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Capital Flow

Shows how policy, balance sheets, market structure, and investor expectations transmit change across industries.

AllMacro InsightsCorporate StrategyFinTech & Future AssetsSector Deep-dive
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Capital FlowCorporate Strategy

M&A Deals Strong: Global M&A activity reaches a five-year high in 2026, capital investment becomes the main driving force

This report, based on LSEG data, indicates that global M&A transaction volume reached a five-year high in the first quarter of 2026, a year-on-year increase of 27%. Although US deals remain the main driver, European deals have rebounded strongly, while the Asia-Pacific region has seen a decline. Market trends show that capital investment (such as private equity and venture capital) is driving transactions, rather than traditional strategic M&A.

Nov 12, 2026
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Capital FlowFinTech & Future Assets

The Global Exploration Status of Central Bank Digital Currencies (CBDC): From Pilot to Geopolitical Game

Around the world, central bank digital currencies (CBDCs) are moving from concept exploration to practical piloting. Although three countries (Bahamas, Jamaica, Nigeria) have fully launched CBDCs, the number of CBDC projects being actively explored globally continues to climb, especially in emerging markets and BRICS countries. Different economies have adopted differentiated strategies; developed economies tend to be cautious, while emerging markets are accelerating their development in response to stablecoins. At the same time, the challenges facing CBDCs include financial system risk, cybersecurity, and the construction of complex regulatory frameworks, posing new geopolitical considerations for national security and monetary sovereignty.

Nov 6, 2026
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Capital FlowCorporate Strategy

TITLE: Deloitte M&A Trend Pulse Survey: Corporate and Private Equity Leaders Remain Cautiously Optimistic About 2026 Transaction Activity

The summary of Deloitte's latest M&A trend pulse survey shows that leaders in the corporate and private equity sectors are cautiously optimistic about M&A activity in 2026. The report emphasizes that cross-border acquisitions will be an important growth path for companies to achieve growth.

Nov 5, 2026
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Capital FlowMacro Insights

European Central Bank Financial Stability Review: Review of Monetary Policy Strategies and Tools

This report is based on the European Central Bank's Financial Stability Review for May 2026, detailing the ECB's monetary policy strategy, the use of tools, and the assessment of economic and financial stability. It focuses on key aspects such as inflation targets, asset purchase programs, liquidity tools, and collateral management.

Nov 4, 2026
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TSO / High confidence
Capital FlowFinTech & Future Assets

Compliance New Frontiers: From Understanding Customers to Understanding Agents

This article, based on Adil Khan's views, elaborates on the new phase in the compliance field driven by AI technology, shifting from "knowing the customer" to "knowing the agent." It emphasizes that in AI-driven customer interactions, institutions need to deeply understand the agent's permissions, data usage, and potential risks, while pointing out that data quality, cross-institutional collaboration, and AI governance are key to addressing new challenges like fraud and synthetic identity.

Oct 30, 2026
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