Prosieben: Berlusconi Vs. KKR –a Failed Bidding War?
Prosiebensat.1 (PSM GR) , one of Germany’s largest free-to-air television stations has been subject to significant stake increase in recent weeks...
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Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sector…
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
243 Views
CBS-Viacom M&A: The Second Time a Charm?
CBS Corporation (CBS US) has made an opening bid to acquire Viacom Inc Class A (VIA US) while VIA counters the offer immediately. Even at share...
200 Views
Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
281 Views
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
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