Japan's hydrogen bet looks more strategic than green
Japan’s hydrogen push may not be just about decarbonisation but also for strategic insurance against energy uncertainty.
global-quarterly-q3-2026















Japan’s hydrogen push may not be just about decarbonisation but also for strategic insurance against energy uncertainty.

For years, China has resorted to stimulus programs to revive household spending with little progress. We think a long-term structural change will make things right.

India’s currency has been on a freefall, defying global trends as domestic issues overshadow its strong growth performance.

Germany has moved towards political chaos on the provincial and national level while France’s budget negotiations may explode. These build up nervousness among both investors and consumers in the Eurozone.

Germany’s pension system needs reform, but it is hindered by competing visions of how to achieve financial sustainability and how to distribute the costs among Germans.

The war in Iran has hit UK businesses and households in more ways than one.

As the costs of roads and train transport keep rising, waterway transport may appear as a potential alternative for Brazil. Which sectors can benefit the most, and how can investors hop on?

We evaluate the private credit market in the US amid some fears about rising default rates.












