Blog
Montenegro’s disinflation looks externally driven, not a demand slowdown
Montenegro is moving from crisis-era inflation volatility toward stabilization, but the easing appears to be driven mainly by cheaper imports and improving global supply conditions rather…
Top ASX Copper Stocks Offer Leveraged Exposure to Structural Demand Boom
Australia’s mining sector is offering investors a broad range of entry points into the global copper market, from diversified majors to high-risk exploration plays. As demand…
US battery capacity surge threatens near-term oversupply as demand lags
A wave of investment since 2024 has pushed US battery manufacturing capacity far ahead of near-term demand, raising the odds of surplus and margin pressure. With…
Spain’s €414M Push for Critical Minerals Strengthens EU Supply Independence
Spain is staking its claim as a cornerstone of European critical mineral security with a €414 million investment aimed at boosting domestic production, recycling, and sustainable…
Domestic banking capacity is emerging as a constraint on Serbia’s ability to finance large-scale industrial expansion
Serbia’s industrial growth has been predominantly financed through foreign direct investment, supplemented by external financing and, to a lesser extent, domestic credit. This structure has enabled…
Serbia’s persistent trade gap keeps it tied to global capital flows and currency conditions
Serbia’s external imbalance remains large—running at roughly €10–12 billion a year—but it has been kept manageable through steady foreign investment and remittances. The risk for investors…
Rising financing costs are changing Serbia’s industrial investment pace and project mix
Serbia’s industrial expansion has benefited from years of relatively cheap, predictable financing, but Europe’s monetary tightening is raising the cost of capital for new projects. That…
Serbia’s next industrial leap hinges on building R&D capacity, not just expanding output
Serbia has scaled production and deepened integration into European manufacturing, but its ability to capture higher value is increasingly constrained by limited research, development and innovation…
Rising industrial investment is not yet fully translating into output, highlighting an emerging execution gap
Serbia has sustained strong levels of industrial investment over the past decade, positioning itself as one of the most active manufacturing destinations in South-East Europe. Annual…
Serbia’s industrial shift: from assembly outsourcing to deeper processing and tighter mid-chain control
Serbia’s decade-long near-shoring model—built on labour-intensive assembly for European supply chains—is maturing into a more complex role that adds processing depth and selective control over mid-chain…