earnings. General Motors will release results on

:10:45. > :10:50.Tuesday and it is expected to have a record year. Coca-Cola is also

:10:51. > :10:53.reporting this year. Fizzy drinks are going flat as consumers look for

:10:54. > :10:58.a healthier options. The company has been trying to diversify away from

:10:59. > :11:03.sugary drinks into coconut and vitamin water, but it hasn't been

:11:04. > :11:13.enough -- but has it been enough? Wall Street is -- twitter is

:11:14. > :11:18.reporting as well. Joining us is Trevor Greetham,

:11:19. > :11:31.Head of multi asset A lot going on, as usual. We'd been

:11:32. > :11:34.touching on some of the issues. Let's talk about travel, because

:11:35. > :11:42.that seems to be impacting trade in Asia, with shares doing well.

:11:43. > :11:51.Perhaps an executive order on financial regulation coming up soon?

:11:52. > :11:56.Yes, and you will generally here Donald Trump using the short form of

:11:57. > :12:05.the consumer protection act. He wants to deregulate the American

:12:06. > :12:13.market generally, which would mean getting banks... Wasn't the

:12:14. > :12:19.regulation brought in to protect us against another 2008 - style crisis?

:12:20. > :12:24.Yes. It is that a question about whether it will be a good thing or a

:12:25. > :12:29.bad thing, but it will have to go through Congress. There will be

:12:30. > :12:33.opposition. Generally, we are testing America's separation of

:12:34. > :12:41.powers. Donald Trump will say stuff and then see what happens. The

:12:42. > :12:46.challenge to immigration. Companies now joining the legal case to try

:12:47. > :12:50.and get the travel ban overturned. From his point of view, he can't

:12:51. > :12:54.lose, because he says, I will ban people from these countries, and he

:12:55. > :13:00.is then stopped from doing it, but he can say to his supporters, I

:13:01. > :13:05.tried and I was stopped by so-called judges and so-called politicians. He

:13:06. > :13:08.has nothing to lose. There is a continual war in the markets between

:13:09. > :13:14.what it sees good, such as stimulus, and what they see as bad, all the

:13:15. > :13:20.crazy stuff. Other crazy stuff coming up this week - what are you

:13:21. > :13:24.watching? Amongst all this political noise, the world economy is strong,

:13:25. > :13:32.which is good. Markets. China is strong this year, whereas it was

:13:33. > :13:40.weak for four or five years. Maybe they don't want to slam the brakes

:13:41. > :13:41.on, so it will stay quite strong. Thank you for joining us.

:13:42. > :13:44.Still to come: We'll speak to the woman who unexpectedly took

:13:45. > :13:47.over the family firm at the age of 19 and turned it into

:13:48. > :13:55.You're with Business Live from BBC News.

:13:56. > :14:07.Let's tell you a bit more about Ryanair reporting and 8% fall in

:14:08. > :14:15.profits. They said average fares fell to ?28 per customer, a fall of

:14:16. > :14:22.17%. Traffic was up 16% on last year. The chief financial officer of

:14:23. > :14:27.Ryanair joins us now. It's an interesting time for you as a

:14:28. > :14:30.company, as many of your rivals. More people travelling but you're

:14:31. > :14:35.making less money per passenger and your profits are going down. Good to

:14:36. > :14:40.talk to you. We're having a relatively good year, to be honest.

:14:41. > :14:51.Our profits in the first nine months were up. As you said, passenger

:14:52. > :15:01.numbers were exceptionally strong. We had record load factors of 95%.

:15:02. > :15:08.An average fare of ?28. Fares could be down as much as 15% in the fourth

:15:09. > :15:13.quarter. We have maintained our guidance of 1.35 billion, which

:15:14. > :15:18.would be record profits for Ryanair this year. It really is an issue for

:15:19. > :15:21.you, isn't it? We have heard you will sustain those low prices the

:15:22. > :15:24.rest of this year and probably the first quarter of next, so your

:15:25. > :15:32.profits will be more and more squeezed, when they? -- won't they?

:15:33. > :15:36.We have the lowest fares of anyone out there, and we announced this

:15:37. > :15:42.morning that our total costs will be down by 4%. When you consider that

:15:43. > :15:49.our next nearest competitor's 's 40% higher than ours, and yet we're

:15:50. > :15:52.looking at unit cost reductions, excluding fuel, that puts is in a

:15:53. > :15:56.strong position relative to everyone else. We're better hedged next year

:15:57. > :16:01.compared to competitors. We have compared to competitors. We have

:16:02. > :16:06.which is our biggest cost, and there which is our biggest cost, and there

:16:07. > :16:09.will be significant savings on fuel. We are very good at cutting costs in

:16:10. > :16:16.the businesses and keeping competitive advantage. We grow

:16:17. > :16:18.profitably on the back of it. Next year, our plan is to deliver 130

:16:19. > :16:28.million customers. That's the chief financial officer.

