Market Recap 01/12/2024

Download PDF USA This past week, the U.S. economy exhibited resilience as key data points underscored a mixed but stable environment. Housing starts fell by 3.1% month-over-month, reflecting continued challenges in the housing market, but initial jobless claims reached a seven-month low at 213,000, signaling strength in the labor market. Read more…

Japanese Deal Recap

Download PDF Japan’s Yen Carry Trade Unravels The dramatic unravelling of Japan’s yen carry trade earlier this summer has continued reverberating through global markets weeks after the initial turmoil. In late July, the Bank of Japan made a pivotal shift in monetary policy, raising the target rate for 10-year government Read more…

Market Recap 24/11/2024

Download PDF USA Major stock indexes ended the week on a positive note, recouping some of the losses from the prior week despite ongoing uncertainty surrounding the policies of the incoming Trump administration and heightened geopolitical tensions arising from the Russia-Ukraine conflict. The week’s gains were broadly distributed, with smaller-cap Read more…

Secondaries: Understanding the Landscape and Future Directions

Download PDF Introduction Undoubtedly private markets are inherently illiquid. When an investor wants to cash out of private funds, they must navigate ambiguous pricing mechanisms, information asymmetries, and reliance on intermediaries. In the usual course of events, liquidity in private market investments is realised through planned exits. However, unforeseen circumstances Read more…

Consumer Healthcare Spin-offs

Download PDF Introduction The Consumer Healthcare sector has long been crucial for consumers to find quick solutions without heading to the doctors, covering over the counter (OTC) products such as supplements, medicines (painkillers), skincare, hygiene products, and more. With the rise of digital healthcare tools and prescription management, Consumer Healthcare Read more…