Podcast appearances and mentions of asia pac

A US Central Command spokesperson said US forces conducted self-defence strikes in southern Iran on Monday, in which US forces hit targets, including missile launch sites and Iranian boats attempting to emplace mines.US Secretary of State Rubio said US strikes on Iran do not preclude a diplomatic deal and that an Iran deal is possible within days.A source familiar with talks between the high-level Iranian delegation and officials in Doha said Qatari mediation has led to an understanding with the US on Tehran's frozen financial assets, according to Al Jazeera.Crude futures partially rebounded off the prior day's lows after slumping nearly 7% on Monday.Asia-Pac stocks were mixed; European equity futures indicate a mildly lower cash market open with Euro Stoxx 50 futures down 0.3%.Looking ahead, highlights include US Chicago Fed National Activity Index (Apr), Dallas Fed Manufacturing Index (May), Consumer Confidence (May), NBH Policy Announcement (May), Supply from Italy & the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan una jornada marcada por la confluencia de tensión geopolítica, datos de inflación más calientes de lo esperado y resultados corporativos que revelan una economía cada vez más dividida.El conflicto entre Estados Unidos e Irán se mantiene sin resolución: Washington rechazó la última contrapropuesta de Teherán e impuso nuevas sanciones sobre el programa nuclear iraní, con el Estrecho de Ormuz todavía afectado y los mercados de energía bajo presión. El dato de inflación de abril llega con sorpresas en todos los frentes, el CPI anual salta al nivel más alto en casi tres años, el core supera las expectativas del consenso y los salarios reales caen en terreno negativo por primera vez en meses, complicando el panorama para la Reserva Federal.On Holding reporta su primer trimestre superando los 800 millones de francos suizos en ventas, con márgenes brutos y EBITDA por encima del consenso y un crecimiento en Asia-Pacífico que supera con amplitud al resto de las regiones; los hosts cierran el episodio con su lectura del mercado y sus perspectivas para las próximas sesiones.

Las aerolíneas españolas Air Europa e Iberia se sitúan entre las 15 más eficientes del mundo en emisiones, según el ranking de Cirium, que mide el CO₂ por asiento-kilómetro. Air Europa ocupa la cuarta posición e Iberia la decimotercera, en una clasificación liderada por Scoot, Wizz Air y TUI Airways.Iryo incorporará desde el 1 de mayo paradas en Puertollano y Ciudad Real en su línea Madrid-Sevilla, tras la autorización de la CNMC. Con ello, ambas ciudades quedarán a alrededor de una hora de Madrid en las dos frecuencias diarias, ampliando la conectividad del Corredor Sur.El 38% de los españoles considera la primavera como el mejor momento para viajar a Asia-Pacífico, según Cathay Pacific, en un contexto en el que cerca del 65% aún no ha visitado la región pero muestra interés en hacerlo. Estos viajes suelen planificarse con más de seis meses de antelación y están motivados principalmente por la inmersión cultural, los paisajes y tendencias como el K-pop o el anime.IFEMA Madrid cerró 2025 con un beneficio de 18,7 millones de euros y unos ingresos de 216,8 millones (+22%), impulsados por el aumento de la actividad ferial y la mayor venta de espacio expositivo. La institución registró más de 27.000 empresas participantes, reforzó su actividad internacional y digital y mantiene la mayor parte de sus ingresos vinculados a ferias y congresos, consolidando su crecimiento en el sector MICE.El fenómeno del gig-tripping se consolida en 2026 como una tendencia que transforma los viajes por conciertos en estancias turísticas más amplias, donde los viajeros combinan música con cultura, gastronomía y ocio. Según datos del sector analizados por Civitatis, este cambio impulsa la actividad en destinos como Barcelona, con un aumento superior al 36% en servicios culturales durante festivales, y Madrid, donde el crecimiento alcanza el 6% en grandes eventos.

