Latest publications

Markets Adapt to Trump: What Investors Should Expect
Global financial markets are demonstrating sophisticated risk assessment in anticipation of policy shifts around tariffs and deregulation, with investors actively repositioning portfolios rather than reacting emotionally

SpaceX Prepares $20 Billion Bond Offering
Elon Musk's aerospace company is moving from venture-backed operations to institutional debt markets with an unprecedented $20 billion corporate bond issuance.

Iran Deal Fails to Ease Central Banks' Inflation Worries
Despite hopes that geopolitical agreements would stabilize energy prices, structural inflationary pressures persist globally.

Asics' Strategic Path Forward: Onitsuka Tiger Separation as Growth Catalyst
Financial Times analysts argue that spinning off the premium Onitsuka Tiger brand into an independent entity could unlock significant value creation and accelerate growth across the Asics portfolio.

The Economist's Summer Reading: FT's Best Economics Books for 2026
Financial Times has released its annual curated selection of essential economics books for summer 2026, offering investors and entrepreneurs a guided exploration of global market dynamics.

Volkswagen Leadership Crisis Undermines Corporate Governance
The abrupt departure of a senior Volkswagen Group board member has triggered sharp criticism from Financial Times analysts, signaling serious governance failures at Europe's largest automaker.

Bezos Backs British AI Unicorn CuspAI in $400M Mega-Round
Amazon founder Jeff Bezos co-leads a $400 million funding round for UK-based CuspAI, signaling elite capital's confidence in European deep-tech innovation.

Rathbones Stock Collapse: The True Cost of Compliance Over Growth
The 18% plunge in Rathbones Group shares reflects a watershed moment—wealth managers now prioritize regulatory risk over revenue expansion.

Saudi Sovereign Fund Warns: EU Regulation Creates Barriers for Global Capital
Saudi Arabia's sovereign wealth fund signals that escalating European regulatory constraints are dampening international investor appetite and threatening the region's competitive positioning.

US Political Signals and Iran's Unexpected Market Rally
How American political developments sparked a striking rally in Iran's equity markets, defying decades of sanctions pressure and challenging conventional assumptions about isolated economies.