Thursday Papers: tips and comment

Financial Times

The Lex Column

* Oracle/HP - HP may be right to go after its old CEO, but what level of loyalty can be bought?

* Banks’ management problem - whoever is in charge, banks cannot easily serve all their masters.

* Bank capital explained - way past time for a guide to different adequacy ratios.

* Vodafone - patience could show it is better at selling stray assets than buying.

* BP’s Gulf report - the oil giant has taken a lot of heat for the Gulf of Mexico calamity.

Lombard

* Too late for Dana to avoid being dished up for a bid - Dealmaker to drugmaker - Brookes’ crisis case study.

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