Aug 23, 2025

I recently read about the future of India’s engagement with Southeast Asia, as discussed in a new book by an ex-ambassador. The book highlights the challenges and opportunities for both regions in the 21st century, emphasizing the importance of collaboration between India and ASEAN for policymakers.

There are concerns about a stock market selloff, with a strategist warning about warning signals on Wall Street such as low trading volumes and market froth. The strategist cautions against complacency and heightened risk-taking, suggesting a possible market pullback on the horizon.

An antitrust trial between the FTC and a private equity firm over a medical device acquisition is ongoing, while a new firm plans to fund AI-focused startups. Additionally, the world’s largest dairy is expanding its consumer footprint through acquisitions, and various venture capital deals have been making headlines.

In terms of acquisitions, R Systems has agreed to acquire Novigo Solutions, while EquipmentShare is preparing for an IPO after raising significant funds. Air Liquide is purchasing South Korea’s DIG Airgas, and Schneider Electric has acquired WattBuy. Cenovus Energy is also acquiring MEG Energy in a multi-billion dollar deal.

Notable personnel changes include promotions and new hires in various firms, such as Helena Capital, a16z, FlyteHealth, Scale Venture Partners, and KKR. Additionally, Blue Owl Capital is raising funds for a new fund, along with Haven Capital Partners, HLM Investment Partners, and Union Park Capital.

Stay Well!