Remove Currencies Remove Investments Remove Valuation
article thumbnail

McKinsey’s Koller: Valuation Isn’t Broken—Expectations Are

Global Finance

Global Finance : To what extent does geography play a role in affecting a company’s valuation? For the most part, a lot of what people are talking about is not a currency. We call it a cryptocurrency, but it’s not a currency. It is a speculative investment. There’s no inherent valuation.

article thumbnail

Sovereign Ratings, Default Risk and Markets: The Moody's Downgrade Aftermath!

Musings on Markets

Sovereign Defaults: A History Through time, governments have often been dependent on debt to finance themselves, some in the local currency and much in a foreign currency. However, those defaults, and especially so in recent years, have been supplemented by countries that have chosen to default on local currency borrowings.

Marketing 116
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Musings on Markets

I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value. In this role, the cost of capital is an opportunity cost, measuring returns you can earn on investments on equivalent risk.

article thumbnail

GW Platt Foreign Exchange Bank Awards 2025: FX Tech Global Winners

Global Finance

Comprehensive FX management integrates tools, analytics, and AI to mitigate currency risks. A comprehensive foreign exchange (FX) exposure management strategy combines tools and techniques to identify, measure, and manage currency risks, empowering businesses to confidently navigate the complexities of the global marketplace.

article thumbnail

At the Money: Matt Hougan on Responsible Crypto Investing

Barry Ritholtz

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

article thumbnail

World’s Best Investment Banks 2025: Regional Winners

Global Finance

The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. IPOs, however, are enjoying a surge. In Europe, IPOs are down 19%. billion), Puig Brands in Madrid ($2.9

article thumbnail

In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

Musings on Markets

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?