Global Finance

JULY 29, 2025

Across the Gulf Cooperation Council (GCC) states, a new generation of fintech start-ups are challenging the dominance of incumbent banks and brokerage firms. Start-ups like Tabby and Tamara have made their mark in consumer credit while wealthtech platforms like Sarwa have made investing more accessible to a broader demographic.

Banking

Value Scope

SEPTEMBER 24, 2020

It started sometime last year, during the fourth quarter. As companies continue to legitimately integrate ESG into business strategy, the ability to achieve “alpha,” which is an excess return or performance above a codified index or peer group, might become more difficult to do. Using Alpha, however, it could be done.

Intangible Assets

Musings on Markets

JUNE 23, 2023

I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Sustained Profitability, with Cycles!

Start-ups

Musings on Markets

OCTOBER 28, 2024

That was the thought that came to mind, as I was writing about the US government's plans to break up big tech, and chronicling how much the big tech companies have struggled, trying to enter new businesses, notwithstanding the capital and brainpower that they have at their disposal.

Start-ups