Dispatches
Intelligence Briefs
Quarterly reads on capital flows, geopolitics, and frontier-market signals — written from the investment seat.
Latest Dispatch
Liquidity is Power: Exit Architecture in Frontier Markets
Rethinking the exit architecture that determines whether frontier-market capital can scale.
July 2026Read the dispatch
July 2026
Frontier Capital 2026: The New Capital Architecture
How sovereign funds, DFIs, and emerging-market operators are redrawing the map of global investment.
11 Jul 2026Read
July 2026
The DFI Mandate Shift (Financial Times)
Temi Marcellas commentary on how development finance is becoming geopolitical infrastructure — published at the Financial Times.
11 Jul 2026Read