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Strategic Opportunities in Supply Chains and Semiconductors

A Tipping Point for Domestic Tech Leadership?

The Chinese smartphone market has long been a battleground for global tech giants, but recent trends suggest a seismic shift. Foreign brands, once dominant in the premium segment, are now ceding ground to domestic players who are leveraging subsidies, AI integration, and ecosystem strategies to redefine the competitive landscape. For investors, this transition raises a…

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Prof G says tariff ‘nonsense’ gives away auto industry dominance to other countries — is Trump’s protectionism failing?

Prof G says tariff ‘nonsense’ gives away auto industry dominance to other countries — is Trump’s protectionism failing?

America’s trillion-dollar auto sector may be past its prime. That’s according to New York University Stern School of Business professor and media entrepreneur Scott Galloway, who claimed in a recent YouTube video that 2025 marks “the beginning of the end of the U.S. automobile industry.” Galloway argues that U.S. automakers are struggling to compete with…

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