Patrick Harris, Mergermarket’s senior editor based in London, joins Dealcast host Julie-Anna Needham to discuss the complexities of the deal, including:Where the new Anglo Teck company could be domiciled and how that will be reconciled with each company’s strong national ties;How the Canadian government could push for more stipulations for the deal, like Canadian investment and job creation;Which other large mining strategics could be possible acquirers of the new entity from Rio Tinto to Glencore and how the merger itself may be a defensive move on Anglo American's part;Whether Anglo American's ongoing disposals could potentially impact the deal.All this and more in this week’s Dealcast.
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Key takeaways from this year's Asian Venture Capital Journal (AVCJ) Private Equity Forum
Justin Niessner, Associate Editor of the AVCJ, joins Dealcast host Julie-Anna Needham to discuss this year’s forum and its key takeaways, including:Which countries, like Japan and India, are seeing the most investor interestWhat makes Asia compelling to investors – including factors like increased urbanization, digitalization, and the rise of the middle classWhich firms are investing in Asia, like KKR’s recent purchase of China-based Dayao BeveragesWhat macro themes are encompassing the region from ESG and the impact of US tariffs to AIAll this and more in this week’s Dealcast.
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UK sponsors weigh tax hikes against stability after ‘political’ Budget
In this week’s episode of Dealcast, Mergermarket Global Commentary Editor John West sits down with London-based BCLP private equity partner Perry Yam to unpack the Budget’s impact on the British sponsor scene.
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ECM update: US shutdown ends, UK budget on the horizon, AI bubble possible
Sam Kerr, Mergermarket’s global ECM editor and head of Mergermarket in EMEA, joins Dealcast host Julie-Anna Needham to discuss the global ECM outlook, including:Why the end of the US government shutdown may not lead to a flurry of new listings, potentially forcing IPOs to 1Q26;How the US markets have performed and which listings haven’t been able to maintain their outsized pops from their IPO date;How companies are faring on the LSE, including Shawbrook, Beauty Tech, and Princes, and what the signaling about the country's budget could mean;How the potential AI bubble could impact markets worldwide.All this and more in this week’s Dealcast.
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French political gridlock hurts country's start-up aspirations
Arezki Yaiche, Mergermarket’s France-based bureau chief, joins Dealcast host Julie-Anna Needham to discuss the French political situation and its impact on the business community, including:How the political turmoil began when President Emmanuel Macron called a snap election in 2024 and why it has persisted;What items could be up for debate in the budget, like a possible end to an R&D tax rebate that has encouraged family offices and other investors to fund tech companies;How the instability is impacting France’s credit rating and foreign investor sentiment;Which unicorns stand out amid the chaos, like Mistral AI, and why particular industries may continue to perform well.All this and more in this week’s Dealcast.
Colombia