Research & Analysis

Insights & Research

Institutional analysis across capital markets, regulatory frameworks, and the corridors connecting Gulf capital to global opportunity.

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AfCFTA at Five: Measuring the Impact of Africa’s Continental Free Trade Area

Five years into implementation, AfCFTA has built institutional architecture but the transformation of intra-African trade remains incremental.

The $1.7T private credit market reflects a structural shift in financial intermediation as Basel III regulation drives banks from middle-market…

The Gulf states are deploying $100B+ into green hydrogen infrastructure, with NEOM's $8.4B project leading the world's largest green hydrogen…

With $23 billion in annual FDI and Samsung producing 50% of smartphones locally, Vietnam has become the primary beneficiary of…

The EU's AIFMD II introduces substance requirements, loan origination rules, and liquidity management tools that reshape how Gulf sovereign wealth…

PIF's target of $925 billion in AUM is transforming the fund from a domestic holding company into a global investment…

Institutional analysis from Kaelo Global.