Deep Insights from the Experts
Growth Advisory
Technology | IP Research & Intelligence
Investment Research & Analytics
Valuation & Financial Advisory
Global insurers entered a more disciplined phase in 2025, with profitability improving despite moderating premium growth. Pricing adequacy, tighter underwriting, cost efficiency, and sustained reinsurance use emerged as the industry’s key performance drivers. ...read more
published on Jul 14, 2026
Global private equity activity moderated during Q2 2026 as sponsors adopted a more disciplined approach to capital deployment amid continued geopolitical uncertainty, tighter financing conditions, and persistent valuation gaps. Following the exceptionally strong investment activity recorded ...read more
published on Jul 14, 2026
The first chapter of the battery industry was built on manufacturing scale. The next chapter belongs to chemistry. For companies already sitting on the right feedstocks and capabilities, the window to move is narrower than ...read more
published on May 27, 2026
Impact capital fundraising sharply rebounded in 2025 despite weaker fund formation, as LPs concentrated commitments into fewer, larger infrastructure-led impact platforms with stronger deployment capacity, measurable impact outcomes, and clearer return visibility. ...read more
published on May 25, 2026
GCC private equity capital deployment surged in Q1 2026, with regional investors nearly doubling quarterly investment volumes while deal counts held steady. Capital concentration intensified sharply, as a small number of mega-transactions in AI infrastructure and ...read more
published on May 21, 2026
Corporate venture capital investments surged in Q1 2026 despite lower deal activity, driven by mega AI funding rounds, as investors prioritized later-stage technology companies across software, transportation, semiconductors, and platforms. ...read more
published on May 19, 2026
Global private equity deal activity entered a more concentrated phase in the first quarter of 2026, as sponsors deployed larger amounts of capital across fewer transactions. After the strong rebound in Q4 2025, deal volumes moderated in ...read more
published on May 12, 2026
Global private equity deal activity showed renewed resilience in the fourth quarter of 2025, signaling a gradual normalization of market conditions after a prolonged period of caution across global capital markets. As concerns around aggressive interest ...read more
published on Feb 24, 2026
Corporate venture capital (CVC) activity in Q4 2025 reflects a market that is increasingly disciplined, selective, and focused on scale-ready opportunities rather than broad-based experimentation. While deal volumes softened modestly toward the end of the year, ...read more
published on Jan 19, 2026
Global insurance M&A has become a key lens through which insurers, intermediaries, and investors are responding to a rapidly changing industry landscape. Between 2020 and 2025, dealmaking has been shaped by the unwinding of the ...read more
published on Jan 09, 2026
Private equity investment activity by GCC-based investors has entered a decisive new phase defined by scale, confidence, and growing global relevance. Once characterized by selective deployment and conservative risk appetite, GCC capital is now being ...read more
published on Dec 24, 2025
GCC banks are entering the next phase of growth from a position of exceptional strength. Over the past decade, banks across the region have built resilient balance sheets, delivered consistently high profitability, and achieved efficiency ...read more
published on Dec 24, 2025
Corporate Venture Capital (CVC) deal activity held steady in Q3, alongside a sharp rebound in capital investments ...read more
published on Nov 25, 2025
India’s pharmaceutical sector is strengthening its role as the “Pharmacy of the World,” driven by robust domestic manufacturing—85% locally produced, supported by 10,000+ facilities and 650 USFDA-approved plants. The industry supplies 20% of global generics and 60% of UN ...read more
published on Nov 21, 2025
In Q3 2025, global private equity (PE) investments increased as concerns over interest rate hikes eased, and macroeconomic conditions stabilized. PE dealmaking is expected to continue its gradual upswing through Q4 2025 and into 2026, supported by improving ...read more
published on Nov 06, 2025
In Q2 2025, private equity (PE) investments declined globally amid concerns over inflation, geopolitical tensions, tariff pressures, and tight credit conditions. PE dealmaking is likely to remain sluggish through H2 2025 due to continued seller caution and ...read more
published on Jul 29, 2025
Corporate Venture Capital (CVC) deal activity declined in Q2, as funds maintained a cautious approach and continued to focus on established companies within innovation-driven industries.The second quarter of 2025 witnessed a stable pace of deal-making ...read more
published on Jul 25, 2025
The global Cell and Gene Therapy (CGT) market is entering a high-growth phase, set to reach USD 53.7 billion by 2026 on the back of rising adoption, regulatory support, and strong deal momentum. With over 3,900 candidates in ...read more
published on Jun 10, 2025
India’s USD 11 Bn medical device market is poised for rapid expansion—expected to reach USD 50 Bn by 2030—fueled by rising healthcare demand, government support through Production Linked Incentive (PLI) schemes, and the d ...read more
published on Jun 09, 2025
We explore the growing presence of Japanese healthcare companies in India, highlighting how firms—ranging from diagnostic imaging and endoscopic device manufacturers to pharma and biopharma service providers—are leveraging India’s expanding h ...read more
published on May 30, 2025
Diabetes affects over 500 million people worldwide, creating significant healthcare and economic challenges, with many cases going undiagnosed. The growing prevalence of Type 1, Type 2, and prediabetes is driving rapid adoption of Continuous Glucose Monitoring (CGM) ...read more
published on May 15, 2025
3D printing in healthcare is redefining precision medicine, with applications spanning personalized prosthetics, patient-specific implants, drug delivery, and surgical planning. The market is projected to grow from USD 2 Bn in 2025 to USD 9 Bn by 2033 at ...read more
published on May 14, 2025
In Q1 2025, private equity (PE) investments declined amid rising concerns over sweeping US tariffs, tightening credit conditions, and escalating geopolitical tensions. PE activity is expected to remain subdued in the next few quarters ...read more
published on Apr 30, 2025
Corporate Venture Capital (CVC) deal activity remained steady in Q1, with a decline in capital invested. Funds maintained their focus on established companies within innovation-driven industries. ...read more
published on Apr 17, 2025
In Q4 2024, private equity (PE) investments rebounded, driven by lower interest rates and tighter credit spreads compared with the previous quarter. Looking ahead, PE activity is expected to grow, supported by regulatory shifts, economic stability, ...read more
published on Feb 25, 2025
Corporate Venture Capital (CVC) deal activity remained steady in Q4, with a slight increase in investments. Funds maintained their focus on established companies within innovation-driven industries. ...read more
published on Jan 10, 2025
In Q3 2024, private equity investments declined amidst rising concerns over high interest rates and cautious investor sentiment. Looking ahead, activity is expected to rebound, driven by substantial dry powder availability and an anticipated reduction in ...read more
published on Oct 17, 2024
Mergers and acquisitions (M&A) deal activity serves as a vital indicator of economic health and showcase companies' strategies for growth. As businesses respond to changing environments, the M&A landscape shifts, revealing evolving priorities ...read more
published on Oct 15, 2024
Corporate Venture Capital (CVC) deal activity continued its decline; however, funds were infused into more established businesses. ...read more
published on Oct 10, 2024
In Q2 2024, private equity investments rebounded, driven by favorable interest rates and ample dry powder. Looking ahead, private equity activity is expected to grow in the coming quarters, supported by increasing capital availability and potential ...read more
published on Aug 20, 2024
In Q2 2024, deal activity by corporate venture capital funds decreased. However, CVC funds strategically increased their ticket sizes to support their parent companies' global strategies. ...read more
published on Jul 23, 2024
Commodity prices, especially across Bulk & Specialty Chemicals and Polymers, witnessed a mixed Q2'24, while Primary metals prices increased 10-20%. The expected price movements during the upcoming quarter are critical to watch out for the ...read more
published on Jul 05, 2024
In Q1 2024, deal activity of corporate venture capital (CVC) funds continued to decline, mirroring the soft venture capital market. Despite low deal volumes, CVC funds strategically invested to support the global strategies of their parent ...read more
published on May 21, 2024
In Q1 2024, private equity investments declined amidst rising concerns over high interest rates. Private equity activities are expected to surge in the upcoming quarters, driven by substantial dry powder availability and the expectation of interest ...read more
published on May 10, 2024
Cultured meat, or lab-grown meat, offers a revolutionary approach to protein production. By limiting the consumption of natural resources, it could significantly reduce the environmental footprint of the existing meat industry. Additionally, cultured meat promises ...read more
published on May 02, 2024
Commodity prices, especially across Chemicals and Polymers, witnessed a sharp rebound of 10-20% in Q1'24, while Metal prices declined marginally. The expected price movements during the upcoming quarters are critical to watch out for ...read more
published on Apr 08, 2024
In Q4 2023, private equity investments saw a rebound as concerns over potential interest rate hikes and the severity of the global economic slowdown diminished. Private equity activities are expected to increase in the coming year, ...read more
published on Feb 15, 2024
