The long goodbye to the “3G Experiment” may finally be here. Berkshire Hathaway, the largest shareholder of Kraft Heinz (KHC), has filed a prospectus to register the potential resale of its entire 27.5% stake (325.4 million shares). This move signals that the conglomerate is preparing to exit a decade-old investment that Chairman Warren Buffett has...
Is the Kremlin pivoting on Western asset seizures? In a rare deviation from recent trends, a Moscow court has dismissed a motion by prosecutors to fully seize the assets of US private equity firm NCH Capital (owner of AgroTerra). The ruling comes on the same day Russian and US representatives met for high-level talks in...
The era of “constructive engagement” is over. The gloves are off. According to data from Barclays and insights from top bankers, activist investors are ditching operational turnaround plans in favor of a blunter instrument: Forced M&A. 💰 THE PERFORMANCE GAP: Funds that pushed for M&A outperformed their peers. 🏗️ THE 2026 PLAYBOOK: Jim Rossman (Barclays)...
The race for critical minerals just moved from “Diplomacy” to “Deal Flow.” Following the US-brokered peace pact between the Democratic Republic of Congo (DRC) and Rwanda, Kinshasa has formally submitted a vetted shortlist of state-owned mining assets to Washington. This marks the most tangible progress yet in the US effort to secure alternative supply chains...
The winter is over for top-tier Indian startups. Emergent, an AI-powered software creation platform, has raised $70 million in a Series B round led by SoftBank Vision Fund and Khosla Ventures. This investment signals a major pivot in sentiment, marking SoftBank’s first fresh investment in an Indian startup in over three years. 🚀 THE METRICS...
The “Deposit War” in Indian banking is forcing a rethink of regulatory limits. According to sources, Indian lenders are approaching the Reserve Bank of India (RBI) with a crucial proposal: extend the tenor cap for raising bulk deposits (Certificates of Deposit) from 1 year to 3 years. 📉 THE CORE PROBLEM (The Jaws): Banks are...