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:
EY’s March 12 poll of 200 senior Irish finance leaders shows overwhelming optimism for 2026, with 94% expecting growth and an average forecast of 9%. The confidence reflects Ireland’s near‑13% GDP expansion in 2025, driven largely by pharmaceutical exports. Energy costs (70%) and inflation (51%) dominate CFO concerns, while geopolitical and supply‑chain risks rank surprisingly low. Even large firms, exposed to export markets, anticipate modest 6% growth but report no major strategic shifts despite global volatility.
Every month someone publishes a higher default forecast. > Fitch: 5.8% actual > Morgan Stanley: 8% > UBS: 15% worst case Every month someone in the industry calls it irresponsible.
U.S. M&A activity slowed in February 2026, with announcements dropping 26.7% to 1,013 versus January, yet aggregate deal spending surged 236.8% month‑over‑month. Eleven of FactSet’s 21 tracked sectors posted higher three‑month deal volumes compared with a year earlier, led by...
The European Banking Authority (EBA) issued an updated list of ITS validation rules, highlighting deactivated, reactivated, and severity‑status changes. It reminded EU competent authorities not to validate data against deactivated rules. The EBA also launched a small validation‑rules package containing...
CoreWeave, the leading GPU‑cloud provider, faces a steep valuation correction as Bernstein analysts warn that its $30 billion capital‑expenditure plan will generate $23 billion of negative free cash flow in 2026. The firm’s biggest customers—Microsoft, Meta and other hyperscalers—are rapidly expanding their...
Morningstar cut Wizz Air Holdings' fair‑value estimate by 17% to GBX 1,220, citing a sharp oil price spike and escalating operational headwinds. The airline’s fuel‑hedge coverage falls from 83% in FY2026 to just 55% for FY2027, exposing it to higher jet‑fuel...
Valuation spreads (how cheaply value stocks trade relative to growth stocks) measured as the Price/Book ratio of value stocks divided by growth stocks in the US. "On average, US value stocks have traded at a 78% discount (i.e., 22 cents on...
Brazil's National Treasury announced an expanded bond market intervention after a sharp rise in oil prices lifted inflation expectations and pushed sovereign yields upward. The authority increased direct purchases and offered additional liquidity to stabilize benchmark rates and limit volatility....
Many founders wait until growth slows before thinking about selling or raising capital, but the irony is: buyers and investors are often most interested when a business is performing at its best. In this episode of Vista Point Advisors The...
The UK government has tabled an amendment to the Pension Schemes Bill that will empower it to publish the long‑awaited guidance on trustees’ fiduciary duties, particularly regarding ESG considerations. The change formalises the government’s commitment to clarify how sustainability factors...
Limited partners (LPs) are staying upbeat on private debt despite recent negative headlines. A new Private Debt Investor feature highlighted that LPs are “shutting out the noise,” maintaining or expanding allocations. Chart data from 2018‑2026 shows a growing share of...
AppZen has completed a Workday Design Approved Integration, adding its AI‑driven Expense Audit app to the Workday Marketplace. The integration creates a bi‑directional, near‑real‑time link between Workday Expenses and AppZen’s Mastermind AI platform, enabling autonomous compliance checks and fraud detection....
Indian pharmaceutical manufacturer Sai Parenteral announced its initial public offering, set to open on March 24, 2026. The IPO comprises a fresh issue of up to ₹285 crore and an offer‑for‑sale of roughly 3.16 million equity shares, with a price band of...
The AICPA Accelerator’s ninth cohort, announced in March 2026, spotlighted five AI‑driven startups reshaping accounting and finance. Adaptive brings an AI‑native construction accounting platform with over 1,000 clients and $26 million raised; AuditPro.ai delivers turnkey AI audit applications for rapid, affordable insights....
Palm introduced Pulse, an AI‑driven conversational assistant that sits atop treasury management systems and ERPs. The tool lets treasury professionals ask natural‑language questions about cash positions, forecasts, investments, debt and FX exposures, delivering answers and charts in seconds. Pulse combines...
The European Banking Authority (EBA) has launched two public consultations on draft Guidelines and draft Regulatory Technical Standards (RTS) for authorising internal initial margin models under EMIR 3. The proposals target firms whose aggregate monthly notional amount of non‑centrally cleared OTC...
