An economist, working where markets, capital and companies intersect.

I am an economist. That is the starting point rather than a credential — it determines how I look at a company, a sector or a market. I begin with the system, not the story.

My work connects markets, capital, companies and decision-makers. In practice that means holding several things in view at once: what an economy is actually producing, where capital is willing to go and on what terms, which companies are positioned to benefit, and which decisions are about to be taken by the people who can move any of it.

The purpose of assembling that picture is to identify economic opportunities before they become obvious. Structural change is usually visible before it is priced — in a policy signal, a reconfigured supply route, a shift in relative input costs, a new trade instrument. The discipline is in reading those signals early, and in being precise about what would prove the reading wrong.

I work across Canada, the UAE and the wider Gulf, and Türkiye, while remaining globally oriented. These are not separate markets so much as three distinct combinations of production, capital and market access — which is exactly what makes comparison between them analytically useful.

I work discreetly. Most of what is worth knowing is discussed before it is published, and the people who share it are entitled to expect that it stays where they put it.