Willie Walsh Named CEO of India's IndiGo
Big CEO appointment at India’s IndiGo - IATA head and former IAG boss Willie Walsh https://t.co/29hVImJrw6
Vietnam LNG Project Pivots to Renewables Amid Price Surge
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
Human‑AI Partnership Redefines 2026 Talent Acquisition
Full Report: #TalentAcquisition Trends 2026 – Human-#AI Power Couple @Korn_Ferry https://t.co/Ar15QB2FYr #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Iran Sets Hormuz Toll, Bans US, Israeli Vessels
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
Eurozone Inflation Surprise: Core Goods and Services Fall
🇪🇺 Euro area HICP flash estimate came in below expectations, with both core goods (-23bp) and services inflation (-13bp) down in March. Early days, focus will be any signs of second-round effects, etc etc. https://t.co/AaktjkVaKZ
Nikkei Slides 13% in a Month, Signaling Slowdown
JAPAN: nice job getting out of this market with the Nikkei down -13.2% in the last month = #Quad3 Slowing https://t.co/ckYlpWSopM
FPIs Smash Record with ₹111,000 Cr March Sell
FPIs sell a record 111,000 cr. in March 2026. That's the highest ever in a single month, eclipsing the Oct 2024 94,000 cr. or so then. https://t.co/FOfZQAttkq
March Market Turmoil: Dollar Rises,
In March: - US dollar set for best month since 2024, bond yields poised for largest monthly rise since 2024 - S&P poised for biggest monthly drop since 2022 -Brent crude set for its biggest ever monthly gain - Average US gas prices are...
Istat Naps When Data Matters Most
Istat falling asleep at the wheel at the one time in the year when their data actually matter ...
ERP Failures Stem From Ignored People, Not Technology
Most ERP failures aren't about the tech—they're about the people. Resistance to change often stems from poor explanations, irrelevant training, and ignored concerns, not a refusal to adapt. The real issue? Neglecting the human side of implementation. #ERP #ChangeManagement https://t.co/9wfDQaDpr8
German Retail Sales Unexpectedly Fell 0.6% in February
Expectedly @Hedgeye > German retail sales declined unexpectedly in Feb, dropping 0.6% in real terms compared to Jan, according to preliminary data from Destatis
Kandou AI Raises $225M to Speed Chip Data Transfer
Kandou AI raised $225M to solve one problem: data moving too slow between chips. Not the model. Not the GPU. The wire. The 448G barrier. Your cluster idles while data waits. Most AI teams haven't hit it yet. They will. https://t.co/eet96ho75l
HFG Shifts to Meat, Cuts Debt, Holds Dividend
#HFG looks as expected. Debt down a bit which is good. Focus on meat now. Committed to progressive Dividend policy. Looks like seafood/veg might get sold off.
KZR Acquisition Offers Modest 12% Premium, CVR Overvalued
$KZR gets bought out at $6.955/share in cash + CVR. As noted, at $6.20/share, the upside was limited, so a ~12% premium to that level + CVR is a better outcome for shareholders than I expected. As to the CVR play, it...
Private Equity Targets Japan’s Fast‑food Boom
In the land of 🍣🍜🍱 , private equity wants...🍔🍟🍗?! My latest for Businessweek on why major private equity players are investing in fast food operators in Japan https://t.co/stlmwP77Sb
German Retail Sales Slip Again, VAT Debate Misplaced
Good Morning from Germany, where retail sales unexpectedly fell in February. Sales dropped 0.6% MoM, while analysts surveyed by Bloomberg had expected a 0.3% increase. This marks the 2nd consecutive monthly decline. Notably, the weakness came even before the outbreak of...
PETS Stable, Energy Hedged; Shift to 50% Dividend, Rest Buy
#PETS "in line" and energy costs mostly hedged. Changing shareholder return policy to 50% Dividend and the rest as Buybacks. That's perhaps a reasonable idea when shares beat up.
Supply Boost Beats Demand Subsidies in German Price Control
In a shocking turn of events, German economists discover that govt policy of increasing supply more effective than subsidizing demand at controlling prices.
Founders Need Systems, Not More Content Ideas
For the last couple of months, I’ve been rethinking something important: I don’t think most founders have a content problem. I think they have a systems problem. They don’t need more random ideas. They need better ways to turn signals into decisions, and decisions...
