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Independent analysis of capital markets, transactions and corporate finance in Qatar and the Gulf.

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Report

What the 2026 AI listings reveal about debt

– Sixteen AI companies listed or filed in the US, Hong Kong and mainland China in 2026 as China's AI shares fell 43%. We read their filings for debt, cash, commitments and the ability to pay.

Report

Who is lending to AI, and can the borrowers repay?

– Borrowing for AI has more than doubled in 2026, and lenders are now hedging. This report traces who lends, how much, how able the borrowers are to repay, and what 2000 and 2007 can teach.

Article

Where Gulf infrastructure money went in 2026

– Gulf states awarded $204.1 billion of contracts in the first nine months of 2026, 2.5% more than a year earlier. Here is where the money went and what is due in November and December.

Article

AI and the next decade of work

– AI now does the entry-level work that trained a generation of professionals, and the hiring data show it. Here is what the evidence says about who gets hired, who survives, and what students should do.

Explainer

How to value a private company in Qatar

– Three approaches set the frame, but four inputs decide the answer: the discount rate, country risk, growth, and the discounts for size and marketability. Here is how each is set for a Qatari company today.

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