2 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Essay series on how Africa's power, AI compute and cross-border infrastructure can be financed through new contracts, institutions and markets. Readers get argued, finance-literate analysis of instruments like the Compute Purchase Agreement, compute utilities and regional power market settlement.
A credit research newsletter examining how bank capital rules and retrenchment shift lending toward private credit and insurance capital in Europe. It offers structured analysis of underwriting discipline, particularly for social infrastructure and insurer-backed lending.
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