Industry Insights

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Consumer spending: China’s new growth engine

4 February, 2016

If Alibaba, China’s e-commerce juggernaut, can be seen as a proxy for China’s economy, there is reason for optimism. The company reported a vigorous fourth quarter, with profits doubling and sales up by nearly a third. The lift in consumer spending on Alibaba’s websites could also signify China’s shift to a consumer economy, which would put it on a more sustainable growth track.


The power of Shell and BG combined

2 February, 2016

Now that Royal Dutch Shell's $52 billion takeover of British oil company BG is approved, the two companies are set to create the world’s biggest trader of liquefied natural gas (LNG). While crude oil prices are expected to recover, the current low will be a challenge. Shareholders are betting on Shell CEO Ben van Beurden’s strategy to focus on LNG and deep water oil production to weather the downturn.

Media File

Lighter turbulence ahead for Boeing and Airbus

31 January, 2016

Aircraft orders at the biannual Dubai Air Show in November were down sharply from 2013, when the aviation cycle was in full upward swing. Compared with 2014, new orders fell by nearly half at Boeing and a third at Airbus last year. The drop would seem to indicate a downward trend. However, the outlook for the world’s two biggest planemakers is both more complex and more promising.

Media File

In Davos, steps towards gender equality

28 January, 2016

The underrepresentation of women in boardrooms, C-suites, and government was a focus at the annual meeting of the World Economic Forum, which has made closing the gender gap a Global Challenge Initiative. The forum highlighted the shortage in executive talent and the business case for gender equality, contending that as a talent pool, women are crucial to growth and competitiveness.


Big Blue betting on the cloud

26 January, 2016

American tech giant IBM is focusing on boosting its cloud offerings for the business market, and has made a series of deals aimed at accelerating the delivery of cloud services across a range of industries. Most recently the Silicon Valley pioneer purchased San Francisco-based online video streaming service provider Ustream. The value of the transaction is unconfirmed, but believed to be about $130 million.


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Ulf Bergström
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Katarina Brixéus
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Marie W. Corell
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Per Z Haeggström
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