
Asia’s political landscape saw several notable moves in early March 2026. China’s top advisory body set its agenda for the CPPCC session, while Japan rushed its fiscal 2026 budget and adopted a cautious stance on the Iran‑Israel conflict. South Korea’s ruling party faced a steep plunge in poll numbers and the government convened emergency meetings over Middle‑East tensions, and Indonesia secured a reduced U.S. tariff rate. Meanwhile, advances in Chinese humanoid robotics and Southeast Asian navies’ quantum initiatives highlighted the region’s growing tech focus.
Joe Meehan turned a $30,000 salary and 90‑hour weeks into an 11‑unit cash‑flowing rental portfolio by buying on‑market properties with tiny down payments, seller assists, and HELOC leverage. He started with a $1‑down duplex house‑hack, then used the rental suite’s...
A spouse inheriting a non‑qualified annuity cannot roll it into an IRA because the contract was funded with after‑tax dollars. Instead, the inherited annuity retains its own tax treatment, with gains taxed first and distribution schedules dictated by the contract...
Platinum Credit Uganda, a Platcorp subsidiary, secured a $4 million, 24‑month investment from Swiss asset manager Symbiotics to broaden financing for low‑income households and micro, small and medium enterprises (MSMEs) across Uganda. The capital, disbursed on 22 December 2025, enabled a phased rollout...

Elementum Advisors entered 2026 with assets under management rising to $3.8 bn, a $100 m increase from the start of 2025. While White Mountains still holds a 26.6% equity stake, its investment in Elementum’s ILS funds fell from $161 m in 2023 to...
ERShares has detailed the structure of its Private‑Public Crossover ETF (XOVR), the first ETF to provide private‑company exposure through an SPV that reports daily NAV alongside public equities. The fund’s private sleeve includes holdings such as SpaceX and operates under...
In 2025, women-only founders raised just 0.9% of African startup capital, while women-led firms received only 2.2% of funding. The African Women Impact Fund (AWIF), launched with $60 million and bolstered by an extra $10 million from Standard Bank, aims to close...
Development finance in 2026 faces a structural squeeze: official development assistance dropped 9 % in 2024 and continues to tighten while climate‑related funding needs soar into the trillions. The gap is most acute for emerging markets, which bear the highest capital...
PIMCO’s Active Bond ETF (BOND) is an actively managed, multi‑sector bond fund launched in 2012, holding nearly 1,900 securities with a 30‑day SEC yield of 4.56% and a net expense ratio of 0.54%. Since inception it has generated a total...

In this episode of Credit Crunch, Noel Hubert interviews Jim Gubitosi, co‑CIO of Income Research & Management, about the firm’s evolution from a modest $10 bn AUM boutique to a $130 bn fixed‑income specialist. Gubitosi recounts how the 2007‑08 financial crisis forced...
The 2025 RAW Conference in Nairobi urged African female leaders to design indigenous leadership and equity frameworks instead of relying on imported Western models. Panelists highlighted the shortcomings of performative diversity and called for structures grounded in African realities to...
RFI preferred: similar REIT CEFs face a lower-rates tailwind; RFI shows larger mean-reversion upside vs RQI. Risk: rate/timing, leverage. Trade: buy RFI for yield + discount recovery 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov

Brazil deepened its agricultural partnership with the Philippines at WOFEX Drinks and Bakes 2026, showcasing five firms that offer value‑added beverages, superfoods, and coffee products. The Brazil Pavilion highlighted innovative, sustainability‑focused offerings such as Amazon‑sourced craft gin, açaí bowls, and...

Israel’s Energy and Infrastructure Minister ordered a security‑driven suspension of production at the offshore Leviathan gas field, prompting Chevron to declare force majeure. The pause halts the field’s 12 billion cubic metres per year output, which supplies Israel, Egypt and Jordan,...

The U.S. faces a shortage of over three million homes, with prices up 40% since 2020 and mortgage rates climbing, leaving middle‑income families unable to buy or qualify for subsidized units. Build‑to‑Rent (BTR) offers single‑family rentals that blend the space...

Garry Marr notes that a CIBC poll shows Gen Z expects to retire at 59, millennials at 61, while baby boomers target 63. Yet many Canadians, including former insurance executive Alf Goodall, are working well into their 60s, reflecting a shift...

