by Amédi De Klerk | Oct 2, 2026 | Latest News
Something interesting is happening that bears a similarity to the telecommunications build-out (typically termed the ‘TMT boom’) of the late 90s. Back then, the companies laying fibre-optic cable were financed substantially by their own equipment...
by Amédi De Klerk | Aug 27, 2026 | Latest News
The Chip Embargo That Backfired When the US moved to restrict the export of advanced semiconductors and chip-making equipment to China, the intention was to slow China’s progress in artificial intelligence and advanced computing. In the short term, it did. But...
by Amédi De Klerk | Aug 27, 2026 | Latest News
The contest for AI leadership between the United States and China is intensifying. China has released its latest frontier AI model, Kimi K3, as open-weight software, allowing users to access, modify, and build upon the model. Its release has prompted comparisons...
by Amédi De Klerk | Aug 27, 2026 | Latest News
A single week in early June 2026 crystallised the defining tension of this investment cycle: the world’s most prominent Artificial Intelligence (AI) safety company (Anthropic) calling for a global pause on frontier AI development; a sovereign nation positioning...
by Amédi De Klerk | Aug 27, 2026 | Latest News
Geopolitical risk is ultimately a story of geography. A handful of narrow waterways control the flow of the world’s trade, energy, and technology; and whoever controls them holds extraordinary leverage over the global economy. To these traditional primary...
by Amédi De Klerk | Aug 27, 2026 | Latest News
Unsurprisingly, the US–Iran conflict has pushed energy prices sharply higher amid concerns over oil supply disruption. Brent crude has risen from $58 per barrel at the start of the year to $88 at the time of writing; a 53% increase. Energy equities have benefited...
