The Journey is the Destination

“There’s a lot of baggage that comes with us.  But it’s like Louis Vuitton baggage.  You always want it.”                                                                                                                              Kim KardashianIt certainly looks like we have a lot of baggage. …

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Regulation, politics and big tech

Much of the social, economic and political development of the modern period is driven by technology, innovation and disruption. Steam power, combustion, electricity, telephony, computing; and today, digital transformation has…

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Did Warren Buffett really learn to love Tech IPOs?

Berkshire Hathaway invests in a tech IPOSnowflake's amended S-1 this week raised eyebrows for a few reasons. One was its huge valuation: Its proposed price range values the company at…

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Expecting the Unexpected

August is a time for reading and reflection.  This year has turned out very differently from what we had expected.  So much of our everyday reality has changed because of…

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Amazon doubles quarterly profit despite Covid-19 costs

Lockdown shopping helped boost revenues by 40% at ecommerce leader Amazon's profile soared in its second quarter, despite heavy costs relate to the coronavirus pandemic.  Locked -down shoppers drove sales 40…

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Dettol empire looks squeaky-clean

All chief executives need a bit of luck. But even Laxman Narasimhan couldn’t have dreamt of this. The new Reckitt Benckiser boss has got himself apandemic. What better for his…

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Risk, resilience and income opportunity

Every month that passes by brings more visibility on the economic impact of the Covid-19 virus past, present and future.Reported economic and corporate data highlights the extent of the damage…

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