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

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.
Markets & Commodities /
Hormuz Aftermath: Trading the Hidden Fertilizer, Helium Shock02Markets & Investing /
The $730B AI Capex Trade: Utilities Are the New Tech Stocks03Markets /
Navigating the CSE in Q3 2026 as Foreign Capital Exits04Banking & Finance /
Sri Lanka's Gold Lending Boom Meets a 70% LTV Cap05Auto /
Sri Lanka Vehicle Import Tax 2026: True Cost of 50% SurchargeClose-to-close notes
Beyond the close

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.

Auto Finance /
A USD 10,000 car does not become expensive in Sri Lanka because of shipping alone. The real price shock comes from layered import taxes, exchange-rate conversion, excise duty, VAT, and road-ready costs.

Market Analysis /
Sri Lanka’s tourism recovery is real, but CSE hotel and leisure valuations now need more than rising arrivals to justify the optimism.

Investor Education /
Margin facilities can expand buying power, but on the CSE they can also turn a falling portfolio into a forced-sale problem.

Market Report /
Sri Lanka's top private banks have emerged from sovereign debt turmoil with varying degrees of resilience as non-performing loans linger and credit growth resumes.
From the archive
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Editorial context is most useful beside the underlying market, sector, and global-position data.