Big Funding Elevates Established InsurTech Startups to Leadership
InsurTech leaders are emerging ! → https://t.co/Mi6qREt2U8 This reflects the largest rounds announced recently, which happened to come from startups on the market for a while. https://t.co/WSCHzLUKG4
Zimbabwe's Central Bank Halts M2 Data Since 2025
The Reserve Bank of Zimbabwe hasn't officially released M2 Money Supply data since December 2025. ZIM = A MASTERCLASS IN POOR ECONOMIC DATA. https://t.co/19E41X3pxN
Eurozone Inflation Surprise up; Core Falls, Italy Softens
Advance HICP data tracking a slight upside surprise in the EZ headline today, but the core likely fell, and the Italian number should be soft as the wild jump in services inflation in February, Winter Olympics, reverse.
Helium Shortage Threatens AI Chip Production Amid Conflict
The AI boom is running into an unexpected constraint. The Iran conflict is disrupting helium supply from Qatar, a key input in semiconductor manufacturing for AI systems. As availability tightens, costs rise and production becomes more fragile. It is a reminder that...
Mentorship, Community, Learning, Representation: Keys to MedTech Success
5 things Women's Month reminded me about building a career in MedTech: 1. Mentorship changes everything 2. Community is your competitive advantage 3. Continuous learning isn't optional 4. Representation matters 5. Self-belief is the foundation Which one hits home for you?
Senegal's Anti-Corruption Promise Shattered by Hidden €650M Debt
Following its 2025 hidden-debt scandal, Senegal tapped €650M in undisclosed borrowing to finance itself. Typical. In 2024, Senegalese Pres. Bassirou Faye ran on an anti-corruption platform. https://t.co/RynjocejJG
Open‑Source Kubernetes Contributions Earn Global Talent Visas
For those of our intakes who are seeking to get the global talent visa we have been able to merge them into joining the kubernetes open source community where they get to contribute and fix issues on the kubernetes platform...
Three Hidden Deal Factors Could Derail Sunway Before Deadline
Everyone is watching whether Sunway extends the April 6 closing date. That is the wrong thing to watch. There are three things sitting quietly in this deal that nobody is talking about — and one of them could end the entire conversation...
Singapore Braces for Higher Power Bills Amid LNG Shortage
Singapore warns of higher power bills for months due to the Middle East conflict 🇸🇬📈 The country was getting half of its LNG from Qatar (which is now shut) "Everyone can play a part by using more energy-efficient appliances and conserving...
Break Out of Echo Chambers to Grow Digital Reach
Escaping the Echo Chamber: A Whiteboard Guide to Expanding Your Digital Territory https://t.co/83JZyxQupB via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #MarketingSuccess #MarketingStrategy #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
Scaling Speed and Trust in AI-Driven Systems
How do we build systems where speed and trust can scale together? I explored this with @MichaelLeland, field CTO of #island at RSA and it’s the challenge of the AI era. AI is now an actor. Fast, boundaryless, and creating risks most...
Managed Money's Oil Options Net Long 50× Average
Goldman Sachs on the oil options market: “… The rally has spread beyond the spot crude market, with net long options managed money positioning 50 times higher than its 10-year average as investors bought options with strikes as high as $450...
Trump Tariffs Cause UK Food Exports to US Slump
UK food exports to US slumped after Trump imposed trade tariffs https://t.co/vsOWUTylXc via @DeutschJill https://t.co/aPoz8tsV0L
Tech Obsolescence Accelerates; ERP Futures Remain Uncertain
Technology implemented today is obsolete faster than ever due to AI and rapid development speeds. Predicting the future of ERP and digital transformation in 5-10 years is nearly impossible, even for those working in the field. #TechTrends #FutureOfWork https://t.co/giQSZDdYia
India Refuses to Play Go‑Between in US‑Israel‑Iran Conflict
#IndiaWatch🇮🇳: India's minister of external affairs, S. Jaishankar says India will not be a “go-between country like Pakistan" in the US-Israeli war on Iran. S. JAISHANKAR = A WISE MAN. https://t.co/JFnuxXvlKV
Mixed Inflation Trends Worldwide; India Trims Deficit, Growth Accelerates
🌍 Global News Update: ⦿ US 10-year Treasury yield fell to 4.32% for second session, as Powell noted long-term inflation expectations appear in check. ⦿ RBA minutes: Oil near USD 100/barrel could raise headline CPI to 5% in June quarter, with inflation...
