Insights

Perspective, as the market moves.

Commentary and market analysis from INA's advisory practice — continuously updated, distinct from the structured Knowledge Center library.

2026.07.01
Market Analysis

Why 2026 Is the Inflection Point for AI Infrastructure in Latin America

Compute demand, power constraints and sovereign strategy are converging faster than most national roadmaps anticipated.

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2026.06.24
Commentary

What Development Finance Institutions Are Actually Prioritizing Right Now

Blended structures and measurable social return are moving up the list — bankability alone is no longer enough.

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2026.06.15
Market Analysis

Submarine Cable Investment Is Accelerating — Here's Where

New consortium routes are reshaping capacity economics across the region faster than landing-station permits can keep up.

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2026.06.08
Commentary

Five Questions Every Ministry Should Ask Before Structuring a Connectivity Project

The projects that stall at financing usually skipped one of these questions at the opportunity stage.

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2026.05.29
Insight

AI Advisory Is Becoming a Board-Level Conversation

Governance and ethics are no longer a technical afterthought — they're showing up in the first meeting.

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2026.05.20
Market Analysis

The Blended Finance Instruments Gaining Traction in 2026

A handful of guarantee structures are quietly doing more to unlock private capital than headline concessional funds.

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