Recent Posts

Bezos vs Ambani is the bout that had to happen

The battle for the Indian consumer was never going to be an all-American affair. Walmart Inc.’s splashy acquisition last year of Flipkart Online Services Pvt., the homegrown e-tailer giving Amazon.com Inc. a solid run for its money, might have given the impression of a two-horse race. But as I argued (here and here), billionaire Mukesh Ambani wasn’t going to watch ...

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Trump loses on wall and declares victory

After 35 days, President Donald Trump announced a deal to reopen the government on exactly the same terms that were available to him more than a month ago: A short-term funding bill with continuing negotiations on border security. Trump didn’t so much cave as he just plain lost. He didn’t have the votes, and as time went on he was ...

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Putin doesn’t have clout to get deal with Japan’s Abe

The window of opportunity for Russia and Japan to officially end World War II with a peace treaty narrowed again after Prime Minister Shinzo Abe’s visit to Moscow on January 22 failed to end in a breakthrough. There’s still time for Abe to secure his legacy, but a lot depends on President Vladimir Putin’s increasingly shaky domestic standing. As I ...

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