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    Breakingviews TV: Fortnite fun
    Posted on Friday May 18, 2018

    The $500 bln Chinese gaming and payments titan Tencent alleviated fears about declining profit margins with a big pop in quarterly revenue. Robyn Mak and Jeffrey Goldfarb discuss how the latest craze, "Fortnite: Battle Royale" will help sustain the enthusiasm.

    Breakingviews TV: Female factor
    Posted on Thursday May 17, 2018

    The workforces of Apple, Google and Facebook are lopsided in men’s favor. Males make up roughly 70 percent. To get to gender parity will take up to 15 years. Richard Beales and Jennifer Saba discuss the various necessary targets to get there.

    Breakingviews TV: Pet ceremony
    Posted on Wednesday May 16, 2018

    Antony Currie and Rob Cyran explain how animal-health company Zoetis is hoping the growing trend of people treating their dogs, cats, snakes and gerbils more like humans will help it get decent returns from an expensive $2 bln deal for Abraxis.

    Breakingviews TV - Trump drug dump
    Posted on Tuesday May 15, 2018

    The president has unveiled long-promised plans to bring down the price of prescription medication. Antony Currie and Robert Cyran explain how it’s far more of a sop to the pharma industry than a salve for overcharged consumers.

    Breakingviews TV: Xeroxed deal
    Posted on Monday May 14, 2018

    Antony Currie and Richard Beales talk about Xerox’s latest agreement with Carl Icahn and Darwin Deason. The copying pioneer has terminated a sale to Fujifilm, its CEO is leaving and most directors have quit. The question is whether the activist investors can print a better trade.

    Breakingviews TV: Malaysia upset
    Posted on Friday May 11, 2018

    Pete Sweeney and Clara Ferreira Marques discuss why Malaysian voters replaced Prime Minister Najib Razak with 92-year old Mahathir Mohamad, in an election shocker. Was it the 1MDB corruption scandal? Anti-China sentiment? Yes, plus plain old pocketbook voting.

    Breakingviews TV: Sears tears
    Posted on Thursday May 10, 2018

    Jennifer Saba and Richard Beales discuss Sears boss Eddie Lampert’s plan to buy parts of the business and wonder whether, after 15 years’ involvement, he can turn any of the money-losing $350 million retailer around and start reducing its billions of debt.

    Breakingviews TV: Citi heat
    Posted on Wednesday May 09, 2018

    ValueAct Capital has bought a stake in the $180 billion Citigroup. Antony Currie and Richard Beales explore what an activist investor might achieve at a highly regulated U.S. lender – or whether Citi’s relatively weak valuation metrics mean its shares are simply a bargain.

    Breakingviews TV: Musk vs. Buffett
    Posted on Tuesday May 08, 2018

    May 8 - Antony Currie and John Foley explain what’s behind the latest spat between the Sage of Omaha and the Playboy of Palo Alto – and what it reveals about their approaches to business and investing.

    Breakingviews TV: M&A flavor flay
    Posted on Monday May 07, 2018

    Antony Currie and Jennifer Saba sniff the air around IFF’s $7 bln offer for natural-ingredients firm Frutarom and find a strange aroma. The value of cost cuts more than cover the premium – but a 5 pct return on investment doesn’t pass the smell test.

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