Mastering the shift from MSP to MIP. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/Check Out UPX: https://theultimatepartner.com/experience/ In this insightful episode, Oguo Atuanya, CVP of Vendor Experience at Pax8, joins us to discuss the pivotal evolution in the IT channel: the transition from Managed Service Providers (MSPs) to Managed Intelligence Providers (MIPs). We explore how the marketplace is moving beyond traditional infrastructure support toward a future defined by AI-driven orchestration, business consultancy, and scalable agent-tech organizations. Oguo details how Pax8 is leading this transformation by curating solutions that allow partners to move from transactional service models to life-cycle management that prioritizes measurable ROI for the Small and Medium Business (SMB) market. Key Takeaways Pax8 is redefining the role of the distributor by acting as an AI commerce platform for the SMB market. The shift from Managed Service Provider (MSP) to Managed Intelligence Provider (MIP) is critical for scaling in the modern tech era. Successful MSPs must evolve into business consultants who integrate AI-driven workflows rather than just selling infrastructure. Security and automation are foundational elements that every modern MIP must prioritize to ensure scalability for customers. The “MIP Playbook” provides the curriculum-driven enablement partners need to successfully pivot their business models. Building strong, end-to-end customer lifecycle management is the key to minimizing churn and maximizing long-term value. https://youtu.be/c8uCnMJd9bg If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Pax8, Managed Intelligence Providers, MIP, AI commerce platform, SMB technology, MSP evolution, AI-driven workflows, agent-first strategy, digital transformation, channel partner strategy, cloud solutions, customer lifecycle management, IT channel innovation, scalable automation, business consultancy, technology architecture, agent store, managed service providers. Transcript Oguo Atuanya Audio Episode [00:00:00] Oguo Atuanya: I, I mean, the ultimate goal is to get that MIP channel as intelligent or even more intelligent and agile than any enterprise IT department. [00:00:13] Vince Menzione: We just finished Ultimate Partners Winter Retreat here in beautiful Boca to a sold out crowd. Today I’m joined by Dexter Hardy, the founder of Integral for a compelling discussion, a guo. Welcome back, [00:00:29] Oguo Atuanya: Vince [00:00:29] Vince Menzione: to the welcome back to the podcast, my friend. So good to see you. [00:00:33] Oguo Atuanya: Good to see you, my friend. It’s been about, what, two years? [00:00:35] Vince Menzione: It has been two years, almost two years. Almost two years ago now. And uh, man, this [00:00:40] Oguo Atuanya: thing is just picking up steam. [00:00:41] Vince Menzione: It is. We’re having a blast. We were having so much fun. It was [00:00:44] Oguo Atuanya: awesome. [00:00:44] Vince Menzione: Yeah. [00:00:44] Oguo Atuanya: Really awesome. [00:00:45] Vince Menzione: And you were for context, for people watching and, and listening. Uh, we were here in Boca yesterday for the Ultimate Partner Executive Retreat. [00:00:52] Yep. It was this awesome event and great to have you involved in it. Uh, pat, thank you so much. So, uh, last time you were here [00:01:00] Oguo Atuanya: Yes. [00:01:01] Vince Menzione: Uh, you were representing Microsoft where you spent 22 years. [00:01:05] Oguo Atuanya: 22 [00:01:06] Vince Menzione: years. [00:01:06] Oguo Atuanya: Two years, right. Outta outta Junior Heart. [00:01:07] Vince Menzione: Amazing. And, uh, tell us, tell us about your journey so far. Uh, almost two years, a year and a half at Pax. [00:01:14] Eight. About a [00:01:15] Oguo Atuanya: year and a half. [00:01:15] Vince Menzione: Yeah, [00:01:16] Oguo Atuanya: a year and a half. [00:01:17] Vince Menzione: And tell, tell for our viewers and listeners, uh, your role at Pax eight. [00:01:21] Oguo Atuanya: Yeah. [00:01:22] Vince Menzione: Which is a preeminent company in this space. We used to use the term disty. I’ll let you describe them. Uh, officially [00:01:29] Oguo Atuanya: