Insights
Growth Markets Insights
Briefing notes from the EM Summit NYC programme committee on capital formation, applied technology and market access across growth economies.
- 6 briefing notes
- Programme committee
Investment · 6 min read
Why Allocators Are Re-Pricing Growth Markets
Growth markets are no longer a single risk bucket. Allocators are separating currency risk from operating risk — and pricing them differently.
EM Summit Programme Committee · 12 June 2026
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AI · 8 min read
Applied AI and the Productivity Gap
The gap between AI pilots and AI in production is where the actual returns sit. Growth markets may close it faster than incumbents expect.
26 June 2026
Trade · 5 min read
The New Corridors of Cross-Border Commerce
Supply chains are being rebuilt around regional hubs rather than single-country dependency. The financing follows the freight.
8 July 2026
Fintech · 7 min read
Fintech Rails Inside Regulated Markets
Licensing is no longer the moat it was. Interoperability, settlement speed and compliance tooling are what now separate the winners.
21 July 2026
Infrastructure · 6 min read
Digital Infrastructure: The Unglamorous Trade
Data centres, fibre and power are where a large share of growth-market capital will be deployed this cycle — and where the returns are most contested.
4 August 2026
Investor Perspectives · 5 min read
What Actually Makes a Deal Room Work
Matched meetings only create value when the matching is honest about mandate, stage and cheque size. Here is how the summit structures it.
18 August 2026
Insights are editorial briefing notes prepared for summit delegates. They are informational only and do not constitute investment, legal or tax advice.
Summit content is provided for informational purposes only and does not constitute investment, legal, financial or tax advice. No statement on this site should be interpreted as an offer, solicitation or guarantee of returns.