Know What's Happening in Finance
Know What's Happening in Finance
Flex to Acquire Electrical Power Products for $1.1B, Expanding Power Infrastructure Portfolio
Flex Ltd. announced a definitive agreement to acquire Electrical Power Products for approximately $1.1 billion in cash. The target contributes roughly $323 million of annual revenue and delivers a mid‑to‑high‑teens EBITDA margin. Flex expects the transaction to be accretive to adjusted earnings per share in the first full fiscal year after closing.
Also developing:
Taiwan Semiconductor Manufacturing Co (TSMC) approved a US$44.96 billion capital budget to expand advanced, mature and specialty technology capacity, upgrade packaging, and build new fabs. The plan includes upgrading its Kumamoto plant to 3‑nanometer production to meet surging AI demand. The board also authorized record‑high employee bonuses and profit‑sharing worth US$6.54 billion, reflecting a 46.6% increase over 2024. TSMC reported NT$3.81 trillion revenue and NT$1.72 trillion net income, and set a NT$6 per‑share dividend for Q4 2025.
Treasury leaders are shifting from isolated point solutions to a single, real‑time operating system that unifies cash, debt, investments and risk across dozens of banks and multiple ERP platforms. Kyriba’s Tom Callway argues that the missing piece is a connectivity...
Governor Irena Radović opened a regional conference in Podgorica, highlighting the Western Balkans’ push toward instant payments and deeper SEPA integration. She noted that more than forty central banks are collaborating to prepare for the July 2026 launch of Montenegro’s TIPS Clone...
Wise’s Commercial Director for the Americas, Lauren Langbridge, drove two domestic payment network expansions—Direct Pix in Brazil and Zengin in Japan—while laying groundwork for additional connections. She secured new partnerships with Wealthsimple and Interactive Brokers (IBKR), extending the Wise Platform’s reach into retail...
Board director compensation across the Russell 3000 and S&P 500 showed modest growth in 2025, with total pay up 2% in the Russell 3000 and flat in the S&P 500, keeping median compensation near $250,000. Shareholder‑approved caps are now in...
The SEC’s proposed 2024 Climate Rule would require large accelerated filers to disclose Scope 1 and Scope 2 greenhouse‑gas emissions and obtain third‑party assurance, mirroring EU sustainability mandates. Under Section 11, underwriters remain liable for non‑expertised portions of registration statements, shifting risk when...
The Department of Justice (DOJ) is openly deploying AI tools—such as cryptocurrency tracing, financial anomaly detection, travel‑pattern analysis, and intake triage—to boost white‑collar investigations. At the same time, the DOJ’s enforcement agenda warns that companies must govern their own AI...
Health savings accounts (HSAs) are increasingly being used as investment vehicles, with 4 million accounts – about 10% of all HSAs – holding invested assets, a 23% year‑over‑year rise. Total HSA assets grew 16% to $159 billion, and investment‑linked assets now represent...
In this episode, Goldman Sachs Asset Management’s global co‑head of private credit, James Reynolds, reflects on 25 years of building the firm’s private credit franchise, emphasizing a culture of disciplined underwriting, selective origination, and leveraging Goldman’s broader banking ecosystem. He explains...
Leverage trading has moved from niche desks to mainstream Indian crypto investors in 2026, driven by clearer regulatory guidance and FIU‑IND compliant platforms. By borrowing funds, traders can control positions many times larger than their capital, magnifying both profit potential...
JOSS Realty REIT announced its initial public offering in a February 2026 investor deck. The REIT will acquire and actively manage multi‑tenant office assets located in the United States' top‑25 metropolitan areas. Its strategy centers on driving value through aggressive leasing,...
Law firms are turning to managed IT support to counter escalating cyber threats, meet strict compliance mandates, and sustain uninterrupted client service. Subscription‑based models replace ad‑hoc repairs, delivering predictable budgeting and scalable resources. Proactive monitoring curtails downtime, while secure remote‑work...
BP reported 2025 earnings of $7.5 bn, a 15% drop from the previous year, as crude prices fell roughly 20%. The oil major lifted its cost‑saving goal to $5.5‑$6.5 bn by the end of 2027, up from a $5 bn ceiling, and halted...
POC2026 Verdict: The industry pivot from price-driven growth to yield-driven value. Fixed Land —► Capacity Ceiling Efficiency Gains —► Margin Defense Based on current analyst consensus and preliminary sentiment from POC2026 (Day 1), the market is pricing in a...
