Executive Summary Southeast Asia’s data centre market is at an inflection point. AI workloads, sovereign cloud mandates, and hyperscaler expansion are driving demand at an unprecedented pace — while supply remains constrained by power limitations, permitting delays, and tightening regulatory requirements. This dislocation is catalysing a new wave of M&A, with 2026 marking a significant […]

Executive Summary China’s outbound M&A is re-entering the market conversation, but under a discipline that looks structurally different from the last peak cycle. Disclosed outbound deal value rebounded in 2025 while deal count increased only modestly with an early-cycle profile that typically reflects selective re-activation driven by a smaller number of larger, financeable situations rather […]

In capital markets, listing day is not the finish line, it is the starting point of a new operating model. The market may reward a compelling story at pricing, but it will only sustain that support when the issuer demonstrates discipline, predictability, and strong governance from the outset. The first 90 days as a public […]

The “Multi-Node Production System” Is Taking Shape, and Cross-Border M&A Is Becoming a Key Lever in Reshaping Global Supply Chains Executive Summary Global manufacturing is undergoing a once-in-a-decade strategic restructuring. Over the past three years, the United States’ “industrial reshoring,” the European Union’s pursuit of “supply chain autonomy,” industrial relocation to Southeast Asia, India’s policy-driven […]

I. Overview of the Mobility Sector Value Chain The automotive mobility sector encompasses a long and complex value chain – from raw materials all the way to end-of-life recycling. At the upstream end, Tier 3 material suppliers provide basic raw materials (metals, polymers, battery minerals, etc.), and Tier 2 component manufacturers produce parts and sub-assemblies. […]

Mid-market mergers and acquisitions, typically involving enterprises valued between USD 50 million and 500 million, constitute one of the most active yet least standardized segments of global deal-making. These businesses occupy a unique position in the corporate landscape: they are no longer small owner-managed enterprises, but they are also not fully mature corporates with the […]

Abstract: China’s orthopedic device industry is shifting from a manufacturing-driven model toward systematic innovation and global competition. The market continues to grow steadily, with advances in 3D printing, bioresorbable materials, and intelligent surgical systems driving the next upgrade cycle. Chinese companies are expanding their global footprint—from emerging markets to advanced economies—and transitioning from simply “selling […]

As Jesus Emilio Hoyos, Partner at ARC Group, states, “Short selling should not distract issuers. It’s irrelevant. Focus on core business fundamentals, and stock performance and investor confidence will follow.” What Are the Mechanics of Short Selling? Short selling is a disciplined process governed by the SEC’s Regulation SHO, designed to maintain market integrity while […]