Chinese advanced‑air‑mobility firm EHang posted record Q4 revenue and its first GAAP profit, driven by 100 eVTOL deliveries—including 95 EH216 units and five VT35s. Total Q4 revenue rose 48% year‑over‑year to RMB 243.8 million, while net income turned positive at RMB 10.5 million. The...
Rising geopolitical uncertainty, currency volatility and supply‑chain disruptions are tightening working capital for internationally active companies, according to Ebury’s Global Head of Lending, Charles Hardaker. He outlines six practical steps—shortening the cash conversion cycle, using supplier payment financing, treating FX...
Stable Sea has partnered with BitGo, an OCC‑regulated digital‑asset trust bank, to offer businesses secure, insured custodial wallets and on‑chain treasury services. BitGo’s Crypto‑as‑Service provides institutional‑grade custody with up to $250 million in insurance, enabling users to buy, sell, hold and...
S&P Global Ratings warns that the ongoing Middle East war is amplifying cyber‑threat activity, with threat actors launching more DDoS attacks, phishing campaigns and network intrusions. While no large insured cyber losses have been reported yet, the situation remains fluid...
Canadian advisors now have a domestic feeder fund that gives accredited investors access to Bridgewater Associates' flagship Pure Alpha strategy through a Wilshire‑managed account. The vehicle is structured as an Ontario mutual fund trust, with Oak Hill Asset Management acting...
BK Capital’s BKC Africa Private Debt Fund has closed its inaugural private‑debt deal in Rwanda, financing Goodlife Health and Beauty, the country’s largest pharmacy chain. The capital injection will back Goodlife’s rapid expansion from its flagship store to 16 locations...
Standard Bank, Africa’s largest bank by assets, has partnered with independent power producer Anthem to finance the Notsi solar project, South Africa’s biggest single‑phase photovoltaic development. The 475 MW facility in the Free State will supply clean power to commercial and...
Intercontinental Exchange (ICE) announced the launch of ICE Private Credit Intelligence, a data‑infrastructure platform designed to bring public‑credit‑style transparency to the private credit market. Apollo Global Management is joining as the anchor partner, with ICE planning to add additional originators,...
Zelis commissioned Datos Insights to survey over 2,200 health‑plan executives, employer‑benefits leaders and insured consumers, revealing mounting financial pressure across the healthcare ecosystem. The study shows that 63% of employers view price transparency as a key cost‑management tool, while 68%...
The Daily Feather’s new post spotlights the oddball nicknames of U.S. colleges, zeroing in on Wichita State University’s “Shockers.” It traces the Shockers moniker to early 20th‑century wheat‑harvesting students who earned a reputation for “shocking” the grain. The article pairs...
Maruti Suzuki India received a draft income‑tax assessment of ₹5,786.4 crore for the 2022‑23 fiscal year. The company announced it will file objections before the dispute‑resolution panel. It emphasized that the order has no immediate effect on its operations, finances or...
The EU Data Act obliges manufacturers of IoT devices and SaaS providers to make user‑generated data readily accessible and transferable by design. Articles 3 and 4 require that data be supplied in a structured, machine‑readable format, often forcing back‑end redesign...
Kuwait re‑entered the international sovereign market in September 2024, issuing an $11.25 billion eurobond – its first external debt sale since 2017. The issuance was enabled by a new debt law approved in March 2025 that authorises up to KD30 billion (≈$97 billion)...
Why did Capital One then move faster than a startup to close a multi-billion dollar deal? (0:00) Largest Bank Deal in History? (1:31) How to Close a $5B Deal in 30 Days? (2:51) Is Silicon Valley Missing the Growth Story? (6:23)...
#FutureReadyLive – Beyond ChatGPT: AI Built for the Accounting Profession w/ Adam Hibbs (@AICPA & @CIMA_News) & Kate Hearns (PPL Corp) about real workflows, where AI is saving time and how teams balance efficiency with responsibility. #AICPA #CIMA #Josi https://t.co/iBSjZxTCQt
Barclays and accounting software firm Sage announced a strategic partnership aimed at streamlining administrative tasks for small and mid‑sized enterprises. The collaboration combines Barclays' business‑banking expertise with Sage's digital accounting, payroll and HR platforms to cut the time owners spend...