Delve into the details of significant Memorandums of Understanding (MOUs), joint ventures, and transformative projects accelerating climate solutions, as discussed during COP28. Focused on pivotal advancements, Aranca explores the forefront of green hydrogen, CCUS (Carbon ...read more
published on Feb 09, 2024
Diagnostic proteomics, driven by innovation and computational tools, is reshaping disease diagnosis and treatment. North America leads the global proteomics market due to increased chronic diseases and advanced diagnostic labs. Technologies within the space, such ...read more
published on Jan 23, 2024
Commodity prices fell sharply by 20-25% across the board in 2023, are further expected to decline by 4% in 2024. These trends, coupled with an anticipated 5% decline in energy prices in 2024, will have notable implications for procurement and ...read more
published on Jan 17, 2024
In Q3 2023, private equity showed resilience by increasing capital investments despite a dip in deal volume. Although the industry foresees growth supported by the availability of dry powder, the potential influence of rising interest rates ...read more
published on Nov 21, 2023
Amid difficult macroeconomic circumstances and increased financing expense, the second quarter of 2023 showed a positive upturn in global private equity investments. This encouraging trend can largely be attributed to the influence of private credit. The ...read more
published on Aug 16, 2023
Artificial Intelligence's transformative impact on healthcare includes advanced treatments developed by major industry players. In nanomedicine, AI optimizes drug formulations and delivery, reducing side effects by analyzing complex biological data and predicting drug interactions. ML ...read more
published on Jul 31, 2023
Artificial intelligence (AI) is revolutionizing the pharmaceutical industry by helping to accelerate drug discovery, improve manufacturing processes, and personalize patient care. AI-powered tools can analyze vast amounts of data to identify new drug targets, design ...read more
published on Jul 31, 2023
The report offers an overview of the ESHRE conference in Copenhagen, Denmark, held from June 25th to 28th, 2023. ESHRE serves as a platform for reproductive medicine conferences, dedicated to advancing patient care in women's health ...read more
published on Jul 31, 2023
The report gives an overview of the ESHRE conference held in Copenhagen, Denmark, from June 25th to 28th, 2023. ESHRE focuses on reproductive medicine conferences, with a particular emphasis on the role of artificial intelligence in ...read more
published on Jul 31, 2023
The fintech sector has witnessed rapid expansion and groundbreaking advancements, revolutionizing the delivery and consumption of financial services. White-label fintech emerges as a crucial catalyst in this transformation, enabling enterprises to utilize pre-existing financial technology ...read more
published on May 24, 2023
Alzheimer's disease (AD) is a progressive disease that affects millions of people globally, and current therapy options only provide symptomatic management. Disease-modifying therapies (DMTs) are urgently needed to slow down or stop the progression of ...read more
published on May 23, 2023
Global private equity investments fell in Q1 2023 due to a worsening macroeconomic environment. Consequently, PE activities are expected to slow down and equity finance is likely to play a more prominent role in driving deals. ...read more
published on May 10, 2023
COVID-19 pandemic raised a lot of health and safety concerns, with most countries focused on containing the transmission of the virus. Amidst this, global clinical trials also faced its impact, with multiple suspensions, delays, and ...read more
published on Apr 17, 2023
The US senate have passed three legislative bills - Infrastructure Investment and Jobs Act (IIJA), the CHIPS and Science Act of 2022 and the Inflation Reduction Act of 2022 in an effort to strengthen the US economy, ...read more
published on Feb 21, 2023
Global PE investment activities improved in Q4 2022 with better access to private credit. Deal activity is anticipated to stay slow owing to the unstable macroenvironment; however, the record high level of dry powder is expected ...read more
published on Feb 15, 2023
Global PE dealmaking slowed down in Q3 2022, due to macroeconomic uncertainties, but reported the strongest nine months in the last five years, with capital investments growing at 21%. The PE deal activity is expected to remain ...read more
published on Nov 17, 2022
Global PE deal volume declined in Q2 2022 due to the uncertain macro environment. Deal volume is expected to be impacted by economic slowdown, and PE investors are likely to focus on driving value in their ...read more
published on Aug 17, 2022
Over the recent past, chemical manufacturers have faced significant headwinds in the form of volatility in feedstock prices, changing needs across end-use markets, tightening of regulations, etc. To counter these headwinds, market leaders have been ...read more
published on Jun 02, 2022
Global PE activity weakened in Q1 2022 due to the uncertain macroeconomic and geopolitical factors. Deal activity is expected to remain slow in the short run and likely to pick up as the global economy recovers ...read more
published on May 06, 2022
Since 2016, over 40,000 deals have been announced in the US and Europe across well-established traditional and technology-focused sectors, and ~5,000 new deals were announced in 2021. Interestingly, large companies (with revenue of >USD500Mn) are also highly ...read more
published on Feb 04, 2022
Global PE activity increased in Q4 2021, led by a surge in capital investment and big-ticket investments. Deal activity is anticipated to remain strong in the coming quarters, given the amount of dry powder available.In ...read more
published on Jan 19, 2022
The global private equity (PE) activity was characterized by an increase in capital invested and a decline in deal volume in Q3 2021. Deal activity is anticipated to remain buoyant in the upcoming quarters, primarily attributed ...read more
published on Oct 19, 2021
Micro M&A are deals having a transaction size of less than USD100 mn. In the last five years, there has been considerable activity (~38,400 announced deals) in the micro M&A market in the US ...read more
published on Sep 23, 2021
Private equity (PE) activity across the globe grew significantly with a rise in capital invested, despite the decline in deal volume in Q2 2021. Deal activity is expected to remain robust due to abundant dry powder ...read more
published on Jul 09, 2021
Social media is no longer a novel concept but is being widely used by billions of users around the world. For the last few years, a number of corporates and financial institutions have been employing ...read more
published on Jul 02, 2021
Microbiome-based therapeutics is a promising field with applications in various therapeutic areas. It has attracted significant commercial interest, especially in the oncology and immunology spaces. Around 575 clinical trials were launched and over 640 microbiome-related patents granted ...read more
published on May 31, 2021
With the COVID-19 pandemic slowing mobility in most countries, VMT and collision levels have fallen to an all-time low. Multiple waves and newer variants are further dragging recovery down. Despite the chaos, certain mega trends ...read more
published on May 17, 2021
The renewable energy sector recorded significant growth over the last decade driven by technological innovation, reduction in cost and government support. Solar and wind are the key segments of renewable energy witnessing higher adoption, especially ...read more
published on May 13, 2021
Europe accounts for 1/5th of the world’s plastic production. Europe’s share in global plastic production dropped from ~25% at the start of the decade to ~20% in 2019. In recent years, Europe has witnessed a fall in ...read more
published on Apr 20, 2021
The traditional sectors such as TMT, manufacturing, and industrials have been dominating the global private equity investments over the years. However, over the last few years, investment in new age sectors such as FinTech, enterprise ...read more
published on Apr 15, 2021
With spending on private 5G networks expected to cross USD4.5 billion by 2025, this is too important an opportunity to be missed by vendors and service providers. Download our report to get more details on the ...read more
published on Apr 07, 2021
In the post-lockdown phase, countries are implementing measures to reignite their economies. Policymakers view infrastructure development as a critical tool to boost employment and support economic recovery. This report evaluates the impact of COVID-19 on ...read more
published on Mar 15, 2021
Immuno-oncology (I-O) and gene therapy, given their therapeutic significance, have attracted substantial commercial interest recently. The US NIH and 11 pharmaceutical companies formed the Partnership for Accelerating Cancer Therapies (PACT), focused on advancement of treatments in ...read more
published on Mar 02, 2021
Japan's M&A activity has remained resilient despite the COVID-19 pandemic, with Japanese firms investing around USD115 Bn to acquire domestic and international companies. The M&A activity has been primarily driven by focus on ...read more
published on Feb 24, 2021
For several years, the financial services industry has led technological adoption to streamline business operations. Following its suit, the insurance ecosystem is also looking to shift from conventional methods and acquire technologies focusing on risk ...read more
published on Feb 09, 2021
Recyclability and sustainability initiatives, coupled with regulatory developments, are driving increased adoption of bio-polymers globally. Aranca’s special report on the structural bio-polymers market assesses the current market dynamics, recent developments and outlines the key t ...read more
published on Feb 08, 2021
The global private equity (PE) segment was characterized by an increase in deal sizes and a significant increase in exits in Q4 2020. The rapid recovery in investment activity is expected to continue in 2021. ...read more
published on Jan 08, 2021
