When Demand Becomes a Stress Test: Lessons from the Dangote IPO
The Dangote Refinery IPO widened retail access to Nigeria’s capital market, and exposed the fragility that can appear when digital demand surges. The lesson for boards is clear: resilience must cover the entire service chain, not just the customer app.
Read MoreAI Assurance Cannot Stop at Approval
Recent developments in frontier-model evaluation and autonomous cyber testing show why AI approval is only the beginning. Boards need continuous evidence that agents remain within their authority and that safeguards work under real conditions.
Read MoreInnovation Must Earn Its Valuation
China’s scrutiny of humanoid-robot IPOs highlights a universal investment lesson: technical capability is only the beginning. Sustainable valuations require independent demand, repeatable revenue, sound economics and institutional readiness.
Read MoreAI Productivity Is Not Enterprise Value
AI may increase output, but value appears only when management converts productivity into better economics. This framework helps boards close the gap between technology capability and measurable enterprise outcomes.
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