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Nigeria's currency, reserves and growth are stronger than they have been in years, but poverty and inflation numbers show the recovery has not yet reached most households.
Raghu Kohli2 September 20266 min read
Read ArticleMacro2 September 2026
Britain's industrial strategy promises to bring factories back, and the investment commitments are real. But a modern plant employs a fraction of the workers an old one did, and the political case for manufacturing still rests on job numbers the tech...
ManufacturingIndustrial StrategyProductivityUnited Kingdom
Ahana Bhattacharya8 min read
Read ArticleMarkets31 August 2026
China’s leading AI models are approaching US performance despite a vast gap in measured private investment. The divergence suggests that financing structures, computing constraints and diminishing returns matter as much as headline spending.
Artificial IntelligenceChinaUnited StatesCompetition
Meghana Sivapuram7 min read
Read ArticleMarketsGlobal Healthcare28 August 2026
Merck and Moderna's personalised melanoma vaccine has cleared Phase 3 and sent Moderna's shares to a record session. The harder question is whether a treatment built one patient at a time can ever be delivered at scale.
ModernaMerckmRNAOncologyBiotech
Abdul Wasey Bhatti7 min read
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