Private equity (PE) investment activity rebounded in Q3 2020, as economies reopened and edged toward the path of recovery. The PE sector has been resilient even amid the current turbulent environment and is expected to pick ...read more
published on Oct 08, 2020
Private equity deal activity has been resilient even in these turbulent times. The global pandemic and the resultant economic slowdown could test the competence of management and appraisal techniques of global PE firms. ...read more
published on Jul 10, 2020
While 2020 was supposed to fast-track the decade of EV revolution, the pandemic has slowed down its pace, at least for the near term. Delayed production and damping consumer confidence coupled with low oil prices are ...read more
published on May 06, 2020
Generative AI could optimize networks by predicting traffic, preventing congestion, and recommending efficient routes, enhancing resource use and user experience. It could tailor services and content by analyzing user behavior, creating customized offerings. Additionally, it ...read more
published on Jun 03, 2024
US banks are racing to file patents as they feel compelled to improve technical infrastructure, develop robust security measures, and enhance customer experience, leading to the emergence of many fintech products and services. Banks are ...read more
published on Aug 17, 2021
COVID-19 has adversely impacted economies across the globe. One of the worst-hit sectors is manufacturing, crippled by poor availability of manpower and implications of social distancing. While several auto manufacturers, smartphone makers, consumer electronic firms, ...read more
published on May 11, 2020
Nonpharmacological treatment is gaining research interest and investment. It is noninvasive or minimally invasive, has few side-effects and is recognized by medical insurance companies. A few well-known therapies have been discussed in this article. ...read more
published on Feb 27, 2020
Lithium ion batteries provide added advantages over conventional batteries making them more appropriate in a world of portable electronic devices and electric vehicles. Their ability to sustain temperature variations, compact structure, rapid charging facility, and ...read more
published on Feb 17, 2020
This report deals with the current status of biofuel production, developments in this space, and prospects. The present focus of research and development (R&D) is on the production of biofuels, such as bioethanol, biodiesel, ...read more
published on Feb 17, 2020
Today, organizations across the world are tracking technological transformations and pursuing innovations. As new technologies usher in changes in every aspect of life, it is imperative for companies to embrace them. ...read more
published on Sep 26, 2019
Euro High-Yield market demonstrated improving resilience during 1H26 as investor confidence gradually recovered following a volatile start to the year. Although cumulative issuance moderated to €63bn from €72bn in 1H25, improving financing conditions enabled a rec ...read more
published on Jul 23, 2026
US markets in 2Q26 regained a firmer footing as easing Middle East tensions and a retreat in oil prices restored risk appetite, aided by resilient AI-driven capital expenditure. Equity performance stayed selective, with US markets ...read more
published on Jul 22, 2026
The AI infrastructure boom is fundamentally changing the memory industry's supply-demand dynamics. As memory manufacturers shift wafer capacity from conventional DRAM to High Bandwidth Memory (HBM), supply is tightening across both AI-focused and traditional memory ...read more
published on Jul 22, 2026
The global energy system is entering a multi-decade super-cycle, driven by AI, data centers, EVs and industrial electrification, with solar emerging as the cheapest and fastest-growing source of new power capacity. As renewable adoption becomes ...read more
published on Jul 15, 2026
GCC fixed income continues to reinforce its position as a resilient, high-quality investment universe despite periods of geopolitical uncertainty. Backed by strong sovereign balance sheets, resilient banking systems and a predominantly investment-grade market, GCC credit ...read more
published on Jul 10, 2026
Nordic High Yield: A Closer Look Nordic high yield offers a wider spread than its US and European peers yet pairs that extra income with lower defaults and notably shallower drawdowns through past market ...read more
published on Jun 30, 2026
Since March 2020, the Magnificent 7 has returned 374%, while China 8 rose by 5% till June 2026. But the real question isn't who won, it's why the gap exists and where the next leg of returns is likely to come ...read more
published on Jun 29, 2026
The Indian life insurance industry is undergoing a product-mix reset after three years of prioritizing premium growth through ULIPs. Following the FY23 peak in Value of New Business (VNB) margins, insurers increasingly shifted toward ULIPs, ...read more
published on Jun 23, 2026
The U.S. infrastructure landscape is undergoing a structural transformation as aging assets, electrification, AI-driven data center growth and reshoring initiatives converge to create a multi-decade capital expenditure opportunity. While public infrastructure capital stock has ...read more
published on Jun 18, 2026
China's aluminium sector entered 2026 at a structural inflection, with the binding 45mt capacity ceiling capping domestic supply growth at ~0.5% as electrification-driven demand expands at ~2%. Unlike prior cycles, this tightening is policy-anchored rather than macro-driven. With ...read more
published on Jun 17, 2026
Spin-offs remain one of the most compelling corporate events for value creation, but not all separations are created equal. Our analysis of recent transactions highlights where the strongest opportunities have emerged, the sectors driving activity, ...read more
published on Jun 15, 2026
As Gulf states pour billions into defense, Rearming the Gulf reveals a decisive shift away from million-dollar interceptors toward cheaper, locally-built alternatives directed-energy weapons, AI-driven networks, and counter-drone tech and maps where the smart capital ...read more
published on Jun 10, 2026
China's sulphuric acid export ban is sending shockwaves through global commodities. While initially viewed as a domestic chemical policy, the May 2026 halt directly threatens the core of global copper and silver production. Chile, the world's ...read more
published on Jun 10, 2026
India's SME IPO market has undergone a structural shift, scaling rapidly from a niche financing route into a high-volume primary market layer, with issuance volumes and funds raised growing multifold over the past decade. What ...read more
published on Jun 09, 2026
UAE credit growth accelerated to 14.4% in Mar-2026, marking the strongest expansion since 2019, supported by sovereign-linked financing, resilient consumer lending and improving private-sector activity. With infrastructure investment, workforce expansion and sustained real estate activity continuing to ...read more
published on Jun 01, 2026
European capital markets faced a more cautious environment in Q1 2026, as renewed US Dollar strength, rising bond yields, and energy-driven inflation pressures weighed on sentiment. Growth across Europe and the UK remained modest, while the ...read more
published on Jun 01, 2026
Euro High-Yield markets weakened in 1Q26, with the index declining 1.5%, as the asset class entered the quarter with limited valuation support following the aggressive spread compression seen through 2024–2025. Escalating Middle East geopolitical tensions and resulting e ...read more
published on May 28, 2026
The US housing market continues to be reshaped by the mortgage “lock-in” effect, with nearly 80% of outstanding US mortgages carrying rates below 5% versus current mortgage rates of ~6.3%, discouraging homeowners from selling or refinancing. Existing-home sales rem ...read more
published on May 28, 2026
GCC markets diverged in Q1 26 amid heightened geopolitical tensions, with Oman and Saudi Arabia outperforming on stronger earnings, elevated oil prices, and resilient investor sentiment, while Dubai, Bahrain, Qatar, and Kuwait declined due to regional ...read more
published on May 25, 2026
Two forces collided in 1Q26: a Middle East oil shock that pushed Brent up 94.5% and a hawkish Fed hold that kept Treasury yields elevated - the exact macro mix that historically punishes high-yield. Instead, the ...read more
published on May 13, 2026
The EU Packaging and Packaging Waste Regulation (PPWR) represents a structural transformation of Europe’s packaging industry, replacing fragmented national rules with a unified regulatory framework focused on recyclability, reuse, and recycled-content integration. Effective from F ...read more
published on May 08, 2026
Emerging markets showed divergence during the quarter mainly due to ongoing war and global geopolitical tensions, along with country-specific issues that increased volatility and pushed inflation higher. Indian equities declined because of high valuations, while ...read more
published on May 06, 2026
US markets in 1Q26 turned more defensive as a geopolitical shock and rising inflation pressures weighed on sentiment. Equity performance was increasingly selective, with Non-US markets continuing to outperform on stronger exposure to cyclicals and ...read more
published on Apr 23, 2026
Saudi credit growth moderated to ~9.6% entering 2026 after a period of strong credit expansion but remains supported by resilient corporate lending. With ~80% of new loans driven by infrastructure financing and a ~USD 435bn project pipeline, growth ...read more
published on Apr 14, 2026
The AI-driven semiconductor boom is rapidly transforming ultrapure water (UPW) from a niche utility into a critical infrastructure backbone. With advanced fabrications consuming ~20–40 million liters of water daily and over 50% located in water-stressed regions, demand f ...read more
published on Apr 13, 2026
The ‘Risk Alert & Early Warning Report’ is a systematic cross-asset framework that screens 65+ US high yield corporate bonds for early-stage default signals. The report triangulates fixed income stress metrics, including multi-horizon Z-spread widening, LQA score com ...read more
published on Apr 09, 2026
