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  • Breakingviews TV: Son of a gun
    on June 22, 2018 at 2:56 pm

    SoftBank boss Masayoshi Son’s latest financial razzmatazz is the idea of adding $5 billion to the gigantic Vision Fund on behalf of employees. Quentin Webb and Jeffrey Goldfarb discuss the pitfalls of redefining “skin in the game.&rdquo […]

  • Breakingviews TV: Intel CEO
    on June 21, 2018 at 5:18 pm

    Brian Krzanich was ousted for a relationship that breached the chipmaker’s rules. Intel can cope without him, but his replacement will inherit a company heading into tougher times. Robert Cyran explains. […]

  • Breakingviews TV: Doc and awe
    on June 20, 2018 at 5:14 pm

    JPMorgan, Amazon and Berkshire Hathaway have named surgeon Atul Gawande as head of their new healthcare venture. Gawande’s focus on how the profit motive skews treatment for patients is spot on, but as Robert Cyran explains, he has his work cut out. […]

  • Breakingviews TV: New penicillin
    on June 19, 2018 at 5:05 pm

    Rob Cyran tells Richard Beales why drug companies aren’t developing new antibiotics, how reliance on today’s treatments poses a $100 trillion risk to the world economy, and what government agencies are doing to try to incentivize the creation of new drugs. […]

  • 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. […]