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Institutional intelligence and market commentary across emerging and frontier markets, commodities and digital assets.
Daily Briefing — 2026-07-01
TAIEX led Asia +1.94% on AI semiconductor strength as Brent fell 4.93% on Iran deal progress and copper surged 4.60% on data centre demand on July 1.
Markets opened Q3 2026 with divergent performance across regions and asset classes, as AI semiconductor strength drove outperformance in Taiwan and technology hardware names while Federal Reserve hawkishness weighed on broader risk appetite. Brent crude fell nearly 5% as USIran Doha talks progressed…
Digital assets briefing — 2026-07-01
June closed as the worst month for Bitcoin ETF outflows on record as MiCA took full effect on July 1, removing USDT from
Canton Coin (CC) analysis — 2026-06-30
Canton Network fell 12.4% in two weeks to $0.1415 despite DTCC's Treasury tokenization deal and JPMorgan's Kinexys rollo
Digital assets briefing — 2026-06-29
Three weeks of outflows totalling $4.21bn pushed crypto AuM to $141bn as Fed hawkishness and Iran risk overwhelmed CLARI
Bitcoin (BTC) analysis — 2026-06-29
Bitcoin at $59,600, down 53% from its ATH, as Fed hawkishness and ETF outflows collide with record longterm holder accum
Gold analysis — 2026-06-25
Gold fell to $3,998 on June 25 — down 29% from its January high — as a 68% September Fed hike probability and 13month do
Asia briefing — 2026-06-24
KOSPI surged 3.26% on Samsung HBM news while TAIEX fell 2.24% as TSMC dropped 4%, as Brent hit $74.73 on Hormuz normalis
Indonesia Intelligence Summary — 24 June 2026
Indonesia's IDX is down 33% from January peaks as BI raises rates 100bps to defend the rupiah and MSCI sets a November d
Commodities briefing — 2026-06-16
Brent fell to $87.33 as the USIran Hormuz deal removed the war premium, while copper surged on improved demand and OPEC+
Digital assets briefing — 2026-06-15
Bitcoin's fiveweek ETF outflow streak reversed on June 12 as ceasefire optimism and largeholder accumulation drove a $85
Asia briefing — 2026-06-15
KOSPI surged 5.20% and IDX jumped 4.12% as USIran normalisation reports drove Asia's sharpest recovery in months, even a
Commodities briefing — 2026-06-08
Wheat surged 9% on Black Sea drought, Brent rallied to $98 on OPEC discipline, and copper hit $13,484 despite weak Chine
Daily Briefing — 2026-06-08
May payrolls doubled consensus at 172k, pushing 10year yields to 4.54% and KOSPI down 8.29%, while Brent and wheat surge
Asia briefing — 2026-06-08
Korea's KOSPI crashed 8.29% on June 8 as leveraged AI positions unwound. Taiwan, India and Indonesia also fell sharply o
Digital assets briefing — 2026-05-26
Bitcoin holds near $76,800 as $1.26bn in weekly ETF outflows and CPI at 3.8% weigh on sentiment, while the CLARITY Act a
Commodities briefing — 2026-05-25
Brent above $105 as Iran nuclear talks stall, aluminum hits 4year highs on 3M ton supply loss, and China's $17bn ag comm
Quantum Computing — Theme Analysis — 16 May 2026
Quantum revenues topped $1bn in 2025 as startup investment surged 6.3x to $12.6bn. A breakdown of hardware, postquantum
Nigeria Intelligence Summary — 16 May 2026
Nigeria's reform momentum earns a first S&P upgrade in 14 years, but a 70% deficittorevenue ratio and rising inflation t
Ethereum (ETH) analysis — 2026-05-22
ETH trades 57% below its 2025 peak despite alltime high network usage — a deepdive on L2 growth, macro correlation, and
Daily Briefing — 2026-05-22
MSCI EM up 19.3% YTD versus S&P 500's 8.3% as dollar weakness and tech earnings drive the rally, while Iran nuclear impa
Commodities briefing — 2026-05-19
Hormuz closure drives Brent to $102/bbl, aluminum to 4year highs, and wheat up 25% YoY as supply shocks ripple through g
Asia briefing — 2026-05-19
Asian equities fell for a 3rd session in May 2026 as an inconclusive TrumpXi summit and Persian Gulf tensions kept oil e