Podcasts about Midcap

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What's your exit strategy?For single providers and small fertility practice owners, the difference between a multimillion-dollar sale and walking away with nothing often comes down to timing and preparation.This week on Inside Reproductive Health, I sit down with Bob Goodman, Richard Groberg, and Dr. Brijinder Minhas of MidCap Advisors to discuss:The current state of fertility clinic mergers & acquisitionsWhy many fertility MSOs are preparing to sell their networksWhen it's too late to maximize your practice's valueHow selling with a competitor could radically increase your exit priceThe biggest risks that lower your practice's valuationIf you think you might sell your practice in the next 10-15 years, now is the time to start planning. MidCap's team works with clinic owners to increase their valuation and secure the best possible deal—and they don't charge fees unless you get paid.Don't leave money on the table. Listen now to learn how to secure your financial future.

Der mittelständische M&A-Markt hat sich in den letzten beiden Jahren eher zurückhaltend präsentiert. 2025 könnte die Aktivität wieder anziehen – dazu tragen mehrere Faktoren bei, Unsicherheiten bleiben aber. Julian Will und Patrick Seip bewegen sich mit ihrem Nachfolgekontor seit Jahren erfolgreich im Small Cap-Bereich, setzen mit der Neuaufstellung ihrer M&A Boutique unter der zweiten Marke Syntra Corporate Finance gerade jetzt aber auch stärker auf Mid Cap. In dieser Episode unseres Podcasts erklären sie, warum sie auf Belebung zählen und wovon diese abhängt. Es geht um Bewertungen, Finanzierungsbedingungen, Geopolitik und den Appetit der Private Equity-Investoren.

MARKET SHOCK: MONDAY MELTDOWN, BUT A POSSIBLE REBOUND India's stock markets suffered their worst single-day fall in 10 months, with the Sensex plunging nearly 3%—opening 4,000 points lower—after Donald Trump's tariff threats sent global investors into panic mode. Midcap and smallcap indices dropped even more, down 3.5% and 3.8%. Despite the turmoil, experts say this isn't an India-specific issue. “Today's correction is more global panic than India-specific,” noted Finavenue's Abhishek Jaiswal. Historically, such sharp corrections are often followed by strong rebounds. Meanwhile, the rupee stayed largely stable, slipping only 0.47%, and India's markets are still outperforming peers like Japan, Hong Kong, and the US. UP POLITICIAN ARRESTED IN MASSIVE ₹750 CR BANK FRAUD Vinay Shankar Tiwari, son of late UP strongman Hari Shankar Tiwari, was arrested in a ₹750 crore bank fraud case. The ED claims he diverted funds from a ₹1,129 crore loan taken by Gangotri Enterprises, where he was a promoter. After ignoring multiple summons, Tiwari was picked up from Lucknow following raids across five cities. Over ₹100 crore in assets have been seized. The case stems from a CBI FIR filed after complaints from the Bank of India-led lending consortium. Tiwari, once elected on a BSP ticket and later with the Samajwadi Party, is now at the heart of one of UP's largest banking scandals. TRUMP TARIFFS COULD SHRINK INDIA'S US EXPORTS BY $5.76 BILLION India's booming exports to the US face a serious threat under Donald Trump's revived “America First” agenda. According to the Global Trade Research Initiative, new tariffs could slash India's exports by over 6% in 2025. High-impact sectors include gems and jewellery, electronics, auto parts, and seafood. Of the $89.8 billion India exported to the US last year, $67.2 billion will now face a steep 26% duty—up from lower MFN rates. While some industries may benefit from Chinese penalties, many others face steep losses. India's government is maintaining a cautious stance, avoiding retaliatory tariffs for now. LPG PRICES UP ₹50; PETROL, DIESEL EXCISE HIKED Households will pay more for cooking gas starting Tuesday, April 8, with LPG cylinder prices hiked by ₹50. Under the Ujjwala scheme, subsidized cylinders will now cost ₹550; others will pay ₹853. The government also raised excise duty on petrol and diesel by ₹2 per litre but clarified that pump prices will remain unchanged for now, thanks to falling global crude prices. “The price hike will be reviewed,” said Oil Minister Hardeep Singh Puri, noting the move will help recover ₹43,000 crore in losses incurred by oil companies due to previous subsidies. PRESTIGE HOSPITALITY GEARS UP FOR ₹2,500 CR IPO Prestige Hospitality Ventures, a subsidiary of real estate major Prestige Group, is preparing to go public to raise ₹2,000–2,500 crore. The company is expected to file its draft IPO papers with SEBI in the next two weeks. The funds will be used to expand its hotel portfolio and reduce debt. The firm currently operates eight hotels (1,477 keys) and has 15 more in the pipeline, including high-end properties in Delhi Aerocity, Mumbai, Goa, and more. With travel demand rising and partnerships like Marriott in place, the IPO aims to tap into India's fast-growing hospitality market. Prestige joins a wave of hotel IPOs including Samhi Hotels, Juniper Hotels, and Ventive Hospitality, as the sector rides a post-pandemic growth wave.

Qualitas Ltd Group Managing Director Andrew Schwartz talked with Proactive at the AIM's Small and Midcap conference about the company's differentiated position in Australia's real estate investment management landscape. Andrew Schwartz explained that Qualitas operates at scale, supported by large institutional capital. “Some of those investors literally commit amounts of 1.7 billion and above to Qualitas,” he said, noting the firm can fund projects with hundreds of millions—territory once dominated by traditional banks. Schwartz highlighted the company's deep property expertise, developed over decades, as a key driver of performance. He said, “We are deep sector, deep dive property people,” which allows them to manage funds based not just on lending metrics but also on underlying property fundamentals. The conversation also addressed Qualitas' notable growth in funds management revenue since its 2021 IPO. Schwartz attributed this to structural shifts in the Australian finance market, where banks still represent 77% of a AU$477 billion sector—but their share is shrinking. “We've really got the benefit of filling a void in the market that the bank market just can't fill,” he said. Roughly 80% of Qualitas' activities are in the housing sector, financing large-scale residential projects rather than retail home loans. Schwartz said the persistent supply shortage, despite rising interest rates, underpins property values and creates strong demand for capital. #Qualitas #RealEstateInvestment #InstitutionalCapital #AustralianHousing #PropertyFinance #AndrewSchwartz #HousingShortage #ASX #FundsManagement #ProactiveInvestors

Cuscal Limited Managing Director Craig Kennedy talked with Proactive at AIM's Small and MIdcap conference about the company's role in Australia's financial infrastructure and its recent financial performance for the first half of FY25. Kennedy explained that Cuscal is one of only five organisations in Australia with the full suite of licensing, infrastructure, and capabilities required to offer end-to-end payment services—alongside the four major banks. The company serves a range of clients including other banks, corporates, and fintechs, as well as working with NAB's UBank division. Kennedy emphasised Cuscal's position as a “neutral, independent” access point to payment infrastructure. On financial performance, Kennedy said Cuscal expects to “modestly exceed the forecast in the prospectus” issued at the time of its IPO in November. He noted that the business enjoys stable, predictable revenue and has completed significant investment in areas like real-time payments and operational upgrades. As a result, the company is beginning to see operational leverage. Kennedy stated: “Mid to high single digit volume growth will translate to low double digit profit growth.” He said H1 FY25 results showed 7% volume growth and between 12% to 13% profit growth. Reflecting on sector innovation, Kennedy described Cuscal as an "airport" enabling new players—like fintechs—to create and deliver new customer experiences on top of a stable infrastructure. He also said investors view the company as a “safe harbour,” appreciating its unique market position and stable growth outlook. #Cuscal #ASXStocks #FintechAustralia #PaymentsInfrastructure #CraigKennedy #InvestorUpdates #RealTimePayments #ASXConference #FinancialServices #BankingInnovation

Alpha HPA Ltd Managing Director Rob Williamson talked with Proactive at the AIM Small and Midcap conference about how the company is redefining aluminum purification through its novel solvent extraction technology. Alpha HPA is producing high-purity aluminum materials for advanced industries such as semiconductors, lithium-ion batteries, direct lithium extraction, and LED technologies. Williamson explained that while solvent extraction has been used in industries like copper and rare earths, Alpha HPA is the first to apply it to aluminum purification, allowing for significantly reduced energy input and improved sustainability. Williamson said, “We can produce our materials at a 70% lower carbon footprint compared to incumbent manufacturers.” This aligns with growing global demand for cleaner technologies and supports the energy transition. The company recently signed a letter of intent with a customer in the semiconductor market, targeting an alloy used in polishing silicon carbide wafers. The product is 50% more efficient than alternatives, and Williamson noted the Stage 2 facility, currently under construction, is expected to have 10,000 tonnes of annual capacity to meet rising demand. With a compelling cost structure and an average sales price of around USD 25 per kilo versus a material input cost of approximately USD 500 per tonne, Alpha HPA believes it is well-positioned for strong margins and market growth. #AlphaHPA #AluminumPurification #Semiconductors #GreenTechnology #EnergyTransition #HighPurityAluminum #CleanTech #BatteryMaterials #SustainableManufacturing #Stage2Facility

