Student SpotlightMarketsPolicy22nd September 2026
With 16% of global investable assets expected to be tokenised by 2035, the question of which settlement asset digital finance should use is becoming urgent. From "atomic settlement" to challenging the status of SWIFT, Central Bank Digital Currencies look like the most ideal currency for the future, but how should central banks in developed countries change their policies to adopt it?
Cyrus Cheng8 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
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
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
Macro2nd 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 technology no longer produces.
Ahana Bhattacharya8 min read
Macro2nd September 2026
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 Kohli6 min read
Macro24th August 2026
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.
Ahana Bhattacharya8 min read
Macro17th August 2026
Payroll shocks and tame inflation managed to undo a month of Fed hawkishness. The economy just got worse, but Wall Street just got happier.
Raghu Kohli8 min read
Markets14th August 2026
Private Credit is one of the most rapidly expanding industries within private markets, with the Bank of England estimating a four-fold rise from 2015 to 2024. With the pressure of increased competition and potential reductions in interest rates, there is increased uncertainty around the future of the booming industry.
Anushka Mukherjee8 min read
Macro14th August 2026
Why the bond market may have become America’s biggest macroeconomic problem
Ahana Bhattacharya9 min read
MarketsOpinion11th August 2026
Offshore law firms have already sold stakes to private equity. US Big Law is watching, waiting for someone else to go first. The legal industry's long immunity to outside capital is ending, but the terms remain deeply uncertain.
Alexander Eklund11 min read
Markets10th August 2026
Semiconductor stocks have recently fallen despite resilient commercial demand, raising questions about whether the selloff is a temporary correction or an early warning of a broader economic slowdown.
Meghana Sivapuram7 min read