Sunday, 24 August 2014

Stories we should be thinking about

A few finance and related stories we need to be thinking about before Monday morning:

Macro matters:

In essence this is why Android apps are slower to come out than Apple shown below there are just so many Android devices that producing anything for them is far less uniform as this link notes:

Interesting article (link here) from @tom_sharkey on what bitcoin has also enabled other than a crypto-currency per se...including money transfers, micropayments and 'online black markets'.

Investor sentiment really has turned around:

Good observation in this article about China's State Owned Enterprises that 'the leading private firm, Huawei Technologies, is ranked just 39th in terms of revenue'. 

Interesting article titled '5 effects of Beijing coal ban': 'the chain reaction is that a new railroad in China puts central Appalachian coal mines out of business' and 'Growing domestic production and falling demand suggest that China could revert to its prior status as a major coal exporter by 2017'.  Good read. 

Great chart on tax inversion

(h/t nick@FP)

Useful ebola infographic (link here)

Why Are PC Sales Up And Tablet Sales Down?  Good article here from @peteryared. 

Six tech CEOs list their favourite books (link here).  Just what do Bill Gates, Mark Zuckerberg and Tim Cook amongst others suggest?

A generational insight on paying for same-day delivery?


Company-related observations:
Via Seeking Alpha despite the closing of three McDonald's restaurants in Moscow, Deputy Prime Minister Arkady Dvorkovich says Russian authorities are not planning on closing the chain in the country.

An interesting short posting on Oracle by Sax Angle (link here)

This was in the Financial Times:Pfizer is considering its acquisition options as a potential path opens this week for the US drugmaker to renew its pursuit of AstraZeneca. Tuesday marks three months since the collapse of Pfizer’s £69.4bn takeover approach for Britain’s second-biggest… Speculation about a possible new bid has lifted AstraZeneca’s shares by 7.5 per cent in the past week to £44.18 but they remain well below the £55 per share cash and stock Pfizer offer rejected in May’
Meanwhile elsewhere in the healthcare space, I thought that Roche was not doing any more large deals for the time being...but in the same newspaper: 'Roche has agreed to buy InterMune, the US biotech company, for $8.3bn in the latest example of the feverish deal activity sweeping the pharmaceuticals sector. The all-cash transaction – Roche’s biggest acquisition for five years – will give the Swiss group access to InterMune’s new medicine for a previously untreatable lung disease, highlighting the push by big pharma into so-called orphan drugs for rare or incurable conditions'
And finally...
I have only recently started to read the Financial Samurai website.  This posting titled 'Are Personal Finance Bloggers Some Of The Sexiest People On Earth?' made me laugh and think.  Good job Sam!

 Have a good week

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