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breakingviews.reuters.com
Reuters Breakingviews
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 3h
SoftBank robot gamble is pricey bet on Arm sequel - www.breakingviews.com/columns/brea... @karenkkwok.bsky.social
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 3h
How Europe can play to its strengths with AI - www.breakingviews.com/columns/brea... @karenkkwok.bsky.social
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 4h
UK gets biggest ding from motor penalty pile up - www.breakingviews.com/columns/brea...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 9h
China-BHP spat reinforces M&A appeal - @antonycurrie.bsky.social - tinyurl.com/4ryta3px
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 9h
MG Motor parent's investors ignore warning lights - @katrinahamlin.bsky.social - tinyurl.com/2dftw3vn
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 1d
Alarm IPO will give buyout barons peace of mind - www.breakingviews.com/columns/brea...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 1d
AstraZeneca’s New York shift augurs London exodus - www.breakingviews.com/columns/cons...
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 2d
Macronism implosion puts Le Pen in a tight spot - www.breakingviews.com/columns/brea... @pierrebri.bsky.social
Macronism implosion puts Le Pen in a tight spot
French PM Sébastien Lecornu has resigned after only a month. Far-right leader Marine Le Pen is calling for new elections. If they leave her more responsible for tackling France’s 3.5 trln euro debt, it may hurt her chances of replacing embattled President Emmanuel Macron.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 2d
UK bank IPO may be another stop on M&A journey - www.breakingviews.com/columns/brea... @liamproud.bsky.social
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 2d
Jaguar Land Rover is debt-wary India's posterchild - @katrinahamlin.bsky.social - tinyurl.com/4yu39mwt
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
EU M&A rules morph from growth catalyst to weapon - www.breakingviews.com/columns/cons... @jen-johnson.bsky.social
EU M&A rules morph from growth catalyst to weapon
Brussels’ overhaul of merger guidelines is ostensibly aimed at enabling growth-enhancing deals within the bloc. But amid US trade tensions, souped-up M&A constraints also offer a way for the EU to push back. American and other foreign firms may soon find their wings clipped.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
Glencore and Rio's smartest move: merge then split - www.breakingviews.com/columns/cons... @karenkkwok.bsky.social
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
India can bide its time in the AI race - tinyurl.com/mryy8jpd
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 5d
Federal Reserve revamp is not revolutionary enough - tinyurl.com/3bpyncbh
Breakingviews - Federal Reserve revamp is not revolutionary enough
Critics in the Trump administration accuse the central bank of straying from its mandate, overreaching on regulation, and being wrong about interest rates. Yet these barbs all draw on an orthodox idea of policy which has proven to be flawed. A more radical rethink is overdue.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
Oil bears have few defences against Ukraine raids - www.breakingviews.com/columns/brea... @ywchen.bsky.social
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
🎧 On this week’s Viewsroom, Global Editor @petertl.bsky.social and Washington columnist @gaberubin.bsky.social joined hosts Aimee Donnellan and Jonathan Guilford to explore the consequences for the US economy and markets if the Fed loses its independence.

Listen in full here 👉 tinyurl.com/5n79kh99
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 6d
China’s high-stake BHP standoff can also be brief - tinyurl.com/4d3b482u
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 7d
Big Pharma prevails in art of the drug deal - www.breakingviews.com/columns/brea...
Big Pharma prevails in art of the drug deal
Pfizer agreed to lower prices on US state-backed medications, setting a template for peers. It's a coup for drugmakers who avoid upfront tariffs and big cuts to a $700 bln market. President Trump can claim a small win in his war on medical costs, at the expense of other nations.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 7d
Saudi’s EA buyout looks like risky mission creep - www.breakingviews.com/columns/big-... @georgehay.bsky.social
Saudi’s EA buyout looks like risky mission creep
The kingdom’s Public Investment Fund is likely to provide most of the equity funding for the $55 bln take-private of Electronic Arts. Betting on a US gaming group runs counter to the vehicle’s recent domestic focus. And the returns may not justify such a strategic detour.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 8d
PODCAST 🎧 Reuters Commentator-at-Large Hugo Dixon joined @petertl.bsky.social on The Big View to discuss his idea of using frozen Russian assets to help Ukraine.

Listen to the full interview here 👉 tinyurl.com/msuy2a28
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 8d
UK cyber support invites more moral hazard - www.breakingviews.com/columns/brea... @jen-johnson.bsky.social
UK cyber support invites more moral hazard
The state is guaranteeing a $2 bln loan to JLR, whose IT systems were attacked. Domestic industries received similar support during Covid-19, but this crisis could have been mitigated with proper cyber insurance. A detail-free bailout may encourage others not to pay for cover.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 8d
Czech arm maker IPO would shake up EU defence M&A - www.breakingviews.com/columns/brea... @pierrebri.bsky.social
Czech arm maker IPO would shake up EU defence M&A
Tank maker CSG is planning a listing that could value it at 30 bln euros. It could use the IPO money to expand and diversify further as Europe’s defence budgets are soaring. Players like 90 bln euros Rheinmetall will have to count on a serious rival as the industry consolidates.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 8d
China mining giant's global push will get trickier - tinyurl.com/yc2s7m89
breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 8d
HK property woes lob banks real-world stress test - tinyurl.com/yc73bh8m
Breakingviews - HK property woes lob banks real-world stress test
Real estate prices in the financial hub have slumped 30% since 2021. Yet most lenders remain well capitalized, partly thanks to authorities' efforts to curb speculative excess. More challenges await, but it's a timely reminder of the value of strong counter-cyclical regulation.
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breakingviews.reuters.com
Reuters Breakingviews @breakingviews.reuters.com · 9d
New GSK boss's tenure will be defined by M&A - www.breakingviews.com/columns/brea...
New GSK boss's tenure will be defined by M&A
Insider Luke Miels will replace Emma Walmsley at the $83 bln drugmaker. He starts with the same baggage of slow revenue growth and a heavily discounted valuation. Hitting a 40 bln pound sales target may require more dealmaking, and a clean balance sheet affords some firepower.
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