Three Paths to Strategy: 2021 View

Creative destructions have accelerated in 2021 as corporations faced an unprecedented wave of exogenous factors that acted as uncontrollable headwinds and tailwinds. Industries facing secular stagnation saw their hardship amplified, and sectors in secular growth mode witnessed formidable acceleration. Amidst these exceptional dynamics, Management teams and Boards had to rethink their business-as-usual templates and undertake … Continue reading Three Paths to Strategy: 2021 View →

The Growing Case for V-Competitors

The recent announcement by Apple regarding the replacement of the Intel CPU with its own ‘Apple Silicon’ chips casts a fresh light on the rise of v-competitors, i.e. vertically integrated players with strong differentiation. Their rise has been most visible in technology centric businesses, and their relevance is now amplified by the search for more … Continue reading The Growing Case for V-Competitors →

Deglobalizing Science and Technology (or not)

Amidst the deluge of COVID-19 predictions regarding the new normal in our societies and economies, deglobalization is earning a prominent share of digital ink. The ebb and flow of global trade, cross-border science and technology development, and borderless industrial models is not new. What is markedly new is the growing chorus of policy-influencing advocates across … Continue reading Deglobalizing Science and Technology (or not) →