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    • Asset Management Second Half Expenditure

Asset Management Second Half Expenditure Newsletter
  • India Inc’s strong Q2 earnings mask a shallow recovery 21 Nov 2025 10:58 GMT

    … , an equity research and asset management firm, noted that India … order books and government capital expenditure momentum, added Mishra of … treasury gains should improve through H2, supported by the RBI … of TrustLine Holdings. “While H2 looks stronger, a real, …

  • City round-up: Bodycote sell non-core assets; NWF profit warning; Knights 21 Nov 2025 09:42 GMT

    … non-core sites to French asset management company, Arcole. The … generation. “We expect the second half to benefit from recent … £3.5m of capital expenditure, alongside strong cash conversion. … improvements seen in the second half of FY25, which Knights …

  • H2 2025 Global Hotel Outlook 02 Oct 2025 22:46 GMT

    … growth of -0.6% for H2 2025, bringing our full- … its later stages. Operators and asset managers must remain diligent on cost … expected to persist in the second half of this year. There have … of stay and limiting cost expenditures. After logging strong growth …

  • Americas M&A Newsletter Fall 2025 21 Nov 2025 02:28 GMT

    … These include annual marketing expenditures tied to communications with … equity interest in an asset management firm (the General Partner … A activity within the asset management industry. The market … A developments In the second half of 2025, Delaware courts …

  • Nvidia Earnings Live: AI Chip Giant's Results Blow Past Wall Street Expectations, Sending Stock Sharply Higher; CEO Huang Cites "Off the Charts" Sales 20 Nov 2025 01:11 GMT

    … Artificial Intelligence build out,” Northlight Asset Management CIO Chris Zaccarelli said in … full-year forecast for capital expenditures and said it expects investments … the mid-teens throughout the second half of the year. (It was …

  •  How FG Can Meet The Nation’s Spending Plan In Second Half Of 2025 – Report  19 Jun 2025 08:04 GMT

    … 2025 budget deficit, investment manager Zedcrest Wealth Limited said … against an aggregate expenditure of N49.74 trillion … is projected to decrease, investment managers stated.  Citing improved … debt sustainability.  In the second half of 2025, Nigeria’ …

  • Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) Q2 2026 Earnings Call Transcript 18 Nov 2025 14:30 GMT

    … and digital, where strategic expenditures were made and Global … explain our assumptions for the second half later, but we forecast … increase in AUM in the asset management and investor services, the … bond management from the second half onwards, our policy of …

  • Market consolidating, upswing in H2: Sachin Shah 29 Jul 2025 05:35 GMT

    … Shah, Fund Manager, Emkay Investment Managers, says the Indian economy … excelling and selective capital expenditure showing positive trends. There … your take on the second half of this current … better, particularly in the second half of this financial year …

  • Analysts forecast 30 per cent stock market uptick in H2 21 Jul 2025 05:52 GMT

    Analysts at Cowry Asset Management have projected a 30 … Nigerian equities market during the second half (H2) of the year, citing … and stronger government capital expenditure as key factors expected … said: “Looking ahead in H2, we maintain our market …

  • 10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26 17 Feb 2025 00:59 GMT

    … investment officer-equities at Edelweiss Asset Management Company Ltd, which oversees … to pick up in the second half of FY26 (2HFY26) as … to pick up in the second half of FY26 (2HFY26) … recovery will be government capital expenditure (capex) and consumption. …

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