The GCC economies are undergoing a structural shift from oil dependence to globally integrated capital markets, supported by diversification and regulatory reforms. Between 2022 and 2025, the region saw 84 IPOs raising over $44 billion, led by Saudi Arabia ...read more
published on Apr 08, 2026
Humanoid robots are rapidly emerging as the next frontier of automation, driven by advances in AI, sensors, and robotics hardware. While still in early deployment stages, industries across Asia-Pacific are accelerating adoption to address aging ...read more
published on Mar 31, 2026
Four weeks into the largest oil supply disruption in history. Hormuz closed, 40+ energy facilities destroyed, IEA calling it worse than 1973 and 1979 combined and markets are still pricing it anticipating an immediate restart of a shuttered ...read more
published on Mar 27, 2026
Japan’s economy stabilized and modestly recovered in Q4 2025 after a prior contraction. Inflation has been cooling while the labor market continues to tighten. The Bank of Japan raised its policy rate and continued its g ...read more
published on Mar 18, 2026
India’s solar PV manufacturing sector is transitioning from rapid capacity expansion to a more competitive phase focused on integration, technology upgrades, and supply chain resilience. While module manufacturing capacity has surged beyond 120 GW, domestic d ...read more
published on Mar 13, 2026
Kuwait’s credit market closed 2025 with a solid 7.6% growth rate - the strongest since 2022. With more than 100,000 pending mortgage applications and ongoing structural reforms, 2026 is poised for an acceleration, with credit growth projected between 8% to 10%. T ...read more
published on Mar 11, 2026
Emerging markets showed divergence this quarter, driven by country-specific factors. Indian equities remained resilient as earnings recovered and policy support continued. China weakened amid geopolitical pressures and softer macro data. Brazil gained on attractive valuations, ...read more
published on Mar 04, 2026
Saudi Arabia’s real estate sector witnessed major regulatory reforms in 2025, including the revised White Land Tax (WLT) and a five-year rent freeze in Riyadh. Under the new WLT regime, land plots are categorized into f ...read more
published on Feb 27, 2026
GCC markets advanced in 4Q25, underpinned by improved global risk sentiment, resilient non-oil expansion, and dovish Fed signals despite oil price softness. Equities delivered mixed but stable performance, while bond spreads tightened on sustained demand ...read more
published on Feb 26, 2026
Saudi Arabia is seeing rapid growth in data center capacity and is leading the growth the GCC region, with development driven more by policy direction and capital concentration. Capacity is anchored in Riyadh and the ...read more
published on Feb 03, 2026
US markets in 4Q25 adopted a more cautious tone as momentum moderated and policy expectations stabilized. Equity performance became increasingly selective, with Non-US markets outperforming on broader sector exposure and currency support, while US returns ...read more
published on Jan 29, 2026
Digital infrastructure has become the backbone of the global economy. Data centers, telecom towers, and fiber networks are no longer niche real estate—they are mission-critical platforms powering AI, cloud, and the next wave ...read more
published on Jan 29, 2026
The US high-yield market has transitioned to an income-driven phase, where carry matters more than price upside, and credit selection is driving returns. BB and upper-B credits are outperforming on the back of stronger balance ...read more
published on Jan 27, 2026
The election of José Antonio Kast as Chile’s 38th president marks a significant political and policy shift that impacts the mining sector. After years of regulatory uncertainty and increased state control under the previous ad ...read more
published on Jan 27, 2026
European capital markets ended 2025 on a more stable footing. Currency markets consolidated after earlier strength, while government bond yields diverged across regions. Growth across the euro area and the UK remained modest, with inflation continuing ...read more
published on Jan 21, 2026
RAM markets are transitioning from a cyclical hardware component into a strategically constrained input as AI-driven demand accelerates. After remaining largely range-bound through most of 2025, prices have repriced sharply as AI workloads, requiring 2–3× higher memory in ...read more
published on Jan 16, 2026
The global Industrial Outdoor Storage (IOS) market is transitioning into an institutional-grade real asset class, driven by structural demand, constrained outdoor storage supply, and rising private equity participation. Since 2020, the sector has recorded ~39 global transactions, ...read more
published on Jan 07, 2026
This report examines how technology and ESG imperatives are reshaping global revenue pools and driving structural shifts in value creation across industries. Amid accelerating digital adoption and sustainability mandates, capital and profits are migrating from ...read more
published on Jan 05, 2026
The United States and Japan’s Strategic Trade and Investment Agreement, effective September 2025, lowered the threat of steep tariffs to a uniform 15% auto duty, easing trade tensions but maintaining pressure on Japanese automakers’ margins. While lar ...read more
published on Dec 31, 2025
The escalation of conflict in the Red Sea has materially disrupted Asia–Europe trade flows by impairing one of the world’s most critical maritime corridors. Repeated attacks on commercial vessels have forced shipping lines to ...read more
published on Dec 31, 2025
As the U.S. Federal Reserve takes another step toward monetary easing, the GCC banking sector enters a shifting operating environment marked by easing funding costs and supportive credit conditions. However, narrowing interest margins, evolving ...read more
published on Dec 31, 2025
The US- Australia strategic framework seeks to build non- Chinese critical minerals supply chain, backed by over USD 2 bn in initial co-investment and up to USD 5 bn in potential funding. Focused on key minerals and ...read more
published on Dec 30, 2025
India’s private credit market is expanding rapidly as traditional bank lending faces regulatory constraints and balance-sheet limitations, creating financing gaps across mid-market corporates, infrastructure, real estate, and structured credit. Private credit is emerging as a ...read more
published on Dec 29, 2025
SMEs are the backbone of the GCC’s economic diversification—but remain structurally underserved by traditional banking systems. Despite contributing over 90% of registered businesses, SMEs receive less than 10% of total bank credit, leaving a f ...read more
published on Dec 29, 2025
Global IT M&A activity remained robust in Q3 2025, supported by strong technology spending, improving buyer confidence, and stable financing conditions. Deal value reached ~$255.1B, broadly flat QoQ but up ~21.5% YoY, reinforcing that the current ...read more
published on Dec 29, 2025
Stablecoins are rapidly evolving from a crypto liquidity tool into core digital dollar infrastructure. Growing at a ~65% CAGR since 2021, the market has reached ~$280 billion today and is projected to scale toward ~$2 trillion by 2030. Already accounting ...read more
published on Dec 23, 2025
Electricity grids worldwide are aging and increasingly unable to support rising electrification and the shift toward decentralized renewable energy, creating risks to reliability and energy security. Grid modernisation and smart grid deployment are expanding the ...read more
published on Dec 23, 2025
Emerging markets showed notable divergence during the quarter. Indian equities declined amid foreign institutional investor outflows and elevated valuation concerns, while Chinese markets rallied on sustained optimism around artificial intelligence. Brazil recorded moderate growth, supported ...read more
published on Dec 18, 2025
A widening trade deficit, slowing FDI, and a strong dollar cycle are tightening the screws on the rupee. With FPIs back in net selling mode in 2025 amid tighter global liquidity, INR direction will remain driven ...read more
published on Dec 10, 2025
With passenger traffic set to jump from 220 Mn to 300 Mn by 2030E, India’s aviation sector is gearing up for a historic expansion. Yet with only 0.13 seats per capita versus ~2 globally, the real story is a ...read more
published on Nov 27, 2025
Japan’s economy is navigating a delicate balance as it enters Q4 2025, showing signs of gradual recovery after contracting in 2024. The Bank of Japan continues its gradual monetary tightening to counter persistent inflation, albeit moderating. F ...read more
published on Nov 13, 2025
GCC markets advanced in 3Q25, supported by improved global sentiment, solid non-oil growth, and dovish Fed signals. Equities outperformed, led by Oman and Kuwait, while bond spreads narrowed amid strong demand and record issuance. IPO ...read more
published on Oct 31, 2025
European markets extended their gains in 3Q25 (STOXX Europe 600 +3.3%; FTSE All-Share +5.7%), but US equities outperformed, with the S&P 500 advancing 7.9% on strong earnings momentum and policy tailwinds. Defense (+13%) and STOXX Europe 600 Banks (+13.5%) outperformed; tech and ...read more
published on Oct 29, 2025
US equity markets advanced in Q3 2025, supported by broad participation across sectors. Technology and communication services led gains, while smaller and value stocks also rebounded as market breadth improved. The Fed’s first rate cut i ...read more
published on Oct 28, 2025
Transition finance channels capital to companies and projects that are actively reducing greenhouse gas emissions and building credible pathways to net zero, ensuring investments support real-world decarbonization. Core frameworks include the Science Based Targets initiative ...read more
published on Oct 27, 2025
Bitcoin Exchange Traded Funds (ETFs) have rapidly gained popularity since their U.S. approval in January 2024, with global assets under management exceeding $150 billion by August 2025. Their regulated structure, lower fees, and effective price tracking make ...read more
published on Oct 14, 2025
