Research market · 06 — Transport, utilities and urban development.

Infrastructure.

Bridges, ports, airports, reclamation, power, water and connectivity — what is actually being built, what it costs, what completes, and which markets it revalues.

2 publications 7 cross-listed Methodology →
Programme scope 06 areas
01 Transport & connectivity
02 Ports & airports
03 Utilities & waste
04 Reclamation & urban development
05 Project delivery risk
06 Infrastructure finance
Cross-listed from other markets 07
Business & Markets
What a gigabyte actually costs in the Maldives

Two hundred and four published products, and a price ladder that varies forty-six-fold within a single duration band. The cheapest data in the country on headline arithmetic is a one-hour pass at twenty laari a gigabyte — which nobody can use. Once consumption is capped at something a person could plausibly consume, the ordering inverts and the same pack becomes the most expensive data on sale.

18 August 2026 7 min medium confidence
Business & Markets
Can you run a telecom commercial function on public data?

We rebuilt as much of a telecom operator's commercial analytics function as the public record allows — market sizing, operator economics, product portfolio, pricing, forecasting and decision support — and then counted what was missing. About a third of what a commercial team watches can be reconstructed from outside. The third that cannot includes churn, which is why the answer is a qualified no, and why the qualification is the useful part.

18 August 2026 5 min medium-high confidence
Real Estate
Sand and flats: 35 years of answering Malé's scarcity with reclamation, never reform

Every administration since 1990 has met Greater Malé's congestion with the same two instruments — reclaim land and build state flats — while the 2002 grant system kept allocation political and no price register was ever built. The 2026 cycle is running the same play into a debt-and-dollar wall.

14 July 2026 12 min medium confidence
Real Estate
Malé is full — and Hulhumalé is still only half a city

The capital packs 137,238 people onto 1.95 km² and adds no net supply; the state is deliberately decanting its demand onto reclaimed land. Whether that trade works depends on Hulhumalé becoming an economy, not just a dormitory — and it is at best halfway there.

14 July 2026 12 min medium confidence
Real Estate
The land machine points at the capital, not the regions

Greater Malé's lagoons are absorbing roughly 7 times more state-made land than the flagship regional project; Thilafushi gains a port, a power plant and the country's only posted land price, while RasMalé — the largest reclamation ever attempted — remains a financing black box and the regions get infrastructure without people.

14 July 2026 14 min medium confidence
Real Estate
The bridge is 90% likely, the eco-city under 25% — and Malé needs 1,900 homes a year, not 65,000

India-financed corridor works will finish late but finish; RasMalé's promised 65,000-unit city is reclaimed sand with no financing for anything on top. The measured housing problem, meanwhile, is a bounded Malé deficit inside a much larger affordability gap — and pledged paper supply already exceeds every demand scenario Nyra can construct to 2040.

14 July 2026 14 min medium confidence
Real Estate
Rents rise in every scenario; almost everything else depends on the sovereign

The capstone risk map is hub-and-spoke: ten property risks, and nearly every spoke routes through one over-indebted balance sheet. Climate risk is real but mispriced in time, not direction. The honest forecast to 2030 is a range — asking prices anywhere from −10% to +35%, build costs up in every scenario, and rents the only series that rises in all three.

14 July 2026 15 min low-medium confidence