The Big Picture

As with other disruptive economic or technological shift, the rapid growth of AI is starting to draw backlash, including from U.S. political leaders. Scrutiny is on hyperscalers like Microsoft and Amazon Web Services over the potential impact of data center growth on electricity prices and AI more broadly across society For policymakers and business leaders, […]

In a recent edition of Greed & Fear, Chris Wood argues that the multi-year AI investment cycle has entered a new phase, with pricing power moving from hyperscaler cloud providers to memory producers. SK Hynix and Micron have been key beneficiaries, with market capitalizations rising alongside contract prices for advanced memory.

The global secondary market reached $240 billion in transaction volume in 2025, a 48 percent year-over-year increase that surpassed expectations and marked the largest year on record. That followed a record-breaking 2024.  Activity accelerated as the year progressed, with $137 billion in volume in the second half alone. Strong buyside demand, supported by rising levels […]

As Dubai strengthens its position as a global capital for trade, innovation, and investment, Jefferies is once again convening leading corporates and investors from across Asia, the Middle East, and South America for its second annual GEMS (Global Emerging Markets) Conference, held November 24–25, 2025.Following a successful debut in 2024, the conference has quickly established […]

In 2024, 338 companies went public on the National Stock Exchange of India (NSE) and BSE, raising a record $21 billion. By year’s end, India was one of the world’s hottest IPO markets, with its volume matching the combined total of China and Hong Kong. More recently, though, Indian public markets have lost steam. The […]

Jefferies’ latest Human Capital Survey, which compares attitudes in the Japanese labor force to those in the U.S. and U.K., provides valuable insights.

This expanded role has sparked a wave of products aimed at optimizing the often-painful workflows that fall to CFOs.

According to Aashish Agarwal, the Jefferies country head, the country’s economy has undergone profound changes that are often not discussed or understood.

In July, Jefferies’ Private Capital Advisory team released its mid-year review of the secondary market, consolidating discussions, surveys, and research from the market’s biggest and most influential limited partners, general partners, and secondary buyers. This report follows Jefferies’ H2 2023 secondary market review, which predicted near-record secondary volume, higher LP pricing, and a sustained capital […]