The Philippine Department of Foreign Affairs (DFA) released its latest Crisis Alert Levels for Middle‑East nations, placing Palestine, Syria and Yemen at Level 4, Iraq and Lebanon at Level 3, and Iran and Israel at Level 2, while Jordan remains at Level 1 and...

Total deposit liabilities in the Philippine banking system climbed to ₱20.9 trillion at the end of Q3 2025, a 7.3% year‑on‑year rise driven by a 20.4% surge in deposit accounts to 166.6 million. The increase followed a March 2025 decision to double...
Critical minerals have become the centerpiece of the U.S.-China rivalry, but the contest is playing out in Africa, Southeast Asia and Latin America. While China dominates mid‑stream processing of rare earths and battery materials, Washington is building "friend‑shoring" partnerships to...
Sunil Mani’s new book India’s High‑Tech Leap reviews the rise of six high‑tech sectors—pharmaceuticals, software services, COVID‑19 vaccines, wind turbines, solar photovoltaics and electric vehicles—under India’s Make‑in‑India and Atmanirbhar Bharat initiatives. He credits government intervention and public‑private collaboration for early successes but flags...
India’s cumulative exports reached $720.76 billion in April‑January 2025‑26, a 6.15% increase over the same period last year. Services exports surged 10.57% to $354.13 billion, while merchandise categories such as electronics and pharmaceuticals posted broad‑based gains. Defence exports hit a record Rs 23,622 crore,...

When everyone was panic selling Gold on 1st Feb, we did the opposite. We clearly said in our Premium Community — “This is not a panic zone. It's a buy-on-dip opportunity.” Nippon Gold Bees: Shared at ₹117, Made a high of ₹142(~21% profit...

Vietnam's Agency of Foreign Trade issued Dispatch No. 229/XNK‑TLH warning that the recent escalation of Middle East hostilities poses serious risks to international transport, trade and supply chains. The agency highlighted expected spikes in consumer‑goods, fuel and oil prices, which...
Certainly not the day for it but..... Morgan Stanley moving Moving $NVDA NVIDIA back to top pick in semis, PT stays at $260 In September, we shifted our top pick from NVIDIA to $NSK Sandisk, then in November shifted to Micron. The thesis...

German politician Merz blamed low productivity for China’s competitive edge, arguing Germans must work harder. The article counters that China’s advantage stems from systemic factors—an undervalued yuan, extensive subsidies and strategic industrial policy—that create a 40‑60% price gap despite higher...

Galeries de la Capitale, owned by Primaris REIT, is adding a wave of new retailers—including a 36,000 sq ft Winners store, a 3,750 sq ft lululemon, Kiokii, Lovisa, Chaudron Bavard, Beau et Bon, Boustan and a future 50,000 sq ft Les Ailes de la Mode anchor—boosting...

In this episode Clark Howard warns listeners about the dangers of Buy‑Now‑Pay‑Later (BNPL) schemes, especially the "pay‑in‑four" model that has spread from Australia to the U.S. He explains how the psychology of four easy installments can lead consumers to overspend,...
European defence spending is entering a structural re‑armament phase, with global military outlays reaching a record $2.7 trillion in 2024. NATO members have agreed to raise defence budgets to 5% of GDP, allocating 1.5% to cyber, AI and other non‑traditional domains....
Ugandan President Yoweri Museveni secured a seventh term in the January 2026 elections with 71.6% of the vote, while opposition leader Bobi Wine received 24% amid allegations of fraud and election‑related violence. Over his 40‑year rule, Museveni has overseen steady...
Gurgaon’s ₹1 Crore Illusion: Why 70% of “Paper Profits” Are Financially Misunderstood Most investors proudly say: “My property doubled.” Let’s test that with numbers. Because appreciation is not profit. It’s arithmetic. Case Study (Realistic 2020–2026 Cycle) Bought in 2020: ₹2.00 Cr Value in 2026: ₹3.50 Cr Headline gain: ₹1.50 Cr Looks like...

South Africa’s green transition is boosting employment, with green jobs rising from 12.4% of the labour force in 2022 to 14.8% in 2024. Growth is concentrated in utilities, mining, construction and finance, driven by government procurement and sustainable‑finance policies. However,...

