Browse market commentary, macro analysis, and student-led reporting.
MacroOpinion28th September 2026
Some would describe the so-called "neoclouds" as the railways of the AI revolution that facilitate the steam-trains of the next most powerful chips to thunder across. However, are these AI infrastructure giants economically viable in the long term?
Shea Sykes5 min read
Global HealthcareMarkets28th September 2026
Anthropic's Claude has identified a previously uncharacterised biological system. For biotech investors, the real breakthrough could be AI making the earliest stage of drug discovery much cheaper.
Abdul Wasey Bhatti5 min read
Public Policy28th September 2026
Reform's £72m donor row shows Britain isn't turning into America, the rules are stricter and tightening, but the scale and the alleged foreign-money dodge make this a genuinely serious case, not just media noise.
Josh Dolan10 min read
Macro28th September 2026
How Bangladesh’s garment industry transformed more than just the country’s exports, giving millions of women paid employment and reshaping education, fertility and household decision-making.
Ahana Bhattacharya7 min read
Markets24th September 2026
Private equity's hopes dating from 2025 have once again been simmered this year, and the liquidity reckoning could quietly rewrite how the industry raises and returns capital.
Sonal Weerasekera7 min read
Student SpotlightMacro23rd September 2026
Trump's promised $5,000 dividend has no confirmed funding source, raising questions about its inflation and economic risks. Here's what the numbers say.
Ranulf Kirby10 min read
Markets23rd September 2026
Rearmament has turned defence from an industry private capital avoided into one it is pouring money into, though Europe's governments are increasingly particular about whose money it is.
Alexander Eklund15 min read
Macro23rd September 2026
Four years after default, Sri Lanka has growth, reserves and a near-complete restructuring, and an IMF review that just ended without agreement. The recovery keeps getting rescheduled, not resolved.
Raghu Kohli7 min read
MarketsMacroPolicy22nd September 2026
As 16% of global investable assets are expected to be tokenised in 2035, the question of what settlement asset to use for digital finance raise. From "atomic settlement" to challenging the status of SWIFT, Central Bank Digital Currencies（CBDCs）seems to be the most ideal currency for the future. If so then how should central banks of developed countries should change their policies to adopt this new landscape?
Cyrus Cheng8 min read
MacroPolicy20th September 2026
Rising government borrowing and an AI-driven corporate debt boom are testing how global capital is allocated across an increasingly crowded bond market.
Meghana Sivapuram7 min read
PoliticsPrivate Credit20th September 2026
Basel IV and Chinese price-dumping left frontier mineral and energy corridors unbankable for private capital. This is how sovereign balance sheets turned geopolitical chokepoints into private yield.
Manasvi Kommuri9 min read
Macro20th September 2026
Many developing economies are rich in commodities but capture little of the value created from them. Moving beyond extraction and into processing, manufacturing and branding could be key to escaping commodity dependence.
Ahana Bhattacharya4 min read