James David Spellman
James David Spellman, a graduate of Oxford University, is principal of Strategic Communications LLC, a consulting firm based in Washington, DC.
James David Spellman, a graduate of Oxford University, is principal of Strategic Communications LLC, a consulting firm based in Washington, DC.
Languages Spoken:
English
It’s time to ask how much of the industry’s extraordinary growth is being financed by the same companies benefiting from it.
The era of unprecedented expansion is giving way to a volatile period where tech firms’ soaring ambitions feel the squeeze.
To unlock further success in brand awareness, Chinese firms must appeal to the artificial intelligence agents that are increasingly shaping consumer experience.
Beijing will have to ask whether its capital markets and financial regulations can create and sustain companies of a similar scale.
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Like with the dotcom bubble, investors are piling into companies exploring technologies with a commercial future that is not yet clear.
From Ukraine to Gaza and the Middle East, the lesson of history is that ceasefires rarely hold.
It could leave emerging economies scrambling for financing just as their repayment obligations to Chinese lenders mount.
The US’ trading partners are understandably taking a wait-and-see approach to the tariff landscape after the court decision.
Asian funds are no longer treating US Treasuries as the default destination for their surplus capital, but as one option among many.
China’s generational wealth transfer will involve more than assets changing hands; it will reconfigure capital markets and global financial power.
Chinese brands are gaining ground at home and worldwide as domestic consumers increasingly turn to labels with Chinese imagery and values.
The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals.
The world appears to have forgotten a key lesson of the global financial crisis: some problems were spotted earlier but sidelined.
Great technologies might be able to survive the bursting of bubbles, but the portfolios of investors are unlikely to be as fortunate.
Google may become the largest blockchain player. Without global regulation, the dominant technology could set rules worldwide by default.
Improvisation masquerading as strategy does nothing to strengthen the US and only makes trade negotiations more difficult.
The financial industry’s use of emerging technologies could lead to cascading crises if regulators don’t act fast to enforce transparency.
Triangulation offers ambiguity and flexibility, but countries embracing the Cold War tactic can easily fall prey to unseen traps, escalating instability.
As China’s defence posture alters spheres of influence and trade, its allies and rivals are recalibrating their own military policies.
Investors’ behaviour promises to thwart Trump’s economic agenda, just as they have forced past administrations to scramble for rescues.
Demand from China and the rest of the world ensures its impact on diplomacy and markets, but there’s no question its supremacy is waning.
Some ideas in Davos are naive, but others recognise that collective approaches and free flows of capital are steps to sustainable growth.
Assumptions about reliable sources of growth and the promise of AI must be questioned if countries hope to keep pace in 2025.
Assumptions about reliable sources of growth and the promise of AI must be questioned if countries hope to keep pace in 2025.
Expect greater isolationism in favour of bilateral, outcome-based deals with no more free rides for allies as Trump seeks capitulation, not cooperation.
Improving digital payments, especially across borders, will make every aspect of global commerce easier and more accessible.
Volatile oil prices, shaky investor confidence and prospects of interest rate increases threaten a global slowdown if Israel’s war expands.
Digital sequence information holds great promise, but disagreements on definitions and national interests are slowing progress.
The ability of central banks to pursue their main goals will depend increasingly on pursuing reforms in how they think and function.
