Research
What we’re seeing in the markets our clients operate in.
Sector studies and country market reports from Young America Capital, published for the founders and investors we advise.
Eleven reports published in 2026
View completed transactions
The Future Growth of Semiconductor Manufacturing
Chip sales reached $791.7 billion in 2025 and are expected to pass $1 trillion this year, mostly on AI data center spending. The report covers the custom chips Google, Amazon and others are building, their dependence on TSMC, and acquisition activity among smaller packaging and fabrication companies.
From the Industrials, Chemicals & Manufacturing sector, led by Steven Zelac
Sector lead
Senior Director, Head of Industrials, Chemicals & Manufacturing
Steven spent three decades at W.R. Grace, Alcoa, DuPont and BrightView buying, selling, separating and restructuring businesses, and has completed more than 70 transactions across chemicals, materials, packaging and building products.
Sector
Industrials, Chemicals & Manufacturing
Steven Zelac, Omar Brown, Peter Formanek, Mark Chlapowski, Stephen Christopher
Sale, acquisition, capital raising and board advice for industrial, chemical and manufacturing companies, including specialty materials, packaging, emission controls and industrial biotech.
Sector research
Powering the Next Decade: The Capital Stack Behind America’s Nuclear Restart
Data centers and electrification are increasing power demand and bringing nuclear energy back to the center of the grid. The paper covers what is driving the restart and the capital it will take.
Ultra Trail Running Market Landscape
A niche endurance pursuit has become a multi-billion-dollar ecosystem spanning footwear, apparel, live events, media rights, and race tourism.
Global Tent Market Outlook 2026: Growth, Consolidation Opportunities, and Strategic Trends
Rising camping demand is driving steady growth, and a fragmented field leaves room for consolidation.
Global capital markets
Jamaican 9M 2026 Market Update
The JSE Main Index finished September up 21.2%, its best nine months since 2019. The update revisits the ten companies from our January report and looks at what Scotia Group Jamaica’s J$64 billion take-private means for other controlling shareholders.
Prepared by Jackson Ritchie, Head of Caribbean/Latin America Sector, with Sameer Patel
Puerto Rico Financial Services & Capital Markets
Three banks hold roughly 92% of Puerto Rico’s insured deposits. The paper looks past them, to the recapitalizations, insurance acquisitions, and fintech financings open to lower-middle-market owners.
Iran Capital Markets Report, Q1 2026
Nominal on the surface, distorted underneath. The report models Sukuk yields at a 69% discount rate and maps a four-tier FX regime.
Russian Markets After Sanctions: What CEOs and Investors Should Know
How sanctions and capital controls are reshaping the investment landscape, and what the economy looks like on the ground.
Caribbean Capital Markets Are Changing. Here Is What CEOs Should Be Watching
Viewed from the U.S., the region still reads as a tourism story. That view misses what is taking shape across several of its markets.
Venezuelan Market Report: Venezuela’s Stock Market Surge and What It Means
The Caracas Stock Exchange’s 2025 run, and the shifts in sanctions expectations, politics, liquidity, and market access behind it.
Inside Jamaica’s Capital Markets
Performance, dispersion, and opportunity across the Caribbean’s most mature public market, with a 2025 recap of Jamaica’s ten largest listed companies.
Followed in November by the Jamaican 9M 2026 Market Update
No reports match that search. Try a country or sector, or ask the team about a market you are following.
Research Services
Commission a market study, or discuss what the research means for your company.
The materials presented are for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. Past performance is not indicative of future results. Any transactions referenced may not be representative of all clients or engagements. Young America Capital, LLC is a registered broker-dealer and member FINRA/SIPC.