Analysis

Latest Insights & Trends

Regulators Love Competition But Investors Love Monopolies

The UK Competition and Markets Authority’s (CMA) Microeconomics Unit has just published…

Oracle’s $455Bn Cloud Contracts Make Antitrust Scrutiny Look Obsolete

When Oracle released its fiscal Q1 results this week, the company did…

EU’s Director General Signals More Enforcement, DMA and FSR

When Lindsey McCallum, acting director general at DG Competition, spoke at the…

Covestro’s 10% Drop: Merger Arbitrage Opportunity or Value Trap?

Covestro is in the middle of a takeover by ADNOC, but the…

US Judge Gives OpenAI, Perplexity and Anthropic a Shot Against Google

When Judge Amit Mehta handed down his remedies ruling against Google last…

Zalando’s EU Court Loss Harmless; Real Threats Are Weak Demand, Shein and Temu

The General Court of the European Union on September 3 dismissed Zalando’s…

Mexico’s New CNA Faces Independence Test in Natural Gas Study

The new Comisión Nacional Antimonopolios (CNA) has barely been created and already…

When Regulation Hits the Brand: Woolworths Down 14%, Coles Up 31%

According to the Australian Competition and Consumer Commission (ACCC), Woolworths was until…

EU Has Tough DMA Choices to Make, Now Including AI

The European Commission has launched a consultation on the Digital Markets Act…