Investment Watch
Marcus Chen, Investment Intelligence Lead
Ex-Goldman Sachs analyst specializing in emerging market FDI flows
Analyzing the pervasive integration of Artificial Intelligence in retail operations and customer experience, and its strategic implications for business competitiveness across Eurasia.
An analysis of key emerging technologies, from agentic AI to biotech, and their strategic implications for industrial development, manufacturing, and cross-border trade in Eurasia.
Analysis of the evolving Chinese industrial strategy, moving towards systemic intervention and deepening global supply chain dominance.
Four themes dominate institutional 2026 outlooks — AI infrastructure spending, non-US equities, a softer dollar and active industrial policy. Eurasia's markets, corridors and industrial base sit directly in their path.
A strategic analysis of five global medtech trends and their implications for healthcare systems, manufacturers, and investors in Europe, Central Asia, and the Caucasus.
How global medtech shifts in pricing, supply chains, and digital health are reshaping Eurasian markets, investment flows, and regional connectivity.