Asia's Coal Prices Surge as Gas Supply Tightens
Asia's coal benchmark is at a 17-month high as Middle East conflict chokes gas supplies 🪨⚠️ Australian Newcastle coal futures for April hit $144.25/ton on Monday (the March contract expired Friday at $135.60) Asian countries are expanding use of coal to cut...
UK's Rigid Economy Risks Worse War Outcome
A lack of economic flexibility dooms the UK to a worse war outcome than its European neighbors, argues @marcusashworth https://t.co/7dZ4ZHPU9h via @opinion https://t.co/Eke35KTZuW
Yield and Oil Moves Signal Shift to Growth Fears
Are we moving from inflation fears to growth fears now ? I don't think so just yet , but well , that's a big possibility. If yields come under pressure with elevated oil prices , it will be your signal that markets...
Russia and Saudi Dominate Bab El‑Mandeb Oil Flows to Asia
Goldman on the Bab el-Mandeb Strait: Russia accounts for 44% of oil exports via the Strait and Saudi Arabia for 42%, with nearly 90% of total flows going to Asia. https://t.co/Y8kpvJJoaC
From Pizza Delivery to £646M: Skill Compounding Wins
Ben Francis started Gymshark at 19 while delivering pizzas and sewing vests in his parents’ garage. He first ran a dropshipping site for supplements, learned fast, then built his own apparel brand. He sent free gear to fitness creators, built a community,...
India Shifts Fertilizer Imports to Russia, Undermining Sanctions
#IndiaWatch🇮🇳: India is one of the largest importers of fertilizers sourced in the Gulf. Now, India has pivoted towards Russia. It is locking in long-term deals, to cut its reliance from the Gulf. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING...
Nine India‑bound Energy Ships Stuck at Hormuz
🇮🇳India: 9 India-bound energy vessels — carrying crude oil, LNG, and LPG — remain stranded at or near the Strait of Hormuz, unable to transit https://t.co/IzlRQxYqGH
AI-Native Firms Reshape India‑US Startup Corridor
From the 2020 @HarvardHBS case study on @LogiNext to now: Great to be back to speak at Harvard Entrepreneurship Summit Discussed the rise of AI-native enterprises, structural shifts beyond chatbot-like AI, and scaling the 🇮🇳-🇺🇸 corridor with @srikrishmang, @anshu @amruthajalihal https://t.co/8nwPw9T5vN
China PMIs Remain Resilient, Non‑Manufacturing Returns to Growth
China PMIs Signal Resilience as Mideast War Raises Uncertainty—Nonmanufacturing PMI, which covers both service and construction activity, also bounced back to growth territory https://t.co/JJM08eJIFF https://t.co/JJM08eJIFF
Central Banks, Not Treasuries, Curb Debt Monetization
Indeed no Treasury has ever said "stop monetizing debt, that's inflationary." It is the independent central bank's job to push back on debt monetization.
China’s Demand Has Stalled, Not Driven Global Growth
I am a big fan of Chartbook and the collected works of Tooze -- but there is no way to look at China over the last 6 years and conclude that it has been a source of demand for the...
Coupon Supply vs GDP Reveals Misleading Percentage Metrics
not a big fan of doing percentage shares of the outstanding when the outstanding is way up -- here is a chart of coupon supply as a stock normalized v GDP 1/2 https://t.co/yTbJuALpQ8
Japanese Cross‑shareholdings Shield Incumbents, Hurt Shareholders
Shareholders are supreme under Japanese corporate law, but shareholders' economic interests are not. What is the distinction? Japan is (in)famous for its webs of cross-shareholdings. Suppliers, customers, financial institutions own shares in each other, and always support incumbent management with their...
Feb YoY Trade Data Skewed by Last Year's Weakness
It is always difficult to sort signal from noise in the Chinese data/ trade data, & all the more so in q1. Right now all the February y/y comparisons are distorted by a weak February last year and...
Scale Personalized B2B Engagement for Better Sales
Personalized B2B Customer Engagement at Scale by @Timothy_Hughes https://t.co/89z2OuNeZD @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Marketing #MarketingStrategy https://t.co/N9p7KIRZ8r