Jan 5, 2024 - Economy
Deals we’re watching
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Continued pressures from regulators, inflation and Fed rate moves will dictate private markets and dealmaking in 2024, Hope continues.
- Stock market bulls rampaged in 2023, while private markets remained sluggish. Expect a major acceleration in venture capital and private equity activity, Axios' Dan Primack says.
- With Hollywood's strikes and a decade-low year for global M&A activity now in the rearview, media deals are expected to flow this year, Tim Baysinger and Kerry Flynn say. Eyes are on Paramount, Warner Bros. Discovery, Vice, BuzzFeed and the NBA.
- Axios' health tech team, which includes Axios Pro's Erin Brodwin and Aaron Weitzman, is monitoring insurance company mergers, women's health startups, PBM (pharmacy benefit manager) shifts, and potential new treatment areas for GLP-1s.
- High on the retail watchlist for Axios Pro's Richard Collings and Kimberly Chin are Shein's IPO, completion of the Kroger-Albertsons deal, and luxury market consolidation.
- For alternative energy industries, Axios Pro's Katie Fehrenbacher sees 2024 as a year of reality checks — as the boom in clean energy incentive projects (think manufacturing, home solar roofs and offshore wind) meets inflationary pressure.
- And last but not least, whether it's banks dealing with Zelle scams or a growing number of proposals to regulate buy now, pay later, Axios Pro's Lucinda Shen sees 2024 as a year where fintech businesses have to button up on compliance.