:16:29. > :16:29.More detail is on our website on Ryanair's earnings and other

:16:30. > :16:33.companies out with news. Our top story, Chinese direct

:16:34. > :16:38.investment into the US and Europe more than doubled to a record

:16:39. > :16:40.$94 billion last year. Lawyers Baker McKenzie say

:16:41. > :16:46.that was despite $75 billion worth A quick look at how

:16:47. > :16:59.markets are faring. This is how they're looking after a

:17:00. > :17:04.fairly flat open. The FTSE is up a shade. The DAX and the Cac down

:17:05. > :17:10.slightly. In the UK alone, the industry

:17:11. > :17:20.is worth more than ?0.5 billion. But it is in a predominantly

:17:21. > :17:22.male-run sector, Jacqueline O'Donovan stands

:17:23. > :17:27.out as a rare female leader. At the age of 19, Jacqueline took

:17:28. > :17:30.over the family business 30 years on and O'Donovan Waste

:17:31. > :17:37.Disposal is a fast-growing firm It employs 160 people

:17:38. > :17:43.and mostly operates in London and the South East,

:17:44. > :17:45.a complex and very Jacqueline O'Donovan,

:17:46. > :18:01.Managing Director Tell our viewers about the beginning

:18:02. > :18:04.for you. Because your father died suddenly when you were just 17. He

:18:05. > :18:09.was running the company? He was, yes. He had a successful business

:18:10. > :18:13.and he died back in 1985 when I was 17 and I'm the youngest of four. The

:18:14. > :18:18.youngest of four? The youngest of four. But it fell on your shoulders

:18:19. > :18:23.to run the business? It fell on all our shoulders, but it took a couple

:18:24. > :18:26.of years to stabilise and once it stabilised, we picked our role and

:18:27. > :18:31.mine was managing director. How did you manage that at such a young age?

:18:32. > :18:34.You're running a company, what sort of business experience did you have

:18:35. > :18:41.at that stage and were you just winging it? I was winging it. I ran

:18:42. > :18:47.out of school at 16. I couldn't wait to get out the gatesment I had a job

:18:48. > :18:51.as a childminder in Germany which I didn't take on and the rest is

:18:52. > :18:55.history. What reaction do you get from friends when you tell them your

:18:56. > :19:00.line of work? They say what line of work are you in and I say, "I bet

:19:01. > :19:04.you can't guess." Which they can't! It is a difficult business to be in

:19:05. > :19:08.anyway, I imagine 30 years ago, at the age of 19, being a woman running

:19:09. > :19:11.this company in London it was extremely tough. What kind of

:19:12. > :19:16.barriers and difficulties did you face? First of all, the biggest

:19:17. > :19:19.barrier was I was a female in a male dominated industry which I think

:19:20. > :19:24.bothered the men more than it bothered me. Then I didn't play

:19:25. > :19:29.golf. That was also a bit of a hurdle especially when it came to...

:19:30. > :19:34.Do you play golf now? No, no time to shop or golf. That was a hurdle. But

:19:35. > :19:39.I just saw them as challenges and worked my way over them each and

:19:40. > :19:43.everyone. How did you overcome them? Was it by proving to people that you

:19:44. > :19:46.could hold your own and you were just as able to grasp this industry

:19:47. > :19:51.as they were? I didn't really think about it at all. It wasn't something

:19:52. > :19:55.that I thought about, oh, my gosh, I'm a woman in a male dominated

:19:56. > :19:59.industry. It was something I took as a challenge. I enjoy a challenge and

:20:00. > :20:04.I got on with it. The males felt more intimidated than I did.

:20:05. > :20:10.The actual industry itself has changed in that period of time? Oh,

:20:11. > :20:14.massively. We just chuck everything away in one bag and you guys would

:20:15. > :20:20.take it away. I imagine in the UK many viewers around the world have a

:20:21. > :20:24.similar experience, we're separating our waste, we might get fined if we

:20:25. > :20:28.don't do it properly and it is left behind. It has completely changed.

:20:29. > :20:34.What has that meant for your business? It brought us to the fore

:20:35. > :20:37.front. 20 years ago if you were at a social event with regards to

:20:38. > :20:40.business you would tell people you were in waste disposal, it was right

:20:41. > :20:44.move on to the next question or the next subject. Now, they want to know

:20:45. > :20:48.how you do it, what equipment is involved, whether people are still

:20:49. > :20:53.involved, and people are more interested in how it's done. Is it

:20:54. > :20:58.harder to make money now? Oh, yeah, without a shadow of a doubt because

:20:59. > :21:03.it takes a lot more money, a lot more equipment to recycle more. So

:21:04. > :21:07.yeah, the prices have gone completely. What's your ambition for

:21:08. > :21:11.the business. Where do you take a waste disposal business in the

:21:12. > :21:16.future? Bigger and better things. I would like to try different waste

:21:17. > :21:22.streams. We would like to expand as a family. So yeah, bigger and

:21:23. > :21:26.better. Are we sitting on a waste time bomb in London? I imagine any

:21:27. > :21:30.capital city around the world in terms of waste is a big problem? I

:21:31. > :21:37.wouldn't say it is a time bomb. I think it is very well handled.

