Calm Yourselves

That merger mooted by Credit Suisse? The one everyone is talking about, between Anheuser-Busch InBev and SABMiller?

It ain’t gonna happen.

Yes, it is superficially a good fit, with SAB strong in central and eastern Europe and AB InBev big in South America and China, but the scope of the deal is so massive it beggars belief. In my humble opinion, the only way anything even approximating this could go ahead would be after the wholesale evisceration of SABMiller, and I can’t imagine the brains behind the company are in any rush to do that.

 

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