Peter Thal Larsen

Peter Thal Larsen


EMEA Editor @Breakingviews. Citizen of the world. Usual disclaimers apply.

19164 followers  •  491 follow  •    •   https://t.co/EyffOLlMnp

Investors earlier this month: ignore Q2 results, we know they're going to be bad. It's all about the second half. Investors today: look at how resilient Unilever was in Q2!

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I'm not saying markets are frothy, but Spanish mobile tower operator Cellnex is raising €4bn from shareholders to fund acquisitions that it hasn't made yet.

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Being asked to check basic facts in opinion columns before publication is apparently part of the "progressive cancel culture". Good to know, good to know.

Spent the past week reading @MESandbu 's "The Economics of Belonging" and "Angrynomics" by @ericlonners  and @MkBlyth . Two short-ish books that tackle a lot of big ideas. My review for @Breakingviews 

Late to this, but “Putin’s People” by @CatherineBelton  is a phenomenal piece of work. A rare combination of forensic reporting in the service of a broad strategic narrative. Eye-opening and deeply troubling in equal measure.

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Amazing that a 3-hour series about Rupert Murdoch focuses almost exclusively on newspapers and Fox News, barely mentions Sky or the studios, and ignores social media and streaming. You‘d learn more about the media industry from one episode of Succession.

So many questions about this deal. Will U.S. TikTok be interoperable with the non-U.S. version? Does Microsoft get the algorithm, or just the users? Will there be a global app war to see who can develop the most addictive version of TikTok?

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"Difference is of the essence of humanity. Difference is an accident of birth and it should therefore never be the source of hatred or conflict. The answer to difference is to respect it. Therein lies a most fundamental principle of peace – respect for diversity." RIP John Hume

Interesting by @YuanfenYang  on China's lack of interest in coming to TikTok's defence. Contrary to U.S. perception, it's insufficiently government-controlled.

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UBS survey of 600 companies spells out Brexit "dividend": - 35% of companies plan to reduce UK investment post-Brexit - 41% plan to move a large amount of capacity out of UK - 42% plan to shift capacity to euro zone

"The only reason I wouldn't go to some parts of New York is the real risk of meeting Donald Trump." - Boris Johnson, Dec. 8 2015.

Quite a thing. Try to imagine Trump or Theresa May debating a crowd of angry factory workers for 45 minutes.

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De La Rue earns 80 percent of its revenue outside Britain and supplies passports to 40 countries. Arguing that the UK should only order passports from a home-grown supplier is either the height of hypocrisy, or very stupid.

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So FBI revealed Clinton probe before election but CIA evidence of Russian meddling was deemed partisan? Incredible.

Thoughts and prayers with the @Clorox  social media team at this difficult time

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Things no journalist ever says: “Given the possible controversy, we decided to leave my name out of it.”

The former chairman of Northern Rock has views on regulation

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You know things are screwed up when Saudi royals giving your prime minister $681m is the official version of events.

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