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......
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....
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...
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...