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Centerra Gold Files Technical Report for the Mount Milligan Mine
Globenewswire· 2025-10-21 21:00
TORONTO, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Centerra Gold Inc. (“Centerra” or the “Company”) (TSX: CG) (NYSE: CGAU) announced today that it has filed a technical report in relation to its Mount Milligan Mine, located in British Columbia, Canada. The report was prepared in accordance with National Instrument 43-101 – Standards for Disclosure for Mineral Projects and supports the disclosure outlined in Centerra’s news release dated September 11, 2025. The report is available on Centerra’s website at www.center ...
PayPal Raises Stake in eCommerce Firm Shopware to 41%
PYMNTS.com· 2025-10-21 13:17
PayPal is reportedly taking over a stake in eCommerce company Shopware from the Carlyle Group.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company’s stake in the German company will jump from 11% to 41% in t ...
Thoma Bravo Announces Key Appointments to Grow Private Credit Platform
Prnewswire· 2025-10-21 11:00
Accessibility StatementSkip Navigation Former Morgan Stanley Executives Jeff Levin and Kunal Soni Join as Partners Levin Named Head of Thoma Bravo Credit MIAMI and NEW YORK, Oct. 21, 2025 /PRNewswire/ -- Thoma Bravo, a leading software investment firm, today announced that Jeff Levin and Kunal Soni have joined the firm as partners on the Thoma Bravo Credit platform. Levin has also been named head of the platform. Together with the firm's investors, Thoma Bravo Credit has invested over $25 billion across m ...
25省已实现生育津贴直接发放至个人|首席资讯日报
首席商业评论· 2025-10-21 04:31
1.生育津贴直接发放至个人,这25省已实现 据国家医保局消息,自9月以来,江西、安徽、陕西等省陆续在全省推开生育津贴直接发放至个人。辽宁、 江苏已于近日正式发文,将于11月1日起在全省实现生育津贴直达个人。预计到11月1日,全国将有25个省份 (含新疆生产建设兵团)实现生育津贴直接发放至个人,即河北、山西、内蒙古、辽宁、吉林、黑龙江、 上海、江苏、浙江、安徽、福建、江西、山东、河南、湖北、海南、重庆、四川、云南、西藏、陕西、甘 肃、青海、宁夏、新疆生产建设兵团。尚未完全实现的省份主要为北京、天津、湖南、广东、广西、贵州 和新疆。生育津贴直接发放至个人的统筹区占比近9成。 点评:生育保障再进一步,女性权益精准落地。 2.中国银河证券:短期市场风格切换,聚焦"十五五"预期 中国银河证券研报表示,短期来看,在外部贸易摩擦不确定性影响下,叠加部分板块前期积累较大涨幅, 资金情绪趋于谨慎。成交额出现缩量,部分资金风格转向,市场阶段性震荡的概率较大。随着下周即将召 开的二十届四中全会聚焦于"十五五"规划,同时三季报进入集中披露期,为投资者提供更多配置线索,政策 聚焦与业绩确定性较强的板块值得重点关注。 3.欧莱雅或用28 ...
Carlyle Credit Income Fund Schedules Fourth Quarter and Full Year 2025 Financial Results and Investor Conference Call
Globenewswire· 2025-10-20 20:05
NEW YORK, Oct. 20, 2025 (GLOBE NEWSWIRE) -- Carlyle Credit Income Fund (“we,” “us,” “our,” “CCIF” or the “Fund”) (NYSE: CCIF) announced today that it will release financial results after market close on Tuesday, November 18, 2025, for its fourth quarter and full year 2025. CCIF will host a conference call at 10:00 a.m. EST on Wednesday, November 19, 2025, to discuss the results. The conference call will be available via public webcast via a link on Carlyle Credit Income Fund’s website at www.carlylecreditin ...
一起破产把黑石、KKR股价都干崩了
投中网· 2025-10-20 06:45
将投中网设为"星标⭐",第一时间收获最新推送 为什么这起破产能有这么大威力? 作者丨 陶辉东 来源丨 投中网 过去一个月,全球最大的 PE 巨头们股价出现了罕见的集体大跌。 自 9 月 18 日以来,黑石的股价累计跌去了 17% , KKR 跌了 21% ,凯雷跌了 21% ,阿波罗全球资管跌去 16% , Ares 跌去 23% 。 这些都是市值数百上千亿美元的巨头,黑石还是标普 500 的成分股。一个月不到,近千亿美元的财富蒸发。 令人不解的是,这段时间美股大盘并没有跌,标普 500 指数录得 1% 的微涨。到底是什么利空,能引发全 PE 行业这么大的 地震? 一切要从一个月前的一起破产官司说起。 9 月 9 日,一家名为 First Brands 的美国企业,因无法支付一笔 19 亿美元的供 应链融资款项而触发债务违约。十多天后, First Brands 正式申请破产。干崩美国 PE 行业股价的罪魁祸首,正是这个破产 案。 自美元开启加息周期以来,美国破产案数量大增,比 First Brands 规模更大的公司破产也不少,为什么唯独这起破产能有这 么大威力? 一家横扫美国汽车后市场的公司 先来看看 F ...
