BL Newsletter #3: Deciphering Piketty & Christensen

Newsletter Launched the third issue of my personal newsletter and the focus for this issue centered on two authors who I have read extensively over the past few weeks. I have been pouring through pages of Thomas Piketty’s “Capitalism in the 21st century” and reading an insightful article entitled “The Capitalist’s Dilemma” by Clayton Christensen. Behind these two thinkers, there is an interesting insight I drew on why we are seeing a strong reaction from the capitalist world in the West. Intrinsically, investors are also withholding hoards of cash and not invest into innovation because the metrics used to assess company are not relevant in a slow growing economy requiring more investment for long term growth. You can subscribe to my mailing list to hear my latest analysis. Of course, my official policy is not to spam but to share analyses and thoughts on business and technology in Asia as a whole. [Read more...]