Hardware vs. Software: How Global Investors Are Splitting Their AI Bets Between South Korea and India
The 2026 AI trade is not simply a story of investors leaving India for South Korea. A more useful way to understand the divergence is to look at where each market sits in the AI......
Quick take on the Ultra-Luxury Car Market
I went to Salon Privé expecting to look at some very expensive cars. I came away thinking about markets. From historic Ferraris...
Dubai’s Creative Economy Is Becoming a Serious Global Investment Story
Dubai is emerging as a global hub for creative-industry investment, attracting 754 greenfield projects and $3.756 billion of capital in 2025....
AI Is Not Ending Work But It Is Rewriting the Career Ladder
AI is not simply replacing jobs. It is changing how careers begin. As productivity rises and routine junior tasks become easier...
Debt, AI, Climate and Geopolitics: How the Global Economy Is Changing
In her first article for Blogs on Markets, Ankita Mangale explores how debt, AI investment, climate spending and geopolitics are increasingly...
Human bias and market imperfections
Narrative Economics has always fascinated me because markets do not move on numbers alone, they move on the stories people believe....
UK Drought 2026: Impact on the Economy and Inflation
England’s drought is hitting agriculture, food production and water supply. Here is what it could mean for business, inflation and the...
The New Risk Premium: Hormuz, Heatwaves and Fragile Growth
The Strait of Hormuz, European wildfires and fragile growth are forcing markets to reassess inflation, interest rates and risk in...
Semiconductor Sell-off: Why Chip Prices Are Rising as Chip Stocks Fall
Despite record earnings from leading chipmakers, semiconductor stocks have suffered a sharp sell-off. So what's driving the disconnect? This article explores...
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...