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  • Breakingviews TV: Tencent woes
    on August 17, 2018 at 1:34 pm

    Aug 17 - Investors have wiped some $170 bln off the Chinese web titan's market value this year, spooked by lacklustre earnings and a broader regulatory crackdown on the sector. Robyn Mak and Christopher Beddor discuss what this means for the world's top gaming company. […]

  • Breakingviews TV: Store wars
    on August 16, 2018 at 5:10 pm

    An earnings beat boosted Walmart’s market value by nearly $25 bln Thursday morning. Even more impressive, Jennifer Saba explains, is how the giant retailer is closing the gap with e-commerce rival Amazon in the productivity of its 2.3 million-strong workforce. […]

  • Breakingviews TV: Revisiting LTCM
    on August 15, 2018 at 5:20 pm

    Market turmoil after Russia defaulted 20 years ago exposed the hedge fund’s excessive leverage, causing its collapse. Antony Currie and Rob Cox explain how the banks that bailed out LTCM forgot its lesson, copied its mistakes and set the stage for the 2008 crisis. […]

  • Breakingviews TV: Tariff twist
    on August 14, 2018 at 5:11 pm

    Donald Trump’s doubling of levies on imports of Turkish steel and aluminum have shaken the country’s markets. Gina Chon tells Tom Buerkle the move is also causing unease in Congress, and should prompt lawmakers to consider reining in the president’s trade powers. […]

  • Breakingviews TV: Musk’s missive
    on August 13, 2018 at 5:27 pm

    Tesla’s CEO revealed in a blog post that the Saudis want to finance a buyout. But Jennifer Saba and Antony Currie explain he hasn’t quelled concerns about how he has handled developments. Shareholder lawsuits and an SEC probe will add to the pressure he’s under. […]

  • Breakingviews TV: China #MeToo
    on August 10, 2018 at 3:40 pm

    The movement against sexual harassment has finally spread to China, despite censorship and cultural barriers. New, high-profile allegations target executives in tech and media. Katrina Hamlin and Pete Sweeney discuss how far the campaign might go. […]

  • Breakingviews TV: M&A pushback
    on August 9, 2018 at 5:58 pm

    Rite Aid and Albertsons called off their tie-up after shareholders revolted. Sinclair falling foul of watchdogs prompted Tribune to nix a sale. Antony Currie and Lauren Silva Laughlin explain how these are welcome pushbacks at the frothier end of a long dealmaking boom. […]

  • Breakingviews TV: Tesla tizzy
    on August 8, 2018 at 5:05 pm

    While investors are still trying to figure out if Elon Musk’s buyout by tweet of the electric-car maker is for real, Antony Currie tells Tom Buerkle that financing shouldn’t be a problem — and that the loss-making company is better off out of the public market. […]

  • Breakingviews TV: Alex Jones gag
    on August 7, 2018 at 5:06 pm

    Apple, Facebook and YouTube pulled the conspiracy monger’s media arm off their platforms. The tech giants are increasingly caught in the crosshairs of free speech and fake news. Rob Cox and Jen Saba discuss why it’s the courts, not Silicon Valley, that will deal with the bile. […]

  • Breakingviews TV: Indra era ends
    on August 6, 2018 at 5:18 pm

    PepsiCo’s boss is leaving after 12 years, many of which were spent defending the company’s strategy of diversification. Lauren Silva Laughlin says her successor may be forced to do the same. […]