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Mobile is driving merger mania and consolidation in the TMT space
Let's get back to technology for a day here. I have a slew of links in the TMT space and the overriding them is consolidation. Mobile is now king. And what technology, media and telecom companies are finding is that the mobile world often…
Asset-price fuelled boom gives way to global rout in equities led by Japan and EM
A rout in global equities is taking shape with the decline led by Japan and emerging markets. Japan is now in bear market territory, with shares down over 20% from the high. But emerging markets are my main worry because of the real…
NSA scandal’s threat to the cloud computing business model
I am a big believer in cloud computing. As storage and mobile bandwidth costs plummet, the ease of use that mobile devices give us makes the cloud compelling. The ability to access your data, your company's data or someone else's data…
Greece’s failed privatization, Europe’s potential recovery and Abenomics
In the links today, the biggest threads outside of the NSA scandal were on Greece and Europe. I believe the economy there is bottoming and I want to discuss some of the news flow. There was also a rate decision by the Japanese central bank…
Links: 2013-06-11
I will be on BNN’s headline program at 1245 ET to talk abut the finance issues of the day. Here are the links I have been reading.