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September 2026

  1. Macro

    An Uneasy Argument for Digitisation

    Digitisation transforms economies but its success ultimately depends on governing institutions. From India's UPI and Estonia's e-government to Britain's digital ID debate and China's surveillance infrastructure, which institutions are strong enough to keep it in check?

  2. Macro

    Same Boom, Opposite Bets

    Chile has taken majority control of its lithium and investors have stayed. Peru has kept a market-friendly framework and watched output stall. What capital is pricing is not ideology but whether a government can bind its successors

  3. Macro

    The Naira's Quiet Comeback

    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.

August 2026

  1. Macro

    Europe's Bond Market Is Sending a Warning

    Germany has abandoned the borrowing rules that defined it, and the euro zone is heading for record bond supply just as the ECB stops buying and starts tightening. Yields are climbing accordingly. The question is no longer whether Europe can borrow, but whether what it buys with the money is worth what the money now costs.

  2. Policy

    Closed Models and Closed Details

    The White House and major AI companies meet to finalize the Voluntary AI Framework. With all discussions happening behind closed doors, Americans are left in the dark about the future of artificial intelligence and their government.

  3. Markets

    The energy transition myth

    We have never produced so much clean energy, and renewables have never been so cheap or so popular, yet we are no closer to net-zero. This irony boils down to two words, supply and demand – and most of the narrative around renewable energy is centred on the wrong one.