The Asia Pacific M&A Newsletter
brought to you by
Natixis CIB, Vermilion Partners and Azure Capital
We are delighted to publish the 12th issue of the M&A Pulse in APAC magazine with a special sporting theme as a nod to the recent success of the Paris Olympics and Paralympics 2024, from which I draw inspiration for my personal and team's collective pursuits at Natixis CIB, as well as our boutique partners.
We have all been swept up in Olympic fever over the Summer. The Olympic spirit demonstrated by the athletes will have a long-lasting effect and continue to keep inspiring us.
On the first Monday of August, a key theme from our January Outlook Investment Mosaic came to play – recession risk. As predicted then, the ongoing macro narrative tug of war between recession risk paranoia vs rates normalization and rate cuts, has continued.
Alicia Garcia Herrero, Chief Economist, Asia Pacific, Natixis, and the Asia Pacific Research team
China’s EV makers can’t follow Japan’s ‘flying geese’ offshoring strategy
From being a laggard in the combustion engine industry, China has moved to poll position both in the production and consumption of electric vehicles. How it got there is a combination of industrial policy, hard work, a competitive environment, and technological transfer from foreign companies in exchange for market access.
Further Reading
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