Smart budget trade-offs, savvy talent strategies and optimal digital investments will all be key to success this year as organizations focus on: Driving margin improvement Generating cash Increasing productivity of people and assets Capitalizing on new growth opportunities with fewer resources. “Business resilience and growth demand that you invest in differentiators that will drive success over the long term,” says Alex Bant, Chief of Research for the Gartner finance practice. “If you don’t invest effectively in digital in 2023, you’ll increase your technical debt and let competitors out-innovate you on digital products and services and scoop up the talent you need.” See Playbooks: Recession Advice for Executives and their Teams Higher interest rates, talent scarcity, lagging digital transformation lead 2023 challenges Whether the global economy heads into recession or not, organizations must still navigate the impact of trends like inflation, scarce talent and global supply constraints that emerged in 2022. Certain conditions have changed, however, so building resilience means tackling three variables that threaten to weigh down growth and profits in 2023: 1. Higher interest rates: Reduced demand and economic slowdowns threaten organizational growth. Higher funding costs reduce ROI. Funding is harder to get and justify as investors prioritize […]

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The headquarters of Siemens AG is seen in Munich, Germany, December 18, 2019. REUTERS/Michael Dalder BERLIN, March 1 (Reuters) – Siemens AG (SIEGn.DE) said Wednesday that the spin-out of its motors and drives business would result in a wholly owned subsidiary named Innomotics and would be largely complete by October 1. Siemens said it was combining its activities in low- to high-voltage motors, geared motors, medium-voltage converters and motor spindles in a new company, operations which share suppliers, customers and technologies. Advertisement · Scroll to continue "The combined strengths of its individual businesses and the power to act independently will enable Innomotics to unlock significant value for its customers, leverage its growth potential and thus ensure its success," said Ralf P Thomas, chief financial officer of Siemens AG. Register for free to Reuters and know the full story Innomotics’ management team will comprise Michael Reichle as chief executive, Christoph Salentin as chief financial officer and Hermann Kleinod as chief technology officer. The spin-out was first announced in November. Siemens said Innomotics’ operational headquarters would be in Nuremberg, Germany and that it would have around 14,000 employees worldwide and annual revenue of approximately 3 billion euros ($3.2 billion).

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The Opportunity Cost of Unrecycled Metals in the U.S. Metals are an essential resource for modern society, used in everything from construction and transportation to technology and medical equipment. As the demand for these minerals continues to grow, so does the amount of waste generated by their production and consumption. Recycling this metal waste is not just a win for sustainability; it also has huge economic benefits. In the visual above, we explore the ratio of recycled vs. unrecycled metals in the U.S. using 2020 Recycling Statistics by the U.S. Geological Survey. Metal Recycling in the U.S. Opportunity cost is a concept that refers to the benefits that are forgone when choosing one option over another. In the case of unrecycled metals, the opportunity cost is the potential economic and environmental benefits that could have been achieved through increasing metal recycling ratios. Below are the recycling rates for select metals in the U.S. in 2020. The above recycled metals represented a dollar value of $26 billion in 2020. Their unrecycled counterparts, on the other hand, represented $28 billion. Metals can either be recycled from scrap that results from the manufacturing process (known as “new scrap”) or scrap from post-consumer […]

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Pavel Byrkin Investment thesis Being one of the major players in semiconductor industry, Advanced Micro Devices (NASDAQ: AMD ) is well positioned to absorb significant part of growing demand for high-performance graphics and computing products. In recent years, the management demonstrated its ability of improving cash flows and diversifying company’s business by strategic acquisitions . All in all ,the company has firm market position and experienced management with strong track record of innovation together with solid financials which makes it an attractive investment opportunity. Although we are currently experiencing challenging macro environment, my valuation model outcomes suggest an immense upside potential in the long-run, which by far outweighs possible risks. Company information AMD is one of the leading semiconductor companies which designs and manufactures computing and graphic high-performance hardware. The company is a top player in graphic processors [GPU] after acquisition of ATI in 2008. As part of AMD’s growth strategy the company is benefiting from integration with Xilinx, which was acquired in 2021 , and enables AMD to expand its presence in embedded computing and data center segments. The company’s revenue comprises of four segments: Data Center, Client, Gaming and Embedded. Author’s calculations Financials – growth has been […]

