Our analysis leads us to believe that the forces driving low economic growth, increased indebtedness, low interest rates and asset inflation will only strengthen in a post COVID-19 world.
Month: December 2020
Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it’s rarely true.
Emerging digital economies such as Latin America and India have accelerated in their bid to catch up to major developed nations, taking advantage of pandemic-related digital transformations by investing strongly in e-commerce and mobile communications. The next decade will be an exciting and opportune phase for these rapidly growing regions.