Jan 27, 2026 7:12 am
Debate around artificial intelligence has become overly focused on existential or ethical risk, while a more immediate and historically familiar danger receives less attention: financial fragility created by private-market excess. The current capital-raising efforts of OpenAI, including a high-profile funding tour through the Middle East, provide a timely real-world context in which to examine this…
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Jan 23, 2026 10:06 am
Markets, policymakers, and commentators are understandably absorbed by the immediacy of events. President Trump’s unorthodox policymaking, the visible erosion of trust in Western governments, the rise of political “hard men”, popular unrest in Iran, and the weakening of institutions forged after the Second World War dominate daily analysis. Each development is debated intensely, often framed…
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Jan 20, 2026 7:37 am
• US growth has been firmer than many feared • As geopolitics remains hot, tariffs are back on the agenda • We see risks of Europe experiencing faltering growth, and higher US inflation • To us, Japan is still a clean story For a brief moment late last week, it felt as though the global…
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Jan 19, 2026 11:22 am
• Global growth is expected to slow further in 2026, led by a deceleration in the U.S. economy. • Economic activity in India should improve driving earnings towards double digits in FY27. • Valuations have eased across most segments, though pockets of overvaluation persist • Indian equity returns may remain muted but more broad-based in…
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