이제 별 문제 없어보여서...

내국인도 어안이 벙벙하다는 사람이 10이면 10인데 외국은 어떻게 생각할지, 또 이 뒤에는 뭐가 일어날지

오랜만에 느껴보는 순수한 혼란

게임오바

든든한 아군

손가락 들지 않아도 신탁 유효할 가능성 크다는 학설 재증명

South Korea CDS (5y)

한 편 엄청 시끌벅적한 또 다른 화약고

이유는 유로마이단과 비슷

https://www.aljazeera.com/news/2024/12/3/georgia-protests-whats-behind-them-and-whats-next

조심스럽긴 한데 공중분해의 기운이 느껴집니다

Seven & i $60 Billion Management Buyout to Include US Assets IPO

https://www.bloomberg.com/news/articles/2024-12-04/seven-i-60-billion-management-buyout-to-include-us-assets-ipo

BofA 수석 유럽 자산전략가 세바스티앙 래들러:

지난 20년간 공공분야 과소지출의 문제를 독일이 알아가고 있다, Fiscal Fawkish했던 CDU는 이제 재정적 확장 스탠스. 따라서 DAX에 업사이드 리스크 존재.

흥미로운 콜이네요. 비슷한 논리를 근래에 본 적도 있고...(재정건전성 덜 챙겨도 되지 않냐는 논의가 증가중이라고 함)

VC Deals
AI computing startup Tenstorrent has raised a $693 million Series D at a $2 billion pre-money valuation led by Samsung Securities and AFW Partners.

Digital banking specialist Lumin Digital has raised $160 million in a round led by Light Street Capital, NewView Capital and Partners Group.

KPay, a Hong Kong-based SMB financial management specialist, has raised a $55 million Series A led by Apis Partners.

Yurts, which offers an AI-powered chat assistant for US government and defense agencies, has raised a $40 million Series B led by XYZ Venture Capital.

Orthopedic surgical device specialist Ossio has raised $27.6 million in a round led by Questa Capital.

Israeli startup Droxi, which is developing a platform for medical administrative tasks, has raised a $21 million Series A led by Drive Capital.

Carbmee, a Berlin-based carbon management specialist, secured a €20 million Series A led by CommerzVentures.

Space-tech specialist SpinLaunch has raised $11.5 million of a planned $25 million, according to a regulatory filing.

Orakl Oncology, a Paris-based precision oncology startup, raised an €11 million seed investment led by Singular.

StretchDollar, which offers a health benefits platform for small businesses, raised a $6 million seed investment led by Fika Ventures and Oscar Health.

PE Deals
Crane Company has sold its engineered materials business, Crane Composites, to an affiliate of KPS Capital Partners at a $227 million valuation.

Blackstone and Greater Sum Ventures have made an equity investment in Inhabit, a property management software developer.

RJW Logistics, a supply chain specialist focusing on consumer packaged goods, has received a strategic investment from Berkshire Partners.

Accounting and consulting specialist UHY has received an institutional investment from Summit Partners.

Ridgewood Infrastructure has invested in Valley Cold Storage & Transportation, which provides temperature-controlled storage and logistics solutions to the food, agricultural, retail and pharmaceutical sectors.

H.B. Fuller has sold its flooring unit to Pacific Avenue Capital Partners, valuing the business at $80 million.

Exits
AI-powered financial services specialist Uptiq has acquired UpSwot, a VC-backed financial data integration provider.

United Bankshares has received regulatory approval to merge with Piedmont Bancorp, a VC-backed banking services company.

Great Hill Partners has sold its portfolio company Mission Cloud Services, a cloud management and service provider, to publicly traded CDW.

Summit Midstream Partners, an affiliate of Summit Midstream Corporation, has completed its acquisition of Tall Oak Midstream Operating from an affiliate of Tailwater Capital in a transaction valued at $155 million.

Publicly traded VSE Corporation has completed its acquisition of Kellstrom Aerospace Group from AE Industrial Partners.

Fundraising
Cadenza, a pre-seed and seed VC firm, has raised $50 million for its early-stage AI fund.

정정: 용의자가 아닌 CEO가 사망함

아직 어떤 용의자가 무슨 동기로 저질렀는지는 미확인

THE REPORTED VICTIM IS UNITEDHEALTHCARE CEO BRIAN THOMPSON.
$UNH IS UNITEDHEALTH GROUP, WHICH IS THE PARENT OF UNITEDHEALTHCARE AND OPTUM. ...

백주대낮에...

바로위는 센트럴파크, 아래는 록펠러센터

일대일로는 계속됩니다
다만 이번엔 미국의 주도

https://www.bloomberg.com/news/articles/2024-12-04/biden-unveils-600-million-in-new-financing-for-african-railway

임기 말입니다만 앙골라에도 직접 방문을 하셔서 "전략적 경제 회랑"을 언급하며 강조하는 모습입니다. 또 관영언론 VOA를 통해 "중국에 대항하는" 전략임을 표현. 지금까지 40억 달러가 투입됨.

주된 역할은 코발트, 구리 등 주요 광물이 생산되는 내륙과 수출하는 해안간의 연계강화, 도로로 40일 걸리던 것을 40시간으로 단축.

그러나 규모 면에서 중국에 심하게 밀린다는 평가, 더 많은 투자가 필요한데 트럼프가 어떤 입장을 보일지?

Biden visits US-financed Angolan rail hub

궁금해서 중동&아프리카 지역 운송섹터 업체들 보니까 순위가

1. 두바이 유료도로 운영사
2. 아부다비 항구
3. 모로코 항구(a.k.a. MarsaMaroc)
4. 터키 공항
5. 사우디아 항공 지상조업사
6. 두바이 택시
7. 사우디아 버젯 렌터카 지사

그 외 등등...
아직 사하라 이남 아프리카는 태동하다 못해 없는 상태인듯

한국 은행들도 비슷하게 할 수 있음

Singapore Stock Benchmark Headed for Record High as Banks Rally

https://www.bloomberg.com/news/articles/2024-12-05/singapore-stock-benchmark-headed-for-record-high-as-banks-rally