M&A Pulse in APAC

The Asia Pacific M&A Newsletter
brought to you by
Natixis, Vermilion Partners and Azure Capital

Issue 12

Going For For Gold: An Olympics Special

Foreword from Raghu Narain

25 Sep 2024

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.

EDITORIAL

Navigating Market Downturn via M&A: Optimism vs Realism

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.

Embark on a Helicopter Tour of APAC M&A

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, bolstered by the ever present global geopolitical risks and election uncertainty.

FOCUS ON...
 

An M&A Playbook for Sunset Industries

25 Sep 2024

In today’s dynamic world, all industries experience peaks and troughs where short-or-medium term volatility influences business strategy and direction. However, what about a long-term wave of change?

Charting New Territories: the Stellantis - Leapmotor Strategic Alliance

25 Sep 2024

At the end of 2023, in a landmark transaction for the electric vehicle (EV) sector, multinational company Stellantis invested €1.5 billion in Leapmotor, a Chinese company known for its innovative EV technologies and cost effectiveness.

ECONOMIC SPOTLIGHT

Alicia Garcia Herrero, Chief Economist, Asia Pacific, Natixis

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 

DEAL SNAPSHOT
 

NEW FACES
 

Nicholas Combes

Nicholas Combes

Partner
Azure Capital

James Liu

James Liu

Senior Analyst
Vermilion Partners

NETWORK IN THE NEWS

Japan sees uptick in M&A

Miranda Zhao spoke to IFR Asia on M&A activity in Japan.

China, rate woes cap Asia IB fees

Raghu Narain spoke to S&P Global on M&A outlook for Asia Pacific's finance sector.

Akaysha lands “first of its kind” debt finance for two new Australian battery projects

Perth dealmaker Azure Capital continues East Coast sprawl with new Melbourne office

Miranda Zhao featured alongside industry peers in an AsianInvestor article on M&A deal-making activity within the asset management industry where she shared how “the urgency to revamp business models is spurring deal activity.”

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Disclaimer: This document has been prepared by Natixis as commercial documentation for discussion and information purposes only. It is highly confidential and it is the property of Natixis. It should not be disclosed or transmitted to any person other than the original addressee(s) without the prior written consent of Natixis. This document does not constitute a personalised recommendation. It is intended for general distribution and the opinions, analysis, products or services described herein do not take into account any specific investment objective, financial situation or particular need of any recipient.

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