Archive
Browse market commentary, macro analysis, and student-led reporting.
MarketsGlobal Healthcare16th September 2026
Britain's healthcare crisis is proving lucrative. As the NHS waiting list persists, investors are paying £1bn to bet on the future of private hospitals.
Abdul Wasey Bhatti4 min read
Macro16th September 2026
Unprecedented AI infrastructure demand has created a memory-chip squeeze. The same semiconductor materials powering your Claude Pro subscription are also needed to build the device you use to access it. The AI giants are hesitant to take their foot off the CapEx gas pedal but what implications has this had for the cost of your new iPhone?
Shea Sykes5 min read
Macro15th September 2026
Partition swapped Punjab's economic capital almost overnight - and almost eighty years later that divide is still shaping the region's economy.
Daya Kaur Kalher6 min read
Politics14th September 2026
With a presidential pardon in place and the Fifth Amendment invoked, Senate Republicans are scrambling to prosecute Former Chief Medical Advisor Anthony Fauci
Geraldine Hernandez11 min read
MacroPublic Policy13th September 2026
South Africa's six-quarter growth streak just got broken by a trade drag. Weeks after the quarter closed, the port meant to fix that blockage fell over
Raghu Kohli6 min read
Macro13th September 2026
Congo is paying to map its own subsoil and intends to charge for the results. The bet is that better information, rather than more investment, is what turns mineral wealth into bargaining power.
Ahana Bhattacharya4 min read
Macro11th September 2026
Higher taxes, heavier borrowing and a labour market with no slack left are keeping Russia's war economy going. What the Kremlin sacrifices to keep it going is the real question.
Sitian Huo8 min read
MarketsMacro10th September 2026
The AI equity surge is spilling into the bond market, keeping US Treasury yields higher than what many think can be sustained. The AI Hyperscalers are expected to spend $700 billion this year. With no sign of slowing capital expenditures, how much more can the bond market take?
Shea Sykes4 min read
MacroOpinion9th September 2026
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?
Ahana Bhattacharya6 min read
Public Policy9th September 2026
Ireland's centuries of conquest, famine and partition never actually got resolved, they just got paused by the Good Friday Agreement, and Brexit has now reopened the constitutional question that Burnham says he won't touch but his own Northern Ireland Secretary admits is coming anyway.
Josh Dolan13 min read
Macro9th September 2026
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
Raghu Kohli7 min read
Private MarketsGlobal Healthcare6th September 2026
Three deaths have paused eight Novartis trials and frozen enrolment at Bristol Myers Squibb - turning autoimmune CAR-T from a clinical question into a valuation problem for everyone who has already bought in.
Abdul Wasey Bhatti7 min read