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Tagged - global economy

​Asia Letter, Q3 2019: A New Era

This quarter’s Asia Letter from Scott Foster includes insights on the next historical era in Japan, Malaysia’s renegotiated East Coast Rail Line project with China, Nidec...

​Disengagement: The Technical and Business Outcomes for an Isolated China

In today's issue, we are addressing the possibility that there's no way for "inventing nations" to engage with China without being harmed, or even dominated.

China on the Edge

In this week's discussion, we'll look at China's current declining economic status and how it relates to what other nations and their technology companies can expect as the...

The Server Market

In this week's discussion, we'll look at the arcane, slow-moving, very conservative market for servers, and at the chips that drive them, to find out what's really going...

The Little Tail

A small dip in revenues at the beginning of Q1 2000 was the beginning of a rout in the technology sector, and in the equity markets in general. In the case of the GFC, it...

Linking Machine Learning to New Perspectives on Human Evolution

If one thinks about it, evolution is the highest form of learning, and survival the ultimate educational reward.

Theft Nation: The First Complete Description of the Chinese National Business Model

About 18 months ago, we committed to a yearlong research project, led and authored by Evan Anderson, to take everything we knew from the patterns of Chinese national...

At 20

Twenty years ago this week, I emailed the first issue of this report to a long list of friends and colleagues. The first issue focused on IBM's hostile takeover offer for...

Q4 2013: The Christmas Quarter

Every year, we put out an issue on what to expect in the fourth quarter, the most important in the year to technology executives and the investors who follow them.

Special Letter: India's Challenge

Today, we are seeing a free-fall in many currencies, with India in every day's lead news. Luckily for us, Rafiq Dossani has again delivered a timely insider-view of this...
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