1+ day, 10+ hour ago   (330+ words) Why it matters for the Gulf: Brics accounts for roughly a quarter of global nominal GDP — nearer 40% on a purchasing-power basis — and about half the world's population, spread across 10 full members after last year's addition of Indonesia and 2024's intake…...

1+ day, 10+ hour ago   (444+ words) The war had already dented the oil economy. S&P already expects real GDP to contract 0.9% this year, with the 2Q reading showing a 4.7% y-o-y fall, the steepest since Covid, on a 24.8% drop in oil activity and output tumbling to an…...

5+ day, 10+ hour ago   (966+ words) Good morning, friends. Every headline number in today’s issue is a good one, but not one of them means what it looks like on the surface. The question we’ll carry through the rest of the issue is what happens when…...

1+ week, 4+ hour ago   (145+ words) SOUND SMART- The two are routinely confused. PCH is entirely state-run and subsidizes loans written by commercial banks. BDH is a bank in its own right, 80% owned by private banks and insurers and 20% by the state. Gulf money is still…...

1+ week, 1+ day ago   (1675+ words) Sunday, 6 Sep 2026 Good morning, wonderful people. It’s a tech-forward morning, and the throughline is scale — who’s building it, who’s funding it, and who’s finally getting a slice. AND- Leap closed its four-day run on the little guys. The final day…...

1+ week, 4+ day ago   (1721+ words) Thursday, 3 Sep 2026 Good morning, folks. It’s President Xi Jinping’s last day in Cairo, and we have a recap of all the arrangements on the table so far. We also have a story about the FRA narrowing a rule on insider…...

1+ week, 5+ day ago   (147+ words) There’s a timing gap that makes it difficult to compare — but comparison isn’t the story. Bahrain and Qatar reported on 1Q 2026, which ended a month into the war, while Oman’s fiscal bulletin, Qatar’s industry data, and Turkey’s GDP cover 2Q 2026 — the first…...

1+ week, 5+ day ago   (778+ words) Good morning, everyone. Who’s building cities, and who’s buying stocks? We’ve got two stories on the docket today to dive into. But first, we’ve got news from President Sisi and President Xi. The two leaders published op-eds (here and here)…...

2+ week, 4+ hour ago   (532+ words) The data center project is the wild card to watch: Huawei is looking to tie up a chip-and-data-center agreement to stock Egyptian facilities with its AI training and inference silicon, Bloomberg reports, and Washington is reportedly preparing a counter-offer. The…...

2+ week, 12+ hour ago   (177+ words) Asian share markets dropped earlier today following renewed military conflict between the US and Iran. Escalating geopolitical tensions, alongside rising bond yields, dragged South Korea’s Kospi down 1.8% and Japan's Nikkei down 1.7% while the MSCI Asia-Pacific index — excluding Japan — declined by…...