No, [00:01:30] Vince Menzione: because they don’t, you don’t use that term. [00:01:31] Oguo Atuanya: We’re not, we’re not a distributor. [00:01:33] Vince Menzione: Yes. [00:01:33] Oguo Atuanya: Scott Cha would kill me. [00:01:35] Vince Menzione: That’s right. No, I know, I know. I remember the, uh, [00:01:38] Oguo Atuanya: the New [00:01:38] Vince Menzione: York, was it the New York Times article? Yes. Yes. [00:01:41] Oguo Atuanya: Was kind of a, [00:01:42] Vince Menzione: that was a launching point coming out. Yeah, yeah. [00:01:44] Oguo Atuanya: No, we, we, we see ourselves as, um, um, the pre, uh, permanent marketplace. For SMB. [00:01:52] Vince Menzione: Nice. [00:01:53] Oguo Atuanya: Right. So you think about the SaaS and the cloud. [00:01:55] Yeah. You know, solutions that you need. In SMB, we work with vendors to bring it, um, you know, to the SMB market through, uh, MSPs. And we also, uh, see ourselves as the premier [00:02:08] Vince Menzione: Yes. [00:02:08] Oguo Atuanya: Um, AI commerce platform for SMB. [00:02:13] Vince Menzione: Very interesting. [00:02:14] Oguo Atuanya: Right. And as we go through the discussion, uh, this afternoon, you’ll see why. [00:02:20] Vince Menzione: Yeah. [00:02:21] Oguo Atuanya: That differentiation is [00:02:23] Vince Menzione: key. I, I love, I love to dive in. I love to dive in. I will say this, I, I think you’ve gotten a lot of people very interested in the community. I mean, certainly your events are becoming bigger and bigger. You’re beyond conference. [00:02:36] Oguo Atuanya: Next one’s coming up in Salt Lake City [00:02:38] in [00:02:38] Vince Menzione: June. [00:02:38] I plan on being there, salt Lake City in June. [00:02:41] Oguo Atuanya: I must have you there. [00:02:42] Vince Menzione: I will be there and you will, and you will be at our event in May. [00:02:45] Oguo Atuanya: Absolutely. [00:02:46] Vince Menzione: Talking about beyond, but also talking about this community. Uh, I’ve also woken up over the last year or so as well and learned a lot about this SMB community and ms, what we call MSBs. [00:02:58] You’ve re you’ve re-categorized them, uh, but this community is palpable. The opportunity is huge. [00:03:04] Oguo Atuanya: It’s huge. [00:03:05] Vince Menzione: And, um, I would say that, uh, yeah, we can talk, we’ll talk, we’ll just talk through it. ’cause it is huge. Yeah. There’s a lot of things that need to be done. [00:03:12] Oguo Atuanya: Yeah. [00:03:13] Vince Menzione: And I think, I think PAX eight is, uh, at the forefront in driving a lot of this. [00:03:17] The hyperscalers, like Microsoft are, are paying attention now more in a big, in a bigger way than before [00:03:23] Oguo Atuanya: being great partners. [00:03:24] Vince Menzione: Been great, great partners. Yeah. We’ll talk about your role with Microsoft in that regard. [00:03:28] Oguo Atuanya: Yeah. [00:03:28] Vince Menzione: But talk, let’s talk about this evolution too. Let’s, uh, so for those who are listening, who are used to maybe us talking about a SaaS software company Yep. [00:03:36] Or an ISV or an SDC, uh, we’re talking about MSPs, managed service providers, which is the common term that people use. These are, these have been traditionally the companies, the smaller companies, they used to call em mom and pop shops back. The old VARs that became managed service, the past [00:03:53] Oguo Atuanya: provider in, in the past, they’re getting bigger. [00:03:54] Vince Menzione: And then Yes. One of the big [00:03:55] Oguo Atuanya: ones, y say [00:03:56] Vince Menzione: Nexus Tech. We had Yes. [00:03:57] Oguo Atuanya: Partners of ours. [00:03:58] Vince Menzione: Nexus Techs, new Charter. [00:04:01] Oguo Atuanya: Charter, Michelle [00:04:02] Vince Menzione: Evergreen, I could Ira Lyra. Yeah. They’re, they’re becoming bigger and bigger. Private equity is getting involved. What’s important, what’s important to note too is that the customer is driving this because customers are requiring more and it’s no longer about, and my my point of view is it’s no longer about loading up software and just letting it go. [00:04:22] Oguo Atuanya: Yeah. [00:04:23] Vince Menzione: You need