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    Global Supply Chains and M&A: Opportunities in Industrials and Mobility
    Insights | 04 December, 2025

    Global Supply Chains and M&A: Opportunities in Industrials and Mobility

    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. […]
    What Chinese Companies Miss When Expanding Supply Chains into Southeast Asia
    Insights | 03 December, 2025

    What Chinese Companies Miss When Expanding Supply Chains into Southeast Asia

    Chinese companies are expanding their investment footprint in Southeast Asia (SEA) as they search for lower costs, market diversification, and new growth engines beyond a slowing domestic market. The region has become central to the emerging “China+N” strategy, where firms build multiple overseas bases to spread geopolitical and supply chain risk. SEA’s young demographics, rising […]
    Small Operational Mistakes that Delay Big Listings: Part 2
    Insights | 02 December, 2025

    Small Operational Mistakes that Delay Big Listings: Part 2

    Part 1 | Part 2 Early planning, accounting readiness, and audit currency create the foundation for a clean listing process, but the real execution test starts once drafting begins. Mid stage delays often emerge when coordination becomes more complex and multiple workstreams must move in parallel. The next set of pitfalls focuses on issues that […]
    Small Operational Mistakes that Delay Big Listings: Part 1
    Insights | 24 November, 2025

    Small Operational Mistakes that Delay Big Listings: Part 1

    Part 1 | Part 2 In capital markets, success is built on discipline, not luck. Markets will reward a strong story and healthy demand but only if the execution workstreams run clean. In practice, deals rarely slip because of valuation or investor appetite. They slip because of operational errors that appear small in isolation and […]
    Structuring Mid-Market Transactions: Practical Insights for Founders and Investors
    Insights | 17 November, 2025

    Structuring Mid-Market Transactions: Practical Insights for Founders and Investors

    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 […]
    Japanese Buyers becoming Active in Global M&A
    Insights | 12 November, 2025

    Japanese Buyers becoming Active in Global M&A

    After decades of caution, Japanese corporations are once again asserting themselves on the global mergers and acquisitions stage. In 2025, Japan’s total M&A value surged to an all-time high of US$232 billion (Reuters, 2025), accounting for a significant portion of Asia’s deal-making rebound. The renewed momentum reflects a combination of domestic reforms, corporate governance pressures, and […]
    The Resurgence of SPACs in 2025
    Insights | 04 November, 2025

    The Resurgence of SPACs in 2025

    After a few years of slowdown, 2025 has marked a clear resurgence for special purpose acquisition companies (SPACs). New issuance volumes and proceeds have risen sharply from the subdued levels of 2023–24, reflecting renewed investor confidence, stronger governance, and a more disciplined sponsor landscape. Unlike the speculative boom of 2020–21, this resurgence is driven by […]
    Sector Leaders of 2025: Technology, Utilities, and Communication Services Outperform
    Insights | 28 October, 2025

    Sector Leaders of 2025: Technology, Utilities, and Communication Services Outperform

    As 2025 draws to a close, global equity markets have shown mixed performance across sectors. Despite a year marked by cautious monetary policy, moderating growth, and geopolitical uncertainty, several areas have continued to demonstrate resilience. Industrials performed solidly, gaining 18.0% YTD on the back of steady infrastructure investment and manufacturing demand. However, the clear leaders […]
    China’s Orthopedic Industry Going Global: A New Cycle of Globalization
    Insights | 22 October, 2025

    China’s Orthopedic Industry Going Global: A New Cycle of Globalization

    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 […]
    Implications of Being a Foreign Private Issuer
    Insights | 22 October, 2025

    Implications of Being a Foreign Private Issuer

    What Is a Foreign Private Issuer? A Foreign Private Issuer (FPI) is a non-U.S. company that meets the SEC’s definition of a “foreign issuer” and qualifies under the FPI test[1]. A company qualifies if 50% or less of its outstanding voting securities are held by U.S. residents (the shareholder test). If this threshold is exceeded, […]
    Middle East to Asia M&A Deals: A Rising Strategic Corridor
    Insights | 15 October, 2025

    Middle East to Asia M&A Deals: A Rising Strategic Corridor

    Introduction The global financial and strategic landscape is experiencing a tectonic realignment. Where cross-border investment once concentrated on transatlantic deal flows and transpacific capital movement, we are now witnessing the emergence of a strategic corridor defined not by geography alone, but by the alignment of policy, ambition, and macroeconomic convergence: the corridor between the Middle […]
    Capturing the Next Safety Wave in Southeast Asia
    Insights | 10 October, 2025

    Capturing the Next Safety Wave in Southeast Asia

    How solution providers can lead the transformation toward safer, smarter industries Across Southeast Asia, industrial growth is accelerating at a scale not seen since the early 2000s. Thailand, Vietnam, and Indonesia are becoming manufacturing powerhouses, drawing foreign investment and supply-chain shifts from China and beyond. New automotive plants, electronics assembly lines, and logistics hubs are […]
    Short Selling: Dispelling Myths and Strengthening U.S. Issuers in 2025
    Insights | 08 October, 2025

