Stears’ October 20 research records rising disclosed capital value alongside fewer transactions. Financing structure and exit timing matter more than the headline total.
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OECD research highlights wide differences within informal economies. Investors need evidence of income and payment capacity before translating informality into a demand forecast.
GeoPoll’s 2026 consumer survey highlights different spending bands and persistent marketplace participation. The investment question concerns reachable customers and the cost of serving them.