All Insights
Commodity Watch: Beneath the Surface of Supply Shocks
<p>In early September, 800,000 tons of mining slurry (the equivalent weight of half a million cars) unexpectedly careened into the underground caves of the Grasberg copper mine in Indonesia ("mud rush"), killing two workers and trapping five more. Mine operations have been suspended since then, with resources diverted towards rescue. The miners have not yet been found.</p>
29 September 2025
Sub-Saharan Africa: The Resurgence
<p>Our new report, “The Resurgence”, explores the economic growth potential and demographic tailwinds across the region of Sub-Saharan Africa.</p>
24 September 2025
Commodity Watch: The Aluminium Artery Wiring the Future
<p>The Belo Monte Dam in the North Region of Brazil is the fifth-largest hydroelectric dam in the world generating about 11 GW of electricity. However, electricity is needed in the south, over 1,500 miles away (the equivalent distance between New York and Denver). To meet the demand, Brazil built the Belo Monte UHVDC Bipole II line (the longest transmission line globally) using 4,500 towers through 80 cities to transmit 4 GW of electricity to 22 million Brazilian homes.</p>
22 September 2025
Commodity Watch: The Sticky Situations of the Global Rice Trade
<p>Twenty percent of global calorie consumption is supplied by rice. Across Asia alone, over two billion people meet 80% of their caloric intake with rice. The increased production of rice through better farming, technology and seeds could address global food insecurity. Yet, despite the projected increase in the 2025/26 harvest, prices and distribution remain uneven.</p>
15 September 2025
Commodity Watch: Gold is Lindy
<p>These concepts might not seem to fit the current state of financial markets. After all, the top 10 market-cap companies at the end of any given decade are unlikely to be the top 10 in the subsequent decade, as companies die or falter. Wall Street also loves to create new financial instruments to sell. CDO-Squared, anybody?</p>
8 September 2025
Five golden rules for investing in emerging markets private credit
<p>Gemcorp Capital has been investing in emerging markets private credit for over a decade, with our CIO, Parvoleta Shtereva, at the heart of our activities. We recently interviewed her to find out what she sees as the five golden rules for success when investing in the asset class. </p>
2 September 2025