Canada M&A Roundup Q4 2019 Mergers & Acquisitions by Kirill - January 31, 2020January 9, 20210 Contribution from Kirill Sukhikh, Edited by Vlad Kovalenko Canadian M&A market in the fourth quarter has seen a decrease in aggregate deal value by $8.8B comparing to the previous quarter. 677 deals valued at $69.8B were announced over the third quarter. Consumer Cyclical sector accounted for $17.27B, Financial sector for $16.24B
Bridge Loans in Private Equity Credit by Bocconi Students PE Club - January 24, 2020January 29, 20200 By Boris Mihaylov and Konstantin Ba Initially posted on the BSPEC blog The world of private equity requires funds to react immediately to potential purchase opportunities. But what if an attractive opportunity arises during the draw down period and the funds required exceed the sum of collected commitments? Bridge loans (appropriately labeled
Chinese Technology Stocks in the 2020s Technology Telecom by Matt - January 15, 2020January 15, 20200 Chinese stocks are hot. Technology stocks are hot. Chinese technology stocks are probably more hot. Large asset managers as well as retail investors in the US have jumped on the Chinese technology stock bandwagon. As per usual, Wall Street tends to simplify a phenomenon and turn it into something that is
Greater Good Utilitarian Principles in China and Investing Implications China Equities by Matt - January 10, 2020January 10, 20200 The Chinese economy will continue to march on at 6% GDP growth per year – so by that logic, should it match or outperform the S&P 500 every year which represents the U.S. with 2% GDP growth (or global GDP growth)? Likewise, will the average Chinese stock move up in
Investment Banking Fast Casual Burger Rankings Consumer & Retail Lists by Matt - January 8, 2020February 14, 20200 Bill Gates and Warren Buffett are probably the most well known business titans alive. As confirmed by reddit AMAs and various other sources, they have one major common denominator. Their favorite food is the humble hamburger. Nothing represents American capitalism like a burger and fries. Elon Musk and Jeff Bezos are
Food delivery feeding friends and investors alike Technology by Bocconi Students PE Club - January 7, 2020January 8, 20200 By Francesco Biondo Initially posted on the BSPEC blog The gig economy, which comprises all the businesses offering “on-demand” and temporary jobs for people to carry out according to their availability, has taken off. The concept is both simple and exceptional: online platforms match individuals willing to offer their time and expertise
China Stocks Investing: New Cold War and Bond Defaults China Fixed Income by Matt - January 7, 2020January 7, 20200 In this post, we continue to discuss themes to understand before investing in Chinese stocks in the 2020s. Investing Amidst the U.S. China Cold War If the current trajectory continues (steady growth at 6% per year) while the Chinese economy continues to decouple from the U.S., there may end up being positive
Investing in China – Key Things to Note China by Matt - January 6, 2020January 6, 20200 Beginning of possibly a series on getting your feet wet in Chinese investing China, despite the well documented decline in GDP growth to 6%, is still the largest contributor to global growth. After all, 6% of $15 trillion US is like growing by more than one Australia every year. A couple of
Coffee Break with Alexander Dibelius, Managing Partner of CVC Capital Partners Interview Series by Bocconi Students PE Club - January 2, 2020January 6, 20200 By Tom Cordes Initially posted on the BSPEC blog I had the pleasure to interview Dr. Alexander Dibelius, managing partner of CVC Capital Partners. Dr. Dibelius holds a Ph.D. in medicine and practiced as a heart surgeon for several years. After that, he transitioned to McKinsey where he quickly rose to the