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Each year we listen with bated breath to the Minister of Finance’s annual Budget speech to learn whether tax rates will increase and breathe a sigh of relief...
The dramatic rotation away from defensives and quality in 2024–2025 is unlikely to continue at the same intensity. With monetary policy stabilising and earnings growth expected to be more evenly di...
For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed and political tides turned across major ec...
Emerging-market (EM) corporates have a track record of resilience across market cycles. For over a decade, EM corporate bonds have allowed for participation in rising markets, while exposing invest...
EM debt stayed strong, aided by improving inflation, a weak USD, and solid growth. However, investors had to navigate renewed volatility amid geopolitical woes.
From automating entire workflows to unlocking trillions of dollars in new enterprise value, AI is transforming vertical software. Learn why industry-specific platforms are poised to lead the next w...
India’s SHANTI Act opens its nuclear sector to private and foreign investment, reforms liability rules, strengthens regulation, and lays the foundation for rapid clean‑energy expansion.
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