Stories

Capital Flow

Shows how policy, balance sheets, market structure, and investor expectations transmit change across industries.

TSO / High confidence

Global Private Equity Market Size and Trend Analysis: Forecast for 2025-2034

The global private equity market size reached \$6.74985 trillion in 2025 and is projected to grow to \$20.2427 trillion by 2034, with a compound annual growth rate of 13.2%. Market growth is mainly driven by the expansion of institutional capital, digital value creation strategies, and increased cross-border investment activities. The North American market has the highest share, and the current major trends in the market are the integration of private equity and private credit, operation-driven value creation, and the growth of secondary markets and follow-on funds.

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TSO / High confidence

South Korea pushes digital asset framework law, accelerating regulation of KRW-backed stablecoins and Bitcoin ETFs

The "2026 Second Half Economic Growth Strategy" plan announced by the South Korean Ministry of Economy and Finance aims to enact the Digital Asset Framework Act within this year, which is intended to accelerate the institutionalization process of stablecoins pegged to the Korean won and Bitcoin spot ETFs through this act, while also exploring innovative areas such as government bond tokenization, carbon market applications, and national asset frameworks.

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Overview of Indonesian Fintech Law and Regulation: Regulatory Trends in Digital Payments, Crypto Assets, and DeFi

Indonesia is undergoing strong fintech development, with major driving forces including its large population, high internet penetration, and the government's economic recovery plans. The report points out that digital payments, P2P lending, and insurtech are the most active areas currently. In the crypto asset sector, regulation has shifted from Bappebti to OJK, but certain forms of DeFi (such as DeFi payments) are explicitly prohibited. For financing, equity financing is the main avenue for new businesses to raise funds.

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IMF-Financial leaders address AI, debt, and geopolitical turmoil at the World Bank annual meeting

This report focuses on the core challenges facing financial leaders at the IMF and World Bank annual meetings, such as AI, debt, and geopolitical turmoil. Experts analyzed the IMF's policy reviews regarding the debt sustainability framework, project design, and macroprudential regulation, and pointed out how three major shocks—the Russia-Ukraine conflict, surging demand for AI investment, and high public debt—have collectively pushed up long-term interest rates.

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TSO / High confidence

Assessing the evolving global competitiveness of the US automotive industry

The US automotive industry has experienced a significant decline in competitiveness over the past few decades, with both its global market share and domestic output shrinking. The report points out that facing low-cost Chinese EV manufacturers and technological change, the US automotive industry is facing new severe challenges and urgently needs in-depth industry analysis and precise policies to address them.

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