M&A Market Has Clearly Slowed, Citi's Shafir Says

The video discusses the impact of government policies on mergers, particularly in the semiconductor industry, and how industrial policies are influencing global competition. It highlights the challenges companies face in mergers and acquisitions, including regulatory hurdles and market conditions. Recent trends in M&A activity and investor behavior are also examined, with a focus on valuation and strategic considerations.

What concerns are raised regarding hedge funds in relation to the Qualcomm deal?

How are governments treating corporate mergers according to the text?

What was President Trump's stance on the Qualcomm merger?

What impact does the state of U.S.-China trade relations have on corporate mergers?

How have valuations and rising rates affected companies' willingness to engage in mergers?

What factors are contributing to the slowdown in corporate mergers as mentioned in the text?

What does the text suggest about the trend of investors rewarding companies that pursue M&A?