Posts in Strategic Positioning
How Companies in APAC are Digitising the Supply Chain

Investments in logistics businesses have grown sharply during the pandemic years, with McKinsey and Co for instance, saying funding for startups in the sector almost doubled between 2020 and 2021.

Some of those investments have been huge, such as the US$935 million secured by US based Flexport, at the start of this year. Others, such as the seed funding for visual logistics business SpaceDraft reflect the nascent aspect of the opportunity they are chasing.

Read More
October Tech Round-Up: Building a Tech Ecosystem

Mountain towns around the world transformed into hot beds of tech during the pandemic, as distributed workforces found their way there in search of fresh air and a healthier environment. At North Ridge Partners we’ve been studying successful tech mountain towns like Boulder, Colorado and Bend, Oregon in our quest to help Queenstown - our spiritual home in the Southern Alps of New Zealand - to build out its own tech ecosystem.

Read More
Technology Will Add $2.8 Trillion to Indonesian Economy By 2040

With 17,000 islands strung out across thousands of kilometres, Indonesia spans a vast arc of the planet's surface and at least 17,000 potential points of pain as climate change accelerates sea level rise and the chaotic disintegration of long-established weather patterns. But with more than 270 million people scattered through that island chain, working and living in one of the world's largest, rapidly developing economies, the huge republic is destined to drive technological and economic adaptation to change, both locally and at global scale.

Read More
Look Beyond Prices and Indices, and Into Liquidity to Understand the Current Risks

Until the first quarter of 2022, the mega growth cycle for tech stocks, fuelled by the Fed, the impact of global digitalization, and the growth of the Chinese economy, had continued to deliver a sustained bull run. More recently, with a COVID-inspired need to do everything online, we saw a massive spike in all things tech. When the pandemic hit, a huge number of second and third tier tech stocks lifted off.

Read More