Germany has unveiled a €30 billion Deutschlandfonds, a state-backed investment initiative designed to mobilise up to €130 billion in private capital and reinvigorate Europe’s largest economy after years of stagnation. Coordinated by the finance and economy ministries and implemented via KfW, the fund will deploy guarantees, loans and equity stakes to de-risk private investment. Notably,...
Activist Pressure Builds at Whitbread: Strategy Under the Microscope
Activist hedge fund Corvex Management has taken a 6% stake in Whitbread, the owner of Premier Inn, and is calling for a full strategic review of the group’s direction and its £3.5bn capital investment plan. Corvex argues that Whitbread’s current market valuation fails to reflect the true value of its assets — including its UK...
Mega Deals Are Back — And the M&A Cycle Is Far From Over
2025 is shaping up to be one of the biggest M&A years in history, driven not by volume, but by scale. Despite a volatile first half, global deal value has already surpassed $4.8 trillion, up 41% year-on-year, making this the second-largest M&A year on record, just behind the 2021 boom. Notably, there have been 70...
India–Japan Collaboration Eyes Green Aluminium at Industrial Scale
India’s AM Green and Japan’s Mitsui & Co. have signed a non-binding agreement to explore equity investment and long-term offtake in AM Green’s green aluminium platform — a move that highlights accelerating momentum behind low-carbon industrial metals. 🔋 What stands out Aluminium remains one of the most carbon-intensive industrial materials, largely due to coal-powered smelting....
OpenAI in Talks at a $750B Valuation — A New Phase of the AI Capital Cycle
Reports suggest OpenAI has held early discussions with investors about a potential fundraising round valuing the company at around $750 billion, with the possibility of raising tens of billions — even up to $100 billion. If confirmed, this would mark a ~50% jump from its reported $500 billion valuation just months ago and further reinforce...
Crypto Investors Turn Cautious — Active and Risk-Managed Strategies Gain Ground
The recent crypto market correction has reshaped investor behaviour, hitting the most leveraged and over-hyped segments hardest and accelerating a shift toward more disciplined, risk-managed investment strategies. Bitcoin has fallen roughly 30% from its peak, but losses have been far deeper across bitcoin treasury companies and miners, where valuation premiums, leverage, and funding risk were...
