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Peloton isn't going under imminently, but let's be real here: No fitness fad lasts forever. While there was a lot that went wrong, the long and short of it is that Peloton failed to read the room on its pandemic popularity. "It's not that Peloton isn't a good business model; it's that it simply isn't a mass product but more of a niche, luxe one," she said. Investors have soured on the company, and Peloton's once $50 billion market cap has fallen to under $2 billion. It also has to contend with the gym, which has all sorts of classes and fitness equipment that let people mix things up, including, in many cases, Pelotons or other connected-fitness devices.
Persons: I've, Tae, monthslong, Rina Raphael, Simeon Siegel, It's, That's, Siegel, Paul Golding, it's, Golding, there's, Raphael, Natalia Mehlman Petrzela, Emily Stewart Organizations: Private, BMO Capital Markets, Macquarie Capital, Google, YouTube, New School, Facebook, Business Locations: COVID, unsubscribing, Barre, America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigher oil prices from escalating Israel-Iran tensions will make the Fed more dovish: StrategistViktor Shvets of Macquarie Capital says "risk is everywhere", and policy makers and central banks will look through risks and supply side disruptions.
Persons: Viktor Shvets, Macquarie Capital Organizations: Macquarie Locations: Israel, Iran
New Delhi/London CNN —In just a few days, India will commence the world’s largest democratic election. So, is the hype around Modi’s India, which remains a largely impoverished country, justified? The world’s largest biometric database has also helped the government save millions by reducing corruption in welfare initiatives. Domestic investors, both retail and institutional, have been driving India’s stock market to unprecedented peaks. Still, India’s economy, much like its democracy, is far from perfect.
Persons: Narendra Modi, Indranil Mukherjee, Modi, Himanshu Sharma, Guido Cozzi, Arun Sankar, Billionaire Elon Musk Organizations: London CNN —, Getty, CNN, World, University of St, Unified, Bank, , National Stock Exchange of India, bourse, Bombay Stock Exchange, NSE, Shenzhen Stock Exchange, Hong Kong Exchange, World Federation of Exchanges, Macquarie Capital, Apple, Foxconn, Billionaire, International Labour Organization Locations: New Delhi, London, India, China, Beijing, Ajmer, Rajasthan, University of St Gallen, Switzerland, Asia’s, Washington, Sriperumbudur, Chennai, Mumbai's Churchgate, AFP
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMore upside opportunity for the S&P 500 between now and year end: Evans May Wealth's Brooke MayBrook May, Evans May Wealth managing partner and Viktor Shvets, Macquarie Capital head of global desk strategy, joins 'Closing Bell Overtime' to talk the day's market action.
Persons: Evans, Wealth's Brooke May, Viktor Shvets Organizations: Wealth, Macquarie Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's still too early for AI-related productivity gains to save the U.S. from secular stagnationViktor Shvets of Macquarie Capital says that the U.S. will continue to need fiscal and monetary stimulas in order for the economy to grow and that productivity gains from AI are still 5 to 10 years away.
Persons: Viktor Shvets Organizations: Macquarie Capital Locations: U.S
The market value of companies listed on India’s exchanges crossed $4 trillion in late November. But the country is stuck in recession and recently lost its position as the world’s third biggest economy to Germany. While interest in the world’s fifth largest economy is rising, the lofty prices of India’s stocks are scaring some international investors away. According to Macquarie, retail investors alone own 9% of India’s equity market value versus foreign investors at slightly under 20%. China “has a few too many companies which are $100 and $200 billion plus [in value],” Mittal said.
Persons: Peeyush Mittal, there’s, , Mittal, They’ve, Narendra Modi, Indranil Mukherjee, Jefferies, , MSCI, Aditya Suresh, Modi’s, Modi, there’ll, ” Suresh, shoring, Hubert de Barochez, Elon Musk, India “, ” Musk, Suresh, Satish Babu, China “, ” Mittal, Priyanka Agnihotri, Nirmala Sitharaman Organizations: New, New Delhi CNN —, Matthews Asia, Getty, Macquarie Capital, Bharatiya Janata Party, Monetary Fund, Jefferies, Capital Economics, Apple, Foxconn, , Workers, Chennai Metro Rail, Advisory, Indian Locations: New Delhi, Jaipur, San Francisco, India, China, Shanghai, Shenzhen, Hong Kong, Japan, Germany, Beijing, Washington, “ India, Macquarie, Chennai, Baltimore
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMacquarie Capital expects over $1.5 billion to be wagered on Super Bowl LVIIIChad Beynon of Macquarie Capital shares his predictions that Super Bowl LVIII will have on the sports betting industry.
Persons: Chad Beynon Organizations: Macquarie Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'investment clock is broken', look at these two markets to generate returns in 2024Viktor Shvets of Macquarie Capital says business and capital market cycles no longer exist and investors should instead pay attention to markets with strong "secular and productivity drivers".
