Friday, March 31, 2017

Breakingviews TV: Mexico railroads U.S.

Miner outfit Grupo Mexico is paying $2.1 bln for a Florida railway. Martin Langfield and Tom Buerkle discuss how the U.S.-Mexican relationship is not all one-way traffic, wall or no wall.

Read more

Thursday, March 30, 2017

Breakingviews TV: EU’s antitrust future

European regulators told DuPont to hive off its R&D labs under its merger with Dow Chemical. Rob Cyran and Tom Buerkle discuss why trustbusters are focusing more on tomorrow’s competition.

Read more

Wednesday, March 29, 2017

Breakingviews TV: Climate winds change

President Donald Trump is rolling back global-warming considerations in U.S. energy policy, but Richard Beales and Jeffrey Goldfarb discuss why scientists and investors have momentum on their side.

Read more

Tuesday, March 28, 2017

Breakingviews TV: Kushner's business

Rob Cox and Tom Buerkle discuss how business ideas can sometimes make government better and why Jared Kushner, Donald Trump's son-in-law, probably isn't the person to make that happen.

Read more

Monday, March 27, 2017

Breakingviews TV: Painting a deal

Jeffrey Goldfarb and Richard Beales discuss U.S.-based PPG's $24 billion interest in Dutch paints giant Akzo Nobel, and why the target would summarily reject a buyer already offering too much.

Read more

Friday, March 24, 2017

Breakingviews TV: Sears seared

Jennifer Saba and Richard Beales discuss Sears' warning about its future as a going concern and the financial implications for the retailer's CEO and long-time investor Eddie Lampert.

Read more

Thursday, March 23, 2017

Breakingviews TV: Petrobras shows way

The state-owned oil firm returned to the black in the fourth quarter. Martin Langfield and Tom Buerkle discuss the reforms behind the turnaround, and what they portend for Brazil’s recovery.

Read more

Wednesday, March 22, 2017

Breakingviews TV: Uber vs. Lyft

Rob Cyran tells Tom Buerkle how Uber’s woes, including the departure of its president, could give a boost to rival Lyft as it seeks to raise $500 mln and accelerate its expansion efforts.

Read more

Tuesday, March 21, 2017

Breakingviews TV: Duopoly money

Google is getting squeezed in Britain over ad policies while Facebook faces outcries over fake news. Jen Saba and Jeffrey Goldfarb discuss the mounting pressure on the duo's digital dominance.

Read more

Monday, March 20, 2017

Breakingviews TV: Battery-free chicken

Rob Cyran and Tom Buerkle discuss a new technique for growing poultry meat in a vat. It ticks the environmental and humane boxes, but faces a chicken-and-egg problem in getting to market.

Read more

Friday, March 17, 2017

Breakingviews TV: Fed's engine-tuning

The U.S. central bank raised its benchmark interest rate for the second time in three months. Tom Buerkle and Jeffrey Goldfarb discuss what it means for expanded consumer balance sheets.

Read more

Thursday, March 16, 2017

Breakingviews TV: Unicorns’ IPO prance

Snap burned public-market investors but opened the floodgates for similarly high-valued private tech firms like Yext, Okta and MuleSoft, columnist Robert Cyran tells Rob Cox.

Read more

Wednesday, March 15, 2017

Breakingviews TV: Chomping at bitcoin

An attempt to bring the crypto-currency to the masses was struck down by U.S. regulators, but blockchain technology is gaining traction. Tom Buerkle and Jeffrey Goldfarb discuss bitcoin's fate.

Read more

Tuesday, March 14, 2017

Breakingviews TV: Self-driving Intel

Antony Currie and Robert Cyran explain how the chip firm’s $15 bln deal for autonomous-car parts supplier Mobileye pits a rapidly growing market against Intel’s patchy M&A record.

Read more

Monday, March 13, 2017

Breakingviews TV: Trump's jobs lift

Tom Buerkle and Gina Chon discuss how a strong February employment report could put wind in the sails of the president’s economic agenda if he can focus on tax cuts and infrastructure.

Read more

Friday, March 10, 2017

Breakingviews TV: Help wanted at AIG

Antony Currie and Tom Buerkle explain why CEO Peter Hancock’s departure leaves the insurer needing to find a successor able to fix the company and fend off calls for a breakup.

Read more

Thursday, March 9, 2017

Breakingviews TV: Money manager M&A woes

Antony Currie and Tom Buerkle explain why poor fund performance, messy governance and flight risk are making investors lukewarm about Standard Life’s 11 bln pound merger with Aberdeen.

Read more

Wednesday, March 8, 2017

Breakingviews TV: Ill healthcare reform

The long-awaited Republican proposal to replace Obamacare is fraught with financial and political problems. Robert Cyran and Jeffrey Goldfarb deliver the grim prognosis.

Read more

Tuesday, March 7, 2017

Breakingviews TV: Shopping brawl

Upscale-mall owner Taubman Centers is battling it out with an aggressive investor who wants to shake up the company. Jennifer Saba and Jeffrey Goldfarb discuss the industry's woes.

Read more

Monday, March 6, 2017

Breakingviews TV: India's new unicorn

Alibaba's investment in Paytm's e-commerce unit at a $1 bln valuation ratchets up competition with Amazon and others. Una Galani and Jeffrey Goldfarb discuss where the Indian market is heading.

Read more

Friday, March 3, 2017

Breakingviews TV: Wells/Yahoo clawbacks

Jennifer Saba, Antony Currie and Tom Buerkle assess the pay penalties Wells Fargo and Yahoo are imposing on their executives for the companies’ respective fake-account and hacking scandals.

Read more

Thursday, March 2, 2017

Breakingviews TV: SoftBank targets

The Japanese conglomerate led by Masayoshi Son, who also has a new $100 bln investment fund, is on a buying binge. Breakingviews columnists break down the strategy.

Read more

Wednesday, March 1, 2017

Breakingviews TV: Selling Italians coffee

Starbucks is opening its first outlet in the country where Howard Schultz found inspiration for his company – and may find success, Lisa Jucca tells Rob Cox.

Read more

Breakingviews TV: Apple of Buffett's eye

Robert Cyran and Richard Beales run the rule over the $720 billion iPhone maker's valuation and explain why Warren Buffett isn't stretching far to believe it might reach the $1 trillion mark.

Read more