to be hands-on all the time. [00:04:24] Oguo Atuanya: Abs. Absolutely. And, and [00:04:26] Vince Menzione: yeah, [00:04:26] Oguo Atuanya: kind of skating towards that park of, um. MIP? [00:04:31] Vince Menzione: Yes. Let’s talk about MIP [00:04:33] Oguo Atuanya: managed intelligence providers. [00:04:35] Vince Menzione: So last year, year Beyond conference, I believe you launched this like new in I, we’ll call the new nomenclature or the new name, or this new thing. [00:04:46] And evolved. And evolved, yeah. [00:04:48] Oguo Atuanya: Yeah. [00:04:49] Vince Menzione: So talk about the managed intelligence provider for us. [00:04:52] Oguo Atuanya: Yeah. Wow. When it happened In Beyond Or at? Beyond, I should say. Um. We thought it’d catch on because it’s apt. I mean, it’s, it’s sort of indicative of what’s happening now and what will happen over the next 24 months, but, uh, the sort of migration towards this and the marketplace has been immense. [00:05:17] I mean, you, and you, you know, hit on what the difference is. Yes. Earlier on, um, today. What’s driving this shift is that most MSPs have been really good at being tools and technology infrastructure providers. [00:05:36] Vince Menzione: Yep. [00:05:36] Oguo Atuanya: Right. [00:05:37] Vince Menzione: They would hook up your network and your printer. In the old days, they fix your, fix your computers. [00:05:42] Yes. Or replace re-image, all those things. Right? Yes. That was the old days. And, [00:05:46] Oguo Atuanya: and, and also provide some very manual services delivery, which will now play. In this new era that we are actually, I shouldn’t say going into, it’s taking all, [00:06:00] Vince Menzione: we’re, we’re there, [00:06:00] Oguo Atuanya: we’re there right now. So, um, you know, they, they, I guess the transformation from MSP to MIP others partners that would actually become managed intelligence providers. [00:06:14] That means really, you know, integrating intelligence into workflow that matters for the SMBs. Right. So you [00:06:23] Vince Menzione: so double click on that for, [00:06:25] Oguo Atuanya: for [00:06:25] Vince Menzione: our [00:06:26] Oguo Atuanya: viewers. Yeah. So all really means is that you’re moving from being that, you know [00:06:29] Vince Menzione: Yeah. [00:06:30] Oguo Atuanya: Technology, infrastructure, tools, provider to, you know, becoming an, an orchestrator and a and a and a business consultant. [00:06:38] Vince Menzione: Yeah. [00:06:38] Oguo Atuanya: Right. For you. SMB. Right. So important. ’cause you have to now get into, uh, very secure, streamlined automated AI driven workflows to help them. [00:06:52] Vince Menzione: All driven in the cloud. Everything’s in the cloud now, as opposed to the old days. Right. On premise. [00:06:58] Oguo Atuanya: All gone. None. That’s happening. It’s all gone. All gone. Yeah. [00:07:00] So you, you’ve got this automated platform right now. You should as, um, an MIP, um, we actually gonna be in a position to design, um, agent tech organizations for your, uh, SMBs who wanna scale. ’cause as we talked about yesterday, yeah. SMBs have opportunities they wanna grow, but not have the wherewithal to go hire a hundred people. [00:07:27] Instead of doing that, you go hire a hundred agents. Yeah, but you’re gonna need that MIP to architect, the organization, launch it for you, manage it, get you, you know, automated, you know, workflows that you’d leverage to run your company, and then they have to manage and optimize the technology. Um, as necessary. [00:07:49] So, so, huge shift. [00:07:50] Vince Menzione: Huge shift. [00:07:51] Oguo Atuanya: Yeah. [00:07:52] Vince Menzione: And it was interesting for me being at the, where you talked about the write of Boom conference that you, were you, your organization was there? Yeah, I was there as well and I was in the room with some of the Microsoft folks and we had some of those larger partners we talked about [00:08:07] Oguo Atuanya: Yeah. [00:08:08] Vince Menzione: That were in the room as well. And just, uh, different perspectives too. Like I hadn’t heard it firsthand. It was interesting for Microsoft too, to get that feedback from. From