Mortgage rates have fallen back under six percent, with Zillow reporting a 5.91% average for a 30‑year fixed‑rate purchase and 6.02% for refinances on February 10, 2026. The 15‑year fixed sits at 5.44% and VA loans are slightly lower, while ARM products...
Governor Michele Bullock addressed the House Economics Committee, outlining the Reserve Bank of Australia’s recent 25‑basis‑point cash‑rate hike to 3.85% and a revised inflation outlook that sees headline inflation at 3.6% for the December 2025 quarter. She highlighted a still‑tight labour...
E Fund Management (Hong Kong) launched the region’s first gold‑miner exchange‑traded fund, the E Fund (HK) Solactive Global Gold Miner Select Index ETF, on 30 January 2026. The product tracks the Solactive Global Gold Miner Select Index, which selects 30 globally listed mining...
Governor Michael Atingi‑Ego opened the 10th Financial Sector Stability Forum by highlighting Uganda’s sound banking fundamentals, strong capital and liquidity, and a favourable domestic macro environment. He warned that rising global debt, asset‑price pressures and geopolitical tensions could spill over...
The article outlines five core investment categories—cryptocurrency, stocks, bonds, real estate, and commodities—to help beginners build diversified portfolios. It explains how each asset class contributes differently to risk mitigation and long‑term growth, emphasizing that diversification goes beyond simply mixing stocks...
Enterprise software is entering an AI‑driven era, and ERP systems must now prove they can run large language models reliably, securely, and at scale. Oracle’s NetSuite highlights its advantage by being built as a shared, multi‑user platform on a unified...
U.S. commercial real‑estate lending jumped 30% in Q4 2025, driven largely by banks as interest‑rate volatility eased. Originations rose 25% sequentially, with office loans nearly doubling year‑over‑year and overall 2025 originations up 40% from 2024. Depository institutions led the surge,...
Solidum Partners says global warming will structurally expand ILS spreads. As natural disaster frequency and severity increase, traditional reinsurers face capital constraints under Solvency II, limiting their capacity. ILS instruments, being event‑specific and fully collateralized, can absorb tail risk, leading investors...
At the IMF and World Bank Annual Meetings, Saudi Central Bank Governor Ayman Al‑Sayari warned that financial crime siphoned $3.1 trillion globally in 2023 and caused $485 billion in fraud losses. He outlined Saudi Arabia’s multi‑layered response anchored in Vision 2030, including risk‑based...
The episode examines how China’s digital yuan (e‑yuan) reshapes the internationalization of the renminbi by focusing on usage rather than ownership. It explains that traditional barriers were convertibility and capital controls, which limited the ability to sell or move RMB...
Bulgaria has formally joined the euro area, ending years of operating as a de facto euro economy under a currency‑board arrangement. Governor Dimitar Radev emphasized that the accession reflects a long‑term process of economic integration, policy alignment and shared responsibility, despite...
In this episode, Kevin Appleby talks with seasoned finance leader and GrowCFO mentor Alan Scholnick about why imposter syndrome is almost universal among newly appointed CFOs, especially during finance transformations. Alan draws on his 30‑year career at IKEA and his...
DBS Group reported a 3% drop in fourth‑quarter net profit, landing at S$11 billion, as higher interest rates and increased tax expenses weighed on earnings. The decline was amplified by the absence of non‑recurring gains that had boosted prior results. Despite...
In this episode, Clark Coffee, CIO of AllianceBernstein’s European commercial real estate debt business, explains how the European real estate market is transitioning after a reset in values and the end of ultra‑low borrowing costs. He argues that debt now...
The 2025 Endeavor Catalyst report shows a dramatic rise in private liquidity, with ten secondary sales and acquisitions compared with just one in 2024. Global secondary market volume is on track to hit US$122 billion in 2025, nearly six times the...
Infor announced that Geoff Thomas will serve as senior vice president and general manager for its Asia Pacific and Japan (APJ) region, overseeing strategy and operations across Japan, ANZ, Southeast and North Asia, and India. Thomas, who previously led Qlik’s...
At Acumatica Summit 2026 in Seattle, Manish Chandak, CEO of Tech Electronics, discussed emerging ERP trends with ERP Today editor Chris Vavra. He emphasized the growing importance of digital replicas that provide real‑time data integration within ERP platforms. Chandak also...
