12 September, 2017

Disruption = innovation strategy

In just 10 years, since the launch of the first iPhone, tech has dwarfed most of the traditional industries. Virtually all industries have undergone a tech-induced disruption in their core over these last few years. The average life span of a company on the S&P 500 is down to 17 years, and disruption accelerating with […]

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7 March, 2017

Asian Middle Class Boom

We probably all suspect that the growth of the middle class will come from the Asia Pacific regions, but I doubt many would think it could grow from less than half of the world population last year to almost 2/3 of humanity in less than 15 years. According to projections of the Brookings Institute, that’s what […]

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3 March, 2017

Compliance and Cartels

I will be attending the Outlook Plus conference in São Paulo, Brazil next week. This is a conference organised by EDANA and INDA and is always very successful with the nonwovens and hygiene industry. During the conference, I will have the privilege of presenting a paper on the topic of cartels and compliance. My presentation, […]

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5 September, 2016

Well, that was unexpected…

After posting doomsday  entries about the demise of London and how Berlin is taking the crown of start-up city of Europe, seems that I will have to eat my hat after all. Volumes between H1 2015 and H1 2016 dropped significantly in Berlin, while London was up nearly €290 million. Take this all with a pinch […]

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2 September, 2016

Political and Economic Europe in One Chart

You know how much I like my infographics. Here’s a treat for those who  struggle to remember which country stands where in the European political and economic context. Especially useful when following the evolution of the Brexit talks.

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5 August, 2016

Tech valuations

Our friends at CB Insights are never short of interesting statistics and data. This shows the top global companies by market capitalisation. Not so much a reflection of the value of the companies, but rather the value perceived by investors own these companies (as we all know). It starts in 2000 at the peak of […]

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30 July, 2016

The VC funnel

CB Insights have come up with another fine piece of statistics. Based on the 2009-2010 vintage (a long enough period of time to allow companies to succeed or fail), their team have looked at startup failure rates and showed that only 40% of those who could get seed funding, made it to the 2nd round. Getting […]

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26 July, 2016

Keep calm…

We hardly need a caption for this one. In my opinion, one of the most brilliant campaigns to ride on the coat tails of the Brexit vote. The Berlin senator for the Economy, the suave Cornelia Ozer, together with the FDP party had this truck wandering about the streets of London. Of course a little […]

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26 July, 2016

India: Where someones garbage is someone elses gold

India could be seen as the darling of emerging economies if it wasn’t for that festering problem of corporate debt defaults. Sour loans in a dysfunctional banking system, the absence of proper bankruptcy laws, and a slow-down in investments is forcing India to take the bull by the horns. When it comes to debt payment defaults, there have been a string […]

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2 July, 2016

Brexit – even leavers think they will lose

This latest poll result published by Statista gauges the sentiment of Britons in the wake of the leave vote. Apparently almost a third of those who voted to leave the EU think their country will be worse off… and close to 20% think they will personally be worse off. Yet they still voted to leave. […]

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Recent Posts

Brexit : disaster for VC funds

26 May, 2016

With Brexit vote coming up next week and the polls too close to call the outcome, we reflect on the impact Brexit will have on the VC industry....See More

Berlin on the heels of London

17 June, 2016

London – Europe’s self-proclaimed fintech capital – has raised the lion’s share of all private equity and venture capital funding, with $26bn ...See More