China’s digital RMB has solidified its position as a strategic instrument in global trade, processing over $7.3 trillion in 1H25 across 29 cities in China. The People’s Bank of China has expanded the digital RMB’s rea ...read more
published on Oct 13, 2025
By 2050, the global population aged 60 and above will double to 2.1 billion, with the longevity economy projected to reach $8 trillion by 2030. This demographic transformation is reshaping markets across healthcare, finance, housing, and lifestyle, creating one of ...read more
published on Oct 08, 2025
This report explores how Middle Eastern capital and is reshaping global M&A activity. Despite a slowdown in global dealmaking, the region has emerged as a liquidity hub, deploying record capital across technology, energy transition, ...read more
published on Sep 29, 2025
The investment trend in global data center market underscores a maturing market characterized by episodic capital deployment spikes, recalibrated valuation expectations, and strategic consolidation, affirming the data center sector’s resilience and sustained attractiveness as a ...read more
published on Sep 24, 2025
The global health & wellness sector is attracting sustained PE and VC interest, with deal activity concentrated in high-growth niches like nutrition & supplements, fitness tech, and wellness tourism. Consolidation plays and marquee transactions- such as CVC ...read more
published on Sep 08, 2025
Private equity investment is reshaping global sports, as institutional capital extends well beyond traditional team ownership into media, technology, real estate, and infrastructure. Leading firms are pursuing scalable platforms and innovative revenue streams, driving record ...read more
published on Sep 08, 2025
Japan’s economy faced mixed dynamics in H1 25 as inflation stayed above target and tariff risks weighed on growth. While real GDP remained flat, wage gains and resilient consumption underpinned the outlook. Equities traded at a ...read more
published on Sep 03, 2025
The One Big Beautiful Bill Act (OBBBA), enacted amid rising U.S. fiscal pressure, shifts federal priorities by redirecting spending away from clean energy and medicaid cover to incentives toward defense, tax relief, and support ...read more
published on Aug 22, 2025
India’s ports are no longer just trade gateways; they are emerging as strategic levers for industrial growth, geopolitical influence, and long-term value creation. Programs such as Sagarmala and Vision 2047 aim to double port capacity t ...read more
published on Aug 01, 2025
In 2024, global government space spending rose to $135 billion, marking a 10% year-on-year increase, driven by rising allocations from the U.S., China, and emerging space nations. At the same time, the broader space economy is undergoing ...read more
published on Jul 31, 2025
As private equity markets mature and grow more complex, family offices are emerging as sophisticated and influential investors – blurring the traditional lines between Limited Partners and General Partners. This report explores how family offices are r ...read more
published on Jul 31, 2025
GCC markets advanced in 2Q25, supported by improved global sentiment, robust non-oil growth, and strong foreign inflows. Dubai outperformed, while Saudi lagged amid oil price weakness. Despite record sovereign issuance, bond spreads normalized post-ceasefire, aided ...read more
published on Jul 30, 2025
As the U.S. rolls out a 50% tariff on copper imports, industries face rising input costs amid a domestic supply gap — ~50% of copper is imported. Key sectors like EVs, renewables, and construction are particularly ...read more
published on Jul 30, 2025
Private equity take-private activity surged in 2022, reaching a record USD 366.1 billion in deal value, driven by favourable market conditions and abundant capital. However, deal sizes have since contracted, despite a brief uptick in volume in 2023, ...read more
published on Jul 30, 2025
India’s food delivery sector is navigating a challenging phase with order growth slowing consistently, after years of rapid expansion. Incumbents like Zomato and Swiggy face stagnating take rates and sluggish GMV growth reflecting subdued c ...read more
published on Jul 24, 2025
Brazil, the largest economy in South America, is drawing renewed investor interest amid improving macroeconomic fundamentals and attractive valuations. Structural reforms have strengthened fiscal and monetary stability, bringing unemployment down to 6.2% in May 2025 from double-digit ...read more
published on Jul 22, 2025
The US HY bond market navigated a volatile first half of 2025, delivering a +4.6% YTD return, outperforming IG credit but trailing other risk assets like EM equities (+13%) and gold (+10%). During 1Q 2025, tariff uncertainty and recession fears ...read more
published on Jul 18, 2025
Japan’s economy is navigating a delicate balance as it enters Q3 2025, showing signs of modest recovery after contracting in 2024. The Bank of Japan continues its gradual monetary tightening to counter persistent inflation, albeit moderating. F ...read more
published on Jul 16, 2025
European equities maintained strong momentum in Q2 2025, with the STOXX Europe 600 and FTSE All Share index rising 9.3% and 8.9%, keeping pace with the S&P 500’s 10.2% gain. Defense stocks like Rolls-Royce (+32%), Airbus (+23%), and Safran (+15%) led the c ...read more
published on Jul 16, 2025
US equity markets posted solid gains in Q2 2025, led by the Magnificent Seven and other growth stocks. These stocks outperformed value equities, driven more by valuation expansion than earnings strength. While US equities lagged their ...read more
published on Jul 09, 2025
The implementation of AI in the real estate market investment landscape suggests a strategic shift from traditional asset-heavy models to AI-enabled service layers. Investors are prioritising companies that enhance decision-making, reduce operational costs, and improve ...read more
published on Jul 01, 2025
Solar energy is undergoing a transformation, driven by rapidly declining installation costs, supportive global policies, and rising demand from residential, commercial, and utility-scale consumers. Global solar capacity, growing at over 22% annually, is expected to surpass ...read more
published on Jun 25, 2025
Management of Indian and Global IT companies have uniformly turned cautious in their commentary regarding the overall demand scenario due to: i) pullbacks on discretionary spending by clients; ii) constrained client budgets; and iii) prolonged ...read more
published on Jun 23, 2025
Venture capital is no longer a tactical play—it’s a strategic engine powering the future of innovation. As traditional asset classes face volatility and diminishing returns, family offices and HNIs are doubling down o ...read more
published on Jun 17, 2025
China has emerged as the dominant force in the global electric vehicle market, accounting for over 70% of global EV production and ~80% of 2024’s global EV sales growth. Leading automakers like BYD, NIO, and Xpeng have r ...read more
published on Jun 02, 2025
Emerging markets saw mixed performance in Q1 2025. China led with a 15% gain in the MSCI China Index, fueled by AI-driven optimism, while Brazil rose 12% on easing inflation. India lagged as investors rotated into China amid ...read more
published on May 27, 2025
Global urea prices surged more than 40% over the last year, driven by a collapse in Chinese exports (down >90%), rising energy costs, and increasing consumption from key agricultural markets like India. Prices are expected to ...read more
published on May 23, 2025
GCC markets showed mixed performance in 1Q25 amid global trade tensions. Kuwait led with strong gains, while Saudi remained stable and Dubai saw sector-driven pullbacks. Despite external headwinds, solid PMI readings and low inflation point ...read more
published on Apr 30, 2025
Voice AI is revolutionizing how humans interact with machines, ushering in an era of intelligent, real-time conversations. With industries like healthcare, logistics, education, and entertainment facing the limits of outdated call systems, voice AI steps ...read more
published on Apr 23, 2025
2024 was a banner year for U.S. High Yield (HY) corporate bonds as investors reached for yield amid tight spreads and low default risks. A confluence of higher base interest rates, improving macro conditions, and ...read more
published on Apr 18, 2025
European stock markets posted strong gains in Q1 2025, with the STOXX Europe 600 outperforming the S&P 500 by nearly 9%, supported by Germany’s EUR 500 billion stimulus and a shift in global capital flows. Defense stocks like R ...read more
published on Apr 18, 2025
Japan’s economy is navigating a delicate balance as it enters Q2 2025, showing signs of modest recovery after contracting in 2024. The Bank of Japan continues its gradual monetary tightening to counter persistent inflation, albeit moderating. F ...read more
published on Apr 17, 2025
US equity markets declined in 1Q25. The Magnificent 7 and growth sectors underperformed value stocks. US equities also underperformed non-US equities and fixed income. The decline can primarily be attributed to uncertainty around policy decisions and ...read more
published on Apr 09, 2025
India’s lithium-ion battery (LIB) recycling sector is pivotal for the nation’s energy security. The country’s current reliance on imports (75% of lithium and key materials) exposes it to price volatility. In contrast, recycling offer ...read more
published on Apr 07, 2025
Over the past year, the S&P 500 returned 23%, while India lagged at -1% due to strong FII outflows. Despite this, India outperformed EMs over the decade (8% vs. 1%), led by small and mid-caps. FIIs turned record ...read more
published on Mar 12, 2025
Japan's equity market has been fueled by structural reforms, corporate governance improvements, and strong earnings growth, with the Nikkei 225 surpassing its 1989 peak. However, volatility remains high due to hawkish signals from the BOJ and external ...read more
published on Feb 06, 2025
The robo-advisory landscape has evolved significantly since its inception in the early 2010s, transitioning from basic automated investment management to offering personalized financial planning and tax optimization. Advances in AI and machine learning are enhancing ...read more
