Two days ago, the 10-year US Treasury yield touched 4.65%. Someone is selling American debt - and it matters more than most people realise.

Quantitative trading has quietly become the most profitable corner of global finance. We explore how it works, why AI is accelerating its dominance, and what it means for private equity.

The insurance market closed the Strait of Hormuz before Iran's navy could. Here's how, and why it opens one of the decade's most compelling opportunities for private capital.

As Trump meets Xi in Beijing this week, the real negotiation is not about tariffs. It is about Iran, rare earths, semiconductors, and the future of the global order. NEEM examines the signals markets should be watching.

OpenAI and Anthropic are heading for public markets in 2026 at valuations approaching $2 trillion. NEEM examines whether this is a genuine revolution — or the most expensive hype cycle in financial history.

Rising geopolitical tensions and the shift toward national self-reliance are reshaping global defence priorities. Sustained government spending and long-term procurement cycles position the sector as a structurally supported investment theme.

Of the 1.4 billion people who call India home, the majority have yet to reach their full economic potential.

That gap - between where India stands today and where demography, reform, and diplomatic momentum are taking it - is the investment thesis in one sentence.

On 1 May 2026, the UAE formally exited OPEC - ending nearly six decades of membership and removing the cartel's third-largest producer.

For investors, this is not an oil story. It is a geopolitical inflection point with direct consequences for energy costs, dollar dominance, and the balance of power across the Gulf.