Persons: Viktor Shvets Organizations: Macquarie Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSteeper decline of battery prices in the first half of this year, analyst saysJames Hong, head of mobility research at Macquarie Capital, says that will probably lead to better-than-expected profitability for some automakers' battery electric vehicle businesses.
Persons: James Hong Organizations: Macquarie Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina is investible, but in a very different form than it used to be: Macquarie CapitalViktor Shvets of Macquarie Capital says stabilization of China's economy and improvements in geopolitical tensions, could result in a re-rating in Chinese stocks.
Persons: Viktor Shvets, Macquarie Capital Organizations: China, Macquarie
Bain Capital to buy consulting firm Guidehouse in $5.3 bln deal
  + stars: | 2023-11-06 | by ( ) www.reuters.com   time to read: +1 min
The logo of Bain Capital is displayed on the screen during a news conference in Tokyo, Japan October 5, 2017. REUTERS/Kim Kyung-Hoon/FIle photo Acquire Licensing RightsNov 6 (Reuters) - Private equity firm Bain Capital will acquire government and business consulting firm Guidehouse in a deal valued at $5.3 billion, the companies said on Monday. Bain Capital declined to comment on specific terms of the Guidehouse deal, when contacted by Reuters. Guidehouse has been owned by Veritas Capital since 2018, when the PE firm acquired Big Four firm PwC's U.S. public sector business and rebranded it as Guidehouse. It also agreed to acquire 90% of India's Adani Capital and Adani Housing, buying out all of the Adani family's private investments in the company.
Persons: Kim Kyung, Guidehouse, Grant, Pritam Biswas, Devika Nair, Savio D'Souza, Shailesh Organizations: Bain Capital, REUTERS, U.S . Department of Defense, Homeland Security, Reuters, Veritas Capital, Big, Macquarie, Dovel Technologies, Chindata, Adani, Thomson Locations: Tokyo, Japan, United States, Bengaluru
The Sydney-based financial conglomerate has not had a steeper first-half profit drop in more than a decade. The results capped a run of "exceptional conditions" last year in the company's commodity trading and asset management segments, buoyed by energy market volatility and ripe conditions for asset sales, respectively, Chief Financial Officer Alex Harvey told Reuters. Macquarie said the asset management division's income should rebound in the second half to about the A$940 million it reported in the same period last year. The company said fees and commissions at investment banking arm Macquarie Capital were in line with the previous comparable period. Profit fell 28% to A$430 million.
Persons: David Gray, Alex Harvey, Macquarie, Shemara Wikramanayake, Wikramanayake, Barrenjoey, Lewis Jackson, Roushni Nair, Rishav Chatterjee, Jamie Freed Organizations: Macquarie Group Ltd, REUTERS, Macquarie, Reuters, Citi, Investment, Thomson Locations: Sydney, Australia, SYDNEY, Ukraine, North America, Israel, Bengaluru
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAdvanced chips: Japan isn't trying to divorce itself from the U.S., analyst saysDamian Thong, head of Japan research at Macquarie Capital Securities (Japan), says "I see it trying to be a more capable and competent partner [to the United States]."
Persons: Damian Thong Organizations: Macquarie Capital Securities Locations: Japan, U.S, United States
MILAN, Oct 5 (Reuters) - Italian petrol pumps group IP and Macquarie Capital (MBLCF.UL) said on Thursday they would create a joint venture to install charging stations for electric vehicles (EV) in 510 IP service areas across Italy. The stations will allow EV users to recharge their vehicles in about 15 minutes, the two companies said in a statement. Mediobanca acted as the sole advisor for the deal, the statement added. Reporting by Elisa Anzolin, editing by Alvise ArmelliniOur Standards: The Thomson Reuters Trust Principles.
Persons: Mediobanca, Elisa Anzolin, Alvise Organizations: MILAN, Macquarie Capital, EV, Thomson Locations: Italy
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina will likely outperform emerging markets in the short term and avoid any 'disaster' scenarioViktor Shvets of Macquarie Capital discusses why he remains bullish on China as a trading opportunity in the short-term although questions remain over the market's long-term prospects.
Persons: Viktor Shvets Organizations: China, Macquarie Capital Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMany Asian global automakers will benefit from the UAW strike, researcher saysJames Hong, head of mobility research at Macquarie Capital, discusses the impact of the United Auto Workers strike against the Detroit Three automakers on others in the global industry.
Persons: James Hong Organizations: UAW, Macquarie Capital, United Auto Workers, Detroit Three
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina is in a 'liquidity trap', but won't see a Lehman moment there: StrategistViktor Shvets of Macquarie Capital says that the Chinese government needs to 'go back to the playbook' and clean up the property sector the same way it has done so to its banking sector.
