We search for “the next big thing”

The cannibalizing effect of share buybacks. Are there parallels with Japan’s bubble years?

The cannibalizing effect of share buybacks. Are there parallels with Japan’s bubble years?

Read More
The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce.

The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce.

The cratering of middle-class spending power is driving retail bankruptcies.

Read More
China, Russia and the U.S. are running neck-and-neck in an AI military arms race.

China, Russia and the U.S. are running neck-and-neck in an AI military arms race.

As software eats the world, a dramatic shift is underway in both the technology and the doctrine of war

Read More
The regulatory case against tech giants: What path will lawmakers choose?

The regulatory case against tech giants: What path will lawmakers choose?

A consensus is crystallizing — for the good of society, tech giant power needs to be counterbalanced by policymakers enforcers.

Read More
Could India become the best-performing stock market of the next ten years?

Could India become the best-performing stock market of the next ten years?

The domestic structural shift of household savings into equities could drive a sustainable long-term rise in India’s stock market.

Read More
The regulatory case against tech giants (continued): Why concerns about information overload could cripple the platform-monopoly model.

The regulatory case against tech giants (continued): Why concerns about information overload could cripple the platform-monopoly model.

This epidemic “infobesity” has degraded truth and trust.

Read More
A contrary opinion on Japan: only six percent of money managers in a Barron’s survey expect Japan…

A contrary opinion on Japan: only six percent of money managers in a Barron’s survey expect Japan…

Is it time to double down on Japan?

Read More
Will Amazon disrupt healthcare?

Will Amazon disrupt healthcare?

Amazon is positioning itself to lead the charge towards personalized medicine and cloud-based pharmaceutical development.

Read More
#MeToo. A trend or a genuine sea change?What happens next depends on all of us.

#MeToo. A trend or a genuine sea change?What happens next depends on all of us.

How do we harness viral outrage to upend deep cultural and corporate dysfunction?

Read More