Having just written last month about the state of the global economy, especially the developed major economies, I thought I’d write about how the Global South is faring under the same pressures of geopolitical tensions, war and tariffs. This is the entire region dominated by developing, emerging and low and middle-income countries that even ordinarily… Continue reading Crises of Debt and Demography in the Global South
After my two articles earlier this year on the global economy, I think it is time to reassess the economic situation that prevails around the world and what can be done about it. I don’t think any discussion on the global economy can take place right now without US tariffs, geopolitical tensions and the Iran… Continue reading Global Economy in the Grip of Bad Policies
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I am talking about Aston Martin, of course. Hard to imagine that the ultimate rescue vehicle for 007 is now itself in need of rescuing. I was quite surprised by the news that Aston Martin is in financial trouble and that its Q2 2026 earnings were very disappointing. I wonder why this should be, and… Continue reading Rescuing and Reviving 007’s Car Brand
As corporate earnings stream in for Q1 FY27 they seem to be suggesting that revenue growth is good, albeit weakening, and that margins are under pressure. This is hardly surprising since most companies do not seem to have responded to rising prices of inputs and commodities with price increases. Therefore, margins are under pressure, though… Continue reading The Strong Profits, Weak Investment Conundrum of the Private Sector
Having written and shared my thoughts on several brands and companies on my blog for many years, and having embarked on a more focused Brandology exercise this year, I thought it’s perhaps time to share my thoughts on how brands are actually connected with companies and explain my thinking a little more. Brands and companies… Continue reading Brands’ Connections with Companies Explained
As I write this in Goa, India, Britain is experiencing political turmoil, the kind it hasn’t seen in decades. In fact, it is reported that with Prime Minister, Sir Keir Starmer, stepping down as leader of the Labour Party, UK will soon have its seventh prime minister in ten years. Both the main political parties… Continue reading Getting “Stagnation Nation” to Grow Again
“Open AI’s definition of AGI (artificial general intelligence): Highly autonomous systems that outperform humans at most economically valuable work.” “Computer science and AI community are gripped by an ideological vision that places AGI, meaning machines, that exceed all human capabilities, as its highest possible pursuit.” The statements above are from a research paper/essay by MIT… Continue reading Imagining the AI Economy
The world’s second largest economy has mostly been in the news for its slowing domestic consumption and for the overcapacity it has generated in high-tech industries which still keeps powering the economy through exports. While both these are true, it is perhaps time to explore the Chinese economy a little more in detail for it’s… Continue reading What We Can Learn from China’s Two Speed Economy
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Peripatetic Perch 