ARTICLES

In 2024, the technology industry will remain the most attractive for investors and a leader in the number of M&A deals. This year, approximately 60-70 deals are expected, with 19 already completed. For comparison, the real estate sector currently holds the second place with six M&A deals. Sergey Goncharevich, founder and managing partner of Capital Times, discussed this and much more at the webinar “When and Why IT Companies Need an M&A Deal” organized by the IT Ukraine Association. Mind took notes of the most interesting points.

During the Invest Talk Summit-2024, held in Kyiv on May 18, Artem Shcherbina, the Investment Director at Capital Times, shared insights on what to expect from investments in Ukraine and worldwide in the coming years.

The National Bank has recently announced the most significant easing of restrictions for businesses since the beginning of the full-scale war. Artem Shcherbina, the Director of Investments at Capital Times, analyzed for Mind how this will affect the latter and what implications it will have for the economy.

In February of this year, the volume of IT exports from Ukraine decreased by 5.3%. Analysts observe a devaluation of nearly all global IT giants. Under such conditions, M&A becomes arguably the only scenario for business development during challenging times.

The National Bank has recently cut its key policy rate from 15% to 14.5%. The previous rate cut took place back in December last year, preceded by several rounds of cuts over the course of six months. Artem Shcherbyna, Chief Investment Officer at Capital Times, explains why the NBU took this step again after maintaining the discount rate at 15% in January 2024, how it will affect the Ukrainian economy, and whether we should expect similar steps from the regulator in the near future.

The trend of falling demand in the IT sector and, as a result, falling company values will continue in the coming years. Serge Hancharevich, Managing Partner of Capital Times, tells how to correctly assess the value of an IT business in a recession in his column for AIN.UA.

Global stock indices have risen by 15-25% since November 2023. What is the reason for this optimism and why a possible stock market decline is a great opportunity for new investments in the capital market? Artem Shcherbyna, Chief Investment Officer at Capital Times, tells us.