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.
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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.
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TECH TOWN QUEENSTOWN!
North Ridge Partners’ interest in this subject is more than academic. We’ve assembled a team of likeminded entrepreneurs, tech companies, the Government and local university to conceptualise a long-term economic transformation for Queenstown, New Zealand.
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A Tale of Two Tech Towns – Boulder and Bend
The communities of Boulder, Colorado and Bend, Oregon share some important qualities. They are both mountain towns with well-developed tech ecosystems. We studied them to work out how to apply their lessons to Queenstown.
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September Tech Round-Up: The Cybersecurity Edition
Cybersecurity has rocketed towards the top of many risk registries, and IT spending to secure networks, data and systems is growing strongly. That’s good news for cybersecurity vendors and provides ample opportunities for investors in a sector where valuations have already significantly retreated along with the wider tech category
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Cybercrime Is Getting Worse - That’s Good News For Cybersecurity Firms.
Cybercrime, increasingly including nation-state attacks, costs businesses and the community upwards of US$440bn a year, according to McAfee, and the problem is getting worse.
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Broadcom’s Swoop on VMware Secures A Growing Software Portfolio, But Customers and Partners Are Wary
The move by chip manufacturer Broadcom to acquire VMware — the business that famously popularised virtualisation and led to the rise of cloud computing — in May 2022, caught the market by surprise for two reasons.
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August Tech Round-Up: The Space Defence Edition
Sovereign states, and even corporations, are pondering the first heavy industrial-scale conflict in Europe since the middle of the 20th Century and some of the questions are being answered far from the trenches … in space. C'est la guerre.
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War On The Ground In Ukraine Raises Questions About Defence In Space
Sovereign states – and even corporations – are pondering the first heavy industrial-scale conflict in Europe since the middle of the 20th Century and some of the questions are being answered far from the trenches.
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Trifecta Of Space Companies Set To Benefit From Concerns Over Defence
The growing focus on defence capabilities in space is likely to be a boon for many participants in the sector. Here are three companies set to benefit.
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July Tech Round-Up: UnSaaS-tainable Valuations
Software may be eating the planet, but today there’s widespread indigestion. After a multi-year tear, software company multiples have given back gains. Profitability is now back in vogue, with value investors finally smiling, as growth investors cringe.
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Software Companies Have Given Up Years Of Multiple Expansion, And Profitability Is Back In Vogue
A decade’s worth of digital transformation, supercharged by two years of COVID-fuelled acceleration, delivered a boon for software businesses.
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Australian Software Bubbled And Popped, NZ Mostly Popped And Asia Just Fizzled!
Listed software companies in ANZ and Asia experienced the same explosive burst in valuations as their US counterparts, but there are some important differences.
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June Tech Round-Up: The Indonesia Edition
With more than 270 million people scattered across a vast archipelago, working and living in one of the world's largest, rapidly developing economies, can Indonesia’s entrepreneurs build an SE Asian digital powerhouse.
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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.
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Six Indonesian Digital Leaders To Watch
With technology set to add trillions to the Indonesian economy over the next two decades, and with the Indonesian government creating a legislative and regulatory environment designed to accelerate growth, the nation's entrepreneurs are innovating across a wide selection of industries.
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May Tech Round-Up: Markets Mayhem
In financial markets, the storm is always perfect, and the lessons are always clear. That doesn’t mean that most people will heed them — or even remember them!
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In Financial Markets, The Storm Is Always Perfect, and the Lessons Are Always Clear. That Doesn’t Mean We Always Heed Them, or Even Remember Them.
In financial markets, the storm is always perfect, and the lessons are always clear. That doesn’t mean we always heed them, or even remember them.
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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.
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April Tech Round-Up: The AI Edition
Last year, 65 AI-related companies achieved billion dollar+ valuations. This month we delve into the AI phenomenon, examining how it will complement or replace human decision-making. We also feature three AI startups across the region, each blazing their own trail.
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