Author: Naomi Chan
Tesla’s EV dominance is over. China’s BYD, European premium brands, and US incumbents now compete seriously on global scale, supply chain integration, and software. The next phase will reshape the entire automotive industry.
Logistics is a $5 trillion industry that operated for decades without much spotlight. E-commerce, reshoring, and AI have changed that. The companies that have built sophisticated logistics capability now hold strategic advantages competitors can’t easily match.
Every company says it wants to innovate. Far fewer succeed. The gap between aspiration and outcome is not about ideas — it’s about culture, organisational design, and daily practices that the most innovative companies build deliberately.
Edge computing has quietly become foundational infrastructure for manufacturing, retail, healthcare, and AI deployment. The architectural shift is producing real commercial value — largely without the hype around other transitions.
After a decade of ambiguity, crypto regulation has clarified. The EU’s MiCA is operational, the US is advancing legislation, and Asian jurisdictions have established varied frameworks. Considered participation is now possible.
The space economy crossed $570 billion in 2024 and is on track for $1.8 trillion by 2035. Satellite services, launch, and orbital infrastructure are now strategic infrastructure with implications well beyond aerospace.
India has produced 110 unicorns. The country has the world’s third-largest startup ecosystem. But the gap between potential and actual share of global venture outcomes remains wide. What’s working, what’s broken, and what comes next.
Quantum computing has been ten years away for two decades. But 2024–2025 progress on error correction has narrowed the gap. For most businesses, quantum isn’t yet operational. For specific industries, the time to engage has arrived.
Private equity has $3.7 trillion in dry powder and an increasingly clear strategic priority: the mid-market. For founders and owners of mid-market businesses, understanding what PE actually changes — and what to negotiate — matters now.
Three years into a high-rate environment, commercial real estate is sharply bifurcated. Office is in genuine decline. Industrial, data centres, and multifamily tell different stories. The opportunities are real — and time-limited.