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  • Breakingviews TV: Pot luck
    on October 17, 2018 at 5:00 pm

    Cannabis is legal for recreational use in Canada from today, but investors started celebrating long ago. Valuations have popped, deals are being struck and there are shades of last year’s bitcoin boom. John Foley and Jen Saba sift through the hype. […]

  • Breakingviews TV: Goldman gap
    on October 16, 2018 at 5:02 pm

    Oct 16 - New boss David Solomon takes the helm with the Wall Street firm humming along nicely. But Antony Currie and John Foley point out that post-pay revenue per employee is stuck at its 2012 level, while doubling at rival Morgan Stanley. It’s crying out for a Solomon remix. […]

  • Breakingviews TV: Sears no buck
    on October 15, 2018 at 5:56 pm

    Oct 15 - Jen Saba explains how bad things have become at famed but faded U.S. retailer Sears, which has filed for bankruptcy protection. Major investor and chairman Eddie Lampert may be at the end of the road. […]

  • Breakingviews TV: Shanghai funk
    on October 12, 2018 at 3:15 pm

    Chinese stocks slumped to multi-year lows this week, part of a global swoon. The decline has led to calls for officials to stabilise markets. Robyn Mak and Christopher Beddor discuss what’s driving the selloff and what it means for foreign investors. […]

  • Breakingviews TV: Tesla hot seat
    on October 11, 2018 at 4:49 pm

    Antony Currie and Richard Beales discuss a Financial Times report that James Murdoch may become Tesla’s independent chairman, Chief Executive Elon Musk’s Twitter denial – and what both say about the kind of chairman the company really needs. […]

  • Breakingviews TV: Amazon fail
    on October 10, 2018 at 5:04 pm

    The $900 bln e-commerce giant scrapped a recruitment computer program that sidelined women candidates. Antony Currie and Jennifer Saba explain that algorithms are only as good, or as flawed, as their programmers. It takes people, not tech, to change that. […]

  • Breakingviews TV: Perrigo-round
    on October 9, 2018 at 4:49 pm

    The pharma group’s third CEO of 2018 is a former tobacco-industry executive – a sector usually shunned by drugmakers. That suggests a decisive turn toward consumer goods. It’s a sensible enough idea, but the company’s timing might be off, Robert Cyran suggests. […]

  • Breakingviews TV: Just desert?
    on October 8, 2018 at 4:40 pm

    It’s nearly a year since Saudi Arabia’s crown prince hosted a big conference and talked of liberalizing investment in the kingdom and its society. Rounding up royals and, recently, the disappearance of a prominent journalist undermine the case for showing support this year, as Rob Cox explains. […]

  • Breakingviews TV: Hit the Fan
    on October 5, 2018 at 4:22 pm

    A wild case of tax evasion involving Chinese movie star Fan Bingbing has ended with a whopping $129 mln in charges. Chris Beddor and Jeffrey Goldfarb discuss the possible implications for Beijing’s broader tax policy. […]

  • Breakingviews TV: The big hack
    on October 4, 2018 at 4:39 pm

    Long, winding supply chains can create big challenges for companies like Apple and Amazon, both of which vigorously denied a report that they installed servers containing rogue chips. Rob Cyran explains why for global manufacturers, supplier risk comes with the territory. […]