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Akhil Shrivastava discusses strategy and leadership lessons.
All five companies companies generate more than enough cash to cover their operations but the arrival of debt vehicles to fund AI has complicated the investment case for tech stocks.
Hopes for an interest rate cut from the Fed are fading despite a global slowdown and a spike in the VIX.
The industry contributes $37.3 billion to GDP, but has been outshined by China in recent years.
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A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.
“The threshold for such an event is coming closer to us year by year,” says Théau Peronnin.
Both companies have new incoming CEOs, but Walmart's appointment has been better received by Wall Street.
AS Watson, which is nearing its 185th annivesary, has almost 17,000 outlets in 31 markets, including mainland China, Malaysia, Turkey and even Ukraine.
"We weren’t going out there and saying 'I’m going to reset my [growth] targets,'" Malaysia Finance Minister II Amir Hamzah Azizan explained.