This issue’s discussions highlight key investment trends across major markets. Germany is ramping up infrastructure and energy investments, while Switzerland reassesses its defense procurement strategies. In the UK, AI-driven healthcare and software development are expanding, alongside rising interest in climate and water security innovations. Latin America, particularly Mexico, is benefiting from a nearshoring boom and increased fintech lending, as global investors seek opportunities in private credit and infrastructure. Southeast Asia sees Malaysia emerging as a key hub for data centers, attracting major tech investment, while Singapore experiences renewed market activity driven by AI adoption. The Middle East is accelerating AI initiatives, with sovereign wealth funds leading digital transformation efforts. Meanwhile, the US remains a strong player in venture capital, particularly in biopharma and healthcare, despite concerns over government spending shifts. Stay ahead with insights on these and other global investment movements.
What's happening in Germany?
Anneliese Sound, Industry Advisor at Deutsche Beteiligungs AG, shared that Germany is entering a significant investment phase, with a renewed focus on infrastructure and defense-related industries. After years of underinvestment, key sectors such as energy infrastructure and transportation are now seeing a much-needed push for modernization. The planned investments aim to improve road networks and upgrade energy systems to support long-term economic growth. Germany’s financial position remains strong, with relatively low debt levels compared to other major economies. Even with substantial new investments, the country’s debt ratio would remain manageable, making large-scale funding initiatives feasible. However, bureaucratic processes remain a challenge, often slowing down project execution. That said, past examples, such as the rapid approval of LNG terminals, demonstrate that streamlined processes can accelerate development when needed. With this investment momentum, Germany is positioning itself for long-term stability and growth in key industries.
What is happening in Switzerland?
Edmond Haiat, Partner at ESG-LAB.org, shared that Switzerland is navigating a period of strategic reassessment in its defense procurement sector. The country had committed to purchasing 32 F-35 fighter jets from the U.S. in a deal worth $6 billion. However, with shifts in global strategies, there is ongoing discussion about whether this investment remains the best course of action, with some considerations toward sourcing aircraft from European manufacturers instead. Beyond procurement decisions, Switzerland’s position as a key player in the European market means that economic and geopolitical shifts in the region have broader implications for business and investment. While the country remains outside the EU, its central location keeps it closely tied to developments affecting trade, supply chains and financial markets.
What is happening in the UK?
Glenn Smith, CEO at fueld.ai, shared that AI is rapidly transforming industries in the UK, with investment opportunities emerging in both technology and healthcare. He highlighted the rise of vibe coding, where AI assists in software development with minimal technical expertise, potentially reshaping how startups are built. AI-driven healthcare applications, such as image-based nutrition tracking and diagnostic support, are also gaining traction, though adoption lags behind markets like China. With Europe and the US focusing on regulations, investors are closely watching how funding, innovation and policy will shape AI’s future impact.
Additionally, Paul Streeter, Operating Partner at Natural Ventures, shared that while the UK economy continues to face low growth and rising unemployment, innovation in climate, food and water security is driving investment interest. In agriculture and water management, new technologies are emerging to enhance sustainability and resilience, yet there remains a significant gap between available impact-driven capital and suitable ventures for deployment. As demand for solutions in these critical sectors grows, investors are actively seeking scalable opportunities that can address both economic and environmental challenges.
What is happening in India?
Ambuj Mathur, Managing Partner at Indite Ventures LLP, shared that India’s financial markets are experiencing a correction, with stock valuations adjusting after a period of overvaluation. While this shift is manageable for traditional investors, it has been particularly challenging for retail investors who took on significant financial risk. Industrial performance remains mixed, with key indicators like vehicle sales showing lackluster numbers. As India heads into the summer and monsoon season, agricultural trends will play a crucial role in shaping consumer sentiment and economic activity. On the startup front, market stabilization is leading to a more balanced flow of capital into the alternative investment space.
What is happening in the Middle East?
Mazin Gadir, Director of Strategic Partnerships at IQVIA, shared that AI adoption continues to accelerate across the region, with a strong emphasis on capacity building, skill development and strategic partnerships. Major players like Microsoft, M42 and G42, key digitalization arms of sovereign wealth funds, are driving AI expansion through large-scale initiatives. Countries like Egypt and Saudi Arabia are also launching new programs to enhance AI competencies and industry integration. In the startup ecosystem, funding activity is picking up, providing much-needed capital for early-stage ventures eager to scale. With growing investment in AI and innovation, the Middle East is positioning itself as a key player in the global tech landscape.
