TaprobaneFi / Research desk
The weekly wrapClear-eyed reporting on the Colombo market, local capital, and the forces shaping Sri Lankan money.

Personal Finance & Markets /
A 9.12% net return from the country's top money market fund is now beating the average bank fixed deposit rate, but the tax rules just changed too.
Markets /
Rupee Cost Averaging: A CSE Blue-Chip Playbook02Markets & Macro /
Emerging vs. Frontier Markets: Where Capital Flows in 202603Crypto & Markets /
How AI Agents Are Taking Over DeFi Portfolios04Trade & Supply Chains /
South Asian Exporters Face the 2026 Freight Rate Spike05Markets & Commodities /
Hormuz Aftermath: Trading the Hidden Fertilizer, Helium ShockClose-to-close notes
Beyond the close

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.

Banking & Finance /
Gold-backed lending at Sri Lanka's finance companies surged 69.2% in Q1 2026. The Central Bank's new 70% LTV cap tests how much of that growth was built on durable margin versus thin collateral cushions.

Auto /
From May 2026, a new 50% surcharge on customs import duty combined with the 2.5% SSCL has sharply raised landed costs for hybrids and EVs, reshaping buyer choices toward smaller engines.

Economy /
Industrial activity, led by construction and mining, powered a resilient expansion while services added breadth. CSE investors now weigh which listed builders and materials firms can convert the rebound into sustained earnings.

Auto /
Sri Lanka’s 2026 vehicle import bill is not shaped by one tax rate. It is built through CIF value, engine-capacity excise, VAT, SSCL, exchange rates, and market risk.
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Editorial context is most useful beside the underlying market, sector, and global-position data.