Morning Meeting: Health of the M&A Market

The video discusses the M&A market, predicting it to be one of the best years in the last decade despite a 20% decline. Key drivers include low interest rates and market stability. Cross-border activity, especially involving China, is significant. In pharmaceuticals, Valeant faces challenges but is expected to stabilize. Healthcare, industrials, and China are predicted to be active M&A sectors.

What is your opinion on the current state of the pharmaceutical industry, particularly regarding Valeant?

Which sectors do you believe will be the most active in M&A this year?