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.
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Friday, March 31, 2017
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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