Simply Treasury

FEBRUARY 24, 2020

Central banks are concerned about the now guaranteed and obvious climate effects on the global economy and finance. For example, the recent Corona virus has an impact, albeit limited at this stage on the Chinese economy and in turn on the world economy. It may be an opportunity, but at what cost?

Banking 52

Banking Treasury Finance Marketability 52

Musings on Markets

MARCH 19, 2022

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Start-ups 100

Start-ups Risk Premium Equity Market Capitalization 100

The Guardian M&A

FEBRUARY 19, 2024

JD.com weighing up offer after UK electrical retailer rejects £700m bid from US private equity group Elliott Currys rejects takeover bid from Elliott A Chinese e-commerce company has said it is considering making an offer for Currys, sending the electronics retailer’s shares soaring amid hopes of a bidding war with private equity investor Elliott.

Equity 87

Equity 87

Benzinga

MAY 11, 2022

Despite this delayed recovery of the automotive industry overall, we are seeing very positive dynamics for our business related to automotive electrification and higher electronics content per unit. Palladium pass-through and FX decreased revenue for the quarter by 3% and 2%, respectively.

EBITDA 40

EBITDA Technology Marketability Finance 40

Cooley M&A

NOVEMBER 1, 2018

There is an increasing range of industries and businesses with national security touch points that historically would not have raised any eyebrows, including in semiconductors, AI, virtual reality technology, robotics and large-scale data storage. businesses touching “critical technologies.” In July 2018, the U.K.

Technology 52

Technology Marketability Equity 52

Musings on Markets

JANUARY 31, 2024

In my last three posts, I looked at the macro (equity risk premiums, default spreads, risk free rates) and micro (company risk measures) that feed into the expected returns we demand on investments, and argued that these expected returns become hurdle rates for businesses, in the form of costs of equity and capital.

Equity 79

Equity Book Value Start-ups Corporate Finance 79

Musings on Markets

JULY 22, 2021

In short, I will argue that a bet on Zomato is as much a bet on the company’s business model, as it is a bet on Indian consumers not only acquiring more buying power and digital access, but also changing their eating behavior.

Marketability 86

Marketability Start-ups Equity Price to Book 86

Brian DeChesare

APRIL 5, 2023

I assume you probably need to be a Chinese or Hong Kong national to have a good chance at anything based in China or HK, but I’m not 100% certain of that (feel free to clarify in the comments). You can get into good business schools in the U.S.

Equity 59

Equity Start-ups Private Equity Firm Banking 59

Brian DeChesare

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). OK, But What Was the Catalyst for the Run on Credit Suisse?

Banking 89

Banking Start-ups Corporate Finance Marketability 89

Musings on Markets

SEPTEMBER 1, 2021

For the last two decades, China has been the dominant story for both the global economy and capital markets, as the country's immense growth and infrastructure investments have sustained commodity prices, and altered the balance of world economic power.

Market Capitalization 98

Market Capitalization Marketability Start-ups Technology 98

Brian DeChesare

JANUARY 5, 2022

Then, Xi Jinping decided to assert his rights as Eternal Emperor of China by cracking down on private companies, ranging from tech to finance to education and entertainment, and Chinese stocks entered a death spiral. So if the market is doing poorly, I can focus more on business (or vice versa!). Recent Performance Data.

Start-ups 52

Start-ups Marketability Equity Banking 52

Reynolds Holding

NOVEMBER 7, 2023

And like all such technologies, they are evolving along their own path and, when applied in combination with data, analytics and automation, they can help businesses achieve each of their goals, be it improving customer service or optimizing the supply chain. [3] Machine learning and natural language processing, for example, use AI.

Banking 116

Banking Technology Finance Marketability 116

Musings on Markets

MARCH 28, 2022

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. Do you think that investment funds would have been so quick to write off their Chinese holdings?

Start-ups 113

Start-ups Alpha Marketability Risk Premium 113

Reynolds Holding

FEBRUARY 1, 2023

Technology will continue to revolutionize the market for products and threaten existing business models, which may create opportunities for M&A and other corporate transactions. dollar relative to the currencies of other major economies means that overseas companies will be especially attractive acquisition targets for U.S.

Finance 45

Finance Equity Technology Banking 45

Cooley M&A

JANUARY 25, 2024

Cross-border M&A activity in 2023 was impacted by heightened geopolitical conflicts, high inflation and interest rates, and increased regulatory pressures as the global economy remained clouded by looming recession fears. Deal financing became more difficult and expensive, placing more emphasis on alternative funding and value creation.

Start-ups 52

Start-ups Marketability Finance Debt Financing 52

Reynolds Holding

MAY 25, 2022

However, geopolitical instability may be the new normal, and the resulting risks may require companies to consider how these risks affect their business, and for public companies, disclosure of such information to shareholders. Several months later, the SEC issued a second round of guidance: Topic 9A. For example, Toll Brothers Inc.

Compliance 53

Compliance Start-ups Marketability Corporate Finance 53

Reynolds Holding

JULY 25, 2023

I want to describe this growing divide, to describe some of the underlying political economy that accounts for this difference, and to suggest its danger for the critical task ahead: the aggressive effort to reduce the level of greenhouse gas emissions necessary to avoid catastrophic climate change. The political economy of ESG in the U.S.

Equity 52

Equity Start-ups Marketability Systematic Risk 52