Journal
Since 2023, India's midcap equity market has become an increasingly revealing expression of the country's economic transformation
Local currencies do not need to replace the dollar to reduce their dependence on it.
Canada’s flow-through share market represents one of the rare cases in which fiscal policy does more than subsidize investment: it becomes part of the security itself.
During the first ten months of 2026, the FTSE 100 has reinforced a fundamental distinction between the performance of British equities and the condition of the British economy.
The AI infrastructure boom is often described through GPUs, model scale and data-center investment.
Electricity was once treated as a background input to economic growth—abundant, predictable, and available wherever capital chose to build.
In markets, liquidity is often treated as residual capital the portion of a portfolio waiting to be deployed once a sufficiently attractive opportunity appears.
For decades, Africa has occupied a relatively narrow position in global investment portfolios
For decades, Russia’s economic geography was fundamentally oriented westward.
For most of the modern economic history of the Gulf, hydrocarbons defined both the source of wealth and the structure of the state.