How to Become the Titan of the Industry – Buy Me To the Moon!

Over the last week, we have seen a host of announced mergers and acquisition. Taken together, in my opinion, these would harken some scary conclusions. In the last week alone, we saw three acquisitions announced that show how fiercely these companies … Continue reading

Traders, Betrayers and Taking Responsibility

Unless you live in a cave, you will have heard that JP Morgan has taken a (minor) hit to its balance sheet as well as its “balanced” management reputation.  As several articles have pointed out (I refer you to the … Continue reading

INSEAD – Celebrating the 15 Year Reunion (2008)

15 YEARS LATER : MY 15-YEAR REUNION AT INSEAD I have just completed my 15-year reunion at INSEAD in Fontainebleau. There were some 59 fellow classmates (out of about 205) who came in from 16 countries (3 came from Australia). … Continue reading

Global Power Rankings China versus ROW

China is making progress up the Global Power Ranking if you count market caps. Chinese publicly traded companies are now dominating the top 10 list of biggest market capitalizations worldwide. This Figaro article of 30 October highlighted that 5 out … Continue reading

China: Do you see 2020?: Financial Ascent vs Demographic Descent

Last night, at the MSG (not-in-my-salad) Arena, there was a curious heavyweight boxing match between two Chinamen. One, in the gold shorts, was the China of Optimism (CO). In the other corner, wearing satin red shorts, was the China of … Continue reading