Insights into the sectors, markets, and capital themes we advise on.
Mansera publishes perspectives on the sectors, geographies, and capital themes central to our practice. Each piece reflects the institutional lens we bring to every engagement.
STRATEGIC PARTNERSHIPS
The Asia-Gulf Corridor: How Two Regions Are Rewriting the Rules of Institutional Capital
August 2026 · 4 min read
The Gulf-Asia economic relationship has moved beyond energy dependency into a bilateral investment corridor spanning technology, financial services, logistics, and food security, with Gulf-emerging Asia trade projected to grow from $451 billion in 2023 to $682 billion by 2030.
Read full article →ECONOMIC TRANSFORMATION
Vision 2030 at the Halfway Mark: What the Numbers Say and What They Do Not
July 2026 · 3 min read
With 93 percent of indicators achieved or on track, Vision 2030's most significant accomplishment is the institutional infrastructure now in place: regulatory frameworks, capital market depth, FDI attractiveness, and human capital reform that will compound well beyond 2030.
Read full article →CAPITAL MARKETS
Private Credit and the Gulf: Why the Next Institutional Asset Class Is Being Built Here
June 2026 · 3 min read
Global private credit has reached $2.1 trillion and is projected to hit $5.7 trillion by 2035, yet the GCC accounts for a fraction of deployment despite hosting some of the world's most active capital allocators.
Read full article →FOOD SECURITY
Food Security as an Asset Class: Why Gulf Capital Is Moving Past the Farm Gate
May 2026 · 4 min read
The GCC imports roughly 85 percent of its food at a cost approaching $29.5 billion a year, and the region's unified food security strategy targets $30.5 billion in new agriculture and fisheries value, a gap large enough to function as a standing institutional mandate rather than a one-off allocation.
Read full article →INFRASTRUCTURE
Africa's Infrastructure Moment: Why Institutional Capital Is Repricing the Continent
April 2026 · 4 min read
Africa's institutional capital pools now exceed $2 trillion, yet less than 11 percent of the continent's infrastructure investment comes from private capital. The alignment problem is structural, not cyclical.
Read full article →EDUCATION
Education as an Asset Class: The Institutional Logic of GCC School Consolidation
March 2026 · 3 min read
The $14.5 billion Nord Anglia transaction marks the moment GCC education moved from an operational business to an institutional asset class.
Read full article →ECONOMIC TRANSFORMATION
Sector Creation as National Strategy: Lessons from Oman's Vision 2040
February 2026 · 6 min read
The most successful national development programmes are distinguished not by the scale of their announcements, but by the quality of their sequencing.
Read full article →HEALTHCARE
The Institutional Logic of GCC Healthcare Consolidation
January 2026 · 5 min read
Nearly 400 healthcare transactions were recorded across the GCC between 2021 and early 2025, with Saudi Arabia and the UAE accounting for over 90 per cent.
Read full article →M&A
Cross-Border M&A in Emerging Markets: Why Structure Matters More Than Price
December 2025 · 5 min read
The most common cause of failed cross-border transactions in emerging markets is not disagreement on price. It is structural misalignment.
Read full article →ENERGY TRANSITION
Sovereign Capital and the Energy Transition: Beyond the Headline Commitments
November 2025 · 5 min read
Institutional investors need to distinguish between three categories of sovereign energy transition activity: strategic positioning, infrastructure development, and commercially viable deployment.
Read full article →ADVISORY
The Advisory Gap: Why Consequential Capital Decisions Demand Independent Counsel
October 2025 · 5 min read
At a certain scale of decision-making, the conventional advisory ecosystem of investment banks, consultancies, and law firms leaves a structural gap.
Read full article →$120B+
GCC Healthcare Market Size
JLL, 2025
1M Tonnes
Oman Green Hydrogen Target by 2030
Hydrom
$34B
GCC Private K-12 Market
Mordor Intelligence
$29.5B
Annual GCC Food Import Cost
FAO
What We Are Watching
Saudi Healthcare Privatisation
$65B Reform
Saudi Arabia's National Privatization Strategy entered its execution phase in January 2026, targeting 295 hospitals and 2,300 primary health centres for private sector delivery. The Health Holding Company, owned by PIF, is managing the corporatisation of government hospitals into autonomous health clusters, while mandatory insurance expansion to Saudi nationals could add 12 to 15 million covered lives to the insured population.
Vision 2030, Carnall Farrar