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 borrowing costs no longer as cheap as they were in the 2010s, debt is......
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...
Scam 2026!
News platforms are buzzing with the Rs. 15 lakh crore Rajesh Exports misrepresentation uncovered by SEBI last week. Yes the title...
The distinctive tale of the UK economy in May 2026
UK gilt yields at 2008 levels, government debt at 1960's levels, takeovers up 250%, listings at record lows. The bond market...
Understanding politics from a financial lens
Earlier in my career I used to treat politics as background noise until my deals got materially impacted and halted when...
A Cheatcode to Investing? What You Can Learn from Watching Hedge Funds
Most retail investors feel lost when looking at the markets. Here is something well known in finance circles but rarely talked...