:21:38. > :21:41.Behind the scenes what normal people don't see is very well handled. How

:21:42. > :21:45.much is landfill and how much in terms of percentages? We are 100%

:21:46. > :21:49.diverted from landfill and we have been for years. The old landfill,

:21:50. > :21:53.the biggest issue is food waste going to landfill. That's the next

:21:54. > :21:58.hurdle for the food waste industry. I could talk to you for hours,

:21:59. > :22:03.couldn't you? Yes. Fascinating. We can't. Thank you for coming in.

:22:04. > :22:08.Really good to have you on the programme. Thanks.

:22:09. > :22:11.And now for the latest instalment of our ongoing CEO secrets series

:22:12. > :22:14.we're going to hear from the head of a family company that's now

:22:15. > :22:17.Paul Symington is chairman of the Portuguese wine company

:22:18. > :22:21.This is the business advice he wishes he had been given

:22:22. > :22:26.If you were going to have a big row, leave it for the really important

:22:27. > :22:28.things and don't have arguments over the small things.

:22:29. > :22:39.We're a family business that goes back into the 19th century.

:22:40. > :22:43.A family business that is united is unbeatable and there

:22:44. > :22:46.is incressing evidence of the success of family businesses

:22:47. > :22:52.Put aside the little irritations because they're not important.

:22:53. > :22:54.Take a deep breath, sleep on it, come back and then

:22:55. > :22:59.If you let small niggly things get in the way,

:23:00. > :23:09.you really break up a really, really fantastic business.

:23:10. > :23:16.There you have it. Loads of top tips from bosses on the programme today.

:23:17. > :23:18.Let's see what other stories are being talked

:23:19. > :23:30.We have to talk about Brexit. It is on the front page of the FT today. A

:23:31. > :23:33.survey which indicates big quota companies are negative on the UK

:23:34. > :23:38.following the vote to leave the European Union. Which is hardly

:23:39. > :23:42.surprising given in the run-up in the campaign most of these people

:23:43. > :23:48.would have campaigned in favour of Remain. That's despite all the data,

:23:49. > :23:54.you know, proving them perhaps wrong? Yeah, it shows the UK is

:23:55. > :23:59.growing reasonably at the quarter it was 0.6% one of the best of the G7.

:24:00. > :24:01.Are they wrong? Well, it matters if they have a negative outlook because

:24:02. > :24:05.they are the ones who drive investment into the UK. They are the

:24:06. > :24:12.ones who provide jobs for the k. I must say also the survey is at odds

:24:13. > :24:16.with the ones I've talked to, most business people are prag pattic

:24:17. > :24:19.about life. Most business people I speak to are let's get on it. Some

:24:20. > :24:24.companies will have to move people, but by and large business people are

:24:25. > :24:28.flexible and adaptable, I think. Let's talk about this fascinating

:24:29. > :24:33.story about the boss of Tiffany. He was shown the exit door in a kind

:24:34. > :24:39.of... He has been in the job for two years. He got the boot on Sunday

:24:40. > :24:45.night they announced it. Just before the Super Bowl when Tiffany had one

:24:46. > :24:49.of its first time ads? Tiffany sells upmarket jewellery. Tourists going

:24:50. > :24:54.to New York, you know, it costs them more to buy Tiffany jewellery, if

:24:55. > :24:58.you know New York, Tiffany's main store is right beside Trump Tower.

:24:59. > :25:02.They said it was getting hard for them to get people in and out of the

:25:03. > :25:08.door because of the motorcades arriving, it is a double Trump

:25:09. > :25:14.thump. Why get rid of the boss? That's not his fault? It is often

:25:15. > :25:18.the boss that carries the can. It is difficult for Tiffany. All the up

:25:19. > :25:21.market brands are flying on the edge. One mistack and you can easily

:25:22. > :25:28.fall out of favour. There you go. On the ropes. He's looking for a new

:25:29. > :25:32.job. Thanks Dominic. That's the end of another packed show. It flies by.

:25:33. > :25:34.There will be more business news throughout the day on the live page

:25:35. > :25:36.and on world business report. We will see you soon. Take care.

:25:37. > :26:10.Bye-bye. Hello there. The week has started on

:26:11. > :26:14.a cold note with quite a widespread frost this morning. The week will

:26:15. > :26:19.end on a cold note as well as I'll show new a moment, but we have a wet

:26:20. > :26:20.and windy interlude to get through first and that's heading our way