Polaris Global Equity Composite Q3 2025 Commentary
Seeking Alpha· 2025-10-20 06:25
Core Insights - Global equity markets experienced broad positive returns in Q3 2025, driven by resilient corporate earnings, enthusiasm for AI, and the U.S. Federal Reserve's first interest rate cut of the year [3][21] - Emerging markets, particularly China, led the gains, supported by a U.S. trade truce and strength in the tech sector [3][4] - The Polaris Global Equity Composite gained 5.04% (net of fees) for the quarter, underperforming the MSCI World Index, which returned 7.36% [5][6] Market Performance - Developed markets saw weaker currencies benefiting export-oriented indices, with Japan's TOPIX Index up 11.0% and the U.K.'s FTSE All-Share Index up 6.9% [4] - The U.S. market, represented by the S&P 500 Index, gained over 8%, primarily due to tech and communication stocks [4] - France and Germany underperformed due to geopolitical and fiscal concerns, with tepid growth projections under new U.S. trade policy [4] Sector Analysis - The healthcare sector was the best performer, with notable gains from pharmaceutical stocks, while financials, consumer discretionary, and IT also contributed positively [5][6] - Health insurers faced challenges, with UnitedHealth Group and CVS Health posting over 10% returns, while Elevance Health's shares dropped sharply due to profit guidance cuts [7] - In IT, Samsung Electronics excelled with strong performance in HBM technology and a significant deal with Tesla for AI chip manufacturing [11] Company Highlights - United Therapeutics Corp. was a top contributor to portfolio performance, driven by positive clinical trial results for its drug Tyvaso, potentially adding $4-5 billion in peak sales [6] - AbbVie, Inc. expects high single-digit revenue growth through 2029, with flagship drugs projected to exceed $31 billion in sales by 2027 [6] - The Carlyle Group Inc. outperformed in the financial sector, up over 20% due to strong fee-based credit and secondaries business [8] Investment Strategy - The current economic environment is characterized by a "two-speed" economy, with a concentrated AI-driven boom amidst subdued growth in other sectors [21][22] - Financials are seen as attractive due to stable net interest margins and loan growth, while defensives like consumer staples and healthcare are expected to perform well [22] - Opportunities in economically-sensitive sectors are being explored, with a focus on industrials benefiting from AI integration and supply chain modernization [22][23]
美地区银行暴雷之际 凯雷CEO发声:信贷波动“理应担忧” 但未见形势崩塌迹象
智通财经网· 2025-10-20 00:45
Sixth Street Partners联合首席投资官Josh Easterly曾批评部分同行,称其过度关注私募投资业务的营销推 广,而忽视了业绩表现。 Schwartz明确表示,凯雷与红牛车队的合作对触达全球受众具有重要意义,但这一合作绝不会以牺牲公 司投资业绩为代价。 "没有业绩就没有成功可言,业绩绝不能牺牲,必须始终是重中之重,"他说道。 智通财经APP获悉,凯雷首席执行官Harvey Schwartz表示,近期信贷市场的波动已列入其"担忧清单", 但迄今尚未看到任何迹象表明市场环境正在恶化。 Schwartz在10月19日接受采访时指出,从凯雷投资组合中的企业情况来看,"数据显示这些公司仍在增 长,就业保持稳定,通胀虽略显粘性,但短期内并无任何迹象表明形势会崩塌"。他同时强调,"尽管如 此,在经济周期后期,信贷市场波动理应成为需要担忧的问题"。 此次采访是在奥斯汀举行的F1美国大奖赛场外进行的,Schwartz与甲骨文红牛车队负责人Laurent Mekies共同出席。上个月,这家管理着4650亿美元资产的另类资产管理公司宣布,已与该F1车队达成一 项多年期合作协议。 自汽车贷款机构Tricolor ...
Emirates NBD-RBL deal signals floodgate of foreign investment in India
MINT· 2025-10-20 00:25
Core Insights - Emirates NBD Bank's acquisition of a 60% stake in RBL Bank for ₹26,850 crore ($3 billion) is expected to attract more global banks to invest in India [2][3] - This transaction marks the largest foreign direct investment in India's banking sector to date, indicating a shift in the global banking landscape towards India [3][8] Investment Trends - Recent investments include Avenir Investment RSC acquiring a 43.46% stake in Sammaan Capital for $1 billion and Sumitomo Mitsui Banking Corp. acquiring a 20% stake in Yes Bank [3] - Japan's MUFG is reportedly in talks to acquire a controlling stake in Avendus Capital, valuing it at around $800-900 million [4] Policy Changes - The Indian banking policy framework is shifting towards globalization, with regulators signaling greater flexibility for foreign investments [5][6] - The private sector is overtaking the public sector in market share, creating a structural need for fresh capital that will attract more investors [6] Market Dynamics - The entry of global brands into the Indian banking market contrasts with the previous trend of many exiting over the last 15-20 years [7] - Renewed interest from global investors reflects confidence in India's long-term economic growth and resilience [8][9] Growth Potential - India's financial services industry profits are projected to grow from ₹6.1 trillion in FY25 to ₹11.3 trillion by FY30, with a 13% CAGR [11] - Opportunities exist in housing loans, business lending, and digital payments, with fee income expected to exceed ₹1 trillion by 2030 [11] Future Outlook - More deals are anticipated through minority stakes, co-branded propositions, or fintech collaborations as global players leverage India's scale and digital capabilities [10][12]
凯雷CEO把美国信贷市场波动列入担优清单
Ge Long Hui A P P· 2025-10-19 22:55
格隆汇10月20日|私募基金凯雷集团首席执行官Harvey Schwartz表示,近期信贷市场的波动,已进入了 他的担忧清单上,但目前为止,未看到任何迹象显示市场条件正在恶化。在谈到凯雷的投资组合时, Schwartz称,公司的业务正在增长,就业稳定,通胀略显顽固,短期内没有任何迹象显示情况急速转 坏,但在周期的后期,担忧清单的项目确有增加。自从美国汽车贷款公司Tricolor Holdings和汽车零件 供应商First Brands Group相继破产后,美国信贷市场一直处于紧张状态。近日,两家美国地区银行声称 成为贷款诈骗的受害者,导致股价急泻。 ...