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EM Deal Blog
Analysis and commentary on emerging-market dealmaking — from the Inclusive Capital team and the wider web.
Thesis
Why the missing middle is the best risk-adjusted bet in EM
The $5.2T MSME financing gap is a pricing inefficiency — not a credit-quality problem. Here's how to underwrite it.
Playbook
Reading an EM data room: five readiness signals investors actually weight
What separates a fundable data room from a folder of PDFs — and how AI scoring surfaces it.
Explainer
Blended finance, demystified: who takes which slice of the risk
A practical map of catalytic, concessional and commercial capital in a single vehicle.