The U.S. warehouse management system (WMS) market is projected to grow at a 14.34% CAGR through 2031, driving global WMS spending from $4.77 billion in 2026 to $10.89 billion by 2031, with North America holding a 40% share. Cloud‑native platforms now account...
Khazanah just dropped their 2026 Annual Review today, February 10, 2026. And the numbers signal a massive shift in Malaysia’s capital trajectory. If you’re tracking the Ekonomi MADANI agenda or the RM100 billion GEAR-uP initiative, this is the breakdown you need. ↓↓↓
On January 23, 2026 the SEC’s Division of Corporation Finance released a suite of updated Compliance and Disclosure Interpretations covering proxy filings, executive compensation in spin‑offs, tender‑offer mechanics, lock‑up agreements, and securities‑offering integration. The revisions eliminate voluntary PX14A6G filings for...
Nearly two decades after China Development Bank issued its first RMB‑denominated bond in Hong Kong, dim sum bonds have become a cornerstone of offshore liquidity. The initial issuance was modest, but it demonstrated that Chinese sovereign and policy banks could...
The Terner Center released a new series of resources that examine how U.S. states govern affordable‑housing finance, highlighting the costly fragmentation of multiple agencies and programs. An interactive map and a landscape scan of all 50 states reveal which entities...
U.S. Treasury yields slipped across the board for the week ending February 6, 2026. The benchmark 30‑year rate fell 0.02 percentage points, while the 10‑year yield dropped 0.04 points to 4.22 %. The 3‑year Treasury rate settled at 3.57 %, reflecting a modest broad‑based decline. These...
The Philippine Securities and Exchange Commission affirmed PHP1 million fines for NOW Corp. and its chair Mel Velarde after finding their November 2021 market disclosure misleading. The regulator rejected NOW’s appeal, labeling the statement a "half‑truth" that misled investors about a alleged...
Mynt, the parent of GCash, is keeping an IPO on the table while accelerating its payments, lending and wealth‑management services. The fintech arm delivered P6.1 billion in attributable equity earnings in 2025, a 64% jump year‑on‑year, and its lending subsidiary Fuse...
Ambulatory Surgery Center (ASC) owners are increasingly using sale‑leasebacks to unlock the equity tied up in their buildings. By selling the property to an investor and signing a 10‑15‑year triple‑net lease, physicians retain operational control while converting real‑estate assets into...
There’s a formula that explains wealth inequality, and it has nothing to do with how hard you work. French economist Thomas Piketty studied 200 years of data across 20 countries and found that returns on capital almost always exceed economic growth. We...
When the ground starts shaking, FP&A doesn’t break at the spreadsheet. It breaks at the table—when the forecast is “locked.” Sahil Kamani and Pablo Gómez Valle unpack judgment under pressure. What disappears first: challenge, range, or time? 🔗 https://t.co/TeOVII8YZf #fpatrends https://t.co/Z7EzyDozdi
Tesla Vice President Raj Jegannathan announced his departure after a 13‑year tenure, most recently overseeing IT, AI infrastructure, business applications, and information security. He previously led North American sales following the dismissal of Troy Jones, a period marked by declining...
#Alphabet sterling bond raises a record £4.5 bn, with £24 bn in bids. They may start borrowing on behalf of Bessent if it continues like this $GOOG
Who is the world's largest holder of US Treasuries? 🥇 Japan 🥈 United Kingdom 🥉 China But here's the wildest part - if Tether were a country, it would be the 17th largest holder of US Treasuries https://t.co/JoaE6JzFI9
The mixed‑age couples rule, introduced in May 2019, bars pension‑age partners from claiming Pension Credit if their spouse is under 66. The policy affects hundreds of thousands of low‑income couples, stripping them of up to £7,000 a year in benefits....
Most cold connection requests say NOTHING. 2 ways to fix this: 1. Don't send a message (let your profile talk) 2. Send something relevant Both take seconds. Neither is ingenuine.
UBS's My-Way platform with USD 30 billion assets: UBS customers have now invested >$30 Bn on the managed portfolio investment platform. #WealthTech #WealthManagement
The IRS announced new enhancements to its Tax Pro Account, extending digital capabilities to tax‑professional businesses. The upgrade lets designated representatives manage business CAF access, link CAF numbers to EINs, and view or withdraw active authorizations. These tools aim to...
Foreign stocks are off to a scorching start in 2026, continuing their outperformance from 2025: Foreign developed stocks: +9.4% US stocks: +2.2% Will it continue or is this a blip in the otherwise longer underperformance?
