Insights

All research & market thinking

Every piece of proprietary research, market analysis, and perspective we've published on emerging market finance, supply chain credit, and the infrastructure transforming how capital reaches the real economy.

Allocators Q3 26

5 Questions Every Institutional LP Should Ask an Emerging-Market Private Credit Manager

The market opportunity in emerging-market private credit is real. That does not make every product designed to access it equally sound.

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Infrastructure Q3 26

Why Collateral Verification Matters More Than Collateral Existence

Most lending frameworks treat collateral like a box you check once and move on from. Value the asset, document it, make the loan. Everyone assumes the collateral is still sitting there.

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Supply Chain Q2 26

Tokenized Supply Chain Data as Credit Collateral: The Case for Agri and Mining

How verifiable, oracle-fed supply chain data transforms perceived high-risk lending into asset-backed credit and why agri and mining are the right sectors to prove the model.

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Infrastructure Q2 26

Why Blockchain Is the Most Efficient Settlement Layer for Emerging Market Lending

A practical explanation of why on-chain infrastructure, not crypto, is the right foundation for direct-to-business finance in markets where traditional rails are slow, expensive, and opaque.

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Market Research Q2 26

From $5 Trillion to $12.6 Trillion: How We Estimate the True MSME Finance Gap

The IFC's widely cited $5–8 trillion figure is based on 2019 GDP estimates and excludes large portions of the informal economy. We walk through the methodology behind our updated $12.6 trillion estimate and why the gap is almost certainly larger.

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