From AI Hype to AI Proof
The AI boom has turned semiconductor companies into some of the biggest winners in global markets. But on Friday, chip stocks came under heavy selling pressure, leaving many investors wondering whether the AI trade is......
What Private Markets Taught Me About Long-Term Thinking
Private markets do more than reward patience—they create a system that makes long-term thinking unavoidable. Harsh Doshi reflects on how illiquidity,...
Why Hedge Funds Have Always Watched South Korea And Why They Still Do
South Korea has always been far more than a domestic stock market. For decades, hedge funds have used it to hedge...
How UK Politics Affects Business and Finance: Four Prime Ministers and a Fifth on the Way
The UK is heading for its fifth prime minister since 2020. This article explains how repeated leadership changes have affected business...
Global debt is becoming harder to ignore
Global debt is no longer just a background issue for governments. With public debt near historic highs, interest payments rising and...
Is Syria a Lost Story?
Syria is not a lost story because nothing is happening. It is a lost story because the world stopped paying attention...
Climate Targets Are Losing Political Priority
Climate targets still exist, but they are no longer driving the political agenda in the same way. As governments deal with...
AI Is Moving Faster Than the Global Economy Can Adjust
AI is not just a jobs story. It is a labour story, a pension story, a demand story and a market...
The AI Trade Is Entering Its Next Phase: Prove It
Markets sold off on Tuesday, but this wasn't normal risk-off day. The selling was concentrated almost entirely in one place: AI. South...
UK-India trade deal to be implemented from 15 July 2026: What this means for the UK
The UK-India Comprehensive Economic and Trade Agreement comes into force on 15 July 2026, alongside the Double Contributions Convention. It liberalises...