This month’s insights reflect a cautiously adaptive global investment environment. Across regions, investors emphasized resilience, disciplined capital deployment, and the growing value of cross-border collaboration amid ongoing political and economic realignments.   

Regional Snapshots: Capital Flows and Core Themes

What’s happening in the United States

Political chaos continues to dampen confidence. Carl Jones, Founder at Inhite Ventures from the USA confirmed a major surge of interest in dual-use applications across healthcare and deep tech. You can use defense budgets as a first customer, reducing your deployment risk while accessing commercial markets. Despite the chaotic political scene, venture capital deal flow has not stopped in AI, healthcare, media, and tech. Robert Herzog, Managing Partner at Breaking Wave Capital from the USA noted deal flow resilience suggests the market levels toward the mean. However, concerns about high valuation levels indicate investors should use caution in deployment timing. Another investor from the USA noted China controls roughly 50% of critical mineral supply chains. This issue forces strategic investment in minerals and domestic sourcing as a hedge against future geopolitical friction.   

What’s happening in Africa

Emerging markets in Africa show strong positive momentum. Florent Nduwayezu, Syndicate Investor at EUVC from Kenya reported increased venture capital investments; the volume is on track to surpass 2023 figures. This signals a market recovery. Funds face deployment urgency ahead of the 2027 elections; you should commit capital now. The primary focus is using AI to digitize massive manual processes in the traditional economy. This offers a significant growth opportunity.   

What’s happening in Saudi Arabia

The country maintains a major strategy to diversify away from oil dependence. This drives fast growth in manufacturing, finance, tourism, and healthcare. An investor from Saudi Arabia noted a powerful demographic tailwind; 60% of the population is under 36 years old. The wellness, fitness, and sports sectors are expanding fast. The nation builds an integrated wellness strategy using AI to improve preventive health and lifestyle pillars.   

What’s happening in the Europe

Dual-use and defense technology is a hot topic in the Nordics, confirmed Pasi Pohjala, Founder and CEO at ATG Consulting from Finland. The trend is reinforced by NATO funding and dedicated accelerator programs. This has led to "reverse dual use," where civilian innovations, such as Medtech products, are positioned for military contracts. You can access substantial defense funding through this strategy.

Werner Schuenemann, Managing Partner at Xandance & Partners from Switzerland provided a contrasting view from Germany. He described a difficult macroeconomic backdrop defined by escalating job losses, manufacturing contraction and rising energy costs. The data centre boom exists, but political misalignment and high operating expenses create headwinds. His remarks point toward a market where investors must assess regulatory risk, labour pressures and long-term competitiveness before deploying capital into European industrial or infrastructure assets.

What’s happening in Asia

Across Southeast Asia, investors highlighted aggressive investment into AI-related infrastructure. One participant from Singapore and Malaysia reported major data-centre builds underway, including a 600 megawatt development in Malaysia. Several global players, from Oracle to Microsoft, are entering the market to take advantage of government incentives tied to positioning Malaysia as an ASEAN AI hub. This surge is driving parallel demand for clean baseload power. Mini nuclear reactors, deployed as floating units, are being positioned as a future energy backbone. Financing structures such as green bonds and sukuk instruments are gaining traction among regional investors.

India’s outlook focused on domestic stability and growth. Several attendees described strong consumer demand, rising liquidity from new public listings and a regulatory environment that continues to support technology and consumption. AI investment is accelerating, especially at the application layer, with large commitments from global firms such as Google. Broader climate pressures remain acute: industrial expansion and digitalisation increase energy demand and highlight the need for renewable generation, circular-economy solutions and new mineral-recovery technologies. Investors in India continue to prioritise early-stage opportunities in sustainability, mobility, energy and waste-reduction sectors.

In Israel, the climate has stabilised after two difficult years. Yaron Elad, Investor at Alpha Drive Ventures from Israel described increased capital inflows into technology sectors, especially cybersecurity. Foreign investors, who continued deploying during regional uncertainty, have returned with renewed appetite. The expectation now is that a more stable Middle Eastern environment will open new partnership channels across the region.

In the UAE, Christian Farioli, CEO & Lecturer at ESD Groth Partners from the UAE noted that ongoing geopolitical volatility is accelerating investor migration into Dubai and Abu Dhabi. Financial districts such as DIFC and ADGM are seeing record activity across traditional finance, crypto and blockchain. Abu Dhabi’s national AI investments are increasing, which is drawing company formation, fund activity and cross-border dealmaking into the region.

What’s happening in Australia and New Zealand

Craig Astill, Managing Director & CEO at Caason Group from Australia outlined a sharp rise in energy demand driven by data centres. Current usage sits at about 4 percent of national output and is projected to reach 11 percent by 2030 and almost 20 percent by 2050. Aging grid infrastructure cannot support this growth, forcing policymakers to revisit earlier positions on renewables and reconsider previously dismissed solutions such as nuclear. He noted that government climate targets are now seen as unrealistic under current load projections. Craig’s view reflects a broader need for capital allocation toward energy security, grid resilience and alternative baseload technologies.

Andeed Ma, Partner at AI International Institute (AIII) from New Zealand focused on regulatory direction. The country is tightening AI governance, aligning with emerging global frameworks inspired by the EU’s AI Act. Investors should expect compliance expectations to shape how startups raise capital and scale. Singapore is driving similar efforts and is preparing government-wide adoption through new national standards.

Investor Reflections and Community Engagement

Across the session, participants underlined the importance of active collaboration and transparent dialogue. Ambuj Mathur, Managing Partner at Indite Ventures LLP from India emphasized focusing on relationship building over transactional dealings. This culture encourages open and honest feedback among investors. The Global Investment Leaders Club supports this exchange through structured deal flow, one-to-one meetings, and a member network spanning over 20 countries.   

To gain direct access to investors sharing insights like these and explore live opportunities across global markets, visit the G.I.L.C. portal to join our private investment video calls and community sessions