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Iran, oil, and the fragility of emerging markets
Whenever there is tension in the Middle East, oil prices tend to react before diplomats and institutions do. Markets move on fear, rather than confirmed disruption. Whenever there's a resurfacing of instability surrounding the nation of Iran, the consequences extend far beyond just their territory. The real question is not only about what happens in Iran, but it also lies on the uncertainty of emerging markets when oil becomes volatile once again. To this day, Iran remains on
Mar 24 min read


The Paradox of India: Why Foreign Investors Are Pulling Out
In recent weeks, India has been experiencing something that, at first glance, seems almost contradictory. Foreign portfolio investors (FPIs) have been pulling money out of Indian equities at a rapid pace, with withdrawals surpassing ₹22,530 crores (est. $2.7 billion USD) between January 1st and 16th alone. For a country that’s often described as the growth engine of emerging markets, such a sharp retreat raises an important question: why are foreign investors leaving one of t
Feb 163 min read


South Africa Heads for Revival
Africa’s largest economy, South Africa, has seen little growth over the last decade, expanding by less than 1% annually. Yet recent figures suggest a change may be imminent. Since the formation of the ‘Government of National Unity’ coalition government in 2024, President Cyril Ramaphosa has been taking action to spur economic growth. Central to his plan is Operation Vulindlela – isiZulu for ‘clear the path’ – which has aimed to tackle issues including power, transport, wat
Feb 93 min read


Liquidity as Leverage: An Exploration of Jane Street's Options Arbitrage in India
Introduction Jane Street Capital was founded on 31 st August 1999 and existed as a relatively small quantitative trading firm for most of its lifetime. However in recent years it has blown up to stand face to face with the old Wall Street titans such as Morgan Stanely and Goldman Sachs, taking up over 10% of North American equity trading volume in 2024. The firm focuses their effort on exploiting strange trading patterns and arbitrage opportunities. Around the beginning of
Dec 1, 20255 min read


BRICS Push for Currency Power as NDB Targets Rupee Bond Issue
The New Development Bank (NDB), established by the BRICS nations, is poised to issue its first rupee-denominated bonds in India: a move set to support local development while helping the Indian rupee gain a stronger position in the global financial system. Scheduled for launch at the end of this fiscal year, pending final approval from the Reserve Bank of India (RBI), the issuance is expected to raise between USD 400 million and USD 500 million with maturities ranging from t
Nov 17, 20252 min read


China’s New Green Regulations Pose a Threat to Nvidia
The leading AI chip design company, Nvidia, is facing unexpected challenges in China - not from sanctions or tariffs, but from...
Apr 2, 20253 min read


India Approves Landmark Oil and Gas Exploration Legislation
India has approved a major amendment to its oil and gas regulations to boost domestic exploration and reduce its heavy reliance on energy...
Mar 19, 20253 min read


Trump’s Trade Tensions: The US Increases Tariffs on China, Canada, and Mexico
The United States has announced its plans to implement an additional 10% tariff on imports from China, alongside levies on Canada and...
Mar 5, 20253 min read


DeepSeek: A Deep Dive into the Black Horse of the AI Arms Race
We are a month into 2025, and it has been an interesting start to the year with many global developments underway. The year began with...
Feb 11, 20258 min read


Taiwan's New Southbound Policy: Success or Failure?
In 2016, Taiwan's former president Tsai Ing-wen, implemented the New Southbound Policy (NSP), a key promise of her campaign. This sought...
Feb 11, 20253 min read


All On Green or All On Red: How Ambitious Is China’s Green Finance Policy?
China’s dominance in the supply chains of the "new three" green technologies - electric vehicles, lithium-ion batteries, and solar...
Dec 16, 20242 min read


Brazil’s Financial Resurgence: Growth, Challenges, and Green Horizons in 2024
Significant advancements in monetary policy, economic growth, and foreign debt financing has reshaped Brazil's financial and economic...
Dec 16, 20243 min read


Under the Rising Sun: How the Yen Shapes Global Markets
As of 2024, Japan is the 4th biggest economy in the world, and facing a unique set of challenges. At the cusp of late-stage capitalism,...
Nov 25, 20243 min read


Cloud Seeding & Air Quality: Emerging Technologies in Developing Nations
Developing countries are particularly affected by the pressing global issue of climate change. It is crucial to look into creative...
Nov 25, 20244 min read


Has China Learned From Japan’s Mistakes?
The recent economic challenges faced by the People’s Republic of China, the world’s second largest economy, have reignited debate around...
Nov 25, 20243 min read


Hedge Funds, Futures and Cocoa: Why is the Price of Chocolate Rising?
Amassing almost 70% of the world’s production, Ivory Coast and Ghana are the top two producers of cocoa beans. Given that cocoa is a key...
Mar 4, 20243 min read


Inflation & Hunger: How Does Argentina Plan to Get Itself Out of the Inflationary Quagmire?
Compared to January 2023, prices in Latin America’s third largest economy, Argentina, have risen at an annual rate of 254.2 per cent....
Feb 19, 20243 min read


What Will 2024 Bring to Emerging Markets?
Emerging markets saw an extensive period of growth throughout the 2000s, which was caused by many favourable external factors. This...
Feb 5, 20242 min read


Moody’s Downgrades China’s Credit Outlook
Moody’s has downgraded China’s credit outlook from stable to outlook as of the 5th of December. This negative outlook comes as a sign...
Dec 11, 20232 min read


Emerging Mexico: Unveiling the Potential of a Global Economic Powerhouse
In recent years, Mexico has emerged as a compelling player in the global economic landscape, solidifying its position as an emerging...
Nov 27, 20232 min read
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