    Short Selling: Dispelling Myths and Strengthening U.S. Issuers in 2025

    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 […]
    Escaping Involution: Chinese Company Rationale for International Growth
    Insights | 01 October, 2025

    Escaping Involution: Chinese Company Rationale for International Growth

    “内卷Neijuan” or “involution”, isn’t a slogan; it’s showing up in P&Ls and market multiples. In autos, the price war has reached the point where BYD posted its first quarterly profit drop in 3½ years, explicitly pinned on price-cut competition; the company also trimmed expansion and slowed production. In solar, China can produce roughly twice the […]
    Retail Investors Driving Recent Bull Market
    Insights | 29 September, 2025

    Retail Investors Driving Recent Bull Market

    From Pandemic Spike to Structural Shift The role of retail investors in U.S. equities has undergone a fundamental transformation over the past five years. Initially, the sharp increase in individual trading activity during the pandemic was regarded as a temporary phenomenon. Stimulus checks, remote work, and commission-free trading platforms brought millions of new participants into […]
    Why European Companies Can’t Ignore Indonesia
    Insights | 24 September, 2025

    Why European Companies Can’t Ignore Indonesia

    After nine years of negotiation, the EU and Indonesia have struck a landmark trade deal that will reshape how Europe engages with Southeast Asia’s largest economy. The Indonesia–EU Comprehensive Economic Partnership Agreement (IEU-CEPA), signed on 23 September 2025 in Bali, removes the bulk of tariffs, eases non-tariff barriers, and expands market access across goods, services, […]
    FOMC Delivers First Rate Cut in 2025
    Insights | 19 September, 2025

    FOMC Delivers First Rate Cut in 2025

    In line with the outlook we outlined in our late August publication, “Jackson Hole 2025: Powell Hinting at Rate Cuts?”, the Federal Reserve delivered its first interest rate cut of 2025 on September 17, reducing the federal funds target range by 25 basis points to 4.00%–4.25%. The move, widely anticipated by markets, marks a notable […]
    SEC Rule 144: A Formal Overview of Selling Restricted and Control Securities in Capital Markets
    Insights | 15 September, 2025

    SEC Rule 144: A Formal Overview of Selling Restricted and Control Securities in Capital Markets

    Introduction The Securities and Exchange Commission (SEC) oversees the trading of securities to ensure transparency and investor protection. Rule 144, under the Securities Act of 1933, sets the rules for selling restricted and insider-owned shares to the public without going through full SEC registration. This article offers a comprehensive examination of Rule 144, detailing its […]
    Nasdaq Continues Push for Broader Blockchain Adoption Through Proposal of Tokenized Trading
    Insights | 10 September, 2025

    Nasdaq Continues Push for Broader Blockchain Adoption Through Proposal of Tokenized Trading

    On September 8th 2025, Nasdaq announced that it had submitted a filing to the SEC to enable trading of tokenized securities on its markets. Nasdaq’s proposal aims to provide market participants with the flexibility to choose between clearing and settling trades in the conventional manner or through tokenized, blockchain-based processes. Under the new system, any […]
    China Private Sector’s Supply Chain Breakthrough in Southeast Asia through M&A
    Insights | 09 September, 2025

    China Private Sector’s Supply Chain Breakthrough in Southeast Asia through M&A

    In the face of global supply chain restructuring, Chinese private enterprises are actively pursuing strategic acquisitions in Southeast Asia to secure their future competitiveness. 2025 has witnessed a significant surge in cross-border mergers and acquisitions (M&A) by Chinese private enterprises, particularly across Southeast Asia. This trend represents a strategic pivot towards supply chain resilience and […]
    How Supply Chain Drives Successful Product Innovation
    Insights | 08 September, 2025

    How Supply Chain Drives Successful Product Innovation

    Download Click here to download this article as a .pdf document. Introduction – A Shift in Perspective For decades, supply chain was defined by efficiency: cost control, on-time delivery, and smooth execution. Product innovation, by contrast, was owned by R&D, often headquartered in Europe or the U.S. and viewed as the “creative engine” of the […]
    Understanding Nasdaq’s Proposed Listing Standard Changes
    Insights | 04 September, 2025

    Understanding Nasdaq’s Proposed Listing Standard Changes

    On September 3rd 2025, Nasdaq proposed changes to its initial and continued listing standards as described below: Proposed Changes New Rule: Increase the minimum market value of publicly held shares (“public float”) to $15 million for initial listings under the net income standard. Existing Nasdaq Rule: New listings under the net income standard must have […]
    How Does the Green Shoe “Short” Provide Post-Market Trading Stability for New Issuers?
    Insights | 04 September, 2025

    How Does the Green Shoe “Short” Provide Post-Market Trading Stability for New Issuers?

    In U.S. capital markets, the greenshoe option, or over-allotment option, is a pivotal tool in initial public offerings (IPOs) that leverages short selling to manage stock price volatility, particularly during the critical first trading day. Originating with the Green Shoe Manufacturing Company in 1919, this mechanism helps new issuers manage initial market volatility post-pricing. It […]
    Jackson Hole 2025: Powell Hinting at Rate Cuts?
    Insights | 28 August, 2025

    Jackson Hole 2025: Powell Hinting at Rate Cuts?

