Mergers & Acquisitions Dashboard – 9M CY’23 Summary: Deal value in 9M’2023 is down by 30.6% YoY. The global M&A activity reached a total value of USD 2.5 trillion in 9M’2023, spread across 38,121 deals. The Technology sector witnessed the highest YoY fall, followed by the Financial sector. Digital transformation
Global Quarterly Fixed Income Market Performance: Q3 CY2023 DISCLAIMER This document sample has been prepared by ValueAdd Research & Analytics Solutions (“ValueAdd”). This is illustrative and is designed for the purpose of evaluating ValueAdd’s research and analytics capabilities only. This document should not be considered as an investment advice
Global Equity Market Performance Dashboard – 9M CY’23
Global equities performance was largely positive driven by major markets such as the US, Japan, and India. UK’s FTSE 100 performance was lackluster. Chinese equities performed well in 1Q CY2023, only to decline in 2Q CY2023, due to a lower-than-expected boost from the economy re-opening. Conversely, Indian equities were under
Global Quarterly Fixed Income Market Performance – Q1 CY2023 Global fixed-income markets began the year on a stronger footing, considering the lackluster performance exhibited in 2022. China’s easing of COVID-induced restrictions and subsiding of the European energy crisis led to changing sentiments w.r.t. economic growth. Inflation, though lower than the
Global equities saw an upward trend in Q1CY23 following a severe beating in CY22. CY22 was characterized by geopolitical turmoil in the form of the Russia-Ukraine war, unprecedented commodity inflation, and hawkish monetary policy actions globally, all of which led to heightened volatility in the global equity markets. MSCI ACWI
The Indian auto components industry had a turnover of USD 56.5 bn in FY22 and contributed to 2.3% of India’s GDP. As per Automobile Component Manufacturers Association (ACMA), the Indian auto component industry aims to achieve USD 200 bn in revenue by 2026 which is almost 4-fold growth from FY22 levels (37.2% CAGR between FY22-FY26E).
How effective is the liquidity tightening by global central banks? The US interest rate is at its 3-year high of 4%, whereas inflation is at 7.75%, slightly coming off from its high of 8.20% in Sep 2022. However, the hawkish view of the FED may push the US economy into
Debt investors see an opportunity in China’s real estate debt slump As default dims the overall market Outlook, Investors worry about the repayment of $292 billion of debt coming due through 2023. The Chinese property developers experienced their first rejection from creditors for bond extension in June 2022. Fed rate
