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Explore our latest research, insights, and data-driven perspectives.
It Is Not What It Looks Like
Exploring the state of AI as of February 2026
Your Valuation Model is a Confession
DCF assumes institutional stability. Multiples trust the crowd. Asset-based valuation assumes both are wrong. SOTP trusts that complexity requires disaggregation. Market-implied reverse-engineers what the price believes.
From Capital to Power: Why Growth Models Fall Short
Economists spent decades explaining growth through capital, markets, and innovation, each theory capturing part of the truth. What stubbornly remained was divergence.
Do you wanna donate a dollar to hungry kids in Africa?
Dissecting how aid in Africa has not actually worked and has created a dangerous dependency loop. Looks like the Nigerian Prince called.
From Bricks to Greenbacks: Is this the Comeback of the Century?
Remember Nokia? It didn't die; it shape shifted. Now, with Nvidia's $1 billion backing, the telecom giant is reborn and is building networks that will define what comes after 5G.
Low on Liquidity, High on Returns: Colombia’s Hidden Market
Colombia isn’t the first market that comes to mind when investors think of stock market and that’s exactly why it deserves a closer look.
Are the Returns on Artificial Intelligence Artificial?
Signs of an AI bubble are hard to ignore. Valuations are through the roof, debt is rising, and companies are on an untested path to profitability.
Are Fx Markets Going Quiet??
Technological advancements are rewriting the FX playbook. Volatility is vanishing, and the era of wild currency swings may just be over.
Did Traditional Finance Just Change Forever?
Wall Street Goes On-Chain: JP Morgan & BNY Mellon Take the Lead in Tokenizing Traditional Finance
The Clause That Can Make or Break Your Exit – The Rise of Earnouts in M&A
Small clause with big impact. How earnouts (contingent payments) are changing deal structures, risk-sharing, and founder outcomes.
Why No One Builds Ships Anymore
Why Custody is the Most Profitable Business in Finance You’ve Never Heard Of
(BNY Mellon, State Street, CDSL, NSDL — custody isn’t sexy, but it’s critical and massively profitable)
What would today’s Goldman Sachs or JP Morgan look like?
Small businesses run the world, but they are often left out of the M&A landscape. Then comes OffDeal who is trying to democratize dealmaking for SMEs.
Buy Now, Pay Later: Convenience, Crisis, and Culture
AI Anatomy: Deconstructing the Trillion-Dollar Supply Chain
How systemic risk went from obscure theory to front-page news after 2008
Systemic risk is the kind of danger you don’t see coming, until it’s everywhere
Who knew? Broadcom did.
The Invisible Infrastructure That Runs the Internet
In a world that is obsessed with cloud, the real power lies beneath the waves. Over 95% of global data travels through subsea fibre optic cables, and companies like SubCom quietly keep the world connected.