published on Oct 16, 2024
The renewable energy sector in Africa is rapidly expanding, driven by increased public and private investments. The pace of investment has accelerated twenty-fold between 2010 and 2020, reaching over USD 55 billion committed to renewable projects. This surge ...read more
published on Sep 27, 2024
The European IVF market is growing significantly, fueled by delayed parenthood, lifestyle changes, and technological advancements such as preimplantation genetic testing and AI-driven fertility solutions. With a projected CAGR of 7.3%, strategic investments in IVF clinics, ...read more
published on Sep 26, 2024
Gold has repeatedly proved its appeal as a strategic asset amid market volatility and economic downturns. Central banks worldwide are currently bolstering their gold reserves, which is a proactive response to geopolitical tensions and fiscal ...read more
published on Sep 25, 2024
Nvidia Corporation, originally renowned for its graphics processing units (GPUs) that revolutionized PC gaming, has strategically shifted its focus to AI chips. The company's AI journey began in 2006 with the launch of its Compute Unified ...read more
published on Sep 02, 2024
European football has seen an increase in dealmaking and private investment over recent years. About 38% of clubs in Europe have connections to private capital investors. Multi-club Ownership (MCO) structures have more than doubled over the ...read more
published on Aug 21, 2024
Weight loss drugs have gained significant prominence over the past few years. The weight loss drugs market is driven by the rising prevalence of obesity worldwide and the increasing awareness of associated health risks such ...read more
published on Jul 19, 2024
The unprecedented interest-rate hikes by the Federal Reserve have driven Treasury yields to their highest levels in over 15 years, while investors’ optimism amid robust economic activity has resulted in more than 50% gains in the S&P ...read more
published on Jul 17, 2024
In the ever-evolving landscape of finance, advisors seek to be at the forefront of technological developments to gain competitive advantage and stay ahead in the race. The Turnkey Asset Management Platform (TAMP) is one such ...read more
published on Jul 09, 2024
The hospitality sector is being revolutionized by modern technology across sub-segments of the industry. Prominent private equity firms and venture capital investors continue to show steadfast interest in this sector, resulting in global trade transactions ...read more
published on Jul 05, 2024
Management of Indian and Global IT companies have uniformly turned cautious in their commentary with regards to the overall demand scenario due to i) pullbacks on discretionary spends by clients; ii) constrained client spending; iii) ...read more
published on Jun 19, 2024
The US home healthcare market is characterized by high fragmentation and competition, mostly comprising small-scale local providers. Major players such as Amedisys, Addus, Aveanna, Brookdale Senior Living, and The Pennant Group (public and private) dominate ...read more
published on Apr 17, 2024
The US is the world's top producer of oil and gas, accounting for one-fifth of the global market share by producing ~13mn barrels of crude oil and ~100bn cubic feet of natural gas daily. In ...read more
published on Apr 12, 2024
In emerging economies, demographic shifts are becoming powerful drivers of change, shaping the trajectory of economic growth, social development, and market dynamics. One of the most prominent demographic trends in emerging economies is the youth ...read more
published on Mar 19, 2024
In a world shaped by the seismic shifts of the COVID-19 pandemic, the Ukraine-Russia conflict, and the Red Sea crisis, a new narrative of resilience and adaptation is unfolding. Major companies are navigating through turbulent ...read more
published on Mar 07, 2024
Between 2020 and 2023, the world grappled with a global pandemic and various conflicts, resulting in notable movements in major asset classes. The pandemic led to widespread lockdown, disrupting economic activity and precipitating a significant decline in ...read more
published on Feb 19, 2024
There has been a global shift in recent times to clean technology as advancements in electric vehicles (EVs), as well as solar and wind energy, gain momentum. However, there are several limitations in the existing ...read more
published on Feb 05, 2024
The commodities markets, renowned for their inherent volatility, are poised for a substantial surge in demand for battery metals. This is primarily due to the exponential growth of electric vehicles and the need for energy ...read more
published on Feb 02, 2024
Saudi Arabia's economic prospects remain robust, driven by the non-oil sector in alignment with the Vision 2030 initiatives. The Saudi banking sector is expected to play a pivotal role in achieving the Vision 2030 objectives. This sector ...read more
published on Jan 24, 2024
Hearing loss is a major health concern globally, with over 1.5 billion people experiencing some degree of hearing impairment at the end of 2022 according to Amplifon. Among them, an estimated 430 million individuals require rehabilitation, and this ...read more
published on Jan 15, 2024
There has been a global shift in recent times to clean technology as advancements in electric vehicles (EVs), as well as solar and wind energy, gain momentum. However, there are several limitations in the existing ...read more
published on Jan 10, 2024
The global fertilizer industry witnessed significant challenges during 2022 due to the high natural gas prices. The key raw material got costlier because of supply chain bottlenecks arising from the Russia–Ukraine conflict. The worldwide farmers’ aff ...read more
published on Jan 03, 2024
COVID-19 pandemic and higher China dependency led to supply chain disruptions in electronic components and finished goods. Consequently, the global electronic manufacturing giants reduced dependency on China by shifting their manufacturing bases to countries such ...read more
published on Jan 03, 2024
The Bank of Japan (BoJ) has been using the yield curve control (YCC) as a monetary policy tool since September 2016 to maintain stability in the Japanese government bond market and achieve a consistent inflation rate ...read more
published on Dec 22, 2023
India envisions electric vehicles (EVs) dominating its future roads. Driven by a shift in global climate policies, consumer preference for environment-friendly transport options, and an expanding charging infrastructure network, the EV sector has grown from ~0.5% ...read more
published on Dec 22, 2023
The slowdown in China can be linked to several factors, including the zero-COVID policy which aimed at curtailing the spread of the virus with China being one of last countries to withdraw the policy; poor ...read more
published on Dec 18, 2023
Broadcom (AVGO.O) announced its intention to acquire cloud-computing firm VMware (VMW.N) for $61 billion, along with assuming an additional $8 billion of the company's debt in May 2022. On November 22, 2023, Broadcom confirmed the completion of the ...read more
published on Dec 08, 2023
Share buybacks have become the predominant means of corporate payout, surpassing dividends in the past two decades. The key driver for share repurchases include tax advantages, financial flexibility, and support for stock prices. In the ...read more
published on Nov 30, 2023
The aerospace and defense (A&D) industry is highly competitive, with a limited number of major players. Consequently, mergers and acquisitions (M&A) activity in the sector is low, but when deals happen, they are ...read more
published on Nov 02, 2023
The surge in home prices in the US in 2021 can be attributed to a combination of factors, including the increased housing demand as owning a house became a priority post pandemic; a shortage of construction ...read more
published on Oct 25, 2023
Microsoft and OpenAI entered a partnership in 2016, with OpenAI committing to use Microsoft’s Azure as its primary cloud provider. Both companies saw the potential in collaborating and as a result, Microsoft started investing in O ...read more
published on Oct 25, 2023
After recording a plunge in the US high yield bond returns in 2022, the Federal Reserve’s aggressive monetary policy stance to tame inflation proved crucial in driving asset prices in 2023. The possibility of a soft-landing, w ...read more
published on Oct 09, 2023
The European HY market rebounded in 2023, with benchmark HY index generating YTD 6.1% returns. Amid rising interest rates, HY bond returns outperformed IG returns due to attractive yields in the short term. The European HY ...read more
published on Oct 04, 2023
US regional banks continue to grapple with the same underlying problems that triggered the crisis, i.e., valuation losses on fixed-income investments, increased cost of deposits, and high levels of uninsured deposits. Increased deposit outflows ...read more
published on Sep 07, 2023
In a notable development, most MedTech companies in Europe and the US topped consensus estimates in 1H23 earnings, largely on a rewind in procedure volume and efficient execution of cost-saving strategy. Patient count surged in ...read more
published on Sep 04, 2023
Q2 posted a slowdown in global economic growth along with strong returns in risk assets. The IMF expects global growth to be lower in 2023 than 2022 for most advanced countries. It also expects headline inflation to ...read more
published on Aug 09, 2023
Artificial intelligence has been a buzzing term for quite some time now. The sentiment continued as we entered the first quarter of 2023, with the M&A market recording strong activity in AI. Although the number ...read more
published on Jul 31, 2023
S&P 500 companies generated $4 Trillion revenues in 4Q22 – a -11% revenue growth swing in 4Q22 dragged down by Technology, Basic Materials and Energy sectors. ...read more
published on Apr 25, 2023
California-based Silicon Valley Bank (SVB), which specifically catered to startups, went bankrupt after it reported huge losses on investments. The bank received an influx of deposits in 2021 due to strong private fundraising and easy funding ...read more
published on Apr 04, 2023
