When the Bully Loses His Best Friend
A geopolitical and economic analysis of a Canada–US relationship that is breaking, and what that break means for the world.
Research & Analysis
Deep dives on markets, policy, governance, and the forces shaping our sectors.
Canada Investment Summit: Day 2 Recap
Nearly $500 billion committed. Four airports opened to private capital. Canada's marginal tax rate on investment cut in half. Here is everything that happened on the most consequential day of Canadian economic policy in a generation.
Bombardier Defense: The Domino Effect Nobody Is Pricing Correctly
How one of Canada's most dramatic corporate turnarounds is now positioned at the center of the largest global defence procurement cycle since the Cold War - and why the market has not fully priced it yet.
Canada Just Placed a $1 Trillion Bet. Here Is What It Means.
The first-ever Canada Investment Summit opened in Toronto today. Hundreds of the world's most powerful capital allocators flew in. The deals being discussed will reshape North American supply chains, energy infrastructure, and the global race for critical minerals.
The Real AI Trade Nobody Is Talking About
Peter Thiel just told the market something. The question is whether you’re listening.
5 Industries That Will Define the Future
Data-backed analysis of quantum computing, fusion energy, sustainable aviation fuel, biosynthetics, and humanoid robotics - risks, capital, and what to watch next.
The Founder Who Forgot He Was a Minister
Nadiem Makarim, the Chromebook procurement case, and what it tells investors and policymakers about the danger of placing tech visionaries in ministerial roles without structural guardrails.
Blogs
Perspectives, updates, and stories from across the Raksa Group portfolio.
The Bridge Nobody Built: The Beginning of Raksa Partners
Why the most consequential gap in global capital markets is not a sector, not a technology, and not a regulation. It is a direction - and why that is where Raksa Partners begins.
Ophanim: The Intelligence That Never Sleeps
From ancient scripture to real-time regulatory intelligence - why we named our platform after the most vigilant beings in recorded history.
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