Sehaj Anand

Jun 24, 2024 | insight.factset.com | Edward McCormick |Sean Ryan |FactSet Insight |Sehaj Anand

In May, the US hosted Kenya President William Ruto as part of a diplomatic effort with the Sub-Saharan Africa nation. Much of the focus was on the economic relationship and potential partnership for investing in areas such as technology startups in Kenya’s “Silicon Savannah” or sharing funding from the CHIPS Act. Building upon our previous analysis of emerging market investment, in this article we’re investigating investment interest and returns so far in the region.

Jun 20, 2024 | insight.factset.com | Sean Ryan |FactSet Insight |Sehaj Anand

Managements remain optimistic. CEO comments during 2Q24 conference season largely mirrored those of the 1Q24 earnings calls, and if anything were perhaps slightly more optimistic about intermediate-term prospects, tempered barely, if at all, by second quarter M&A activity tracking well below the first quarter. Anecdotally there seems to be rising confidence in the strength of the economy and the ability to manage through regulatory challenges.

Jun 18, 2024 | insight.factset.com | FactSet Insight |Sehaj Anand |Sean Ryan |Colin Devereaux

U.S. M&A deal activity decreased in May, going down 10.6% with 949 announcements compared to 1,062 in April. However, aggregate M&A spending increased. In May, 1.7% more was spent on deals compared to April. In terms of M&A deal activity, 7 of the 21 sectors tracked by FactSet saw an increase in M&A deal activity over the past three months relative to the same three-month period one year ago. The five sectors that witnessed the largest increases in M&A deal volume were: Consumer Non-Durables (90 vs.

May 29, 2024 | insight.factset.com | Sean Ryan |Colin Devereaux |FactSet Insight |Sehaj Anand

Nuclear energy’s role has become crucial, particularly given the global energy crisis that began in 2021. It resulted from a swift post-COVID-19 economic recovery that outstripped energy supply, was worsened by the Russian-Ukraine conflict that sent natural gas prices soaring and essentially revived thermal coal. Amid the current global geopolitical unrest, more nations are focusing on nuclear energy as a key aspect of their energy mix.

May 22, 2024 | insight.factset.com | Sean Ryan |FactSet Insight |Sehaj Anand |Colin Devereaux

Companies and Markets By Sean Ryan  |  May 22, 2024 This month, FactSet's guests discuss the network effects of a venture capital fund bringing together banks as LPs and investing in fintech companies that help banks innovate, grow profitability, and deepen relationships with customers. This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.