Signals

Signals are short, opinionated briefs on AI infrastructure, export controls and emerging-market dynamics. They are not investment advice; they explain which shifts we are watching and why.

• AI & EM capital flows — November 2025

  01-11-2025

  Power constraints, export-control tightening, FX volatility and permit bottlenecks shaping AI infrastructure deployment.

• Signals — September 2025

  01-09-2025

  Macro and regulatory shifts being tracked for AI and emerging-markets exposure, with focus on sanctions and liquidity.