Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Bangladesh 2026: The Yunus Interim, Fiscal Stress, and the Banking Cleanup
Sheikh Hasina is gone, an interim council under Muhammad Yunus is rewriting the rules, and the macro file sits on a knife edge of single-digit reserves cover, double-digit inflation, and a banking system whose worst exposures were hidden for a decade.
The July 2024 uprising ended fifteen years of Awami League rule and installed a Yunus-led interim government whose mandate runs from constitutional reform to bank rescue to an election expected between December 2025 and June 2026. The IMF Extended Fund Facility worth USD 4.7 billion is intact and now larger by augmentation, foreign reserv...
Bangladesh 2026: Yunus, the tariff wall, and the road to a vote
An interim government led by Muhammad Yunus is rewriting the political order while the ready-made garment sector absorbs a US reciprocal tariff shock and the country approaches LDC graduation. The election date, the tariff endgame, and the Awami League ban now define the planning horizon for every multinational, lender, and donor with Bangladesh on its book.
Sheikh Hasina fled Dhaka on 5 August 2024 after a student-led July uprising in which the United Nations Office of the High Commissioner for Human Rights documented up to 1,400 deaths. Muhammad Yunus took oath as Chief Adviser on 8 August 2024, leading an advisory council of roughly 22 members focused on macro stabilization, banking triage...