Actinogen Medical Ltd Managing Director and CEO Dr Stephen Gourlay talked with Proactive at the AIM's Small and Midcap conference about the company's lead asset, Xanamem, and its development in Alzheimer's disease and depression. Dr Gourlay explained that Xanamem is an oral, once-a-day drug designed to modulate cortisol levels in the brain without interfering with the body's essential stress response. “We've also shown some positive data, you know, phase two and depression as well, which is very exciting because that validates its mechanism,” he said. He outlined the commercial opportunity in both Alzheimer's and depression. While depression is more prevalent, the Alzheimer's market offers larger potential revenue. He noted that current treatments either have side effects or provide only temporary cognitive improvement, whereas Xanamem could modify the disease course with a better safety profile. Dr Gourlay discussed Actinogen's recent momentum, including positive results in a depression trial, a number of peer-reviewed publications, and the upcoming interim analysis from its Alzheimer's trial in Australia and the US. He said, “The upside from a positive Alzheimer's trial is completely massive… a multi-billion dollar asset.” The company is currently trading below the total investment into drug development, which Dr Gourlay described as a compelling investment case. #Actinogen #Xanamem #AlzheimersResearch #DepressionTreatment #BiotechStocks #ClinicalTrials #Neuroscience #PharmaInnovation #ASX #ProactiveInvestors

Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of January 14  -Sensex on January 13 cracked over 1,000 points to dive below the 77,000 level, tracking heavy selling in global equities and a spike in international crude prices. The NSE Nifty dropped 345 points or 1.5% to close at 23,085. A strong US jobs data erasing early rate cut expectations, the rupee logging its steepest single-day fall in nearly two years and unabated foreign fund outflows also dampened investors' sentiment. -The real pain was felt in the broader markets on Friday and Monday was an extension of that. Both the Midcap and Smallcap indices fell 4% each on Monday with multiple stocks now having corrected between 20% to 40% from their peaks. In just the last six trading sessions, the Midcap index is down 9%, while the Smallcap index has gone one better, declining 11%. -Nagaraj Shetti of HDFC Securities believes that the underlying trend of the Nifty remains weak and the index is now headed lower towards its next support zone between 22,800 - 22,700 levels. Any pullback towards 23,350 could be a selling opportunity. -The GIFT Nifty was higher this morning, trading at a premium of more than 100 pints from Nifty Futures Monday close, indicating a gap-up start for the Indian market. -Stocks to watch: HCLTech, United Spirits, JSW Energy, Quess Corp, Angel One, Delta Corp, Anand Rathi Wealth -Global cues: The dollar fell against almost every major currency after Bloomberg News reported that Donald Trump's incoming economic team is considering gradual hikes in tariffs. The Bloomberg Dollar Spot Index dropped as much as 0.4% in early Asia trading Tuesday, after a report showed Trump's economic advisors are discussing a slow and steady approach to tariffs, rather than a large one-time increase. -Oil prices slipped at market open this morning but remained near four-month highs as Chinese and Indian buyers sought new suppliers in the wake of the Biden administration's toughest sanctions yet on Russian oil. Brent futures slipped 0.27% to $80.79 a barrel. -Asia-Pacific markets traded mixed this morning after a mixed session on Wall Street that saw the Dow soar and the Nasdaq slip as investors rotated out of tech stocks. -Overnight in the U.S., the Dow Jones Industrial Average climbed, outperforming the market, while the Nasdaq Composite slipped as traders continued to sell off major tech stocks that have powered the bull market. -Investors will continue monitoring India's rupee after it weakened to a record low against the U.S. dollar. India on Monday reported inflation data for December, which declined for a second straight month year on year, coming in just below expectations at 5.22% and boosting the case for prospective interest rate cuts. Tune in to the Marketbuzz Podcast for more

Ingen tvivl om, at det amerikanske præsidentvalg har sat fut under aktierne, og særligt er appetitten på de lidt mindre aktier taget til. Hør, om der stadig er mere at komme efter og få gode råd til at spotte, hvor du i givet fald skal sætte ind, når Millionærklubben sætter fokus på small- og midcapaktier med chef porteføljeforvalter Morten Gregersen fra Formuepleje og tekniske analytiker Lars Persson i studiet. Med på en telefon fra Aarhus er også klubbens porteføljeforvalter Anders Bæk om de sociale mediers tilsyneladende dalende popularitet. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.

In this daily series, we bring you a comprehensive stock market roundup and the latest finance news. Whether you're a seasoned investor or just starting, economist Nagappan provides clear, insightful answers to all your stock market and share-related questions.

Small is beautiful is een bekend gezegde. Ook in de beleggingswereld, maar daar gaat het al een tijdje niet meer op. In de afgelopen twintig jaar hebben kleine bedrijven wereldwijd het slechter gedaan dan grote bedrijven. Ondanks de bekende studies van Fama & French over het smallcap-effect. Op lange termijn zou je daar meer rendement mee maken. Lange termijn blijkt wel heel lang te zijn. Gelukkig hebben kleine bedrijven dit jaar door de overwinning van Trump een deel van hun achterstand ingehaald. Beleggers verwachten dat Trump goed zal zijn voor de Amerikaanse economie en daar profiteren vooral nationale bedrijven van. Beleggers duiken massaal op indexfondsen die de Russell 2000 volgen. Is dat een goed idee? Het is sowieso niet verstandig om de kudde te volgen. Maar ook fundamenteel is er nog wel het een en ander op aan te merken. Die belastingverlagingen van Trump zijn leuk, maar dan moet je wel eerst winst maken. En er zitten nogal wat verliesgevende bedrijven in deze index. Dat komt onder andere door het hoge gehalte biotechbedrijven; die maken over het algemeen geen winst. Mocht u toch in kleinere bedrijven willen beleggen, dan zijn de midcapbedrijven misschien een aardig alternatief. Die bedrijven maken wel een mooie winst. En die winsten zijn over de afgelopen twintig jaar zelfs harder gestegen dan van de bedrijven in het grote zusje, de S&P 500. De winsten van de Russell 2000-bedrijven zijn daarentegen juist flink achtergebleven (21% minder). En dat terwijl de midcapaandelen op slechts zestien keer de verwachte winst staan. Vergelijk dat eens met een waardering van de S&P 500 van 22 maal de verwachte winst en de Russell 2000 38 keer. In Europa is het beeld niet heel anders. Ook hier groeien de midcapwinsten harder dan bij de grote bedrijven. Op zich is die grotere winstgroei wel te verklaren. Kleinere bedrijven zijn meer gefocust en minder bureaucratisch dan grote bedrijven. En net als in de VS zijn ook hier de midcapbedrijven goedkoper. Hoewel de korting niet zo heel groot is. De brede Europese STOXX 600 staat op dertien keer de verwachte winsten. De midcapindex op 12,4 keer. Misschien denkt u, ja, maar Europa koerst keihard op een recessie af, dan moet je toch niet in Europese bedrijven gaan beleggen? In principe klopt dat. Hoe slechter de economie, hoe minder winst de bedrijven maken, hoe lager de koersen. Maar beurzen lopen daar altijd wat op vooruit. Als de recessie wordt aangekondigd, is het meestal een ideaal moment om te kopen. Dus nu maar wachten op de vette krantenkoppen over de recessie. Bedenk echter: als je te lang wacht op het ultieme koopmoment, koop je misschien wel nooit. Want wie het onderste uit de kan wil… Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.  See omnystudio.com/listener for privacy information.

