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Meta Systems Hieroglyphics
CHINA – Long on Good
time CALL
And Bad time PUT
CHINA
CHINA
50
%
50
%
50
%
Seeking
Alpha – High
volatility /
High Risk
China
Polarization
Capital
Glut
Topsy
Turvy
Competitive
Advantages
$
US
Conun
drum
Meta System Canvass
Capital Glut
$ 300 Tn
PE/VC/I banks/Hedge
funds /AM
HNWI $ 90 Tn
MA/SWF – 50
Tn$
PF/Ins +
QE/ECB
monetary
policies
Corporate
Performance
CHINA 50:50:50 –
china is a half world
in itself decides the
flow of strategic
direction
Investors Activism
Demands High
ROI/ROCE
High Risks
of M&A /
Exit risks
Regulatory Meta systems – Compliances – FDA/ Basel 3 / CAFÉ / GMO/
REACH / RoHS / CF-21/ FATCA/ Tax treaties / re-domiciling made difficult
/ Compulsory licensing / Patent laws
GEO
POLITICAL
RISKS &
OUTRAGEO
US CRONY
CAPITALIS
M
US /EU DEBT
DEFAULT
PRO POOR
govts to get
first
priority
Product Edge
blurred – as china
forces price erosion
/GENERICS/
Obsolescence
GTM advantages
diluted – As SMAC
/ Cloud / IT offers
unique adv to small
minnows
Consumerism MEGA
trend – drives co to
invest into C space -
aggregators rule
Ecommerce
Materials / Energy
SHALE O&G / Arctic
to Asia routes / CTO
/MTO /GTO / Bio
economies /
Renewable / Solar
EMERGENCE OF NEW ADVANTAGES + BLACK SWANS
Information /
Intelligence
Advantage
SMAC/ Cloud /SaaS/
AI/ SEO / 100GBPS
fibers /FTTH/SMART
CITIES
Can Easily lead into faulty decision making or erosion of
the competitiveness ….
New
Technologies /
Black swan
Advanced
GENOMICS/
AI/ANALYTICS
/3D printing etc
Ignore at your risks

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High Performance Business Planning

  • 1. Meta Systems Hieroglyphics CHINA – Long on Good time CALL And Bad time PUT CHINA CHINA 50 % 50 % 50 % Seeking Alpha – High volatility / High Risk China Polarization Capital Glut Topsy Turvy Competitive Advantages $ US Conun drum
  • 2. Meta System Canvass Capital Glut $ 300 Tn PE/VC/I banks/Hedge funds /AM HNWI $ 90 Tn MA/SWF – 50 Tn$ PF/Ins + QE/ECB monetary policies Corporate Performance CHINA 50:50:50 – china is a half world in itself decides the flow of strategic direction Investors Activism Demands High ROI/ROCE High Risks of M&A / Exit risks Regulatory Meta systems – Compliances – FDA/ Basel 3 / CAFÉ / GMO/ REACH / RoHS / CF-21/ FATCA/ Tax treaties / re-domiciling made difficult / Compulsory licensing / Patent laws GEO POLITICAL RISKS & OUTRAGEO US CRONY CAPITALIS M US /EU DEBT DEFAULT PRO POOR govts to get first priority Product Edge blurred – as china forces price erosion /GENERICS/ Obsolescence GTM advantages diluted – As SMAC / Cloud / IT offers unique adv to small minnows Consumerism MEGA trend – drives co to invest into C space - aggregators rule Ecommerce Materials / Energy SHALE O&G / Arctic to Asia routes / CTO /MTO /GTO / Bio economies / Renewable / Solar EMERGENCE OF NEW ADVANTAGES + BLACK SWANS Information / Intelligence Advantage SMAC/ Cloud /SaaS/ AI/ SEO / 100GBPS fibers /FTTH/SMART CITIES Can Easily lead into faulty decision making or erosion of the competitiveness …. New Technologies / Black swan Advanced GENOMICS/ AI/ANALYTICS /3D printing etc Ignore at your risks