Watch: Pro-business Argentine President Macri’s brand of economic realism has been undermined by droughts, some management fumbles and a collapsing peso. martinlangfield explains what’s at stake as he seeks a second term in 2019 elections. BVpredicts
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Breakingviews TV: Tanking TeslaThe electric-car maker’s stock tumbled on Wednesday after it announced lower-than-expected sales and a price cut. Elon Musk must grapple with declining subsidies, but Antony Currie says he’s taking a risky page from Detroit’s playbook in putting...
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Breakingviews TV: Bad AppleThe iPhone maker’s sales warning lopped some $70 bln off the value of the Tim Cook-led firm. Rob Cyran explains that while Apple is especially vulnerable to a slowdown in China and consumer resistance to price hikes, many other companies are likely...
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Breakingviews TV: The rentAirbnb is doing surprisingly well in China, even as tech companies like Uber exit. Its business model complements Beijing’s push to lower rents – and track citizens. Sharon Lam and Pete Sweeney discuss what the company has gotten right.
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Breakingviews TV: Going LoxoEli Lilly is paying a huge premium for the cancer-treating upstart and might not get a return for years. But Antony Currie and Robert Cyran explain that Loxo’s appeal lies in how it looks for what causes cancer, not where it occurs. That could be a...
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Breakingviews TV: Yard saleHNA, the famously overextended Chinese conglomerate, is rushing assets like airlines and New York property to auction. It needs to shrink a massive debt pile, but falling markets may force it to discount assets. Christopher Beddor and Pete Sweeney...
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Breakingviews TV: Shy partnersAntony Currie and Reuters global autos editor Joe White explain why the global alliance between Ford Motor and Volkswagen is underwhelming – and discuss whether the costs of developing autonomous and electric cars could drive the two into a merger.
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Breakingviews TV: Huawei hammerThe global backlash against the Chinese telecoms equipment maker grows by the day, with the company this week facing fresh battles in the U.S. and Europe. Robyn Mak and Christopher Beddor discuss the issues Huawei faces and why it has so few options...
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