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Welcome to CNBC-TV18's Marketbuzz Podcast, here are top news from around the world ahead of the trading session of October 23 -While Monday's session brought volatility along with it, Tuesday was a one-way drop for the Nifty and the market overall as every crucial level was violated and every small bounce intraday was sold into. A close below the important level of 24,500 will also not please the bulls. ICICI Bank was the only index constituent that ended with some sort of gains. -The two-day fall has led to a cumulative erosion of ₹13.7 lakh crore worth of investor wealth. The Smallcap index, which had been rather resilient amidst the Midcap fall, declined 4% in a single session on Tuesday. Barring Dr. Lal Pathlabs, every single stock on the Smallcap index ended lower. -Today is the day of the Nifty Bank weekly expiry. -Stocks to watch: Bajaj Finance, Amber Enterprises, Can Fin Homes, ICICI Prudential, M&M Finance, Max Financial Services, Persistent Systems, Coforge, Zomato Earning: Hindustan Unilever, Bajaj Finserv, Birlasoft, Craftsman Automation, Godrej Properties, IIFL Finance, Karnataka Bank, Dr. Lal Pathlabs, MAS Financial, Metro Brands, Nuvoco Vistas, Sona BLW, TVS Motor, VIP Industries, Syngene, SBI Life Insurance, United Spirits, Piramal Pharma, Sagar Cements -GIFTNifty traded flat vs Nifty Futures' Tuesday's close, indicating a muted-to-positive start for the Indian market today. -In terms of global cues, Asian shares struggled for direction in early trade this morning, reflecting subdued risk appetite as traders mulled the prospect of less aggressive Federal Reserve interest rate cuts. Stocks moved between losses and gains in Japan and South Korea, with those in Australia modestly higher. Futures pointed to gains in Hong Kong. US contracts were flat after the S&P 500 closed little changed. Treasury 10-year yields hovered near 4.2% after topping that level for the first time since July. -Overnight in the U.S., the S&P 500 and the Dow Jones Industrial Average ended Tuesday marginally lower, both posting a second straight day of losses. The S&P 500 ended the session lower by 0.05%, and it was the broad market index's first back-to-back loss since early September. The 30-stock Dow slid 0.02%, but the Nasdaq Composite rose 0.18%. -In commodities, oil fell as a US industry group signaled a rise in nationwide crude inventories, and the Biden administration renewed efforts to secure a cease-fire in the Middle East. Gold was little changed after climbing to a fresh record. Tune in to the Marketbuzz Podcast for more news and cues 

-Welcome to CNBC-TV18's Marketbuzz Podcast. Here aretop developments from around the world ahead of the trading session of September 25 -The Nifty 50 crossed the 26,000 mark on September 24. However, technical factors, along with the Nifty Financial Services expiry, took the index back to levels at which it closed on Monday. Nonetheless, 26,011 becomes the new record high for the Nifty, which has now gained over 1,000 points in the last nine trading sessions, starting September 11. -While the focus remained on the Nifty, there was plenty of stock-specific activity within the broader markets with the Midcap index clinging on to some gains but the smallcap index ended with losses of over half a percent. Stocks like AstraZeneca and IEX moved on their respective newsflow, while names like SH Kelkar and Arvind Smartspaces surged on positive brokerage commentary. -This morning the GIFT Nifty was trading with a discount of nearly 20 points from Nifty Futures' Tuesday close, indicating a start in the red for the Indian market. Wednesday will also be the monthly expiry of the Nifty Bank index and that has been the index to watch out for over the last few trading sessions. -With the Nifty having moved the way it has, with domestic triggers still a week away from emerging and a landmark and a major event out of the way, the question now emerges whether it will be prudent to book profits at current levels and then wait for earnings to shape up starting the second week of October. By next week, companies will already begin sharing their quarterly business updates and that becomes the next major trigger for the markets. -Stocks to track: Easy Trip Planners, real estate stocks, Delta Corp, KEC International, MCX, PC Jewellers, Gillette India, Zee Entertainment, Hindustan Foods, HDFC Life -SEBI has cleared the IPO papers for Hyundai Motor India Ltd. As per a Moneycontrol report, Swiggy has also received the nod from market regulator post its confidential filing of draft papers to launch a widely anticipated initial public offer. -Asian shares gained for a fifth day as a rally sparked by support measures from Beijing continued, while US stocks set fresh highs. Equity benchmarks rose in South Korea and Australia, while those for Japan slipped after the yen strengthened against the dollar in the prior two sessions. -Overnight on Wall Street, US markets continued to shrug off weak economic data to post yet another day of record highs. The Dow Jones gained 0.2% or just over 80 points, while the S&P 500 advanced 0.25%. Both indices hit all-time highs intraday and also closed at record levels. The Nasdaq too, surged 0.6% but is still 600 points away from its own record high levels. -In terms of commodities, oil steadied after its biggest advance in more than a week, as traders tracked developments in the Middle East and the impact on demand of China's stimulus measures. Gold hit a record trading above $2,662 an ounce. Tune in to the Marketbuzz Podcast for more cues 

Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like AST SpaceMobile (18:20).Episode transcriptsShow Notes:Peloton: A Fragile Resurgence Built On Unsustainable FactorsConfluent: New Revenue Model & Flink Platform Are Game Changers For GrowthClover Health: A Profitable Future Ahead Fueled By AI And Star Rating SuccessAffirm: More Room To Grow In A Favorable BNPL LandscapeFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

This episode discusses various financial topics, including market updates, strategies for selling covered calls to create income on large stock positions, estate planning considerations, capital gains tax implications, and the flexibility of 529 plans for education savings. Chad provides insights on the pros and cons of different financial strategies, such as transferring funds from 529 plans to Roth IRAs and the importance of considering risk versus tax savings when making financial decisions. Additionally, the episode touches on the evolving landscape of education and the potential need for reevaluation of traditional college education in light of changing job markets and specialized training opportunities. Timestamps: [00:02:36] Market update and Fed day. [00:04:25] Small cap companies and interest rates. [00:10:26] Covered calls for income. [00:11:52] Selling covered calls for income. [00:17:09] Selling calls for current income. [00:22:05] Capital gains tax rates. [00:23:23] Tax implications of stock sales. [00:28:27] 529 plans basics. [00:30:14] Maximizing 529 Plan Benefits. [00:35:34] Changing landscape of college education. [00:38:13] Specialized Training in Financial Planning. Email your money question to chad@chadburton.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Justin Nielsen and David Saito-Chung walk through Monday's technical action and stocks to watch in Stock Market Today.

In this Season 5 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referee an audience requested quadruple header matchup between the small and midcap stock ETFs from Invesco (EQAL and XMHQ) vs. Vanguard (VO and VXF). Who wins the battle?Despite lagging performance of small and midcap stocks over the past few years compared to large and megacap stocks, ETFs tracking the smaller group have started to pop higher, more recently. What ETFs offer easy exposure to this area and which funds are the best?Program judges Athanasios Psarofagis and Mike Akins examine this growth stock ETF bout to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!

In this episode of Market Minutes, Stacy Pereira talks about the key factors to watch out for today before the domestic market opens. Indian Equity market are expected to continue their positive trajectory after the Nifty, Sensex and Midcap index all closed at record highs. Across the globae, even the S&P 500 and Nadaq made new records as NVIDIA toppled Apple as the most valued company. Among stocks in focus will be Vodafone as well as real estate stocks. Also, catch Mahindra & Mahindra's Group CEO & MD Anish Shah Shahre the companies growth strategy in our special Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 11.  The S&P Midcap 400 returns compared to the overall market. Abercrombie & Fitch's strong comeback. Stock Splits are back.  The Russian MOEX currency exchange sanctions.  Wells Fargo fires employees for fake keyboard strokes. 

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 10.  The S&P Midcap 400.  The markets are at record highs.  The NBA's imminent $76 billion tv deal.   The NHL to broadcast the Stanley Cup Finals in American Sign Language.  Spotify CEO in trouble with music creators over comments.  Boeing Starliner and SpaceX Starship successfully launch.  New British banknotes feature King Charles III. A new Hunger Games book is coming.

In this 18th episode of Prime Podcast, host Bhavana Acharya chats with Chandraprakash Padiyar, Senior Fund Manager at Tata Mutual Fund. Chandraprakash, who joined Tata AMC in 2018 and manages the Tata Small Cap and Tata Large & Midcap funds, shares his insights on the overall markets and the smallcap segment. The discussion begins with the global issue of US interest rates and their impact on Indian markets. Chandraprakash provides valuable observations on the position of domestic companies, highlighting which market segments are overheated and where potential opportunities may lie. The conversation then delves into the smallcap segment, with Chandraprakash explaining how to approach valuations in the midcap and smallcap space, and discussing the factors influencing outperformance over benchmarks based on market conditions. Key segments in the podcast discussion: Global Markets and US Interest Rates - Impact of US interest rates on Indian markets and domestic companies. Market Segments Analysis - Identification of overheated market segments and exploration of potential investment opportunities. Smallcap and Midcap Segment - Approach to valuations in midcap and smallcap spaces and factors influencing outperformance over benchmarks. Investment Strategies - Insights into market dynamics and practical investment strategies for smallcap and midcap funds. PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200008653. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory. The securities quoted are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclosures & Disclaimers⁠⁠⁠⁠⁠.

