Desk file / 178 stories
Browse every published Market Lens report and explainer, ordered by publication date.
Page 1 of 15
Expolanka's 2024 delisting left the Colombo Stock Exchange without a pure-play freight forwarder. Here is where logistics exposure actually sits now, and what the 2026 freight data really shows.
Market date
14 JUL 2026
-0.50%
Breadth NEGATIVE
Market Pulse /
A narrative closeout on participation, liquidity, and sector rotation at the Colombo Stock Exchange for 2026-07-14.

Trade & Supply Chains /
The Middle East conflict and a rebuilt US tariff regime are hitting South Asian export margins from two directions at once. Here is the timeline, and who can actually pass the costs through.
Market date
13 JUL 2026

Markets & Commodities /
A fifteen-week closure of the Strait of Hormuz did more than spike oil. It quietly broke global fertilizer and helium supply chains, and the ceasefire meant to fix it just collapsed.

Markets & Investing /
Hyperscalers are guiding toward roughly $730 billion in 2026 AI capital expenditure. The crowded trade is Nvidia. The overlooked one is the power grid behind it.

Markets /
Foreign investors pulled money from Colombo's stock and bond markets through the first half of 2026 as the Middle East conflict rattled global risk appetite. Here is what changed, month by month, and how local retail traders are positioning for Q3.
-1.07%
Breadth NEGATIVE
Market Pulse /
A narrative closeout on participation, liquidity, and sector rotation at the Colombo Stock Exchange for 2026-07-13.