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AI and Finance: Disruption or Evolution?

AI is no longer a buzzword in finance — it’s infrastructure. From portfolio optimization to fraud detection, credit underwriting to customer service, artificial intelligence is reshaping the industry’s core functions. Institutional Adoption and Value Creation Top financial players — JPMorgan, BlackRock, Goldman Sachs — are already integrating AI at scale. Meanwhile, fintechs are racing to […]

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China Outlook in 2025 and Beyond

After a decade of exponential growth, China’s economy has entered a period of slower, more deliberate transformation. The headline growth figure is no longer the story. Instead, investors are now focused on China’s evolving macroeconomic strategy, internal consumption shifts, regulatory environment, and its realignment within global supply chains. Slower Growth ≠ Weaker Fundamentals China’s projected

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Trump Tariffs — A 2025 Perspective on Global Markets

Protectionism resurfaces—and global markets brace for impact. The re-emergence of tariffs as a central policy lever under a potential second Trump administration is reshaping expectations across global markets. Proposed blanket tariffs—10% on all imports, and 60% specifically on Chinese goods—signal a return to broad protectionist strategies unseen in decades. These policies could provoke countermeasures, trigger

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Space race stalls for investors

Backers come back down to Earth  Space technology startups have been forced to limit their starbound hopes, as their venture-capital backers turn elsewhere due to current economic conditions. Soaring inflation, rising interest rates and the Ukraine war have gripped financial markets, forcing investors to evaluate their investment strategies and focus on companies with viable products

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China shifts diplomatic and economic priorities

Beijing shift After a period of confusion and reshuffling among China’s leadership, Beijing has turned its attention to its relations with its friends, and more importantly its enemies.  President Xi Jinping plans to reset China’s economy and win back friends, despite being amid a chaotic return to Covid lockdowns recently, which could affect his grand

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