Midcap companies have vast opportunities to increase their performance and scale if they reinvent how they work. Midsize companies don't dominate the headlines and investor attention the way large corporations do, but they represent more than 40 percent of the global workforce and account for approximately one-third of most economies' GDP. However, the productivity of small and midsize businesses is only half that of large companies, and lower in emerging economies. These businesses have vast opportunities to increase their performance and scale. In this episode, we discuss how midcaps can seize the opportunity to transform themselves and reach a significantly higher level of performance. Joining us are Zakir Gaibi, a senior partner in McKinsey's Johannesburg office, Mauricio Janauskas a senior partner in the Santiago office, and Kedar Naik is a partner in the Brussels office. You can read their article Unleashing the power of midcap companies on McKinsey.com Join the McKinsey Transformation community on LinkedIn.Discover our latest insights and join more than 90,000 influential professionals who are part of our LinkedIn community.: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Vi kender mange af de store, børsnoterede selskaber i de nordiske, toneangivende indeks, men hvad ligger der lige under dem? Millionærklubben tager imod en opfordring fra Michael i Randers og spejder efter nordiske midcap-selskaber, der ser ud til at ‘kunne noget'. Dagens panel, bestående af senior aktiestrateg Michelle Nørgaard fra Jyske Bank og teknisk analytiker Lars Persson fra Aktierådet, tager desuden temperaturen på dagens aktuelle marked og dissekerer de vigtigste finansnyheder. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at Apollo and Head of Direct Originations at MidCap Financial. Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive portfolio of senior debt solutions, from leverage lending to asset-based lending. Howard shares insights into MidCap's journey since its establishment in 2008, highlighting challenges encountered and the firm's commitment to disciplined portfolio management. Meanwhile, Jurgen offers valuable perspectives on private debt investment from the lens of high net worth individuals, showcasing Nicola Wealth's strategic approach. Additionally, they delve into the drivers behind the growth of private credit, dispelling misconceptions and examining the implications of capital concentration among major private credit firms on market competition. They also explore the current state of the M&A market and its ripple effects on private debt activity. Sign Up for our Newsletter  

Bienvenue dans notre Podcast Private EquiTEA ! Dans cet épisode, nous avons le plaisir d'accueillir Simon Eischen et Samuel Assaraf co-fondateurs et Managing Partners de la banque d'affaires Scalene Partners. Ensemble, nous explorerons la genèse de leur rencontre entrepreneuriale et du projet Scalene Partners avec une mise en lumière sur l'importance des relations humaines dans les projets d'entreprise. Un partage également sur leur vision à long terme, mettant l'accent sur la construction de relations solides avec leurs clients et sur leur engagement envers l'excellence. Plongez-vous dans cet épisode pour une conversation captivante sur les coulisses du Private Equity et la création d'une entreprise prospère.00:00 Partenaires prestigieux, ambitions communes, premiers jours mouvementés.04:33 Deux hommes se lient d'amitié au travail.08:46 Discussion diversifiée sur l'entrepreneuriat et la clientèle.12:46 Impatience et passion pour l'entrepreneuriat humain.15:48 Début difficile mais succès avec des gros clients.18:10 Chance, rencontres, responsabilités : un succès remarquable.21:50 Humain essentiel dans le métier bancaire.29:13 Honnêteté, transparence, conseil, exigence, excellence, loyauté.30:09 Explication pédagogique pour les clients novices en finance.33:20 Investissement généraliste dans divers secteurs et régions.38:14 Investir dans de grosses entreprises en croissance.42:05 Consolidation du marché, professionnalisation, concurrence accrue.46:03 Entrepreneurs ont accès aux mêmes opportunités d'affaires.47:24 Changement de bureau, recrutement, marché M&A, croissance.51:07 Entrepreneur passionné, vision intéressante, à suivre attentivement.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

It's Thursday, March 7, 2024. My name is Nelson John. Let's get started:A new day, a new record high for the Indian stock market. Nifty and Sensex both surged by around half a percent each. Sensex crossed the 74,000 mark for the first time. Stocks such as ICICI Bank, SBI, and NTPC also hit lifetime highs. However, as markets correspondent Ram Sahgal notes, trading remained uneven. Midcap and smallcap stocks plunged, as investors took note of regulatory action by the markets regulator. Ram spoke to analysts to make sense of the day's trading, and whether this bull run will continue across large, mid, and small caps. After decades of fast-paced growth, China's economy looks to have run into some roadblocks. Its economy is likely to grow at 5% this year — it grew at 5.3% in 2023. But even this modest target looks difficult, given the tough position the country is in right now. The country is too debt-ridden, and demand has fallen. The markets have been ailing for a few months now. Mint's senior editor N. Madhavan explains the current predicament that China finds itself in.When you're looking for a credit card, you can choose which bank, which tier, and what the annual fees could be. But what you can't choose is the card network — either Visa or Mastercard. That comes baked into any credit card. That will change soon: the Reserve Bank of India banned exclusive tie-ups between card issuers and networks. This ruling will apply from September this year. While applying for a new card, or renewing an existing one, you can now choose between the two options. Mint's banking correspondent Shayan Ghosh writes on this decision taken by the RBI, and explains its implications for the banking framework in the country.Speaking of credit cards: have you swiped your plastic to make a big purchase? I suppose we all have. But to buy a car? That seems a little... strange? As Mint Money's Shipra Singh writes, most car dealers will let you pay by credit card — either just the down payment, or the entire value in full. You can use the points and rewards for a variety of future expenses. Shipra writes that adopting this strategy can help you save a fair bit of money, which wouldn't be possible if you paid in cash or using other forms. However, Shipra writes that some dealers might charge you an extra 2 percent for processing the payments, negating some of your benefits. Lastly, such a transaction could also lower your credit score. But there's a way to steer clear of that too, while lapping up the points! Read this story before you pay for your new wheels using a credit card.Fast-food and cheese pretty much go hand in hand. If you were to walk into a McDonalds, chances are most items might contain some element of cheese in them. Except... it's not real cheese! The Maharashtra Food and Drug Administration recently looked into claims that McDonald's doesn't serve real cheese, but rather cheese substitutes in its products. While it was being investigated, the international burger chain was forced to change the names on its menus: McCheese turned to cheddar veg delight. A back and forth ensued between the FDA and Westlife, the proprietors of McDonald's in West and South India. Mint's special correspondent Nehal Chaliawala takes a deep look to find out if McDonald's claims of serving real cheese melt under scrutiny.We'd love to hear your feedback on this podcast. Let us know by writing to us at feedback@livemint.com. You may send us feedback, tips or anything that you feel we should be covering from your vantage point in the world of business and finance.That's all for today. Thank you for listening.

