Sumitomo, Mitsui, Marubeni and Itochu are returning capital at a pace nobody expected — the governance reform argument has stopped being theoretical.
Above: The financial district at first light, viewed from North Sound. The territory administers more than $4 trillion in regulated assets — roughly four percent of the world's hedge fund capital. — for The Journal
Under Şimşek and Karahan, monthly inflation has finally broken — and the lira has stopped being the dominant macro variable.
DIFC asset management and capital-markets activity have shifted from booking to origination, and the implications for regional capital flows are larger than they look.
Second-tier developers have stopped failing, asset-recycling REITs are clearing, and the property tail risk has compressed.
Cleanroom capacity is no longer the bottleneck for advanced-node ramp; the binding constraint has moved to skilled engineering labour.
Power, land and water constraints have pushed hyperscaler capex across the Causeway, and the Malaysian sovereign payoff is structural.
Productivity per lateral foot has rolled over in Midland and Delaware sub-basins — the implications for global oil balance are larger than they look.
After years of HPAL execution problems and ESG controversy, the integrated nickel-to-cathode chain on Sulawesi is operating — and reshaping global battery cost geography.
Foreign venture capital is returning to Israeli early-stage funding, ending a three-year drought driven by security risk and political tension.
The Israeli technology ecosystem went into a three-year defensive crouch starting in 2023 — judicial reform protests, the October 7 attack and the ensuing conflict, reserve duty disruption to engineering teams, and a withdrawal of foreign venture capital that historically anchored Series A and B rounds. The funding environment was as difficult as any since
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