INSIGHTS

Markets Have Memory. Management Often Underestimates It. The Persistence of Market Memory Markets rarely forget what management has said. Companies often assume they do. In capital markets, information does not reset with each reporting cycle. Disclosures accumulate over time. Earnings calls, annual reports, investor presentations, ...

IR & AR WEEKLY ALERTS — ISSUE 112 Date: 28 December 2025 Coverage window: 21 December 2025 to 28 December 2025 Jurisdictions: United Kingdom, India, United Arab Emirates (Dubai and Federal), Qatar, Saudi Arabia Why this matters This week’s items cluster around one operational reality and two ...

IR & AR WEEKLY ALERTS — ISSUE 111 Coverage window: 14 December 2025 to 21 December 2025 (run-time cut-off: 18:00 IST), India Standard Time. Jurisdictions: United Kingdom, India, United Arab Emirates (Dubai and DIFC), Qatar, Saudi Arabia. Why this matters 1) Cutover risk in UK primary market ...

Why MD&A Matters More to Valuation Than We Admit The quiet influence of MD&A Within most listed companies, Management Discussion and Analysis is approached primarily as a regulatory obligation. It is prepared once the financial statements are finalised, reviewed for compliance, and aligned carefully with statutory language. Beyond ...

From Earnings Call to Deal Pipeline: How CMOs Can Turn Capital-Markets Moments into Campaigns 1. Why the earnings cycle is a missed commercial opportunity For most issuers, the earnings cycle is one of the most intensive communication efforts of the year. Finance, Investor Relations and ...

IR & AR WEEKLY ALERTS — ISSUE 110 Coverage window (IST): 07 December 2025 to 14 December 2025 (IST) Jurisdictions: United Kingdom, India, UAE (DIFC), Saudi Arabia Why this matters Across jurisdictions, the common thread this week is a tightening expectation that markets are not only transparent ...