Persons: Lehman, Viktor Shvets Organizations: China, Macquarie Capital
Martech company Simon Data raised a $54 million Series D round this month. Marketing technology company Simon Data raised $54 million in fresh funds earlier this month as it plans to bolster its research and development division. The problem isn't collecting data — it's enabling data for business stakeholders to access it," said Simon Data cofounder and CEO Jason Davis. He said Simon Data was likely to grow somewhere between 45% and 50% this year. The Simon Data Series D round was led by Australian financial group Macquarie Capital with participation from existing investors, including Polaris, .406, and F-Prime.
Persons: Simon Data, Simon, Jason Davis, Davis Organizations: Macquarie Capital, Marketing, The, JetBlue, Bombas, Australian, Polaris Locations: The New York
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlibaba is well-positioned to take advantage of China's consumption recovery: MacquarieEllie Jiang of Macquarie Capital discusses why she remains optimistic about Alibaba's prospects despite the muted response to the company's earnings beat.
Persons: Macquarie Ellie Jiang Organizations: Macquarie Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are cautious on Toyota due to valuation, earnings cycle and lagging EV transition: AnalystJames Hong of Macquarie Capital says Toyota still lags behind most of its key competitors in the EV transition due to the company's early focus on hybrid vehicles.
Persons: James Hong Organizations: Toyota, Macquarie Capital
Macquarie's Commodities and Global Markets (CGM) unit, its biggest earner, has for several years cashed in on increasing hedging activity amid volatility in oil and gas markets. That had driven the Sydney-based firm's annual earnings to a record A$5.18 billion ($3.53 billion) in fiscal 2023 ended March. While Macquarie did not disclose a profit figure in its quarterly update, Citi Research had expected first-quarter earnings of around A$1 billion ($680.90 million). The analysts noted, however, that Macquarie's earnings may have come in below that. At the end of the quarter, Macquarie's capital surplus stood at A$10.8 billion.
Persons: Shemara Wikramanayake, Macquarie, Harish Sridharan, Navya Mittal, Echha, Subhranshu Sahu, Christopher Cushing Organizations: Macquarie, Citi, Macquarie Group, Macquarie's Commodities, Global Markets, Citi Research, Thomson Locations: Sydney, Bengaluru
Indonesia-Australia EV battery deal is a 'win-win,' analyst says
  + stars: | 2023-07-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIndonesia-Australia EV battery deal is a 'win-win,' analyst saysAri Jahja, head of research at Macquarie Capital, says "Indonesia is rich in nickel but [has] no lithium, whereas Australia is one of the leading lithium producers in the world, so I do see the collaboration as a win-win and a positive catalyst."
Persons: Ari Jahja Organizations: Email Indonesia, Australia EV, Macquarie Capital Locations: Australia, Indonesia
Private equity gears up for a deal fest Down Under
  + stars: | 2023-07-11 | by ( Antony Currie | ) www.reuters.com   time to read: +5 min
So it’s fitting that one of the country’s most hotly contested deals involving overseas private equity firms is for Rugby Australia. It’s also a teaser for the deal fest buyout shops are gearing up for Down Under. Another veteran, Blackstone (BX.N), has doubled its private equity headcount over the past couple of years. Reuters GraphicsWith $676 billion of private equity dry powder in the Asia-Pacific region, according to consultancy Bain & Co, regularly capturing a two-fifths share implies up to $270 billion of capital could be heading Down Under in the coming years. Australia, he said, was too small and too competitive for private equity firms to make money.
Persons: It’s, Blackstone, EQT, they’re, it’ll, there’s, Brian Hong, Robyn Mak, Thomas Shum Organizations: MELBOURNE, Reuters, Rugby Australia, CVC Capital Partners, Australian Financial, Down, Brookfield Asset Management, CVC, Nine Entertainment, AusNet Services, MidOcean Energy, Origin Energy, Retirement Trust, Consumer, Sydney Airport, Bain & Co, Reserve Bank of Australia, U.S . Federal Reserve, Macquarie Capital, Thomson Locations: Asia, Australia, China, People’s Republic, Asia Pacific, Pacific
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHyundai, Kia and BYD are well positioned to capture the growing EV market, says Macquarie CapitalJames Hong of Macquarie Capital said South Korea's Hyundai and Kia, as well as China's BYD, have strong supply chains and the scale to win the competition with late-comers and other incumbents.
Persons: Macquarie Capital James Hong Organizations: Hyundai, Kia, Macquarie Capital, Macquarie Locations: Macquarie Capital
Hyro, an AI tool for enterprise users, has raised $20 million in fresh funding. Founded in 2018 and launched in 2020, Hyro works with healthcare providers to replace chatbots. The company has raised new money from Macquarie Capital amid a boom in AI interest. Hyro, a conversational AI startup for enterprises, has raised $20 million in new funding. Founded in 2018, Hyro is a plug-and-play AI startup that provides conversational AI tools to sectors such as healthcare.
Persons: ChatGPT, Israel Krush, GPT, Krush Organizations: Macquarie Capital, Investors, Liberty Mutual Strategic Ventures, Black Opal Ventures, Hanaco Ventures, Spero Ventures, Ventures Locations: New York
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