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MICROSOFT’S REVENUE SNIFFLES ARE TECH’S FLU

24 Jan 2023

The software developer's growth rarely falters, but its 2% top-line expansion
was the slowest in 22 quarters. Customers who overinvested during the pandemic
are now retrenching, even on Microsoft’s software staples. It’s a poor omen for
firms built on more dispensable offerings.

Google ad lawsuit reaches back to the future

24 Jan 2023





The Alphabet-owned search giant is in hot water with U.S. prosecutors who say
its digital ad business is anticompetitive, citing deals it did 15 years ago.
Google may be dominant, but regulators let it get that way. Meanwhile, the
market has already started to create its own fix.



Amazon creates bazaar for U.S. banking wannabes

24 Jan 2023





The e-commerce titan’s latest debt, an $8 bln loan, is curious, but not as much
as the foreign institutions providing it. Australia’s ANZ, Spain’s BBVA,
Singapore’s DBS and others rarely turn up in such deals. The likelihood of them
leveraging this one into more business is slim.



Market’s irrational H2O aversion risks M&A drought

24 Jan 2023





Cost cuts, executive nous, and the need to invest in water security should
ensure Xylem’s $7.5 bln purchase of Evoqua keeps benefits flowing to the bottom
line. Yet 8% of the buyer’s value evaporated. That may prompt architects of
other smart-looking deals to pull the plug.



California floods underscore rising climate costs

Podcasts | 24 Jan 2023





Catastrophic storms have devastated the Golden State’s economy and left more
than $1 bln in damages. In this Exchange podcast, climatologist Adam Smith
explains how global warming has made weather events more expensive, and what
governments can do to protect against them.



Editor's Picks

Davos, Inc. finds reasons to be less gloomy

20 Jan 2023

Business leaders gathering in the Swiss mountain resort have plenty to fret
about. Still, with China reopening, Europe keeping the lights on and interest
rate pressure easing, the overriding emotion is one of relief. Less clear is
whether the mood extends beyond the alpine elite.

Bank earnings become a post-Covid parlor game

Features | 23 Jan 2023

After three years of upheaval, JPMorgan, Bank of America, PNC and other lenders
are waiting for customers and markets to revert to type. Some think bad debts,
spending and trading will level out; others aren’t so sure. It leaves executives
in a bind, and investors in limbo.

Creative green finance can go a long way in 2023

Columns | 23 Jan 2023

Rich democracies are keen to help the Global South fight climate change, in part
for geopolitical reasons. Though they will struggle to write big cheques, there
are ways to make a little cash go a long way, says Hugo Dixon. 2023 is a key
year to drive these ideas over the line.

EU debt fears hinder U.S. green subsidies riposte

24 Jan 2023





Ursula von der Leyen has pledged a European response to protectionist U.S.
energy handouts. The European Commission president can improve permitting speed
and offer token subsidies. But her best weapon, a permanent form of the EU-wide
pandemic bond-sale programme, is far off.



Vodafone stake-builder sends fuzzy breakup signal

24 Jan 2023





UAE telecoms group e&’s 12% holding in its $31 bln UK peer makes it seem like a
full bid or a breakup lies just around the corner. But the $61 bln Middle East
stake-builder doesn’t seem that keen. And most of Vodafone’s many locales look
hard to split off anyway.



Salesforce’s activists have an easy job

23 Jan 2023





Corporate cage rattler Elliott took a stake in the $150 billion tech firm
alongside Starboard. They might want board seats or say in founder Marc
Benioff’s successor. But the company is a better builder than buyer. With growth
out of fashion, that’s naturally a good place to be.



German economic engine is due an overhaul

23 Jan 2023





Slowing global trade hit the country’s exports while higher energy prices
boosted imports. The current account surplus shrank last year to 4% of GDP, its
lowest level since 2003. As globalisation recedes, Berlin has to reassess the
old export-led economic model.



Layoffs take Big Tech back to more modest future

20 Jan 2023





Alphabet has joined the ranks of U.S. technology firms cutting staff, with
roughly 5% looking like the norm. Job openings are shrinking fast too. Proposed
trims only partly cut back the 420,000 workers added since Covid-19 hit. The
industry will still emerge bigger than it was.



Republican tax fantasy cements ugly fiscal reality

20 Jan 2023





U.S. lawmakers are set to vote on a silly plan to phase out the IRS and impose a
30% sales tax that would balloon the federal deficit. It’s going nowhere, but
exposes the twisted economic logic in Washington. Small wonder it’s costing more
to insure against Uncle Sam defaulting.



Capital Calls: VC bunks up

24 Jan 2023

Most Popular

Being ready for anything is top priority for 2023 Salesforce’s activists have an
easy job Vodafone stake-builder sends fuzzy breakup signal Amazon creates bazaar
for U.S. banking wannabes Market’s irrational H2O aversion risks M&A drought
Davos, Inc. finds reasons to be less gloomy

20 Jan 2023

Britain can afford to pay nurses and teachers more

20 Jan 2023

Battered fintech sector’s next play: sell ads

20 Jan 2023

Orsted increasingly merits its investor blowback

20 Jan 2023

Toshiba buyout heralds a big step back for Japan

Features | 20 Jan 2023

Capital Calls: VC bunks up

24 Jan 2023

Virgin Australia IPO relies on Qantas flight path

20 Jan 2023

Netflix will gain from Facebook and Google pain

19 Jan 2023

TikTok’s best U.S. charm offensive involves an IPO

19 Jan 2023

Fintech fight tests Fed's transparency mission

19 Jan 2023

Snam rethink reflects Europe’s new energy reality

19 Jan 2023

UK reaches limits of drug penny-pinching

19 Jan 2023

Macau bounces into Year of the Rabbit

19 Jan 2023

Indian IT reboots in time for an easy recession

19 Jan 2023

AGL’s new boss has a $14 bln target on his back

19 Jan 2023

Disney investors pay twice for half-leadership

18 Jan 2023




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