Core Insights - Carlyle Group, a major U.S. private equity firm, has engaged Goldman Sachs to assist in its bid for assets from Lukoil, a Russian oil company facing sanctions [1] Group 1: Company Actions - Carlyle is actively pursuing Lukoil's overseas portfolio, indicating a competitive interest in the sanctioned firm's assets [1] - The involvement of Goldman Sachs suggests a strategic approach to navigating the complexities of acquiring assets from a sanctioned entity [1] Group 2: Industry Context - The bidding for Lukoil's assets reflects a broader trend in the private equity sector, where firms are seeking opportunities in distressed or sanctioned assets [1] - The situation highlights the increasing competition among private equity firms to acquire valuable international oil assets amid geopolitical tensions [1]

stock is set to begin trading on the NASDAQ later today under MDLN. This all as 26 looks to set another strong year for the IPO market with buzz surrounding SpaceX, Open AI, and other likely contenders to go public in the new year. Joining us this morning at Post9 to talk about all of that and more is Barkclay's global head of tech investment banking, Kristen Roth the Clark.Welcome, Kristen. Good to have you back. >> Thank you. Great to see you.>> Some of the year-on-year comps are pretty good for 25 either ...

stock is set to begin trading on the NASDAQ later today under MDLN. This all as 26 looks to set another strong year for the IPO market with buzz surrounding SpaceX, Open AI, and other likely contenders to go public in the new year. Joining us this morning at Post9 to talk about all of that and more is Barkclay's global head of tech investment banking, Kristen Roth the Clark.Welcome, Kristen. Good to have you back. >> Thank you. Great to see you.>> Some of the year-on-year comps are pretty good for 25 either ...

Key focus and themes Global Markets Research Foreign Exchange - Asia ex-Japan/Euro Area/Europe 2026 top trades and HK/SG client FX views Besides the widely expected 25bp hike at the December BOJ meeting, what is your expectation on Governor Ueda's messaging and the impact on USD/JPY (1 session after)? | Fig. 1: Top five top-conviction strategy trades in order (scale 1-5) | | --- | | | ★★★★★ | | Top 5 FX and Rates Trades | | | ★★★★★ | | | --- | --- | --- | --- | --- | --- | --- | --- | | | Countries | Trade ...

Core Insights - Wall Street banks are positioned to benefit significantly from Warner Bros. Discovery's (WBD) potential sale to either Netflix or Paramount Skydance, with a total of $225 million in fees expected to be paid to advisors if a deal is finalized [1][2]. Group 1: Deal Dynamics - WBD is currently evaluating competing offers from Netflix, which aims to acquire its studio and streaming business, and Paramount, which has made a bid for the entire company, including cable TV channels [2]. - WBD's board has expressed continued support for Netflix's offer following a hostile bid from Paramount [2]. - The advisory firms involved in the bidding process have played a crucial role in board meetings, negotiations, and evaluations of the offers [2][7]. Group 2: Advisory Fees - The fee structure for the advisory firms includes significant contingent payments, with Allen & Co. and J.P. Morgan each set to receive $85 million, of which $45 million and $50 million, respectively, are contingent on a successful deal [11]. - Evercore is expected to receive $55 million, also contingent on the deal's completion [11]. Group 3: Market Context - The investment banking sector has seen a surge in activity, particularly in media and telecom mergers and acquisitions (M&A), with a reported 61% increase in deal value from the second half of 2024 to the second half of 2025, excluding the WBD sale [9]. - PwC anticipates that robust M&A activity will persist in the coming years as investors seek value in content libraries, video games, and sports assets [10].

亚洲经济 | Asia Pacific December 16, 2025 09:52 AM GMT M Idea 观点：印度或将成为2026年令 人意外的逆转主题 投资者目前对印度持观望态度，原因是印度面临多重问题， 最近的焦点是卢比疲软。我们认为这些担忧被夸大了。受益 于更强劲的名义GDP增长，印度或将在2026年为亚洲投资者 提供最大的上行惊喜。 要点 在本报告中，我们将回应投资者对名义GDP增长和外汇前景的担忧，并解释为什 么我们认为增长复苏将有助于缓解这些顾虑。 This translated report is made available for convenience only and is based on the original research report published in English. In the event of any discrepancy between the translation and the original research report, the content in the original research report will preva ...

Japan's Mizuho Securities on Wednesday said it will buy a majority stake in Indian investment bank Avendus from U.S. investment firm KKR for up to 81 billion yen ($523 million). ...

Core Viewpoint - Enhancing China's global pricing power is crucial for its position and competitiveness in the global financial system, directly impacting its voice in resource allocation and rule-making [1]. Group 1: Global Pricing Power - The competition for global pricing power is a deep-seated struggle for institutional discourse, rule dominance, and value assessment systems [1]. - Historical experience shows that controlling key assets, core technologies, and strategic resources grants the ability to shape global economic rules and direct international capital flows [1]. - The success of the IPO of Ningde Times on the Hong Kong Stock Exchange, which became the largest globally in 2023, demonstrates the attractiveness of Chinese core assets to global capital [2]. Group 2: Role of Chinese Investment Banks - Chinese investment banks have transitioned from being "channel-type intermediaries" to global comprehensive financial service providers [1]. - The total scale of domestic and foreign direct financing facilitated by the company since its establishment has exceeded 67 trillion yuan, providing a value basis for asset pricing [1]. - The company has developed an innovative bond assessment framework in Hong Kong that aligns with the Sustainable Finance Common Classification Directory, contributing Chinese wisdom to global sustainable finance standards [2]. Group 3: Strategic Development - The competition for global pricing power is a long-term, systemic, and ecological battle that tests institutional resilience, professional depth, and strategic determination [2]. - Chinese investment banks must deeply integrate into high-level institutional openness in capital markets and articulate the long-term development logic of the Chinese economy to global investors [2]. - There is a need to enhance international business capabilities, transitioning from "follow-up service" to "proactive leadership" [2]. Group 4: Talent and Internationalization - Strengthening the pricing power of Chinese assets and supporting the internationalization of the renminbi is essential [3]. - The company should maintain reasonable valuations in cross-border capital operations of Chinese enterprises and actively develop offshore renminbi financial products [3]. - Attracting professionals with global market experience and expertise in domestic and foreign regulatory environments is crucial for high-quality development [3].

Goldman Sachs is reorganizing some of its technology, media and telecom investment-banking group as the artificial intelligence industry — and all the infrastructure that serves that business — takes off. https://t.co/DKoy5Sr5vs ...

We have a lot of private equity funds that need to return capital to their LPs. They need to sell assets. You have a lot of funds that aren't going to be able to raise another fund but have a bunch of portfolio companies that they're going to need to sell. You've got aging baby boomers and founder-owned businesses that children are not wanting to take over the business.I think we're pretty optimistic on 2026. We have our highest backlog sell-sides that we've ever had.How are you feeling about the mid-cap M& ...