Tech Trends

“The chip shortage is ending for some, persisting for others, and reshaping profit pools for everyone.” The market signals say this: the worst phase of the semiconductor shortage is largely over in unit terms, but the economic shock is still working through balance sheets, capex plans, and product roadmaps. Lead times are down from the … Read more

“The first country that makes cash irrelevant will not be the one with the best app. It will be the one that makes trust, fees, and fraud feel invisible.” The market is already voting: card networks, wallets, and real-time rails now process more value every day than physical cash in most major economies. Cash is … Read more