One major reason for stock markets performing strongly during the pandemic has been the belief that companies will layoff employees and replace them with technology. This is expected to make companies more efficient and thereby…
Many corporates have managed the initial months of the pandemic crisis and are now settling into a period I call “limbo land”. It is a peculiar period of fluctuating activity. Nations are either entering or…
Digital transformation has been a buzz phrase for years now. While the pandemic has stuck a rocket under this change initiative, there is one area which has lagged behind: executive decision making. It is tempting…
In normal times, businesses would have a vision. Resources and time would have been spent devising a set of goals along a road map to achieving this vision. In normal times, leaders would imagine stretch…
A common outcome emerging from earnings announcements this year has been losses arising from write-downs. Within the US, impairment charges for the first half of 2020 have exceeded $260 bn which is almost 30% higher…
The news is awash with speculation about what will be the “new” normal. Topics ranging from health to schools to the economy have not been spared. Understandable as it’s human nature to want security. Economists…
