Strategic Foresight - Insights in Business and Technology

Comparing Three Defining Economic Crises of 2008, 2020 and 2025 Analysis and Insights Nature and Triggers: Distinct Origins 2008 Global Financial Crisis (GFC): A systemic financial failure rooted in over-leveraged institutions and subprime mortgage defaults, leading to a credit freeze. The trigger was the collapse of Lehman Brothers (September 2008) , exposing the fragility of the financial system. 2020 COVID-19 Crisis: A health-driven economic shock caused by a global pandemic, resulting in widespread business closures and supply chain disruptions. The trigger was the discovery of significant COVID-19 cases in Italy (February 2020) , signaling its global reach and severity. 2025 Tariff Crisis (In Process): A policy-induced trade disruption stemming from newly imposed tariffs, leading to global trade barriers and economic uncertainty. The trigger was the announcement of Trump Tariffs (April 2025) , initiating a wave of trade policy changes and retaliatory actions. Marke...

Google the King of Search - What the Future Beholds in the AI World  Google's Evolution   Google King of Search - Where is the Growth Google Search - Economics with Gen AI Google Cloud's - AI and ML Play Googles AI Journey  Googles $100Bn Blunder Google - Risks to its Growth My other posts on  AI Value Chain ,  Amazon the King of Retail -WhyAWS is the Crown Jewel ,  Microsoft the King of AI in Software ,  Salesforce under the AI Cloud  and how  Generative AI can transform Telecoms ,  Energy and Utilities Source:  Seekingalpha ,  Bloomberg , Martinfowler.com,  Databricks.com , Linkedin,  Nvidia ,  Google ,  AWS ,  Fourweek MBA Blog ,  Amazon

 India and China's - Game of Thrones via Economic and Political Lens Indias Conundrum India is playing its part in the BRICS because of the following India's trust in China has eroded due to 4 skirmishes at the Northern Border. India is wary of China's growing clout in the new world order. While BRICS is economically China-centric, it is ensuring that it doesn't become a Unipolar bloc in Asia and another India-bashing group like OIC used to be. India can no longer rely on Russia as it has been forced to become China's ally because of sanctions. By consenting to an expansion, it is mounting pressure on China and other relevant parties to acknowledge its deserving position in the UN's Permanent Five + Group and refrain from raising objections. Besides India's trade deficit with the New BRICS being around 69%, prompting a need for effective management. In response, India is seeking to promote the use of local currency in trade transactions, thereby reducing its...

 Eight Steps for Every CFO to Apply in Recession - Prioritisation - Make a prioritised list of the trade-offs in your budget with a reason for why. Cloud - Accelerate movement to the cloud, while paying attention to shifting pricing strategies from software providers as prices rise. Business Process - Radically challenge workflows and processes to make them faster, simpler, and more agile for the long-term. Leverage and Cost Arbitrage -  Fundamentally rethink the way your company leverages humans (locations, hours, part vs full time, in-house vs outsource). Digital Talent - Clarify your Employee Value Proposition (EVP) so you are positioned to attract and retain the right digital talent. Aggressively source key digital talent that will shake loose and help accelerate your digital plan Digital Investment Roadmap - Develop a future vision of the customer and employee to accelerate the right digital investments for 2025. Automation - Invest in predictive and autonomous digital...

 Sharing the Agenda and Summary from my Upcoming Talk on,  "Future of Cloud - 2022"

 Global Financial Crisis (GFC) to Global Inflation Crisis (GIC) Spectrum

CIO Priority for OPEX Relief by Reducing Spend on  Collaboration software  Data centre build-out  Consulting  Infrastructure hardware  ERP applications CIO Priority for driving Growth by Increasing Spend on  Digital transformation  Cloud, AI, ML, RPA Cost Arbitrage levers like Outsourcing and Offshoring Data warehouse, Business intelligence, Analytics Security software 

 Inflation Impact on IT - Levers to Address With steep rises in IR, #buyers need to de-risk their #DigitalTransformation dollars for revenue generation & will ask #ITServices providers to share the risk. This is a certainty for buyers who are behind in their digital journey. #strategy #future #economy #Australia #IT  -- What is Driving Inflation Today

 Why Economies of Scope vs Economies of Scale for NBN  The average cost per Mbps in OECD is 48c (USD) and in Australia, it is $1.06 and Avg speed is 51Mbps. Just highlighting how economies of scope have impacted that. (src: TPG results FY 22)  Threats to NBN are multifold

  Inflation View of Major Economies   Commodity Prices View

Australian Economy Update - Half Year FY 22  Trade Surplus Driven by Mining Sector (like Coal) IR hike is expected in Q4. Source:  CBA.

 

 

4 D's of Investing The growing use of Robotics Master the Leadership Why Warren Buffet never bought Google stock  The One Metric that Identifies Qualified Buyers The B2B Lead Gen Stumbling Block The India Opportunity

 

From AFR   The world’s biggest credit rating agency gave a vote of confidence to Australia’s ‘‘strong’’ economic rebound and suppression of the COVID-19 virus.  The endorsement removes the threat of a downgrade since S&P put Australia on a ‘‘negative’’ outlook at the peak of pandemic panic in April last year and which could have increased the cost of borrowing for the $1.6 trillion in federal government debt projected over the next decade.  S&P forecasts the federal budget deficit to shrink faster than the government’s projections because the rating agency assumes the iron ore price will be higher than the government’s conservative assumption of $US55 a tonne.

Total Cost of Ownership (TCO): It seeks to capture the full cost of an IT asset from initial purchase through implementation and operation to maintenance and “end of life” costs. This is a cost-based approach that does not equate to value. It is useful for measuring IT value because it allows comparison of alternative implementations that will meet the same business need and, presumably, have very similar values to the business. If the TCO of one alternative is significantly less than the others, it represents better value for money. It includes consideration like training costs, security costs, scalability costs, and the costs of reliability deficiencies. TCO incorporates perspectives that are not purely financial. Limitation: It involves predicting future costs. This limitation can be minimised over time by tracking actual costs but, by then, the investment decision has been made. Return on Investment (ROI): It means calculating the revenue that the business generates or the c...