Breakingviews TV: Wall St M&A

Morgan Stanley’s $13 bln purchase of online broker E*Trade gives it retail customers, higher returns and more stable revenue. That’s what rival Goldman Sachs has promised its shareholders too, though it’s taking a different path. John Foley digs into their dueling strategies.

from Reuters Video: Breakingviews https://ift.tt/38LQxEN

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Predictions 2020: Shareholder activism goes green

ValueAct Capital founder and CEO Jeff Ubben explains why it’s important to consider ESG in investments, what happens if companies don’t adapt and why the electric utility industry should be a priority. Here are highlights of his talk with Breakingviews Global Editor Rob Cox.

from Reuters Video: Breakingviews https://ift.tt/2Rp1zrW

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Breakingviews TV: ECB knockout

Who should follow Mario Draghi when his term running Europe’s central bank ends in October? One novel theory is to pick a successor by merit rather than politics. Swaha Pattanaik explains what that would mean, who’d be a favorite, and why such a sensible approach looks unlikely.

from Reuters Video: Breakingviews https://reut.rs/2WacICi

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Olli Rehn Reuters Newsmaker: proposes ECB strategy review

ECB Governing Council Member, Olli Rehn, says he expects the ECB to hold a strategy review.

from Reuters Video: Breakingviews https://reut.rs/2JJG4kf

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Olli Rehn Reuters Newsmaker: trade war could affect future ECB policy

ECB Governing Council Member, Olli Rehn, says the body has a "plan b" if the U.S.-China trade war changes the economic outlook.

from Reuters Video: Breakingviews https://reut.rs/2KarfGV

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Olli Rehn Reuters Newsmaker: responds to Matteo Salvini's debt guarantee plan

ECB Governing Council Member, Olli Rehn, dismisses the League Leader's proposal for the ECB to guarantee government debt.

from Reuters Video: Breakingviews https://reut.rs/2JHznPT

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Olli Rehn Reuters Newsmaker: nationality should not play a part in choosing new ECB president

ECB Governing Council Member, Olli Rehn, says the next ECB president should be chosen based on monetary policy expertise.

from Reuters Video: Breakingviews https://reut.rs/2IalhTB

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Breakingviews TV: Pay pals

Moving money is the new M&A fad. Global Payments’ $22 bln merger with Total System Services is the third big deal in the payments sector this year. As Tom Buerkle explains, reasonable terms and modest leverage leave these players well positioned in the consolidation race.

from Reuters Video: Breakingviews https://reut.rs/2QwlvbO

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Breakingviews TV: Modi magic

India’s prime minister was re-elected with a bigger majority. The scale of his win was a surprise. Una Galani and Pete Sweeney discuss why people like the strongman leader, his unsettling style of governance, and the economic priorities for the next five years.

from Reuters Video: Breakingviews https://reut.rs/2HVykIH

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Breakingviews TV: Boeing standby

Global regulators meeting to review a software fix for the 737 MAX have the airplane maker in a holding pattern. Tom Buerkle and Rob Cyran discuss how CEO Dennis Muilenburg’s failure to address the problem squarely could prolong the plane’s grounding, and the stock’s woe.

from Reuters Video: Breakingviews https://reut.rs/2JAdcLm

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Breakingviews TV: Poor oversight

Two recent cases make it far harder to read U.S. regulators’ tea leaves: two D.C. agencies with differing views of the T-Mobile US-Sprint merger, and the story behind a judge’s ruling against Qualcomm. Antony Currie and Jennifer Saba explain why this is bad for business.

from Reuters Video: Breakingviews https://reut.rs/2QdrmlS

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Breakingviews TV: Huawei fallout

Rob Cyran and Richard Beales discuss the winners and losers from the U.S. government’s move to ban sales of telecoms gear and services to Huawei. The Chinese company’s domestic rivals may benefit somewhat, but a big winner across the board could be Korea’s Samsung Electronics.

from Reuters Video: Breakingviews https://reut.rs/2EnUWR4

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Breakingviews TV: 5G champions

T-Mobile US and Sprint are a step closer to merging, with the $26 bln union blessed by their U.S. regulator. As Jen Saba explains, one subtext is the federal government’s focus on leadership in the latest technology, which has also helped Qualcomm and hurt China’s Huawei.

from Reuters Video: Breakingviews https://reut.rs/2WaljUP

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