In the third quarter, dealmakers’ appetite for M&A fell even further. The number of global M&A transactions declined for the third consecutive quarter in Q3 2022, as the rising interest rates, continued inflation, and i ...read more
published on Jan 02, 2023
Geopolitical risks on the global semiconductor industry increased after a recent visit by US diplomats to Taiwan, which triggered stark political opposition and military responses by China. In this report, we discuss the possible impact ...read more
published on Nov 09, 2022
Most GCC equity markets recorded gains in Q3 2022, with the Oman market outpacing other GCC markets, while Qatar, UAE, and Bahrain benchmarks also ending in the green. KSA and Kuwait were notable losers, while the ...read more
published on Nov 07, 2022
The race to achieve net zero emissions is the recent global trend to promote carbon neutrality. Greenflation is one of the consequences of the popular phenomenon of going green. The price of materials and minerals, ...read more
published on Nov 07, 2022
The global Islamic finance industry is worth over USD2 trillion and is projected to grow to ~USD5 trillion by 2025. However, the global economy has been severely impacted by the pandemic, volatility in oil prices, and ...read more
published on Sep 28, 2022
Fed’s 300 basis point rate hike this year has sent shock waves across the global stock and bond markets. Wall Street banks recently warned of revenue contraction amid the weakening market environment. However, US banks’ bal ...read more
published on Sep 27, 2022
The Fed delivered its first rate hike since 2018 in March 2022 against the backdrop of high inflation and rising house prices led by quantitative easing during the coronavirus pandemic and soaring energy prices. However, the magnitude ...read more
published on Sep 15, 2022
European HY bond market returns declined in YTD 2022, owing to heightened geopolitical tensions and rising interest rate risks. Issuers largely stayed on the sidelines in 2022 due to higher refinancing costs. Despite recession fears, the 10-year–2- ...read more
published on Sep 02, 2022
With increasing global awareness and targets to reduce carbon emissions, the government has been supporting the adoption of electric modes of transport in India. Several state-wide measures have been initiated to ensure faster transfer to ...read more
published on Aug 26, 2022
The COVID-19 pandemic has led to a rise in consumers’ expectations and need for more fulfilling and immersive communication methods. Numerous consumers are seeking ways to adopt the metaverse. Metaverse is considered the next generation o ...read more
published on Aug 03, 2022
Rising Inflation, supply-chain disruptions, and tightening financial conditions have created a negative sentiment amongst the investors. In Year-To-Date 2022, the US High Yield funds witnessed net outflows of $33.8 billion. Year-To-Date July 2022 returns of major asset classes, ...read more
published on Jul 28, 2022
In 2Q22, all the GCC benchmarks ended lower, largely reflecting the trend in the global markets, which are facing negative bias due to inflation and recession concerns. The MSCI GCC index, which captures the ...read more
published on Jul 26, 2022
The Russia-Ukraine conflict has had rapid and extensive effects on global commodity markets. Both nations stand amongst the world's largest commodity exporters, with global influence over critical commodities such as natural gas, oil, metals, wheat, ...read more
published on Jun 29, 2022
In line with the Paris Agreement, countries across the globe have implemented net-zero emission (NZE) initiatives to decarbonize electricity generation by 2050. However, the conflict between Russia and Ukraine has put pressure on countries ...read more
published on Jun 21, 2022
Heavy dependence on Asia for semiconductor manufacturing has put undue stress on the whole supply chain in recent years. Demand–supply imbalance across the world has led to chip shortages, compelling various governments and corporates t ...read more
published on May 13, 2022
ESG remains a fast-evolving topic. With more than a decade under the spotlight, investors and customers are now demanding clear commitments from corporations on ESG plans. The private equity space, in particular, ...read more
published on Apr 21, 2022
Achieving net zero by 2050 involves a complete change in how energy is produced, transported, and consumed. The green transition hinges on unprecedented deployment of available clean and efficient technologies by 2030. This would require a significant ...read more
published on Apr 11, 2022
The current geopolitical conflict between Russia and Ukraine is creating a ripple effect across the globe. The conflict is weighing on global economies, with adverse ramifications for energy, commodities, and more. The longer ...read more
published on Mar 17, 2022
Neobank is the new buzzword in finance and is being touted as the future of banking. Neobanks thrive by disrupting banking system with their customer-centric digital offerings. The neobanking industry has witnessed strong growth across ...read more
published on Mar 17, 2022
The Russia-Ukraine Crisis has shaken global markets and fired up commodity prices. The barrage of sanctions imposed on Russia will have far-reaching effects on the Russian economy as well as global trade and finance. Historically, ...read more
published on Mar 09, 2022
Since the onset of COVID-19, European banks’ exposure to small and medium enterprises (SMEs) and mortgages increased materially, supported by highly accommodative fiscal and monetary policies. Asset quality remained resilient throughout the pandemic, with the N ...read more
published on Feb 24, 2022
The renewable energy industry is undergoing consolidation with large players present in the same ecosystem and other oil and gas giants. The sector recovered from the pandemic and recorded maximum deals in the second half ...read more
published on Feb 17, 2022
Most GCC equity markets continued to log gains during Q4 2021 despite the emergence of the Omicron variant of COVID-19. The UAE markets were the most noteworthy gainers during the quarter, while the Bahrain, Oman, Kuwait, ...read more
published on Feb 08, 2022
With the Paris Agreement reinforced at the COP26 and the push to curb global warming picking up pace, global carbon credit markets have gained huge traction lately. Several large greenhouse gas emitting nations have announced ...read more
published on Jan 13, 2022
The global aviation industry was hit harder by the COVID-19 crisis than the catastrophic events of 2008 financial crisis and 9/11 combined. However, the industry sees signs of recovery from the pandemic in 2021 on rising vaccine ...read more
published on Jan 12, 2022
The utilities industry is undergoing consolidation with multiple large players, which is driving mergers and acquisitions. The gross transaction value in 2021 (until the end of September) was the highest in the last five years. SPAC ...read more
published on Dec 16, 2021
The global pandemic had a catastrophic impact on human civilization and on the growing but little known area of capital markets - catastrophe (CAT) bonds. Countries around the world are taking measures to curb the ...read more
published on Dec 14, 2021
After 130 years of operating as a conglomerate, GE plans to split its business into three independent companies – Aviation, Healthcare, and Energy – to simplify operations and reduce debt. After the anticipated completion of the spin-off in 2024, the ...read more
published on Dec 13, 2021
Semiconductor, a critical component in electronic devices and an essential part of the value chain for many industries, has been in short supply over the last few years. Amid higher demand from end-user industries and ...read more
published on Dec 01, 2021
Among sectors affected by COVID-19, travel and tourism has been the worst hit. The sector bore the brunt of the pandemic as governments across the globe imposed strict lockdowns and travel bans. More than one ...read more
published on Nov 09, 2021
Federally subsidised BABs were launched more than a decade ago to fund infrastructure projects amid the liquidity crunch during the 2008 global financial crisis. Some features of BABs are still suitable for large infrastructure financing requirements. ...read more
published on Oct 14, 2021
The US Federal Reserve is on track to change its monetary policy stance with start of asset purchase taper expected in Q4 2021 and rate hikes starting in 2022/2023. The central banks of GCC countries mostly follow ...read more
published on Oct 04, 2021
The SPAC boom continued in 2021, with SPACs raising USD109 bn in funds in H1 2021 breaking the 2020 funding record, and once again raising more money and issuing more IPOs than companies going the traditional route. ...read more
published on Aug 04, 2021
The coronavirus pandemic has not just created a humanitarian crisis but is also the harbinger of an economic crisis. At its peak, it forced thriving sectors into losses, compelling businesses to shut shop. Even a ...read more
published on Jul 08, 2021
The outbreak of COVID-19 has severely impacted every industry directly or indirectly. The crisis has forced the organizations to fast-track technological upgradation and expand their scope of Artificial Intelligence (AI) to ensure business continuity. In 2020, ...read more
published on May 27, 2021
The year 2020 was meant to be a year of transition for the chemical industry towards a recovery phase but then the COVID-19 pandemic disrupted it. The supply chain collapsed, production stopped, borders closed, and lengthy ...read more
published on May 11, 2021
The sport technology market witnessed strong M&A activity in 2020. The trend continued in Q1’21, with an approximately 40% increase in transaction volume compared to the last quarter. The market is highly fragmented. This creates opportunities f ...read more
published on Apr 29, 2021
The economic impact of the COVID-19 pandemic is staggering and long-lasting, with every sector feeling the brunt. To address this, the Democrats and Republicans have proposed stimulus packages, in the form of an infrastructure bill. ...read more
published on Mar 09, 2021