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Thursday, February 29, 2024. Happy Leap day to all our listeners. My name is Nelson John. Let's get started:Bears went loose on the D-street on Wednesday with benchmark indices Sensex and Nifty seeing a crash. Dragged down by the Midcap and Smallcap indices, both Sensex and Nifty were down more than one per cent at close, falling below the psychological levels of 73 thousand and 22 thousand respectively.As the February derivatives approached their expiry, the border markets corrected themselves on Wednesday amid stretched valuations. small and midcap companies bore the brunt of the crash. This is after Sebi asked mutual funds investing in these companies to disclose more information about the risks involved. A senior mutual fund executive confirmed to Mint's market correspondent Ram Sahgal, that the fund had shared information about handling a stress situation with Sebi. The market regulator had been in discussions with mutual funds about excessive inflow of cash into smaller companies. Coinciding with this, Kotak Mutual fund has capped the lump sum inflows to its small cap fund at 2 lakh rupees per PAN per month and SIP inflows to 25,000 rupees per PAN per month.https://blankpaper.htdigital.in/dash/story/11709128654894“If you want to be a millionaire, start with a billion dollars and launch a new airline,” if this quote by Virgin Atlantic airline's founder Richard Branson does not tell you enough about the risks of airline business, today's Mint Primer, definitely will. For an airline business to be revived, a lot of factors need to align, it is no easy feat. Profitable carriers rely on a mix of factors: from favourable fuel prices and suitable aircraft, to reliable maintenance contracts, extensive networks, prime airport slots, and a skilled workforce. In India especially, the action plan to get the planes back on the tarmac, requires a hawk-eye over costs and proactive management. What's also crucial is support from vendors, engine lessors and maintenance companies. With SpiceJet's boss Ajay Singh making a bid,, Mint's aviation reporter Anu Sharma explains the future prospects of Go First, the bankrupt airline that was launched by the Wadias.. Interestingly, the only revival story in the aviation industry over the last three decades is that of SpiceJet, which got a second lease of life in December 2014.https://www.livemint.com/money/personal-finance/reviving-go-first-won-t-be-easy-here-s-why-11709133529363.htmlNews from the edtech sector has been very bad lately.. But PhysicsWallah stands as an exception. The unicorn startup, which raised 100 million dollars at a valuation of more than a billion dollars from Westbridge capital in 2022, has been profitable for the last three years. In an interview  to Mint's new economy reporter Sneha Shah, Physicswallah's cofounder Prateek Maheshwari said the company is considering making more acquisitions in the future. The company has set aside a corpus of 100 million dollars for acquisitions and other inorganic deals, of which 60 million is from its last fund raise. The company, according to Maheshwari, is a cash generating one, unlike startups which took the cash-burning route. Physicswallah's is expected to close this fiscal with a revenue of 2000 crore rupees, a growth of 150 percent over last year.. The edtech is now in need of new growth areas. According to Maheshwari's plan for the company, physical centres will form a significant part of its expansion strategy. The company, which started as a YouTube channel, was entirely bootstrapped before the fund infusion by Westbridge, which was also joined by GSV ventures. Interestingly the founders still hold 91 per cent of the company. https://www.livemint.com/news/we-will-raise-more-capital-if-an-interesting-acquisition-comes-up-11709128788045.htmlPrivate equity fund Kedaara Capital is on the verge of a milestone achievement in the Indian context. According to a Reuters report,Kedaara is set to raise 1.7 billion dollars for its fourth private equity fund. The new  fund will see about 80 per cent coming from existing investors. New investors including the US-based Cleveland Clinic and the University of Minnesota, will infuse the rest. The upcoming fund is poised to venture into various sectors, including banking, healthcare, consumer goods, and software. Kedaara plans to unveil the fund by the end of March, with final paperwork currently in the works. While investors expressed interest in committing over 2 billion dollars, Kedaara opted to cap the fund at 1.7 billion dollars, mindful of maintaining its deployment capabilities.https://www.livemint.com/videos/companies/kedaara-close-to-raising-1-7-billion-for-indias-biggest-pe-fund-sources-say-11709134679257.htmlReliance and Disney disclosed the details of their merger to create  a sports and entertainment juggernaut. The newly formed media behemoth will look to take on streaming giants Netflix and Amazon in the rapidly growing Indian streaming market.  Reliance will also invest 11 thousand 500 crore rupees into the joint venture between its subsidiary Viacom 18 and Disney's Star India. On a post-money basis, the combined entity will be valued at more than 70 thousand crore rupees. That's close to 844 million dollars. The new joint venture will see Nita Ambani as the chairperson, while former Star India executive Uday Shankar will be the vice chairperson. With a 55 to 60 per cent shareholding, Reliance will have a controlling stake in the company. The merged entity will unite media assets spanning entertainment channels - including Colors, Star Plus, Star GOLD and sports channels like Star Sports and Sports18, along with content streaming on JioCinema and Hotstar. This collaboration is expected to reach over 750 million viewers in India. Additionally, the entity will gain exclusive distribution rights for Disney films and productions in India, encompassing over 30,000 Disney content assets. Mint's entertainment and media correspondents Lata Jha and Gaurav Laghate bring to you the details on this much anticipated marriage of the two media giants. https://www.livemint.com/companies/news/reliancedisney-india-sign-binding-agreement-to-merge-media-operations-nita-ambani-to-chair-merged-entity-11709126952804.htmlWe'd love to hear your feedback on this podcast. Let us know by writing to us at feedback@livemint.com. You may send us feedback, tips or anything that you feel we should be covering from your vantage point in the world of business and finance. Show notes:Small-caps sneeze, markets catch a coldReviving Go First won't be easy. Here's whyWill raise more capital if an interesting acquisition comes up: Physics WallahKedaara close to raising $1.7 billion for India's biggest PE fund, sources sayMedia empire takes shape, with Reliance-Disney at helm

Sehen wir in 2024 die Rückkehr eines starken Midcap-Marktes?

In this episode on One Midcap Market Leader we'll cover- 1. Conglomerate business details. 2. We'll see a basic crux of capital allocation of Triveni Engineering. 3. Multiple business divisions & seemingly operating in the Commodity Sector. 4. Promoter's family history. 5. We'll cover Sugar business first since it's the first time we're covering a Sugar & Ethanol industry. 6. Why is the sugar industry called cyclical & what are the cycles? 7. Max production of Ethanol comes from Brazil. 8. Govt. has recently announced a risk in this Industry. 8. How India could annually save a lot on the import bill because we still import huge amounts of crude oil. 9. Different Valuation parameters we can create for Conglomerates.

A decade of flip-flops on farmers' issues despite full-majority government What you can do to get your employer to deposit PF, TDS Where to, Dara? Uber faces an off-road adventure Scrapping your old car may fetch more soon The onion peel that promises a sugar high

In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Karen O'Mahony, Managing Partner, PEAL Capital Group, a female-founded European-based lower midcap private equity firm specializing in control investments in the rapidly growing sector of longevity and hormones. Karen discusses the transactions PEAL has completed with Derma Medical, a leading aesthetic training provider and GLHMs, a medical training platform for longevity, hormones and menopause, including the processes, opportunities and challenges when it came to the deals. She also discusses how she navigated the due diligence process and more.   

The Indian benchmark indices, Sensex and Nifty 50, are likely to open the trading session on a positive note on January 25, after ending one percent higher in the previous session. The cues from the US continued to remain mixed in a range-bound session. The S&P 500 and NASDAQ extended their winning streak for the fifth consecutive day, with Netflix surging 10% after reporting robust earnings for the December quarters. Meanwhile, the Dow Jones experienced its second consecutive session of decline. In the previous session, the domestic market managed to regain most of the losses seen in the session before that with broader markets seeing a sharp recovery. The Midcap index surged nearly 1500 points from its intraday low. Meanwhile, oil prices rose after data showed US crude stockpiles fell more than expected last week, while the Chinese central bank's cut in banks' reserve ratio reinforced hopes of more stimulus measures and economic recovery. The March contract for Brent crude gained 20 cents, 0.3%, to $80.24 a barrel as at 0128 GMT. U.S. West Texas Intermediate crude climbed 22 cents, or 0.3%, to $75.31 a barrel. Earnings to track: Vedanta, ACC, AU Small Finance Bank, SBI Card, Shriram Finance, Syngene International, PNB, HPCL and Chola Investment Tune in to Marketbuzz Podcast for more cues

