At Cranganore, we build our worldview by triangulating among day-to-day newsflow, on-the-ground discussions, and a time-tested array of consulting work. We leverage this technique in project assignments.
Brazil
Brazil has critical minerals, America needs them. Politics aside, the two nations appear ready for a path-breaking agreement. The process is complicated, though. Brazil does not want to create a legacy cycle of exporting resources and importing dependency. https://t.co/mzoCJIqIuF
— Arthur Soares (@portfolio_brl) December 17, 2025
China
Across China, so-called “old wealth” is real-estate money, while “new wealth” arises from consumption trends. Data from the Huran Rich List makes the point. Among the top 100 names, consumer brands were responsible for more than 11% of total wealth. https://t.co/ESlApji49b
— Wei Zhang (@portfolio_cny) November 23, 2025
India
Dr. Devi Shetty is transforming healthcare. Early credibility stems from being Mother Teresa's cardiologist. "She was strangely unaware of her power." He eventually created Bangalore-based Narayana Health, now one of India's largest hospital networks. https://t.co/1rmyw2yMOo
— Nikhil Thorat (@portfolio_inr) February 12, 2026
Indonesia
South Africa
Are US-South Africa ties poised for a reset? President Cyril Ramaphosa appoints Roelf Meyer as the new ambassador in Washington to rebuild the strained relationship. The move is a diplomatic masterstroke; Meyer is an Afrikaner with impressive credentials. https://t.co/Ham4oysUEl
— Henrico Bekker (@portfolio_zar) May 21, 2026
Turkey
Dementia will become common, mostly because people are living longer. The trend harbors material public and private costs. For families, the majority of those costs center on informal care, including lost wages and respite help, not direct medical outlays. https://t.co/VRVlYFgFR7
— Calusa Quay (@wcq_insight) January 17, 2025
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Cranganore may receive compensation from clients for expressing strategic views on a particular geography, industry, or asset class. While we strive for objectivity in our written material, readers should independently affirm our outlook through reports and/or commentaries obtained through other research channels. As a matter of compliance policy, our corporate officers do not hold securities positions in clients’ companies unless otherwise disclosed. Additional information available.
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