Topic
momentum
Dealmaking Stays Strong as Startup M&A Momentum Carries Into 2026
Indian startups are experiencing a surge in M&A exits, particularly in consumer, fintech, and ecommerce sectors, signalling a robust recovery in dealmaking. Major acquisitions by L'Oréal, Marico, USV, Pine Labs, and Meesho highlight strategic buyers' appetite for new capabilities. The recovery is driven by maturing startups and staged exit structures, with momentum carrying into 2026.
China's Domestic Economy Stalls Despite Record Export Surge, Jefferies Report Finds
A Jefferies market strategy report reveals that China's domestic economy continues to face headwinds, with consumer spending, property activity, and credit demand remaining weak, even as exports surged 19.4% in May and semiconductor shipments hit a record $35.5 billion. The report highlights a lack of evidence of a domestic demand pickup, underscoring persistent challenges in the world's second-largest economy.