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  • Breakingviews TV: Google shops
    on June 18, 2018 at 5:15 pm

    Years after shutting its Chinese search engine, the U.S. tech giant has taken a $550 mln stake in JD.com, the country’s closest equivalent to Amazon. It’s probably less about access to China, and more about a global pitched battle between online giants, as Robert Cyran explains. […]

  • Breakingviews TV: From A to ZTE
    on June 15, 2018 at 5:07 pm

    June 15 - The giant Chinese telecom equipment maker was given a reprieve from a U.S.-imposed death sentence, but is back on life support as Congress tries to undo the Trump administration’s rescue deal. Robyn Mak and Jeffrey Goldfarb discuss ZTE’s fate. […]

  • Breakingviews TV: Comcast drama
    on June 14, 2018 at 5:19 pm

    June 14 - The U.S. cable company is being uncharacteristically bold with its $65 billion bid for bits of Fox. Winners include shareholders in Sky, the UK firm that’s caught in the middle. Comcast is in a better place than AT&T, which just pushed the button on its mega-bid for Time Warner. […]

  • Breakingviews TV: Screen burn
    on June 13, 2018 at 5:50 pm

    June 13 - What’s next after AT&T got the green light to buy Time Warner? More deals are likely, but the logic and benefit for viewers is uncertain at best, argues Jen Saba. Meanwhile, the shadow of Netflix continues to loom. […]

  • Breakingviews TV: M&A devising
    on June 12, 2018 at 5:05 pm

    Investors are speculating on a possible $58 bln deal by artificial-joint maker Stryker to buy Boston Scientific. After a string of big device mergers, Rob Cyran says any bid would get close antitrust scrutiny — and invite others to do deals before it’s too late. […]

  • Breakingviews TV: Sick profits
    on June 11, 2018 at 5:09 pm

    KKR’s $6 bln purchase of Envision follows several private-equity deals in the U.S. healthcare sector. Going private can spare companies from some of the outrage that surrounds high prices, but as Robert Cyran explains, hospitals will remain under pressure to nip and tuck. […]

  • Breakingviews TV: Trading up
    on June 8, 2018 at 3:08 pm

    Investment banks will soon able to take control of their securities joint ventures in China. Alec Macfarlane tells Quentin Webb why it’s important for the foreigners to pick their battles, and why the equities business could prove particularly tricky. […]

  • Breakingviews TV: Roman fun
    on June 7, 2018 at 5:14 pm

    As Italy’s new government gets a green light from parliament, Milan columnist Lisa Jucca and Rob Cox check in from Rome’s Villa Borghese to discuss the implications. […]

  • Breakingviews TV: Facebook vote
    on June 6, 2018 at 5:05 pm

    Shareholders at the social network’s annual meeting protested ineffectually against its undemocratic voting structure, and backed boss Mark Zuckerberg. If only lawmakers in Washington, D.C. were so easy to please. Jen Saba explains. […]

  • Breakingviews TV: Apple $1 trln
    on June 5, 2018 at 5:05 pm

    Breakingviews' Rob Cyran predicted seven years ago that the iPhone maker would become the first company with a 13-digit market valuation. Now Apple is closing on the magic number and, as Rob explains to Richard Beales, the logic for its shares to go higher still remains in place. […]