Georgeson’s Post

[#Insights] As Japan again becomes globally competitive, we believe its equity markets could present some compelling opportunities in the world today. Learn more about the reasons why, and how investors can potentially benefit, in this month’s edition of Charting our Focus: https://ow.ly/fqUx50RYYrM

The Greater China M&A landscape in Q3 2024 was marked by government stimulus efforts, regulatory support, and strategic consolidations. Learn about the sectors that benefitted from these initiatives by downloading our Deal Drivers: APAC Q3 2024 report: https://bit.ly/3CUbLEn

8 hours of filming, 8 hours of editing, 1 day turnaround, 1 minute sizzle. #productionhouse #Postproduction #videoproduction #video #editing

8 hours of filming, 8 hours of editing, 1 day turnaround, 1 minute sizzle. #productionhouse #Postproduction #videoproduction #video #editing

The removal of Vietnam’s pre-funding requirement is a major step toward improving its global market classification. While the country still faces foreign ownership limits, this change paves the way for greater flexibility and potential upgrades by FTSE and MSCI. Navigating Vietnam’s unique market requires experience and insight. Find out more in our new Trading Insights and learn how Meraki Global Advisors can help you make the most of this evolving market. Explore the article: https://lnkd.in/gT3GRSDp #EmergingMarkets #VietnamInvestment #GlobalTrading

Some interesting articles to analyze global geoplitiical risks in technology and investments. https://lnkd.in/gna39dMf https://lnkd.in/g-qS3WYa

2024 China Season Review According to a new ISS | Institutional Shareholder Services report, the number of share repurchase schemes proposed by companies in 2024 increased substantially as compared with previous years. The significant rise was triggered by the government’s encouragement of more frequent and consistent dividend distributions, as well as the inclusion of share repurchase spending as part of the calculation for cash dividends. Separately, the revised company law now accords shareholders individually or collectively holding 1 percent of total outstanding shares the right to submit shareholder proposals as well as file lawsuits for breaches of fiduciary duties by directors, supervisors, and senior executives at wholly owned subsidiaries. Read more key findings from the report, authored by Ada Lu, Elodie Zeng, Harry Zhongyu Liu, Harry Sun, FRM, CFA, Mengzhen Zhang, Rui Ning Cheng, Xiao(Sherry) Xie, Xinyi Yang, and Yuan Yao, at: https://lnkd.in/euEtnW5A Learn more about our governance research and voting services at: https://lnkd.in/dE2Y6pVQ #China #CorporateGovernance #Investors 

Looks like the business unit of Intercontinental Exchange could use some serious recalibration. With losses cropping up in the majority of recent quarters, a turnaround seems crucial. But who knows, maybe the upcoming quarter will spark a change! ✦ The series of losses may indicate underlying issues that need addressing. ✦ An abrupt shift in strategy or operations could be on the horizon. ✦ Let's keep an eye out for potential developments and see if the tide turns.

❗️𝐈𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐄𝐮𝐫𝐨𝐩𝐞𝐚𝐧 𝐓𝐞𝐥𝐞𝐜𝐨𝐦𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐃𝐫𝐚𝐠𝐡𝐢 𝐑𝐞𝐩𝐨𝐫𝐭: 𝐔𝐫𝐠𝐞𝐧𝐭 𝐂𝐨𝐧𝐬𝐨𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐝❗️ European telecoms have been struggling with returns below the cost of capital for years, and the Draghi report highlights why. Europe’s fragmented telecom market has held back investment in critical infrastructure, especially in broadband networks. The report proposes a major shift: facilitating consolidation across the sector to drive investment and deliver a true EU-wide Single Market. This is crucial for scaling digital and decarbonized networks, harmonizing spectrum licensing, and streamlining cybersecurity regulations. A clear positive sign especially for M&A potential noting the lack of investment per capita versus other regions. 𝐊𝐞𝐲 𝐩𝐫𝐨𝐩𝐨𝐬𝐚𝐥𝐬 𝐟𝐨𝐫 𝐭𝐞𝐥𝐞𝐜𝐨𝐦: 1️⃣ Define telecom markets at the EU level to enable cross-border mergers. 2️⃣ Increase focus on innovation and investment in EU merger rules. 3️⃣ Harmonize spectrum licensing and auction processes across the EU to create scale. 4️⃣ Phase out older technologies and deregulate new infrastructure investments (e.g., 5G, fiber). 5️⃣ Support EU-based equipment providers for strategic autonomy. This bold vision sets the stage for significant regulatory reforms that could reshape the European telecom landscape, accelerating growth, competitiveness, and investment returns. However, reality still is that the process of drafting legal proposals, opening them up to consultation and finalising negotiations before adoption takes around 3 years on average #Telecom #EUCompetitiveness #DigitalTransformation #Consolidation #BroadbandInvestment #SpectrumHarmonization #TelecomInnovation #DraghiReport #SingleMarket https://lnkd.in/eMs2xGVc

EU recently released the indications to re-launch Europe's competitiveness in a global landscape. Before you read it, try the game of imagining what suggestions you would give :) VC paradigms start to be mentioned. There are 6 occurrences. Good search :) https://lnkd.in/dFiysJu2