Section
Corporate
Companies, governance, strategy, leadership, transactions and organisational transformation.
36 published articles
Featured
Meta: The Company Beyond the Algorithm
Since the rise of generative artificial intelligence, Meta has been progressively reorganizing its workforce, investments, and industrial ambitions. Behind the layoffs, the concentration of research capabilities, and the expansion of data centers lies a deeper transformation: tha
AnalysisRecent publications
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CorporateShein: The Regulatory Cost of Global Retail Expansion
An alleged $100 million settlement in the United States, mounting fiscal pressure in Europe and a weakened stock market valuation: the fast-fashion giant is discovering that commercial speed alone can no longer guarantee the profitability of a globalized business model. Beyond in
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CorporateCouche-Tard: A New Offensive in Global Convenience Retail
An acquisition proposal reportedly worth up to $8 billion places the Canadian group at the centre of a new contest for control of the convenience retail industry. Behind the negotiations surrounding Cumberland Farms lie competing strategies of industrial consolidation, private eq
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CorporateBoeing: The Hidden Cost of Industrial Dependence
For nearly two months, production of one of the world's major long-haul freighter aircraft was brought to a standstill by a dispute with a component supplier. Not a design failure, a global shortage of raw materials, or a major technical breakdown, but a limited set of structural
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CorporateHD Hyundai: South Korea Enters America’s Shipbuilding Revival
The reconstruction of America’s shipbuilding industry is entering a new phase. On October 22, 2026, in Houston, South Korean industrial group HD Hyundai and American engineering and construction company Kiewit signed an agreement to establish a joint venture and develop a new shi
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CorporateTesla–SpaceX: The Merger That Could Reshape Technological Capitalism
The proposed combination of Tesla and SpaceX could create a corporate group valued at nearly $3.5 trillion.
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CorporateBarclays: Artificial Intelligence Reshapes the Bank
On October 22, 2026, Barclays presented two developments now unfolding together: rising profits and a shrinking workforce. The British bank plans to eliminate around 5,000 jobs this year, equivalent to roughly 5% of its employees. According to chief financial officer Anna Cross,
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CorporateUnited States: Hospital Consolidation Is Changing Its Model
With the planned integration of INTEGRIS Health into Risant Health, Kaiser Permanente is advancing the development of a national hospital network built around a distinctive principle: bringing nonprofit healthcare organizations together while preserving their local identities and progressively integrating their financial, technological, and organizational capabilities.
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CorporateTaiwan: The New Boundaries of Merger Control
A minority stake of 13.1% has proved sufficient to derail a $600 million acquisition. By blocking Singapore-based Grab's proposed takeover of Foodpanda's Taiwanese operations, the competition authority in Taipei has challenged a conventional assumption in corporate transactions:
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CorporateArtificial Intelligence: The Price of Growth
As artificial intelligence becomes one of the principal engines of global investment, the financial statements of its most prominent companies are beginning to tell a more complicated story than their technological achievements suggest.
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CorporateBP: The Return of Profitable Refining Disrupts the Energy Transition Equation
As its refining margins have nearly tripled in a year, BP has announced up to $4.5 billion in new impairments across its gas and low-carbon energy businesses.
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CorporateIndia: Industry Without Factories
The global manufacturing industry may be changing one of its oldest rules: producing goods no longer necessarily requires owning the factories.
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CorporateSamsung: Memory Becomes an Industrial Rent
For decades, Samsung Electronics embodied a particular vision of Asian industrial power: producing at scale, mastering components, expanding across markets, and turning manufacturing discipline into global dominance.