When Globalisation Cracks: How Economic Fragmentation Is Reshaping Prices, Trade and Supply Security

When Globalisation Cracks: How Economic Fragmentation Is Reshaping Prices, Trade and Supply Security

Across policy circles and boardrooms, one word has quietly become unavoidable: fragmentation. No longer a theoretical concern, it has taken shape in the form of desynchronised supply chains, highly targeted trade restrictions, and a global race to onshore critical...
Market Outlook for The Week of 24 November 2025

Market Outlook for The Week of 24 November 2025

At a Glance Equities: Caution prevails as sector rotation drives volatility (AI vs. defensive plays). Rates / Central Banks: The ECB remains on hold; investors remain vigilant on rate trajectories and credit conditions across the eurozone. Energy (Oil): Brent trading...
GLOBAL ECONOMIC & MARKETS OUTLOOK: NOVEMBER 2025                                                                                               Beyond the Soft Landing is the Great Sectoral Divergence

GLOBAL ECONOMIC & MARKETS OUTLOOK: NOVEMBER 2025 Beyond the Soft Landing is the Great Sectoral Divergence

EXECUTIVE SUMMARY The global economy is navigating a multi-speed reality where traditional indicators mask radical sectoral transformations. While headline growth appears stable at 3.0% (IMF), beneath the surface we witness the most significant capital...
Markets: The Trump-Xi Truce Offers a Fragile Breather for Global Investors

Markets: The Trump-Xi Truce Offers a Fragile Breather for Global Investors

Between Tactical Relief and Structural Doubt, Global Finance Holds Its Breath After a turbulent week marked by falling U.S. indexes and a 1.57% drop in the Nasdaq, the meeting between Donald Trump and Xi Jinping in Busan, on the sidelines of the APEC summit, brought a...