What is happening in Cyprus?
Nikita Yuriev, Partner at Ultra VC, shared that Cyprus has a limited startup ecosystem due to its small population, leading firms like Ultra VC to focus on investing in European and UK-based startups, particularly in impact-driven sectors like healthcare, education and the future of work. Across these markets, 2024 has shown positive growth, with more investment funds emerging and new fund managers entering the scene. Compared to previous years, startups are finding it easier to secure follow-on funding, with early 2025 expected to bring even more opportunities. A key trend is the near-universal adoption of AI across startups, as companies see AI integration as essential for both product development and competitive positioning in today’s evolving market landscape.
What is happening in Singapore?
Alfred Shang, Managing Partner at BitRock Capital, shared that market activity in the region is picking up, with a noticeable rebound in investor sentiment. The stock market has bounced back significantly since the start of the year, largely driven by rapid AI adoption across Asia, particularly in China, where companies are integrating AI tools like DeepSeek into their operations. Meanwhile, policy measures in Beijing, including efforts to stabilize housing prices and support debt restructuring for municipal governments and corporations, are being viewed as expansionary moves, further fueling market optimism. As a result, investment activity is increasing and confidence in the region’s economic trajectory is strengthening.
What is happening in Malaysia?
Christopher Wong, Co-founding Partner at Spartan Ives Capital, shared that Malaysia is seeing a surge in foreign direct investment, particularly from major U.S. tech companies like Microsoft, Amazon and Oracle, which are building large-scale data centers in the country. This influx of capital is driving a shift from traditional heavy-capex industries toward more digital and technology-driven investments. In the venture capital space, the increased presence of foreign investment is also leading to greater participation from sovereign wealth funds in alternative investments. With this momentum, Malaysia is expected to see accelerated investment activity over the next two to three years, solidifying its role as a growing hub for digital infrastructure and innovation.
What is happening in the U.S.?
AJ Rastogi, Fund Manager at Vital Engine Ventures, shared that the U.S. is undergoing major shifts in government spending, moving toward a more competitive and open marketplace for projects and contracts. This transition is particularly relevant in industries reliant on government funding, where traditional budgeting strategies are evolving. In healthcare, investment activity remains strong, with significant advancements in pharmaceutical drug development, regenerative medicine, tissue banking and hospital consolidation. As these sectors continue to expand, investors are closely watching how regulatory changes and market dynamics will shape future opportunities.
John H. Abeles, MD, General Partner at Northlea Partners LLLP, shared that while economic concerns around national debt are creating uncertainty, the venture capital landscape, particularly in healthcare, remains stable. Given the long timelines for biopharma investments, most projects will outlast short-term economic shifts. While there may be some adjustments in government grants and funding allocations, essential spending is expected to continue, particularly for impactful healthcare initiatives. Despite broader fiscal challenges, venture capital in healthcare is likely to remain resilient, with long-term projects continuing as planned.
What is happening in Latin America?
Jesus Javier Leon Amezcua, Founding Partner at Vault Investments LTD, shared that fintech lending continues to be a major opportunity in Latin America, particularly in Mexico, where traditional banks have limited reach. His firm focuses on providing debt financing to fintechs that specialize in areas like car leases, mortgages and microfinance, filling critical financial gaps in the region. Many of these investments are made alongside major international banks, including Japanese and American institutions, which see strong potential in the sector. Trade remains a key factor in Mexico’s economy, with its status as the U.S.’s largest trading partner driving investment trends. While recent tariff discussions have created some uncertainty, market expectations suggest they will be short-lived due to the deep economic interdependence between the two countries. Despite occasional disruptions, Latin America remains an attractive and growing market for fintech-driven financial solutions.
Additionally, Antonio González-Karg, Managing Partner at Vault Investments, shared that Latin America, particularly Mexico, is at a pivotal moment as global supply chain shifts drive a nearshoring boom. While strong domestic demand and stable political transitions create a compelling investment landscape, challenges remain in navigating regulatory risks and financing gaps. Private credit and infrastructure investments are playing a key role in bridging these gaps, with institutional and family office investors increasingly looking for niche opportunities. Given the region’s complexity, tailored strategies are essential.
To access more exclusive investors’ insights from various countries and have an opportunity to meet them one-to-one, have a look at our investment video-calls schedule at the G.I.L.C portal.
