Breakingviews - Review: Old news guard beats back the grim reaper

From venerable newspapers to upstart challengers, news organizations are getting clobbered by Alphabet’s Google and Facebook. In “Merchants of Truth: The Business of News and the Fight for Facts,” Jill Abramson effectively draws upon two digital newbies and two well-known media brands to illustrate that the path to survival lies in signing up subscribers. The old guard, however, is better equipped to fight back.

Breakingviews - Barrick gamble is one part logic, two parts folly

Barrick's latest gamble looks like fool's gold. The Canadian giant is eyeing a bid for its $19 billion U.S. rival Newmont Mining, the Globe and Mail reported on Friday, a tie-up which has been mooted before and could yield synergies. But the buyer has just acquired Randgold Resources, the target is buying Goldcorp, and investors in the sector are wary of scale for the sake of it.

Breakingviews - China coal curbs blow diplomatic smog Down Under

China’s curbs on Australian coal are sending some smog into the southern hemisphere. At least one big port appears to have barred imports of the stuff from Down Under, and customs delays have been lengthening. Beijing has used such tactics in the past to reduce stockpiles and support domestic prices. But denting a top export earner is likely to be interpreted as a diplomatic message too, when ties with Canberra are already strained.

Breakingviews - Viewsroom: Brexit breakups

Foreign carmakers are closing some UK plants as lawmakers defect from both the Labour and ruling Tory parties. How will this affect the looming deadline to quit the EU? Plus: Vegan diets are more than a fad.

Breakingviews - Barclays has new ammunition for Bramson fight

In the Catholic catechism, a “just war” restores moral order rather than merely exacting revenge. Corporate crusader Edward Bramson has reason for bloodlust given the losses he has sustained since he disclosed a 5 percent stake in Barclays nearly a year ago. But his battle to capture a board seat and cut the investment bank down to size is on shakier ground after a broadly robust fourth quarter.

Breakingviews - Lenovo’s reboot could run low on battery

    Lenovo's reboot could run low on battery. The world's top PC-maker more than doubled pre-tax earnings in the December quarter from a year earlier, confirming a turnaround under boss Yang Yuanqing is underway. That's mostly powered by cost cuts in the $9 billion group's handset and server units. But with demand cooling for both, a Lenovo comeback may be difficult to sustain.

Breakingviews - Walmart is smallest loser in UK supermarket salvo

Walmart may be the smallest loser in the UK supermarket shakeout. British competition watchdogs released a damning view on the 7.3 billion pound tie-up of J Sainsbury and Asda, owned by the U.S. giant. The verdict leaves both groups struggling to fend off discounters Aldi or Lidl. At least Asda has its parent’s global clout.

Breakingviews - Brexit and costs cloud Lloyds’ sunlit uplands

Brexiteers like to describe the 'sunlit uplands' awaiting the nation’s departure from the European Union. Investors in the country’s largest retail bank aren’t so sure. Lloyds Banking Group shares look cheap when weighed against CEO Antonio Horta-Osorio’s plan to hit a 15 percent return on equity. That relies on a steep fall in one-off costs and an easy Brexit.

About Breakingviews

Reuters Breakingviews is the world's leading source of agenda-setting financial insight. As the Reuters brand for financial commentary, we dissect the big business and economic stories as they break around the world every day. A global team of about 30 correspondents in New York, London, Hong Kong and other major cities provides expert analysis in real time. Sign up for a free trial of our full service at http://www.breakingviews.com/trial and follow us on Twitter @Breakingviews and at www.breakingviews.com. All opinions expressed are those of the authors.

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