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Institutional investors are split down the middle on Big Tech
2Q 13F filings show institutional investors split on the Magnificent Seven, major software, and data centers, and the AI consensus…
Why African local-currency debt is the year’s best EM story
Zambia’s bonds are up 36% YTD, Nigeria yields 21%, and the African LC debt trade is offering real returns commensurate…
Anthropic’s backers are pricing in USD 2 tn valuation
The upcoming wave of AI IPOs is also making wealth managers reassess their tactics
Coordinated US-Japan JPY intervention loses its grip as carry trade reasserts itself
The historic joint US-Japan JPY rescue has already lost half its ground, exposed by a structural yield chasm that no…
Nvidia targets USD 500 bn in third-party financing to fuel AI data center boom
The chipmaker is teaming up with Wall Street giants to create a standalone financing platform, aiming to turn AI compute…
Mena M&A value drops 21% to USD 46.7 bn in 1H despite 2Q rebound — EY
Geopolitics weighs on 1H totals, but a sovereign-led 2Q rebound points to a resilient, more selective dealmaking landscape
Moody’s warns bank AI race risks “systemic dependency” on Silicon Valley
Moody’s warns that banking’s rapid integration of proprietary AI models risks creating a “systemic dependency” on a highly concentrated group…
Hong Kong and Turkey are both making a play for the wealthy expats London and the Gulf are losing
Dubai and Abu Dhabi's safe-haven status has taken a hit — and Istanbul and Hong Kong both see an opening
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