Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Check rules of thumb : Investing and corporate finance are full of rules of thumb, many of long standing.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Musings on Markets

DECEMBER 15, 2021

During my teaching lifetime, I have taught a wide swath of classes, ranging from banking to equity instruments, but in the last twenty years, my focus has been on three classes, c orporate finance, valuation and investment philosophies , with the last one taught only online.

Corporate Finance 74

Corporate Finance Valuation Finance Investments 74

CFO Talks

DECEMBER 5, 2024

With over 15 years of experience in financial management, she has held key roles at Nedbank, Imperial Bank, and Regiments Capital, where she developed expertise in corporate finance, reporting, and business strategy. What sparked your interest in finance?

CFO 52

CFO Finance Accounting Communication 52

Musings on Markets

JANUARY 5, 2024

Along the way, more people than I ever imagined have found my data of use, and while I still have no desire to be a data service, I have an obligation to be transparent about my data analysis processes. Financing Flows 5. Insider, CEO & Institutional holdings 2. Aggregate operating numbers 3. Beta & Risk 1. Return on Equity 1.

Valuation 106

Valuation Financial Analysis Analyzing Data Numbers 106

CFO News Room

JANUARY 11, 2023

According to the Bureau of Labor Statistics, finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030. According to the Bureau of Labor Statistics , finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030 – in line with other professional sectors.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Future CFO

MAY 1, 2024

As the person responsible for preparing an organisation’s financial reports, which include balance sheets and income statements, the role of a finance controller is anything but ordinary. Accurate problem definition is emphasised, highlighting the controller's role as the choice architect in resolving business issues.

Leadership 98

Leadership IFRS Finance Communication 98

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 96

Lime Light

JANUARY 12, 2022

The three main financial statements, balance sheet, cash flow, and income statement are the building blocks of organization-wide financial analysis. For these reasons and more, these financial statements are the most important for the finance office.

Financial Analysis 52

Financial Analysis Finance Corporate Finance 52

Future CFO

MARCH 27, 2025

As regulatory shifts come forth for organisations, the Finance department finds its way juggling priorities to deliver value for the company the best way possible. According to him, CFOs increasingly rely on these tools to provide up-to-the-minute financial insights, helping executives make faster, data-driven decisions.

Compliance 52

Compliance Financial Planning and Analysis (FP&A) Forecasting Financial Analysis 52

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Check rules of thumb : Investing and corporate finance are full of rules of thumb, many of long standing. Data: Trickle to a Flood!

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment? Why does the risk-free rate matter?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. FutureCFO: Can you share with me your finance career journey? When did you start to become interested in finance? Sereen Teoh, CFO, BIG Loyalty. Why or why not?

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Embracing these tools can transform the finance function from a traditional cost center into a dynamic, value-adding component of the business.

CFO 52

CFO Prioritization Leverage Risk Management 52

Musings on Markets

JANUARY 9, 2021

The first is that I do not have a macro focus, and my interests in macro variables occur only in the context of corporate finance or valuation issues. If you use it at their jobs as corporate finance or equity analysts, I am glad to take some of that burden off you, and I hope that you find more enjoyable uses for the time you save.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

CFO News Room

JANUARY 24, 2023

After all, I have lived much of my professional life in financial markets, where we have always had access to lots of data and market prices are set by crowds of investors. A few of these variables are macro variables, but only those that I find useful in corporate finance and valuation, and not easily accessible in public data bases.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Musings on Markets

JANUARY 8, 2022

After all, I have lived much of my professional life in financial markets, where we have always had access to lots of data and market prices are set by crowds of investors. A few of these variables are macro variables, but only those that I find useful in corporate finance and valuation, and not easily accessible in public data bases.

Valuation 99

Valuation Corporate Finance Currencies Numbers 99

Global Finance

MAY 13, 2025

You werent going to be shipping anything from China to the US at 145%, David Roche, president of financial analysis firm Quantum Strategy in Singapore, told Global Finance. The post US-China Tariff Truce Triggers Transpacific RushBut Uncertainty Lingers appeared first on Global Finance Magazine.

Forecasting 81

Forecasting Economics Financial Analysis Treasury 81

Global Finance

MAY 13, 2025

You werent going to be shipping anything from China to the US at 145%, David Roche, president of financial analysis firm Quantum Strategy in Singapore, told Global Finance. The post US-China Tariff Truce Triggers Transpacific RushBut Uncertainty Lingers appeared first on Global Finance Magazine.

Forecasting 52

Forecasting Economics Financial Analysis Treasury 52