The path to Lula’s surprise victory in Brazil’s presidential election was paved with economic promises that, if instituted, stand to worsen an already challenging fiscal backdrop.
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Why China offers a compelling broader AI investment case.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?