On today's podcast: 1) Maine's secretary of state ruled that Donald Trump cannot run in the state's Republican primary, citing his efforts to overturn the 2020 election results. 2) The US military is trying to reassure shipping companies that a multinational force is making it safe to sail through the Red Sea and Suez Canal even though attacks from Yemen-based Houthi rebels show no sign of stopping. 3) Nvidia Corp., the world's most valuable chipmaker, is selling a less-capable version of its best graphics product for video gamers in China, after the US government tightened restrictions on what the company can market in that country. Full Transcript:  Good morning. I'm John Tucker and I'm Karen Moscow. Here are the stories we're following today. Let's begin with politics and another ban for Donald Trump. Maine's secretary of state has removed the former president from the Republican primary ballot ahead of the twenty twenty four election. Details this morning from Bloomberg's Ed Baxter, Secretary of State Shedd of Bellows, is using the insurrection clause to become the first election official to take unilateral action. Bellow says insurrection for his activities in the January sixth election overturn riots. The Trump campaign says it will appeal in Former Congressman John Katko says it should go to the top. It's got to go to Supreme Court. Several states and now I had this ruined. So the Supreme Court's going to set the parameters of what we do with situationally like this going forward. So the US Supreme Court should have a number of cases now from which to choose on the issue. At Baxter Bloomberg Radio, All right, ed, Thanks, And ahead of yesterday's decision, presidential campaign blasted main Secretary of State Shenna Bellows, colloring her hyperpartisan and a virulent leftist. Trump's campaign says it will quickly seek to appeal her decision in Maine State court, and turning down to geopolitical news, half of containerships which regularly use the Suez Canal are avoiding the route and the recent attacks by the houthy militants of the Red Sea. Data compiled by Flexport shows two hundred and ninety nine container ships have either changed course or planned to That accounts for eighteen percent of global trade. Mercury Resources CEO Anton Posner says many major firms want to know more about the US response to the attacks. We're seeing increased freight, increased insurance, a lot of uncertainty, and mixed signals from shipowners, container lines, and from governments on what's happening. To basically mitigate the risk and the threats that are out there, phonesium in the ardent groups. Mercury Resources CEO Anton Post nurses some companies are your puting off decisions until the new year, as at tax continue. The US says it's speaking with shipping firms in an attempt to ease the concerns, and Johnny also continued to follow developments in Ukraine, Russia launching deadly strikes on civilian targets in Ukrainian cities overnight. It came days after Russia reported one of its ships in Crimea was damaged by Ukrainian missile strike, with Kiev stepping up attacks against Moscow's navy, and as we enter the new year, Ukraine's pleating with foreign donors to send aid a mid uncertainty over its twenty twenty four budget and turning down to the markets and the final day of the twenty twenty three rally with the investors anticipating FED rate cuts in the new year. The S and P five hundred cap yesterday's session just a few points away from its all time high. This year, the S and P five hundred is up almost twenty five percent, with the MSCI All Country World Index rallying about twenty percent. Mona Mahajan, the senior investment strategist with Edward Jones, says the rallies broadened over the final bonds of twenty twenty three year really driven by that magnificent seven a large cap technology trade, and over the last few weeks we have seen a broadening of participation, whether it's value cyclical parts of the market, whether it's small and MidCap parts of market, whether it's bond markets, all of which have played some catch up in recent weeks. Mana mahajin with m Where Jones says signs of cooling inflation and anticipation of a FED pivot continued to drive the rally forward and oversus this morning, John European stocks eking out one last gain on the final trading day of the year, but it's not all good news specifically in the UK, and Bloomberg. Stephen Carroll joins us with more from London. Good morning, Stephen, Good morning, Karen and John. Inflation has slowed sharply in the UK in recent months, but consumers are increasingly worried about the year ahead. A KPMG survey shows four and ten people are more concerned about their financial security now than they were a year ago, while data from Barcleycard indicates households are cutting back on things like clothing and eating out. All of that raising fears of a consumer that could tip the economy into session. When relative bright spot the latest house price data from nationwide showing prices fell less than two percent in twenty twenty three, defying expectations of a sharper downturn in London, Stephen Carol Bloomberg Radio, thanks Steven and In a banner year for stocks, the Nasdaq scept for its best year since nineteen ninety nine after his seven trillion dollar search artificial intelligence mania driving the run for the tech heav engauge from Nvidia to Microsoft, the seven largest US tech stocks, the Magnificent Seven, were responsible for sixty four percent of the nanstac rally this year. The index is up over fifty percent in twenty twenty three. And speaking of Nvidia, John the chip making giant is selling a hobbled version of a gaming chip to its Chinese customers. Bloomberg Tech reporter Ian King says the move comes after the US government tightened restrictions on what the company can market there. Really what matters is what happens in the AI accelerator market, and Video said it's going to have new tips for that business for China to meet these new rules. We don't know when that's coming, orisindeed if that will actually come, and that will have a much more concrete impact on revenue and bloombergsing and King says, this version of Nvidia's chip for China's market has about ten percent fewer processing cores than what it sells in other countries and elon Musk acts formally, Twitter lost its effor in court to block at California loss seeking to control toxic posts. More from Bloomberg's Charlie Pellett. In an eight page ruling of federal judge in Sacramento rejected arguments by the company formerly known as Twitter that the measure violates the free speech rights of social media platforms. The ruling comes after Musk ignited a firestorm in November by endorsing anti Semitic posts on his platform. X Corps CEOs scrambled to contain the fallout after major advertisers like Sony, Discovery, Apple, and CBS stopped or paused spending on the site. In New York, Charlie Pellett bloom Radio, it is time now for a look at some of the other stories making news around the world and for that were joined by Bloomberg's Amy Morris, Amy, Good Morning, Good morning, Karen. The Biden administration is warning Texas about its new immigration law to deal with illegal migration, Bloomberg's Nancy Lyons reports in a letter. The Justice Department reportedly says it will file a lawsuit against Texas if it implements the law that would empower state and local law enforcement officials to arrest, jail, and prosecute migrants suspected of entering the US ilegally. CBS News reports the DOJ says the law would basically criminalize actions that are already illegal at the federal level, and would undermine relations with Mexico and prevent officials from enforcing federal immigration laws. The measure is already being challenged by the American Civil Liberties Union that argues the law is unconstitutional. In Washington, Nancy lyons Bloomberg Radio, more US sailors and marines are being moved into the Eastern Mediterranean. CBS for reporting the two amphibious ships carrying fifteen hundred sailors and marines, along with jet fighters, helicopters, and armored vehicles, have transited the Suez Canal from the Red Sea into the Eastern Mediterranean. This gives the US military more ability to evacuate Americans from Lebanon if necessary. Israeli officials have been increasingly vocal with their threats to clear out a buffer zone in southern Lebanon if Hesbella's shelling of northern Israel doesn't stop. President Biden meanwhile says he's devastated to learn another American was killed by AMAS. American Judy Weinstein Hagai, was killed in the October seventh Hamas incursion. Biden vowed to do everything possible to bring home the remaining hostages, including IDF soldier Aiden Alexander from New Jersey. Alexander's mother is calling for her son's return. He's my boy, and every day, every minute of the day, I'm just I'm terrified. There are now six Americans presumed captive in Gaza, and the World Health Organization says it's getting harder to deliver medical supplies and fuel to Gaza because hungry people keep stopping the convoys searching for food. Gaza's health ministry also says dozens of people were killed in strikes across the Gaza Strip yesterday, days after Israeli forces said they'd be expanding operations. The Washington Post reports the director of one hospital says Sunday's attack killed at least eighty people. Global News twenty four hours a day and whenever you want it with Bloomberg News. Now I'm Amy Morris, and this is