Mind on the Markets Quarterly Q2: Worlds collide

April 27, 2026
  • Investor Services
In our latest quarterly we're covering how are geopolitical fragmentation and AI adoption are reshaping economic advantage, With special spotlight on South Korea in their efforts towards becoming a more open, liquid, and investor friendly market.

Mind on the Markets Quarterly 

  • Geopolitical fragmentation and AI adoption are redefining sources of economic advantage. 
  • While no single currency has found success across all three areas, AI readiness and supply chain dependencies are among the few factors determining resilience.
  • Special Feature: Korea is working to become a more open, liquid, and investor friendly market. To address global standards, it has implemented new reforms while overhauling its FX market access and operational infrastructure. 

In this issue

Mind on the Markets Quarterly Outlook publication for the first quarter 2026: Fiscal Fault Lines
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Mind on the Markets Quarterly: Fiscal Fault Lines

In our first outlook of 2026, we analyze the global macro forces, ranging from fiscal strain to shifting currency dynamics, redefining investment considerations for the year and beyond. We also explore Vietnam’s economic transformation with rising investor interest, structural reforms, and long‑term ambitions reshaping the country’s growth trajectory in a special feature on emerging markets.

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