Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?
企业家精神
Disruptive innovation: between euphoria and disappointment
When new technologies emerge, euphoria and disappointment are never far behind. The success of an innovative technology is rarely predictable. What can investors do to manage risk while still participating in the success of genuine innovation?
可持续性
Reasons to be positive after COP30
Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...
金融市场
China: a tale of two realities
Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.