    During this year’s Jackson Hole Economic Policy Symposium, Chair Jerome Powell described a U.S. economy that remains resilient, with inflation slightly elevated but notably below its post‑pandemic peak. The Fed reviewed its policy framework, scaling back parts of the 2020 consensus statement and reaffirming a straightforward 2% inflation target within a more flexible policy approach. […]
    [M&A] Smell of Opportunity: Bottled Desires and M&A in the $100B Fragrance Market
    Insights | 20 August, 2025

    [M&A] Smell of Opportunity: Bottled Desires and M&A in the $100B Fragrance Market

    Executive Summary: Global Consolidation Meets Cultural Innovation The global fragrance industry is no longer just about luxury—it’s about identity, emotion, and investment. What began as ritual and royalty in ancient Egypt and Renaissance Europe has evolved into a deeply personal and commercially potent category that blends art, science, and storytelling. Today, as consumers embrace scent […]
    ARC Group Vice President David Feng on Chinese Companies’ U.S. IPO & Financing Trends – ARC Group as a Key Ally in the “Capital Resupply” Battle
    Insights | 19 August, 2025

    ARC Group Vice President David Feng on Chinese Companies’ U.S. IPO & Financing Trends – ARC Group as a Key Ally in the “Capital Resupply” Battle

    Rebounding from a Capital Winter: The Financing Chain Is Being Rebuilt Following the monetary tightening and geopolitical volatility of 2023–2024, the U.S. capital markets showed clear signs of recovery in early 2025, and Chinese companies moved quickly to seize the window of opportunity. According to Dealogic, Chinese issuers raised $690 million via U.S. IPOs in […]
    Seizing Southeast Asia: Growth Opportunities and Strategies for Chinese and Foreign Companies
    Insights | 14 August, 2025

    Seizing Southeast Asia: Growth Opportunities and Strategies for Chinese and Foreign Companies

    Executive Summary Chinese companies are rapidly expanding in Southeast Asia, attracted by strong market potential, low costs, and the “China + N” strategy. Major opportunities lie in EVs, healthcare, and renewable energy. Companies face challenges such as complex regulations, intense competition, talent shortages, and uncertain US tariffs. Success depends on localizing operations, developing talent, and […]
    Market Spotlight: Malaysia & Singapore
    Insights | 13 August, 2025

    Market Spotlight: Malaysia & Singapore

    Market Comeback: U.S. IPO Activity Accelerates in 2025 The U.S. IPO market has entered 2025 with renewed momentum, reversing the cautious sentiment that defined much of 2023 and 2024. According to S&P Global Market Intelligence, second quarter IPO issuance increased more than 80% compared with the same period last year, delivering the strongest first half […]
    Tech M&A Outlook 2025: AI, Chips, and Hardware Deals to Watch
    Insights | 12 August, 2025

    Tech M&A Outlook 2025: AI, Chips, and Hardware Deals to Watch

    Introduction The first half of 2025 has set the tone for a pivotal year in technology M&A. Following a volatile 2023 and cautious recovery in 2024, dealmakers enter this year with renewed optimism, driven by a surge in generative AI applications, strategic semiconductor consolidation, and the integration of hardware and AI into the very core […]
    Recent Success of Southeast Asian Companies Listed in the U.S.
    Insights | 08 August, 2025

    Recent Success of Southeast Asian Companies Listed in the U.S.

    Implications and Trends in the Capital Market – August 2025 Southeast Asia’s presence in the U.S. capital markets is gaining momentum as several companies listed on Nasdaq and NYSE deliver strong results, exceed growth expectations, and demonstrate resilience in a challenging macro environment. These successes reflect not just company-specific wins, but also a broader shift: […]
    Key Points of Cross-border M&A for China LISTCOs
    Insights | 04 August, 2025

    Key Points of Cross-border M&A for China LISTCOs

    I. Executive Summary Cross-border M&A are a strategic priority for China LISTCOs pursuing global expansion, technological advancement, and portfolio diversification. However, these transactions involve significant complexity—ranging from regulatory hurdles and capital controls to valuation challenges and post-merger integration (PMI). Effectively navigating these complexities while maximizing deal outcomes requires experienced and specialized advisory support. This report […]
    Capital Markets Fuel Corporate Crypto Adoption
    Insights | 31 July, 2025

    Capital Markets Fuel Corporate Crypto Adoption

    Over the last few months, there has been a notable increase in transaction volume directly tied to cryptocurrency treasury strategies. What began as a niche movement among digital-native companies, has evolved into a widely popular approach among a large set of public issuers. Both crypto-native and traditional businesses are increasingly leveraging publicly listed vehicles to […]
    Strategic Positioning for Data Center Investment in Southeast Asia
    Insights | 31 July, 2025

    Strategic Positioning for Data Center Investment in Southeast Asia

    As global tech players diversify away from single-market dependencies, Southeast Asia has emerged as a core pillar of digital infrastructure development. Among its dynamic economies, Malaysia, Indonesia, and Vietnam are rapidly asserting distinct roles in the next wave of data center expansion. The question for forward-looking businesses is no longer whether to enter the region, […]