Indonesia holds roughly 24‑29 GW of technically recoverable geothermal resources but operates only about 2.71 GW, a fraction of its potential. A new partnership between Star Energy Geothermal and US firm SLB aims to de‑risk the Sekincau field and assets in North...

Two Copenhagen brothers launched Othania a decade ago with a DKK 2.2 million seed fund, building the systematic TIGER model to toggle equity and bond exposure based on macro indicators. The model’s strong signals spurred rapid AUM growth, reaching roughly DKK...
High‑yield bond funds are gaining traction as investors chase yield in a post‑pandemic recovery. Zacks Investment Research highlights three Zacks Rank #1 funds—Neuberger Berman Floating Rate Income, Buffalo High Yield, and Virtus Seix Floating Rate High Income—each delivering three‑year annualized...
India’s Godavari Biorefineries will commission a 200 kilolitres‑per‑day grain‑based distillery in the June quarter, adding the ability to switch between sugarcane and corn as feedstock. The move addresses margin pressure from fixed cane payments and volatile sugar prices, while leveraging the...

Indian buyers are likely to face higher prices for pistachios, figs and raisins as the Gulf crisis shuts key Iranian and Afghan export routes. Pistachio prices have risen about ₹100 per kilogram, while figs are up a similar amount and...

Two landmark hotel assets in Vietnam were sold for a combined $53.7 million. Singapore‑based UOL Group off‑loaded the 186‑room Park Royal Saigon in Ho Chi Minh City to a domestic investor, while the five‑star Hotel Perle D’Orient Cat Ba on Cat Ba Island was...
The Global X MSCI Greece ETF (GREK) is trading at roughly 10 times forward earnings, delivering a base‑case internal rate of return above 14 percent. Nearly half of its $348 million assets are concentrated in domestic banks, reflecting the country’s financial‑services tilt. Greece’s...

Metrics Credit Partners' Andrew Lockhart highlighted the robustness of Australia’s real estate debt market, noting that the pipeline remains strong despite recent macroeconomic pressures. He cited a pipeline of roughly AUD 15 billion in senior and mezzanine loans slated for issuance...

Invesco launched two new US‑dollar‑denominated corporate bond ETFs on the London Stock Exchange on 2 March 2026. Both funds track the iBoxx USD Corporates Investment‑Grade Spread Select Top 50 % TCA Index, using a rules‑based, quarterly‑rebalanced selection that targets higher‑yielding bonds within each sector and maturity...
Prolonged tension in the Middle East. Rising oil prices, if sustained, and a weaker Rand. Add the increased fuel levies announced in the budget speech on top of macro concerns, and taking the governor’s conservative nature and the new 3% inflation...

$USD rallied on the war. Equities slid. Gold and oil jump. US Treasuries are not the safe haven. With decapitation strike on Iran, which the US said it had destroyed its nuclear capability last June, the end...
Hedge funds rushed to gauge exposure and rebalance portfolios after U.S. and Israeli strikes on Iran sparked a sharp market sell‑off. Oil jumped more than 13% at the open, while risk‑sensitive Asian currencies fell and safe‑haven assets rallied. Managers focused...
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U.S. 10-year yields $TNX have been trading in a sideways range for years... #MACDhist ticking down for 4 weeks in a row... https://t.co/LTKir2ZNyJ

Thanks to Vijay and the whole team @TheEconomist for the invitation to deliver a keynote this morning about challenges—and solutions—facing the energy transition. I focused on energy math, energy security, and energy geopolitics—with today’s oil & gas price spikes top...
Qatar says Ras Laffan energy complex has been attacked It isn’t clear what part of the facility. But it is home to Qatar’s massive LNG export plant — the world’s biggest
FREE ALL ACCESS WEEK | March 2-6: Explore Hedgeye's Daily Market Insights, Top Investment Ideas & Buy/Sell Signals https://t.co/xZZpJZYFWV via @hedgeye
"it's hard to hedge a war with a 0DTE contract, which is why we are seeing this positioning expressed further out on the curve" -Captain Craig @t1alpha

VOLUME: started to re-accelerate on the down move on Friday - market signals started to see this coming https://t.co/icB6jWACQR