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  • Breakingviews TV: Array factor

    Pfizer is buying Array BioPharma for $11 billion, a 62% premium. It’s Big Pharma buying another smallish biotech, but in this case, Array’s backstory is a mix of skill, law and luck, as Rob Cyran explains. […]

  • Breakingviews TV: Hong Kong ire

    The Chinese financial centre is bracing for another round of massive protests. Robyn Mak and Pete Sweeney discuss the reasons for the discontent, why the demonstrations caught the government by surprise, and whether Beijing will back down. […]

  • Breakingviews TV: Renault reboot

    The Gallic carmaker may want to restart merger talks with Fiat Chrysler. Potential interference from the French government is still a concern. But as Liam Proud explains, Renault shareholders also need to be more realistic about the takeover value of the company. […]

  • Breakingviews TV: Boeing blues

    Aside from the grounding of Boeing’s 737 MAX jets, the company collected zero new orders in May. Customers are becoming stingier, and the effect isn’t limited to the U.S. giant – Airbus orders have also slowed. Still it’s the last thing Boeing needs, as Tom Buerkle explains. […]

  • Breakingviews TV: Full-up Amazon

    The giant e-retailer is pulling out of the meal-delivery business. Antony Currie and Rob Cyran explain why – and discuss what this means for the sector’s big players DoorDash, Grubhub and Uber. With margins declining, consolidation is likely to be on the menu. […]

  • Breakingviews TV: Mid-air M&A

    United Technologies and Raytheon want to merge, yet there’s little overlap between their aerospace and defense businesses. Meanwhile the $114 bln UTC is spinning off two divisions after buying another. Raytheon might want to wait until the smoke clears, John Foley suggests. […]

  • Breakingviews TV: Xi-llennials

    Following the tragic crackdown on student protests in Beijing’s Tiananmen Square 30 years ago, China delivered on promises of prosperity even as inequality grew. Pete Sweeney and Jeffrey Goldfarb discuss the fresh economic burdens confronting the country’s young workers. […]

  • Breakingviews TV: App and away

    JPMorgan Chase is shuttering an app-based account for millennials, after miscalculating what they wanted out of their bank. Fortunately, learning from failure is a feature of the tech sector, and size helps when it comes to taking risks, John Foley explains. […]

  • Breakingviews TV: Fed speak

    As the Federal Reserve debates how it communicates monetary policy, it might do well to mimic former U.S. Defense Secretary Donald Rumsfeld. Richard Beales says the “known unknowns” of trade wars and late-cycle growth call for a circumspect approach by the U.S. central bank. […]

  • Breakingviews TV: Mr. Brexit

    President Donald Trump’s visit to the UK comes at a delicate time: Prime Minister Theresa May will soon relinquish control of her party, and Britain’s EU exit looms. Neil Unmack explains what’s at stake, and why Trump isn’t the ideal counterpart for post-Brexit trade talks. […]

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