The Veto
A prediction for 2030 Invest in Shinto cultures This is the final article in the series about investing in technology - arguing that the key to finding great opportunities and negotiating the next few years of wild industrial weather is to focus on technologies that...
A World of 50 Silicon Valleys
City States: the real engines of growth Five Ways to Invest with the Nerd Nation This article is the fifth in a series about investing in technology - arguing that the key to finding great opportunities and negotiating the next few years of wild industrial weather is...
Breaking News: China to Invest $450bn in Agriculture
The acquisition spree in Agriculture continues. Last week we saw Bayer make a $66bn offer for Monsanto. And the breaking news this week is that the Agricultural Development Bank of China is making at least a trillion yuan available for the modernisation of Chinese...
This $80bn Industry is at a Tipping Point
Dark Dante and the problem with hacking The most promising cyber stock for investors This article is the forth in a series about investing in technology -- arguing that the key to finding great opportunities and negotiating the next few years of wild industrial...
What Does Bayer Want With Monsanto? Data
Billions are being poured into Precision Agriculture For your watchlist: Trimble Navigation This article is the third in a series about investing in technology -- arguing that the key to finding great opportunities and negotiating the next few years of wild industrial...
Terraform #2: China’s Bold Experiment With Self-Driving Cars
BATs to take control of Chinese car industry A future-filled Israeli company for your watchlist This article is the second in a series about investing in technology -- arguing that the key to finding great opportunities and negotiating the next few years of wild...
For the Next Ten Years: Follow the Data
The companies terraforming the global economy Profiting from the "Oracle Machine" This article is the first in a series about investing in technology -- arguing that the key to finding great opportunities and negotiating the next few years of wild industrial weather...
Why is Apple valued like a clapped out steel company?
The Steve Jobs legacy is alive and well Tech Titans vs City Sates: introducing a new investment series starting tomorrow So surprise, surprise, the iPhone 7, revealed this week, has failed to set the Thames alight. There were no truly great innovations on display. No...
Podcast Episode #3 – Computerised Medicine
In the latest episode of the podcast, we look at three areas of healthcare that are ripe for disruption… There is telemedicine -- the scope for administering healthcare through devices and the cloud. There is remote monitoring -- a potential solution to the increasing...