Ditch the chaos. Create clarity (more accurate forecasting) accountability (responsibility for growing contribution) and capacity. (one empowered operator saving you thousands in labor and tooling) I'd love to show you how the Prophit Engine gives you the confidence that you will achieve you goals.
CFOs now view vendor exposure and data protection alongside balance sheet risk. Requiring: proactive risk management, clear board communication, and disciplined investment to protect operations and trust. https://t.co/RWvAWTo1ee
In this episode of CFO Weekly, host Megan Weiss talks with Sara Wyman, CEO and founder of StackPak, about the evolving role of CFOs in vendor management and how AI can automate and streamline the process. Wyman explains that traditional...
Is there ever NOT a "refinancing wall"? Feel like I've been seeing charts like that for 20 years...
SpaceX valuation then: $200B SpaceX valuation today: $1.25T SpaceX proposed IPO valuation: $1.7T My 2035 target? $30-50T.
The SEC is weighing a shift from mandatory quarterly earnings reports to a biannual cadence, a move first floated by former President Donald Trump and championed by SEC Chair Paul Atkins, who aims to release a proposal by early 2026....
Private credit default rate just hit 9.2%. That's higher than 2008 bank loan peaks. $1.8 trillion in assets, $100B in secondary liquidity. 18:1 mismatch. When exits close, panic starts. https://t.co/PTz3djlLMl
Question: Why does Nvidia/Jensen's $1 trillion slide say "GTC DC" for both the '25 and the '26 column? https://t.co/TktmtloPXr
Finance teams face rising transaction volumes and tighter reporting standards, prompting a reassessment of Excel‑based reconciliations. While spreadsheets remain flexible for small, low‑volume operations, they struggle with version control, manual matching, and error risk as data scales. Dedicated bank reconciliation...
In BofA's latest fund manager survey, cash levels jumped from 3.4% last month to 4.3% in March, the biggest increase since the pandemic.
#SAG good results and Outlook. Net Funds £61.2m (up a lot). Share Buyback up. ShareScope has fwd p/e 13.9 falling to 12.9 and fwd Divvy 1.6% rising to 1.7%; strip out cash looks great value. I don't hold.
WisdomTree launched the Europe Infrastructure UCITS ETF (WBLD) with a 0.45% total expense ratio, tracking a proprietary index of companies building transportation, digital and renewable energy assets across Europe. The fund is listed on Xetra, Borsa Italiana, Euronext Paris, SIX...
Talon Air, a New York‑based charter and management operator, has adopted MySky’s AI‑powered financial automation platform to streamline its accounting and sales functions as it expands its fleet. The company added 12 aircraft in 2025, bringing its managed fleet to...
In this episode, Gavin McGahey, CTO and co‑founder of AccountsIQ, discusses the evolution of finance technology from early cloud accounting to today’s AI‑enhanced platforms. He explains how AccountsIQ is integrating tightly scoped, audit‑able AI agents to automate routine tasks like...
Clifford Capital, a Singapore‑based infrastructure credit platform, completed its inaugural Australian‑dollar Infrastructure Asset‑Backed Securities (IABS) issuance, raising A$455 million across four tranches. The deal marks the firm’s first foray into the Australian market and represents the largest private placement of IABS...
Geopolitical events are increasingly moving directly onto corporate profit and loss statements, reshaping input costs, working capital and supplier access. Most firms lack visibility beyond tier‑one suppliers, forcing them to scramble when crises emerge. Without a structured risk‑assessment framework, companies...
The UK’s 2026 Spring Statement confirmed the hard deadline of 6 April 2026 for Making Tax Digital for Income Tax Self‑Assessment (MTD ITSA) and kept thresholds fixed through 2028. HMRC clarified that penalty points will not be applied to late quarterly updates in...
CryptoKnight warns that in volatile markets the focus should shift from chart speculation to risk identification. Singapore’s police force disclosed that scammers stole roughly S$182.2 million in crypto transfers in 2025, highlighting heightened human‑risk exposure. The post outlines a comprehensive risk‑management...
