Latest Posts

ArticleArticle
India Overtakes China in the PE Growth Race

India Overtakes China in the PE Growth Race

India is winning the long game in Asia’s private equity reshuffle.

Deep DiveDeep Dive
The Private Capital Opportunity of eCommerce in Africa

The Private Capital Opportunity of eCommerce in Africa

Africa's digital transformation has ignited a remarkable surge in eCommerce activity, catalyzing a revolution in how people shop, pay, and engage in commerce.

Macro ViewMacro View
The US-UK "Trade Deal"—Optics Over Substance

The US-UK "Trade Deal"—Optics Over Substance

After weeks of negotiation, the US and UK unveiled what’s being branded as a “historic” trade agreement. In reality, the deal is modest—thin on structural reform and heavy on political signaling.

SurveySurvey
Private Equity Eyes Fed’s 2025 Rate Path: What It Means for Private Markets

Private Equity Eyes Fed’s 2025 Rate Path: What It Means for Private Markets

As 2025 unfolds, private equity (PE) firms are closely monitoring the Federal Reserve's interest rate trajectory, recognizing its profound impact on dealmaking, valuations, and fundraising.

ArticleArticle
Private Credit’s Quiet Takeover of High-Yield Lending

Private Credit’s Quiet Takeover of High-Yield Lending

Private credit has transformed from a niche asset class into a dominant force in leveraged finance, now rivaling traditional high-yield bonds and syndicated loans.

Weekly IssueWeekly Issue
Why Biotech Isn’t What It Used to Be (And That’s Good)

Why Biotech Isn’t What It Used to Be (And That’s Good)

Today we're covering private equity`s golden opportunity in the $4.9T market of Biotech, Sanofi moves the market with a $11.4B exit in its consumer health unit Opella, Nearly 60% of LPs plan to increase their private equity allocations in 2025.

ArticleArticle
US FinTech Investment Cools in Q1 2025 as Investors Shift Toward Smaller, Strategic Deals

US FinTech Investment Cools in Q1 2025 as Investors Shift Toward Smaller, Strategic Deals

In the first quarter of 2025, the U.S. FinTech sector witnessed a pronounced recalibration, with both deal volume and capital deployment declining in comparison to previous quarters and the same period last year.

Macro ViewMacro View
Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks

The U.S. economy is poised for a marked slowdown in 2025, with GDP growth expected to decelerate to just 1.2%—a sharp drop from 2.8% in 2024, according to Oxford Economics.

Deep DiveDeep Dive
Biotech Boom: A Market on the Rise

Biotech Boom: A Market on the Rise

The biotechnology industry is at an inflection point, poised by unprecedented growth, innovation, and investment opportunities.

Weekly IssueWeekly Issue
AI In Health Tech: Where Investors See Real Value

AI In Health Tech: Where Investors See Real Value

It's Wednesday, and we're diving in the healthtech startups market. SEA deal value keeps growing, Yale looking for $6B secondary sale, and the correlative link between private credit and private equity funds.

Macro ViewMacro View
Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Monetary policy is more than just interest rate decisions, it's a high-stakes signaling game. At the heart of this game is asymmetric information: the Federal Reserve (Fed) holds privileged insights into economic fundamentals, while markets must interpret its actions to form expectations.

SurveySurvey
What Our Survey Reveals About the Soft-Landing Narrative, and What It Means Going Forward

What Our Survey Reveals About the Soft-Landing Narrative, and What It Means Going Forward

Last week, we ran a microsurvey in our newsletter to take the pulse of our readers on one of the most debated macroeconomic narratives today: the soft landing.

FirstBack
123456
Next Last