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Adani’s regulatory unlock lands four days after Modi’s UAE visit
Three US agencies dropped, settled, or closed their cases against Gautam Adani over the past week, at the reported cost…
How the Halo trade is positioning to buy what AI can’t replace
The 2026 equity rotation isn’t into AI — it’s away from everything AI can disrupt
PIF and Berkshire are now telling the same story about US equities
Berkshire’s first 13F under Greg Abel exited 16 positions and left USD 397 bn in liquid assets; PIF's filing shows…
Cerebras pops on first day of trading in biggest year for AI in capital markets yet
The IPO is the first of several potential blockbusters that could make this the year of AI for capital markets
The Fed’s rate-cut window just closed
April CPI triggered the temporary war-driven price shock into a structural regime change, forcing MENA treasuries to scrap 2026 rate-cut…
Gulf SWFs caught in the middle as Pimco and Apollo split on private credit valuation
The Gulf’s largest sovereign allocators are heavily exposed to the same private credit complex now now debate
Aramco’s USD 32.5 bn 1Q is a verdict on infrastructure redundancy
The East-West Pipeline allowed crude to bypass Hormuz entirely
2026’s largest US tech IPO has Abu Dhabi's AI thesis riding on it
UAE entities make up 86% of the AI chipmaker’s revenue
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