IHS provides the “steel and power” backbone for wireless connectivity in emerging markets. Though historically an ...
A year of political flashpoints, central bank change and geopolitical risk lies ahead for markets in 2026. Daniel Casali, ...
Competition for natural resources and technology at a time when interest rates are being cut mean emerging markets can ...
Upslope Capital's Q4 2025 letter details new positions in Booz Allen Hamilton and Crown Holdings amid shifting macro ...
The investment slowdown reflects a deeper confidence gap—shaped by regulatory uncertainty, uneven demand visibility, and ...
Moore Capital’s cash is run by more than 40 portfolio management teams across macro, equities, credit and relative value ...
XRP ETF inflows crossed $1.37B with a record 35-day zero outflow streak. Can XRP reach $4-5 in 2026 as ETFs see record ...
The payment follows the government’s implementation of 16 economic and structural measures under the National Structural ...
As we step into 2026, it is again timely to share some perspectives to help navigate the evolving investment landscape.
UPS ( UPS 1.34%), one of the world's top shipping couriers, was once a reliable blue chip stock. Its shares closed at a ...
Large multi-manager funds, including D.E. Shaw, Balyasny Asset Management, Bridgewater Associates and Point72 Asset ...
Investment banking firm CardinalStone has projected a 300–400bps Monetary Policy Rate (MPR) cut in 2026 as macro stability ...