Bloomberg Karen. All right, Amy, thanks. We bring you news throughout the day right here on Bloomberg Radio. But now, as Amy's said, you can get the latest news on demand, and that means whenever you wanted, just subscribe to Bloomberg News Now to get the latest headlines right at the click of a button. Get informed on your schedule. You can listen and subscribe to Bloomberg News Now on the Bloomberg Business app, Bloomberg dot com plus apples, Spotify, and anywhere else you get your podcasts. Time now for the Bloomberg Sports Update. Here's Dan Schwartzman. Dan, good morning, Good morning Karen. The Cleveland Browns clinched just their second trip to the playoffs since two thousand and two with a dominating performance against the New York Jets. Joe Flacco got hit. He rolls out of the head, he runs it, then he crows it and fort caught it head, the thirty head, the twenty head, the fifteen head, the ten head of five past no good head. He vaulted for tag jing board Hot you. That's courtesy of ESPN eight to fifty Radio in Cleveland, behind three hundred and nine passing yards and three touchdowns from Joe Flacco. The Browns improved eleven and five on the season with a thirty seven to twenty win over the Jets. Jerome Ford catching two touchdown passes while David and Joe who gains one hundred and thirty four yards on six catches. Jets fall to six and ten on the season. Week seventeen of the NFL season continuing Saturday with the Marquee matchup in Dallas as the ten and five Cowboys are hosting the eleven and four Detroit Lions. Speaking of Detroit, the Pistons were oh so close to ending their twenty seven game losing streak as they led the Boston Celtics by nineteen points at halftime and at one point by twenty one points before collapsing and losing in overtime one twenty eight to one twenty two. By dropping their twenty eighth consecutive game, the Pistons time the Philadelphia seventy six ers for the longest losing streak of all time, which Philly accomplished between the end of the twenty fourteen twenty fifteen season and the start of the next year. Elsewhere, Nikola Jokich turning in a perfect triple double, not missing from the field or the free throw line in the Nuggets one forty two to one to five, winner of the Grizzlies. That's your Bloomberg Sports update on the ent shportsman from coast to coast, from New York to San Francisco, Boston to Washington, DC, nationwide on SYRIASXAM, the Bloomberg Business Appen Bloomberg dot Com. This is Bloomberg Daybreak and good morning. I'm John Tuckery. You did hear. Among our top stories mains Secretary of State rule that Donald Trump cannot run in the state's Republican primaries, citing his efforts to overturn the twenty twenty election results. Let's take a deeper dive into the story this morning. We're joined now by Terry Haynes of Pangea Policy. Always a pleasure to speak to you, Terry. Certainly it's not going to be the last word, and it sets up for what one observer calls an epic constitutional showdown. What is your view? My view, firstly is discount anytime anybody says things like epic. But secondly, John, I think what you have to understand is what listeners have to understand is a little bit of perspective here Colorado. This Colorado Supreme Court, by a four to three decision, made its determination, but its Secretary of State has already said that Trump's going to be on the primary ballot, you know, abbs in some sort of additional action. So if that doesn't confuse things enough. Secondly, what you've got from the main Secretary of State yesterday is kind of an executative version of what the Colorado Supreme Court said, deciding on our own that trum Trump was an insurrectionist, but also understanding that the thing is going to be appealed. Net I wouldn't look for any of these things to stick. The Supreme Court of the United States is almost certainly not going to allow states to decide how to interpret the fourteenth Amendment of the Constitution, or alone denied candidate to federal rights under the Fifth Amendment. So, you know, generally speaking, I think these things are overblown. And the last thing I will say is there's a lot of state and federal courts that have decided in ways opposite of the Colorado and main courts. People need to remember that too. Donald Trump initially ran as a disruptor, and now he seems to be running as a victim. Does this all embolden him or does it give rise to some something along the lines of Trump fatigue. You know, that's a very good question, and I think the answer probably is some of both. The conventional wisdom right now is that this emboldens and empowers him with the electorate. You can certainly see how that might be so instinctively. But at the same time, it also I think adds to the appeal of not Trump Republican candidates who say, look, if you like the conservative policies and have them during Trump's administration, we can have those back, and we can have them without the circus. We're going to find out which of those is true, or potentially whether both of them are true, starting in about three weeks in Iowa, and so you know, we will see. But the attains me not to make a call on that, but I mean, truly we will see. I'm not going to be the expert on the feelings of the Iowa electorate, but the bottom line is is that I underperformed in the Iowa caucuses is going to give rise to a narrative that Trump, it might not be as strong, and the challengers are getting stronger, and that will reinvigorate the race at it to some extent. All right, speaking of challengers, Nikki Haley also making news with what she says or doesn't say, are the causes of the Civil War, namely slavery. How does that play out in the election cycle. I think that's a blip, honestly, John. It's used by and I'm not meaning to to minimize, No, I mean to minimize what she said or how she said it. But I think it's a blip. You know, she did what she needed to do, which was she was trying to make a trying to use a kind of states rights versus federal point about the war to make a case about the tensions that exist today. It was ham fisted, and she took it back, she clarified, and I think that that goes away pretty quickly. Honestly, this is kind of out of left field. Is Joe Biden going to stick with Vice President Kamala Harris as his running mate? Oh? I think so. Yeah. The Biden sees Harris whole including faults, but he would have a devil of a time taking taking her off the ticket at this point, and for that reason alone, I think he won't give us your view of how the election is all playing out. I will refer listeners right back to a very interesting Bloomberg story on the terminal about a Quinnipiac poll that was released on Wednesday that shows Biden and Trump basically the dead heat and the popular poll, but if you add Bob Kennedy to it, it becomes a thirty eight Biden thirty six Trump Kennedy twenty two race. And I point that out only to say that I've been saying for some time that third parties are going to be more invigorated and more important to this presidential race. You're listening to Bloomberg Daybreak today, your morning brief on the stories making news from Wall Street to Washington and beyond. Look for us on your podcast feed at six am Eastern each morning, on Apple, Spotify, and anywhere else you get your podcasts. You can also listen live each morning starting at five am Wall Street time on Bloomberg eleven three to zero in New York, Bloomberg ninety nine to one in Washington, Bloomberg one o six one in Boston, and Bloomberg nine sixty in San Francisco. Our flagship New York station is also available on your Amazon Alexa devices. Just say Alexa play Bloomberg eleven thirty plus. Listen coast to coast on the Bloomberg Business app, serious XMVI iHeartRadio app, and on Bloomberg dot Com. I'm John Tucker and I'm Karen Moscow. Join us again tomorrow morning for all the news you need to start your day right here on Bloomberg or DaybreakSee 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A host of world leaders will meet and brainstorm ways to limit global temperature rise during the 12-day COP28 summit - which begins today on November 30 in Dubai. They will also assess the progress made towards the Paris Climate Change Agreement -- which had sought to limit global warming to below 2 degrees from pre-industrial levels. Let's track the journey of this annual event and also tell what can we expect from this year's event.   Meanwhile, temperature also soared in Silicon Valley recently after the OpenAI board sacked Sam Altman. Although Altman's reinstatement has taken some of the heat out of the drama, it has raised questions about the relation between company boards and CEOs. Business Standard's Suveen Sinha sat down with industry veterans Arun Maira and Amit Tandon to get clarity on this contentious subject Indeed, Indian industry too can draw lessons from the OpenAI saga. Moving on, the overall market capitalization of BSE listed shares topped the 4 trillion dollars mark for the first-time ever on Wednesday. This comes on the day the Nifty50 index ended above the 20,000-mark after a gap of 2 months. The key question on investors' minds now is, will the optimism last?  After the markets, let us turn our gaze to another news which kept people glued to screens for 17 days. A group of rat hole miners rescued 41 workers stuck in an Uttarkashi tunnel on Tuesday night. In our explainer segment, Nandini Singh tells more about these miners. Kisten to this episode of the podcast for answers. 