The year 2020 kicked off with equity markets soaring and high yield (HY) spreads at historic tights. However, the coronavirus pandemic spread globally, sending out one of the strongest exogenous shocks in history. Companies, hit by ...read more
published on Feb 26, 2021
M&A activity in early 2020 had been adversely impacted by the COVID-19 pandemic, and the deal count dwindled. However, as the year progressed, the number of deals surged, along with the increase in the deal ...read more
published on Feb 19, 2021
The Union Budget has been structured on the general theme of Aatma-Nirbhar Bharat: Self- reliant India. The government aims to achieve this through a string of reforms such as farmer-friendly initiatives, emphasis on healthcare, significant ...read more
published on Feb 18, 2021
Healthcare, like other sectors, was hit by COVID-19 in 2020. This especially holds true for the pharmaceutical and MedTech sub-sectors in healthcare that were impacted in 2Q20, reflected in the weak performance of companies in these ...read more
published on Feb 11, 2021
Regulatory reforms that followed the global financial crisis have boosted capital buffers substantially and improved the liquidity of global banks. As 2021 progresses, the years ahead would test the ability of global banks to withstand post-pandemic ...read more
published on Feb 08, 2021
SPAC IPOs surged in 2020, with the number of deals growing by 320% YoY and the capital raised growing by 513% YoY since 2019.SPACs have managed to raise more capital in 2020 than the cumulative amount between 2010–19. ...read more
published on Feb 01, 2021
The saying “data is the new oil” is quite apt in the current age. In the digital world, data collection has become much simpler. However, data structuring and analysis remains complex. Digital transformation facilitates this pro ...read more
published on Jan 22, 2021
Deal announcements strongly surged in the last two weeks of December 2020, not only surpassing the number struck during the same period in a strong 2019, but also beating the 20-year average by more than 60%. While H1 2020 ...read more
published on Jan 08, 2021
M&A announcements surged in the US, driven by pent-up demand caused by the screeching halt in M&A deal-making in 2Q’20; the multi-fold increase in IPO activity in the US indicates post-COVID-19 recovery. ...read more
published on Dec 10, 2020
Over the past decades, the mining industry has successfully implemented diversification to generate stable earnings. This strategy worked in its favor when most of the sectors and industries were hit by the global pandemic. Owing ...read more
published on Dec 09, 2020
The growing significance of environmentally sustainable projects has increased the importance of the green bond as an asset class in funding these projects. This reports discusses the emerging trends in the green bond domain and ...read more
published on Nov 17, 2020
Deal volumes and average ticket size significantly off from last year. Oncology remained the preferred area for buyers, with cannabis being an interesting second, albeit in much smaller deals. Expect slow and measured M&A ...read more
published on Nov 09, 2020
The SPAC market is expected to gain momentum in the near future driven by big ticket deals, high-profile mergers, and growing investor interest. The significant growth in the market has made it a mainstream alternative ...read more
published on Sep 29, 2020
A lack of big-ticket transactions due to the ongoing pandemic suppressed M&A transaction value in Q2’20. However, US issuance market rebounded strongly in Q2’20 driven by surge in issuances from companies raising capital to sta ...read more
published on Sep 01, 2020
Q1 2020 Chapter 11 bankruptcy filings in the US were at par with the trend seen in 2019. That said, almost all leading indicators are currently suggesting Q2 and Q3 could see a major spike. Some of the ...read more
published on Apr 22, 2020
Whenever any equity market collapses, downside protection and relative outperformance become crucial. Healthcare, staples and utilities, by their very nature, are often termed classic defensives in such times. ...read more
published on Apr 17, 2020
Introduced just a decade ago, video streaming is set to replace conventional cable TV, which has existed for almost seven decades in the US. Over the past years, early entrants such as Netflix, Amazon (Prime ...read more
published on Feb 25, 2020
Since the 70s gaming has been a popular activity among adolescents. With new technologies and innovations, games have only become more sophisticated. Easy availability of mobile phones and internet has added to their widespread usage. ...read more
published on Jan 03, 2020
As we enter a phase of consolidation, mergers and acquisitions have become a vital component of inorganic growth strategies. Post-transaction, it is crucial for the acquiring company's management to rationalize the purchase price paid as ...read more
published on Aug 14, 2024
Early-stage venture-capital-backed businesses are often characterized by their focus on growth, scalability, disruption, and technological invention, all of which result in significant cash burns. It is vital one understands the challenges with start-up valuations, especially ...read more
published on Jul 23, 2024
The cost of equity capital is a critical metric that plays a pivotal role in capital budgeting decisions, optimizing capital structure, and accurately valuing a company's stock. However, estimating this metric poses significant challenges due ...read more
published on May 23, 2024
Venture capital (VC) investors continue to drive the investment momentum in the online learning market. This continued interest is largely attributable to the evolving preferences of educational institutions, which have embraced a hybrid model of ...read more
published on Oct 03, 2023
Fintech deal activity in 1H23 witnessed a period of notable turbulence, with subsectors such as Payments+ and Blockchain/Crypto receding, while Business Solutions and Financial Markets domains gained prominence.While venture capital funding experienced a ...read more
published on Sep 04, 2023
Fintech deal activity in 2022 witnessed high volatility, with subsectors such as Payments+ and Blockchain/Crypto receding, while Business Solutions and Financial Markets domains gained prominence.The emergence of new Covid variants, soaring US inflation, withdrawal ...read more
published on Sep 04, 2023
Fintech deal activity in 1H22 slowed down due to the macroeconomic headwinds, with subsectors such as Blockchain/Crypto gaining importance over Payments+ owing to increased investor appetite for BNPL, DeFi & NFTs.The transition to cashless ...read more
published on Sep 30, 2022
HealthTech funding cools down in 1H22, while the number of investments reached new heights as new subsectors with innovative solutions emerged. Investment momentum in connected care continues to be on the lead for VC investors, ...read more
published on Sep 21, 2022
HealthTech deal activity reached new heights in 2021 as new subsectors with innovative solutions emerged. Connected care maintained its position as a hotbed of investment activity, as consumers continued to seek virtual healthcare advice rather than ...read more
published on Apr 13, 2022
Fintech deal activity in 2021 reached new heights due to the pandemic-induced tailwinds, with subsectors such as Payments+ drawing attention because of the “new normal” consumer lifestyle. ...read more
published on Apr 04, 2022
HealthTech Deal activity in 1H21 has soared promoting new subsectors with innovative solutions with healthcare proving its importance over the last 15 months. ...read more
published on Jul 08, 2021
Fintech deal activity in 1H21 witnesses a strong comeback from the COVID-19 volatility, with emerging subsectors drawing attention because of the “new normal” consumer lifestyle. ...read more
published on Jul 07, 2021
Mirroring 2019’s trend, VC deal activity in the fintech space continued in an upward trajectory in terms of both volume and value. ...read more
published on Mar 04, 2021
As the world fights through COVID-19, Healthcare technology (or HealthTech) have been in the spotlight for the past few months and have also garnered substantial investor interest. HealthTech companies primarily include startups harnessing digital solutions ...read more
published on Oct 19, 2020
Deal activity in the fintech space in 1H-2020 suggests that fintech companies have escaped the funding freeze that followed the COVID-19 outbreak. ...read more
published on Sep 03, 2020
Amazon India has been through a remarkable growth journey over the past few years, but the road ahead might be challenging for this e-commerce giant. The company has been making the right investments across sectors ...read more
published on Aug 25, 2020
According to Ind AS 36, a company must conduct a goodwill impairment analysis annually or more frequently when a triggering event such as COVID-19 occurs. While COVID-19 has affected the operations of most businesses across majority ...read more
published on Jun 30, 2020
Fintech has been one of the hottest sectors in the Kingdom of Saudi Arabia (KSA), as reflected by deal volume during 2018 and 2019. The increase in deal activity is not only due to innovative financial solutions ...read more
published on Jun 30, 2020
In the case of a merger or acquisition, financial reporting requires the acquirer to report a purchase price allocation (PPA) in the financial statement. PPA requires payment to be separated into components. With a growing ...read more
published on Jun 16, 2020
The impact of COVID-19 will reverberate across all sectors of the economy, fintech being no exception to the trend. In the sector, challenges are expected to surface on multiple fronts, but so would opportunities, as ...read more
published on Apr 30, 2020
FinTech funding activity remained robust in in 2019. The most attractive segments in the second half of the year were payments, lending, and financial markets in terms of number of deals signed. The payments sector continued ...read more
published on Apr 30, 2020
Valuation of startups is a tricky business due to lack of quantifiable metrics. However, the Backsolve method is widely accepted and increasingly used by appraisers. The formulas and ways to analyze under this method ...read more
published on Oct 24, 2019
© , Aranca. All rights reserved.
