Global Markets Macro Monthly, March 2023
Markets globally gave back part of their early-year gains as the macro story turned more challenging. Upside surprises to both inflation and growth in the U.S. and Europe led to a sharply higher repricing in U.S. rates as well as renewed uncertainty around the Federal…
The U.S. Dollar Has Turned. Now What?
Since September 26, the U.S. dollar has lost 13% against the Euro, around 10% against the Japanese yen and nearly 11% against a basket of developed market currencies, as per the Dollar Index. During the same period, the EMFX index – a popular currency measure…
DEBUNKING CHINA’S HOUSING MYTHS
China’s property sector is undergoing a severe contraction. Given property’s large size and interconnectedness, the sector’s woes are raising a series of concerns about local government finances, banks’ balance sheets and even about the risk of a deep recession. We find these concerns overblown and…
Shifting Sands: Opportunities in Emerging Markets
The global economy and markets have been grappling with a series of shocks, which are complex, diverse and often mutually reinforcing. While the high degree of uncertainty that has characterized the prospects for markets throughout the year persists, the sands are starting to shift in…
THE ROHATYN GROUP EXPANDS INTO AFRICA WITH ACQUISITION OF ETHOS PRIVATE EQUITY BUSINESS
New York, NY, and Johannesburg, South Africa, November 21st, 2022 — The Rohatyn Group (“TRG” or the “Firm”), a specialized global asset management firm focused on investment solutions in emerging markets and real assets, has entered into a definitive agreement to acquire the business of…
KKR to Acquire Ness Digital Engineering
October 27, 2022 – KKR, a leading global investment firm, today announced the signing of definitive agreements under which KKR will acquire 100% of Ness Digital Engineering (“Ness” or the “Company”), a global full-lifecycle digital services transformation company, from The Rohatyn Group (“TRG”). Founded in…
THE ROHATYN GROUP HIRES HARVEY FELMAN AS PARTNER AND HEAD OF BUSINESS DEVELOPMENT
New York, October 11, 2022 – The Rohatyn Group (“TRG” or the “Firm”), an asset management firm with expertise in emerging markets and real assets, today announced that it has hired Harvey Felman as Executive Committee Partner and Head of Business Development. Mr. Felman was…
THE ROHATYN GROUP COMPLETES ACQUISITION OF E-BIKE PRODUCTION COMPANY, LEADER FROM KJK CAPITAL
New York, July 13, 2022 – The Rohatyn Group (“TRG”), a global asset management firm, today announced that it has completed the acquisition of electric bicycles (“e-bikes”) producer Leader 96 EOOD (“Leader” or the “Company”), from KJK Capital (“KJK”), establishing a partnership with Dimitar Zlatanov,…
THE ROHATYN GROUP TO PROVIDE DEBT FINANCING TO MEXICAN LENDER CREDITO FACIL
New York, February 10, 2022 – The Rohatyn Group (“TRG”), an asset management firm with expertise in emerging markets and real assets, today announced that it will provide senior secured debt financing to Credito Facil SOFOM (“Credito Facil” or the “Company”), a provider of payroll…
THE ROHATYN GROUP APPOINTS COLIN CLARK AND ERIK KANKAINEN AS PARTNERS
New York, January 6, 2022 – The Rohatyn Group (“TRG”), an asset management firm with expertise in emerging markets and real assets, announced today that it is appointing Colin Clark and Erik Kankainen as Partners. Mr. Clark, who is based in London, leads TRG’s private…