Insights

Field notes from the market.

Perspective on growth, market entry, commercial strategy and the decisions that shape durable business performance — read through a commercial lens.

A driverless autonomous vehicle moving through a city street at dusk

Featured Mobility

Smart mobility is proving the technology. Can it prove the business model?

Abu Dhabi is showing what commercial autonomous mobility can look like. The harder question is whether the economics can scale.

Aug 2026 6 min read

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An analyst working at a data dashboard in an open-plan office, overlaid with a network graphic

Technology

AI is becoming increasingly easy to deploy. Redesigning the business around it is still much harder.

BMW is explicitly using AI to make its organization leaner. The implications go well beyond productivity — for managers, employees and the way companies are designed.

Oct 2026 7 min

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Spectators watching a Formula 1 car pass the main grandstand at the Abu Dhabi Grand Prix at dusk

Sport

Formula 1 is no longer a sponsorship. It’s a commercial platform.

The most valuable partnerships are built around what happens beyond the logo — content, hospitality, customer engagement and market entry.

Sep 2026 6 min

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An Air India Boeing 787 Dreamliner in the airline’s current livery, parked on the apron

Aviation

India wants global airlines. Building a global network is harder than buying the aircraft.

India has the domestic scale, the aircraft orders and the ambition. The harder part is turning those into a network deep and resilient enough to compete.

Sep 2026 8 min

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Lines of freight trucks queueing at a busy African land border crossing

Supply chain

Africa has a free-trade agreement. It still doesn’t have a frictionless supply chain.

AfCFTA can create a much larger market. The harder task is making that market operationally usable for companies moving goods across borders.

Sep 2026 6 min

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The atrium of a large Gulf shopping mall seen from an upper level, shoppers on four curved balconies

Consumer

Retail growth is not just about the number of stores anymore, but how these fit into the overall portfolio.

As physical retail expands across the Gulf and journeys span digital and physical channels, a location’s value depends on the role it plays in the wider network.

Jul 2026 8 min

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An aerial view of a UAE government building with national flags on the forecourt, the Abu Dhabi skyline beyond

Public sector

From public-private partnership to public-private performance management

As the UAE and Saudi Arabia expand private-sector participation, the next phase is about aligning outcomes, economics, risk and long-term accountability.

Jun 2026 9 min

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A note that lands close to your own situation?

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