Stories

Capital Flow

Shows how policy, balance sheets, market structure, and investor expectations transmit change across industries.

All Macro Insights Corporate Strategy FinTech & Future Assets Sector Deep-dive

Fintech Innovation, Blockchain, and DeFi: How They Reshape Market Architecture: The Third Edition from the Perspective of Financial Markets and Institutions

This paper is based on the content of the 13th edition of "Financial Markets and Institutions," exploring how financial technology innovation, blockchain technology, decentralized finance (DeFi), and environmental, social, and governance (ESG) factors jointly reshape the current financial market structure. The study focuses on how these emerging technologies are changing the modes of market operation.

Oct 30, 2026

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TSO / High confidence

Capital FlowMacro Insights

European Central Bank Financial Stability Review: Monetary Policy and Market Analysis

This report is based on the European Central Bank's Financial Stability Review for May 2026, summarizing the ECB's monetary policy strategy, focusing on the tools it uses, asset purchase programs, and its analysis of financial stability and the economy, including the long-term orientation of monetary policy and inflation targets.

Oct 28, 2026

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TSO / High confidence

Capital FlowMacro Insights

Banxico warns that the 3.0% inflation target may be postponed until the end of 2027

The majority of members of Mexico's central bank, Banxico, expect that due to risks such as trade policy uncertainty, geopolitical conflicts, and persistent services inflation, Mexico's inflation will decline more slowly than anticipated, potentially delaying the achievement of the 3.0% inflation target until the fourth quarter of 2027.

Oct 21, 2026

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TSO / High confidence

Capital FlowSector Deep-dive

Global Private Equity Market Size and Trend Analysis: Forecast for 2025-2034

The global private equity market size reached \$6.74985 trillion in 2025 and is projected to grow to \$20.2427 trillion by 2034, with a compound annual growth rate of 13.2%. Market growth is mainly driven by the expansion of institutional capital, digital value creation strategies, and increased cross-border investment activities. The North American market has the highest share, and the current major trends in the market are the integration of private equity and private credit, operation-driven value creation, and the growth of secondary markets and follow-on funds.

Oct 17, 2026

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TSO / High confidence

Capital FlowFinTech & Future Assets

South Korea pushes digital asset framework law, accelerating regulation of KRW-backed stablecoins and Bitcoin ETFs

The "2026 Second Half Economic Growth Strategy" plan announced by the South Korean Ministry of Economy and Finance aims to enact the Digital Asset Framework Act within this year, which is intended to accelerate the institutionalization process of stablecoins pegged to the Korean won and Bitcoin spot ETFs through this act, while also exploring innovative areas such as government bond tokenization, carbon market applications, and national asset frameworks.

Oct 16, 2026

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TSO / High confidence

Capital FlowFinTech & Future Assets

Overview of Indonesian Fintech Law and Regulation: Regulatory Trends in Digital Payments, Crypto Assets, and DeFi

Indonesia is undergoing strong fintech development, with major driving forces including its large population, high internet penetration, and the government's economic recovery plans. The report points out that digital payments, P2P lending, and insurtech are the most active areas currently. In the crypto asset sector, regulation has shifted from Bappebti to OJK, but certain forms of DeFi (such as DeFi payments) are explicitly prohibited. For financing, equity financing is the main avenue for new businesses to raise funds.

Oct 16, 2026

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Macro Insights
Monetary policy, inflation, rates, commodities, and FX.
Compares economies and traces how macro conditions move through firms, households, and asset pricing.
Corporate Strategy
IPOs, delistings, M&A, governance, and financial disclosures.
Interprets filings and boardroom decisions to reveal the real logic of major strategic moves.
FinTech & Future Assets
Digital currency, cross-border payments, RWA, and green finance.
Separates durable infrastructure from hype while tracking the algorithms beneath new financial tools.
Sector Deep-dive
Real estate, consumption, healthcare, energy, and industrial sectors.
Follows cycle shifts and structural change inside sectors where capital is repricing the future.