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India’s G20 Presidency: Opportunity to Resume Engagement in the Arctic. Photo: Manohar Parrikar Institute for Defence Studies and Analyses On 24 February 2022, Russian President Vladimir Putin announced the launching of a “special military operation” in Ukraine. In protest against Russia’s actions, on 3 March 2022, seven 1) (A7) of the eight members of the Arctic Council (AC), announced a historic suspension of participation in all activities of the council. 2) This was followed on the same day by the Nordic Council of Ministers. 3) This unprecedented step, taken for the first time since the formation of AC in 1996, came at the time of Russia’s presidency, for the period 2021–2023. Immediately thereafter, on 4 March 2022, the European Commission and the Barents Euro-Arctic Councl 4) (BEAC) suspended cooperation with Russia in research, science, and innovation. 5) The United States, on 11 June 2022, decided to “wind down institutional, administrative, funding, and personnel relationships and research collaborations in the fields of science and technology with Russian government-affiliated research institutions and individuals”. 6) Moreover, Finland and Sweden, both AC members, submitted applications for NATO membership in May 2022. This could lead to an eventual AC comprising Russia pitted against seven […]

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hapabapa The U.S. Commerce Department today launched the first CHIPS for America funding opportunity, enabling chipmakers to access $39B in incentives to build new factories and expand production. Part of the CHIPS and Science Act, the aid is meant to revive domestic manufacturing of computer chips, while minimizing supply disruptions that occurred in 2021 and reliance on imported chips. The department is currently seeking applications for projects to construct, expand or modernize commercial facilities for the production of advanced, mature-node semiconductors. It will also be releasing a funding opportunity for semiconductor materials and equipment facilities in the late spring. Awards will be disbursed over time and take the form of direct funding, federal loans and/or federal guarantees of third-party loans. Applicants seeking funds will be required to submit workforce development plans for the workers and are prohibited to use government funds for dividends or stock buybacks. In addition, the department will evaluate applications based on the extent of the applicant’s commitments to refrain from stock buybacks. Major chipmakers, such as Intel ( INTC ), TSMC ( TSM ), IBM ( IBM ), Micron ( MU ) and Texas Instruments ( TXN ) have already embarked on aggressive expansions tied […]

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K&M Tire has enjoyed steady growth throughout its 53 years in business, and more is on the horizon for the Ohio-based tire distributor. Just ask K&M President Cheryl Gossard, who made it clear that she’s not only excited about what the next 50 years will bring, but also that K&M is in the business to serve dealers for the long haul. – Martins Launches Line of Impact Wrenches – Sustainability, Infrastructure Hot Topics at 2023 OTR Tire Conference – MPC Acquires 13 Big O Tires Stores in Kansas City “What drives us has never been about being the biggest or keeping up with neighbors. We do [this work] because it’s fun, and we enjoy it,” Gossard told dealers during K&M’s 2023 Dealer Conference & Trade Show in Las Vegas last month. “We love going to new markets and signing up customers. We continually focus on trying to understand your business frustrations and come up with options and solutions to make your business as successful as possible. This is just one example of being all in.” Taking from the conference’s theme of “All In,” Gossard sat down with Tire Review to share how the company is “all in” on serving […]

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Despite the recent weakness thanks to inflation and rising interest rate fears, the broad technology sector has been hit especially hard, including fintech. However, investors can take a “buy the dip” approach and gain exposure to fintech as the sector continues to evolve via industry trends. That said, it sets up fintech as an ideal growth play. Traditional financial firms are looking to integrate fintech products as the space gains more traction working alongside the current financial sector establishment. “Fintech, or financial technology, is transforming the way we manage our money. From mobile banking to cryptocurrency, there are a multitude of innovative financial products and services that are changing the financial landscape,” a Finextra blog noted. While the financial sector could be especially resistant to change, the fintech disruption accelerated during the height of the COVID-19 pandemic. As such, financial firms had to take on an “adapt or die” mentality by embracing fintech, and given its still-nascent status, fintech is continuously evolving and adopting trends that could further propel the space in the future. “In 2023, there are 10 fintech trends that are particularly noteworthy, including the rise of decentralized finance, the adoption of artificial intelligence in financial services, […]

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Goldman Sachs plans to say at its investor day Tuesday morning that it sees its asset and wealth management division as its most significant growth opportunity. Its goals for the next three to five years include: High single-digit percentage "organic durable" revenue growth from management fees, as well as from private banking and lending. Mid-20s pretax margin, on a percentage basis. Mid-teens segment return on equity. Some $30 billion of the investments it has made using only its own money within the asset management unit currently sit on Goldman’s balance sheet, and it plans to reduce that figure (currently down from about $64 billion at the end of 2019) to zero during the next three to five years. New investments in assets ranging from real estate to private equity will continue to occur with funds raised from clients and often with Goldman money that will be invested alongside. That’s a departure from a strategy that used to involve Goldman putting only its own funds into private investments.

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