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Market Lens

Desk file / 83 stories

Market analysis

Longer-form analysis connecting Sri Lankan companies and markets with economic, sector, and global context.

Page 5 of 7

New Global Trade Map: Supply Chains Rewritten in 2026

Market report

/
Mar 11, 2026

New Global Trade Map: Supply Chains Rewritten in 2026

Tariff escalations reshuffled over $400 billion in trade flows in 2025 alone as nearshoring and friendshoring accelerate, reshaping investment patterns worldwide.

Data Centers: The New Real Estate Gold Rush in the AI Era

Market report / Mar 11, 2026

Data Centers: The New Real Estate Gold Rush in the AI Era

AI demand is reshaping data infrastructure into a high-yield asset class, with hyperscalers committing hundreds of billions in 2026 spending.

Global Investment Shift: Capital Flows to Emerging Markets in 2026

Market report / Mar 11, 2026

Global Investment Shift: Capital Flows to Emerging Markets in 2026

Investors redirect capital as emerging markets deliver stronger growth, cheaper valuations and record early-year inflows.

How Geopolitical Conflicts Are Moving Global Markets in 2026

Market Report / Mar 11, 2026

How Geopolitical Conflicts Are Moving Global Markets in 2026

Escalating tensions in the Middle East, persistent energy chokepoints and technology rivalries have driven sharp price swings and shifted investor flows since January.

AI Bubble Ignites Hidden Semiconductor Shortage

Market Insights / Mar 11, 2026

AI Bubble Ignites Hidden Semiconductor Shortage

Explosive demand for AI accelerators has diverted memory production, creating a crisis in DRAM and HBM that few discuss amid GPU headlines.

Pentagon AI Warfare Timeline: Palantir, OpenAI & Anthropic Deals

Defense Technology / Mar 11, 2026

Pentagon AI Warfare Timeline: Palantir, OpenAI & Anthropic Deals

From Project Maven origins to 2026 classified deployments, the Pentagon’s AI evolution drives faster targeting and decision-making across domains.

Is the AI Bubble the Next Dot-Com Crash?

Market Insights / Mar 11, 2026

Is the AI Bubble the Next Dot-Com Crash?

Tech valuations climb on massive AI bets, yet echoes of 2000 raise questions about sustainability.

The $1 Trillion AI Investment Boom: Who Profits?

Market report / Mar 11, 2026

The $1 Trillion AI Investment Boom: Who Profits?

Big Tech’s $650 billion capex surge for 2026 exceeds earlier forecasts, yet only select players are converting the spend into record earnings so far.

How Economic Stability Shapes FDI in Sri Lanka

Market report / Mar 11, 2026

How Economic Stability Shapes FDI in Sri Lanka

Low inflation, near-complete debt relief and targeted reforms have lifted foreign direct investment to over $1 billion in 2025. This analysis traces the causal chain from stability to capital inflows.

Sri Lanka Vehicle Import Tax 2026: CSE Recovery Impact

Auto / Mar 10, 2026

Sri Lanka Vehicle Import Tax 2026: CSE Recovery Impact

New 2.5% levy on vehicle imports arrives as the Colombo Stock Exchange rides post-crisis gains.

Sri Lanka Vehicle Import Tax Rates in 2026: What Buyers Should Know

Auto / Mar 10, 2026

Sri Lanka Vehicle Import Tax Rates in 2026: What Buyers Should Know

Customs duty, excise levies, VAT and the new SSCL combine to shape landed costs well above CIF values.

ASPI Explained: Colombo Stock Exchange Trends

Market report / Mar 10, 2026

ASPI Explained: Colombo Stock Exchange Trends

Sri Lanka’s primary benchmark captures tradable market performance through float-adjusted weighting and quarterly updates.

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