Global Business Strategy
Beyond Borders: How Tata’s Defence Ambitions are Reshaping India’s Role on the World Stage
Tata’s defence arm is expanding into Africa and Europe, signaling a major shift in India’s economic strategy and creating new opportunities for investors.
The Labubu Bubble: Can Pop Mart’s Global Ambition Outrun Its One-Hit Wonder Problem?
Pop Mart’s global push, fueled by its Labubu dolls, faces investor concerns. Can the toymaker’s IP strategy sustain its massive stock market growth?
Nike’s Great Wall of Worry: Why a Stumble in China Has Investors Rethinking the Swoosh
Nike’s stock tumbles as weak China sales and geopolitical pressures force a major strategy “reset,” signaling a new era for global brands and investors.
Airwallex’s $8 Billion Gambit: Decoding the Fintech Giant’s Bold Leap into Silicon Valley
Airwallex secures an $8B valuation and makes a bold move into Silicon Valley, signaling a new era for global fintech and cross-border business.
Betting on the Dragon: Why Estée Lauder’s Contrarian China Strategy is a Must-Watch for Investors
Estée Lauder is doubling down on China despite recent troubles, a high-stakes bet that challenges the global trend of de-risking from the region.
The Great China Cash-Out: Deconstructing Starbucks’ $4 Billion Strategic Pivot
Starbucks’ $4bn sale of its China stake marks a major pivot. This analysis explores the competition, economic shifts, and financial strategy behind the deal.
The Billion-Dollar Grind: Why Private Equity is Brewing a High-Stakes Deal for Starbucks China
Starbucks is seeking a partner for its China unit, with private equity giants Carlyle and Boyu leading bids. This signals a major strategic shift.