Business Standard's annual BFSI Insight Summit, held this week, brought together a host of leaders from India's financial landscape. Headlined by RBI Governor Shaktikanta Das, the two-day event shed light on a range of themes such as India's economic growth, economic inclusion, banks, investments and insurance. We bring to you the snippets from the event. The event also offered fresh insight into financial markets and its future trajectory. As the global economy grapples with geo-political challenges, market participants anticipate some volatility. Elections too are drawing close. Find out what experts said on India's market outlook. Staying with the markets theme, war in West Asia and high US Treasury yields are unsettling the benchmark indices. They have fallen over 5% over the past one month, while the MidCap index has shed 6%. In our next report, Nikita Vashisht explores if the froth from the broader market space has been removed? Or is there more pain ahead? Election results indeed affect the markets. But most experts agree that it is short lived. Moving on, the Supreme Court this week started hearing on a batch of petitions challenging the validity of the electoral bonds scheme for funding political parties. The petitioners argue that the scheme is opaque and must be struck down. Centre, however, has been defending it. But what is this electoral bonds case? Listen to this episode of the podcast to know more. 

0:00 -- Intro.1:11-- About this podcast's sponsor: The American College of Governance Counsel.2:08 -- Start of interview.2:47 -- Julie's "origin story." She started her work with boards in the early 1980s with Catalyst (a non-profit women's organization whose mission is to promote women in corporate America).5:46 -- Now she's leading the Board Practice at Spencer Stewart.6:15 -- About the 2023 U.S. Spencer Stuart Board Index. Now in its 38th year, this index examines the latest data and trends in board composition, board governance practices and director compensation among S&P 500 companies.7:46 -- Comparing and contrasting board practices in  S&P 500 companies with mid or small cap companies. Example: Spencer Stuart S&P MidCap 400 Index. "The trends are set in the bigger companies, and the smaller companies follow."10:08 -- Highlights from the 2023 U.S. Spencer Stuart Board Index.Skills: return to the desire to have CEOs and financial skills in the boardroom. "The recruitment of retired or active CEOs rose this year to 30% of the incoming class, which was a big uptick. And boards also recruited more directors with financial backgrounds, and they accounted for about 27% of the new directors. In both categories, retirees outnumbered active executives." "42% of S&P 500 CEOs serve on a board, meaning 58% do not. So when boards are looking for active or retired CEOs, like they were this year, they tend to look more in the retired category because they're just more available."On the practice of overboarding: "It has changed dramatically." "Now there's a restriction on how many boards a CEO can serve on. They can serve on one." "I think now most boards think that [an outside] director can serve on three total, [due to the] time [required] to devote to the company."[14:33] On companies restricting executives on serving on outside boards: "[Some] companies restrict board membership, but they don't forbid it generally."[15:58] Increase in time and commitment for board members:  "It is a much more time-intensive job than it used to be." "There was a survey that was out a while ago that said board members spent 210 hours or something like that, we just did a pulse survey of directors It came back saying they think it's 350 hours now." "So it's a very time intensive job and much different than it used to be."[16:58] Survey on NomGov Chairs: "CEO experience is at the top of their list and financial experience for next year."[18:34] International experience: "International experience has really gone up among independent directors this year, 54% had spent time working outside the US, 18% were from outside the US. So that's a big changeover. If you looked for 10 years ago, that number would have been 8%."[20:18] Low turnover in boardrooms and mandatory retirement age: "We had really low turnover in the boardroom [which I find to be concerning]. This year was 7% of boards seats turned. Yet last year it was 8%, the year before it was 9%." "So boards don't change, they are evolutionary bodies. And not many people leave, which means not many people join." "[Boards] overwhelmingly use mandatory retirement as their refreshment tool. So while the percentages of boards disclosing a mandatory retirement age for directors declined a little this year, it's about 70%, the retirement age of boards with these policies goes up every year. And so now over half of boards with age limits have a mandatory retirement age of 75 or older. And a decade ago, that was 24% or so had that retirement age. So we just keep pushing, pushing the retirement ages up."[22:18] Term limits: "Very few have term limits, 8% have term limits. We get asked this question all the time because obviously, companies overseas or countries have different term limits. And it just doesn't take off here."[23:09] Average board tenure: It hasn't changed a lot [7.8 yrs]. I would say, which is kind of surprising because, you know, people are staying longer. If you look at boards right now, they tend to be a third, a third, a third: a third under five years, a third five to 10 years, and then a third over 10 years. And some of those can be very high, but that's kind of what it looks like."[24:18] On board evaluations: "98% this year reported that they had a board evaluation process. But I guess the real question is, okay, they do a board evaluation of the whole, but how many of them are doing individual assessments and are they using those to try to encourage turnover in the boardroom?"[27:35] On boardroom diversity: "Two thirds of the independent director appointments were diverse and  48% of all directors now are diverse. So it was still a pretty high number this year. But you're right, it was a pullback from the last two years where the numbers were in the 72%. And I think that George Floyd had a lot to do with that and really bringing this issue to the forefront." "I think that boards are recognizing more of the value of having diversity in the room and the value of the message that it sends to their employees, to their customers."34:01 -- Her take on ESG and the ESG backlash. "Last year, [in our NomGov chair survey] directors said that [one] of the most important thing was to bring somebody on the board that had an ESG background, or they were going to be thinking about that. This year, it dropped significantly." "They may not bring somebody onto the board who has an ESG background, but they are talking about ESG.  They're taking it seriously, and some of it depends whether it's the E, the S, or the G, depending on the company, but we are not seeing them look for ESG directors."35:55 -- On the question of single issue directors from a board composition perspective. "Single-issue directors are less in demand because you don't have a lot of opportunity to bring people into the boardroom, and you really don't want directors who can only speak up on one issue. For a while, we were seeing single-issue directors, and that just has decreased, and technology may be the exception to that."38:90 -- On the advent of AI for board placements and impact in the boardroom generally. "It's too early, I think, to tell. [I]t's going to have a huge impact on every company. And so they're going to have to figure out how they get smart [and] stay smart about the issues. But again, it might not be that they bring somebody on to the board who's an AI expert." "I think you'll probably start to see boards coming out to Silicon Valley to get smart about it."41:34 -- On the aging if U.S. boards and lack of turnover: "It's really hard to believe that only 7% of boards should turnover in a year." "The biggest issue right now is that changes are very fast in everything else but it isn't very fast in governance."43:22 -- Books that have greatly influenced her life: Books on happiness.Books by David Brooks (eg, The Second Mountain).Writers who have the courage to go up against powerful people and try to write a wrong or expose something (eg, The Empire of Pain, Bad Blood)44:45 -- Her sponsor: Thomas Neff (former Chairman of Spencer Stuart US and founder of its CEO and Board of Directors Practice).46:12 -- Quotes that she thinks of often or lives her life by: "Assume good intentions."46:51 -- An unusual habit or absurd thing that she loves: she's an avid needlepointer. 47:28 -- The living person she most admires: "People who may not have a profile, those who work with the hungry and the refugees and things like that, and we don't know who they are." "If I had to pick the name of somebody who's well known to the world, I would probably say Nancy Pelosi."Julie Daum is the leader of the North American Board Practice of Spencer Stuart. She has conducted more than 1,500 board director assignments.__This podcast is sponsored by the American College of Governance Counsel.__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

MidCap enterprise security is challenge – SMB's have all the needs of a large enterprise, but not the same large budget or army of defenders. We are also a "sweet spot" target for cybercriminals -- you have enough money to be worth some real effort, but again not a large army of defenders. MidCap is at the front lines of "doing more with less"! Visit https://securityweekly.com/csp for all the latest episodes! Follow us on Twitter: https://www.twitter.com/cyberleaders Follow us on LinkedIn: https://www.linkedin.com/company/cybersecuritycollaborative/ Show Notes: https://securityweekly.com/csp-140

In this episode of The Week On Dalal Street, Santosh Nair and Anuj Singhal discuss the outlook for midcap ITC stocks, why real estate stocks are struggling, why bank stocks may have peaked for the time being, reasons for avoiding hotel stocks at current prices. They also discuss why defence is a secular story for the next couple of year and why ITC may surprise on the upside from these levels.

Pour ce dixième épisode de Private EquiTEA, Eric Dejoie revient sur son parcours professionnel et entrepreneurial au moment même où son Fonds Small & Midcap, MBO+ et célèbre ses 20 ans. Alors qu'il a commencé a travailler dans le Private Equity qui s'appelait alors Capital investissement en 1989 avec Initiative et Finance, société pionnière du midcap dont il est devenu directeur associé et membre du directoire, Président du fonds MBO & CO devenu MBO+ pour son 20e anniversaire ce mois d'avril 2023, Eric Dejoie partage avec nous sa définition du Private Equity. Il dit : "J'aime bien comparer notre métier à celui d''éditeur : Nous permettons aux entreprises de se réaliser". Au micro d'Antoine Sage, Eric Dejoie nous en dit plus sur les spécificités de l'investissement en Small et Mid Capital, il décrit les grands changements qui ont marqué le Private Equity, notamment sa croissance, sa démocratisation et l'importance des fonds qui se tournent nativement vers les sociétés à impact (formation, éducation, sécurité, santé...). Son point de vue d'investisseur donne un angle précieux sur ce qui fait la force d'une PME, notamment en France, où le tissus des entreprises est dense : ce sont des hommes et des femmes qui portent les entreprises, et elle arrivent à bien se développer, si, en temps de croissance, comme en temps de crise, elles suivent leur ligne stratégique et "jouent dans leur couloir" : "Avoir un cap et un bon équipage n'empêche pas les tempêtes mais permet de beaucoup mieux les traverser".  Eric Dejoie partage un souvenir marquant de sa carrière avant d'expliquer la stratégie de déploiement de MBO& CO devenue MBO+ avec la levée d'un nouveau fonds en 2023. Enfin, il nous donne sa vision de Private Equity à 10 ans. Timeline:[0:42] - Présentation d'Eric Dejoie [1:30] - Sa définition du Private Equity [3:30] - Evolution du Private Equity [7:48] - Spécificités de l'investissement en small et mid caps[12:12] - Accompagnement de MBO+[14:33] - En temps de crise, quels sont les signes de bonne santé des PME/ETI ? [18:10] - 2012, Moment clé dans la carrière d'Eric Dejoie[21:15] - Private Equity à 10 ans et ses grands enjeuxSi vous souhaitez intervenir au sein du podcast Private EquiTEA, contactez Antoine Sage sur LinkedIn, nous serons ravis de vous accueillir.Bonne écoute, nous espérons que cet épisode vous plaira. Merci de nous mettre 5 belles étoiles sur votre plateforme de Podcast favorite !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Karen O'Mahony, Managing Partner, PEAL Capital Partners, a female led lower midcap European private equity firm with a focus on diversity and inclusion. Karen shares with us her outlook for investing in lower midcap PE, including the greatest opportunities and challenges, including how the firm integrates ESG. She also shares her experience being a woman investment manager in the industry.

In this episode of Market Minutes, Shailaja Mohapatra talks about Tata Motors, why CLSA is bullish on Sula Vineyards and midcap company HG Infra Engineering's two new announcements. Also catch Sidharth Oberoi of Prduent Equity shares his views on infra stocks. Market Minutes is a morning podcast that puts the spotlight on hot stocks, keys data points and developing trends.

QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Kodey travels from East to West in Colorado to find small-town talent at the quarterback position and breaks down their film on how they can improve! Available on YouTube for video and anywhere you listen to podcasts for audio! https://linktr.ee/PlaymakersCorner Social Media: Twitter: https://twitter.com/PlaymakerCorner Tik Tok: Playmakers Corner Instagram: https:https://www.instagram.com/playmakerscorner/?hl=en Facebook: https://www.facebook.com/PlaymakerCorner Youtube: https://www.youtube.com/channel/UCUEcv0BIfXT78kNEtk1pbxQ/featured Twitch: https://www.twitch.tv/playmakerscorner Website: https://playmakerscorner.com/ Listen to us on: Spotify: https://open.spotify.com/show/4rkM8hKtf8eqDPy2xqOPqr Apple Podcasts: https://podcasts.apple.com/us/podcast/the-cycle-365/id1484493484?uo=4 Breaker: https://www.breaker.audio/the-cycle-365 Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy9mODg4MWYwL3BvZGNhc3QvcnNz

In the latest episode, Ken speaks with Kirk McDonald, CFA, Portfolio Manager and Senior Research Analyst at Argent Capital. Kirk explains why midcap stocks are often overlooked and gives us a glimpse of the Argent Mid Cap Strategy.   www.argentcapital.com   Get additional insights in our Market Commentary: Mid Cap Commentary 2Q21