some of them as well. Um, I think, I think the ones that are progressive are already on board with you. I’ve, I’ve already talked to some of those organizations, like, oh, we’re a hundred percent Pax eight, that’s it. [00:08:29] But then some of the others I think are still, there are still people out there that are stuck in the past. Would you agree? Like this community is in the, is in a transition right now to this new model? [00:08:38] Oguo Atuanya: Yeah. [00:08:39] Vince Menzione: Tell [00:08:39] Oguo Atuanya: us [00:08:39] Vince Menzione: about that. [00:08:40] Oguo Atuanya: There are, I mean, listen, I, I don’t, you know, wanna put a number. You know what we’re seeing. [00:08:48] But I’d say that about eventually, let’s say we’re gonna have about 30% of folks that really get it and move. [00:08:56] Vince Menzione: Yeah. [00:08:56] Oguo Atuanya: Right. The others we’re gonna have to, [00:08:59] Vince Menzione: there’ll be the laggards that’ll [00:09:00] Oguo Atuanya: take longer and let me just, you know, sort of rephrase that state. Most of them understand, you know, what the opportunity is with this whole Yeah. [00:09:14] Vince Menzione: You [00:09:15] Oguo Atuanya: know. They’re still struggling with being able to, you know, articulate this story, um, from a value prop perspective, right? You know, go in, talk to the SMBs, help the SMBs understand how, you know, they can be more productive, more efficient, and um, ultimately more profitable and scale, um, with an agent, you know, framework. [00:09:44] They still struggle. Yeah. And, and that’s kind of where we come in, where we helping these SMB or sorry, MSPs and to be ips. [00:09:54] Vince Menzione: So tell us, understand that. Tell us what you’re doing. I believe you, you stood up like academies and things like that, right? You’re doing some outreach, some enablement for the community? [00:10:02] Is that what it is? [00:10:03] Oguo Atuanya: Yeah, we we’re heavy, we’re heavy in, um, enablement. Um, because, you know, everyone realizes that. To be successful with this whole campaign. It’s not just about putting agents up in an agent store, real, SMB, you know, native, um, vertical aware agents that actually, you know, when you deploy it in an SMB business, right, they drive value right away, [00:10:37] Vince Menzione: right? [00:10:38] Oguo Atuanya: Right. So, but we also realize that it’s not just about, you know, landing the agents in the marketplace, but enablement is a huge factor. That’s why when you go back to things, you know, like academy, uh, the MIP playbook, uh, some of the, uh, inculcation integrations we we’re doing with, um, partners, really critical to have that enablement layer. [00:11:04] Vince Menzione: Interesting. [00:11:04] Oguo Atuanya: Along with providing the agents and the, in the agents store. [00:11:07] Vince Menzione: Who’s developing these agents in the agent store? Are they providers for the MSP community? Are they organizations like Take, take us through that model. [00:11:17] Oguo Atuanya: Yeah. So they, they, they, because [00:11:18] Vince Menzione: you, you manage all the vendors. [00:11:20] Oguo Atuanya: Yeah, I do. Right? [00:11:21] Vince Menzione: I do. So tell us more about that. [00:11:22] Oguo Atuanya: I do. So it’s, it’s multifold, right? Um, one fold is you have prebuilt solutions that you know vendors. [00:11:30] Vince Menzione: Yep. [00:11:30] Oguo Atuanya: Built for, you know, SMBs and they’re directed towards SMBs. Then you also have a second category, uh, sorry, category of solutions that are more tools that MSBs use. [00:11:42] Right? But there’s also a third, um, prompt to this where we are orchestrating an integration of, um, um, IP between [00:11:54] Vince Menzione: interesting the [00:11:55] Oguo Atuanya: vendor department, uh, into providing, you know, solutions. That we can land in the, in the agent store. [00:12:03] Vince Menzione: That’s fascinating. So, yeah. So you have, so you have a standalone product or a standalone solution or agent. [00:12:10] You have the orchestration and then you have the customer tools and the tool. And the tools. [00:12:14] Oguo Atuanya: Yes. [00:12:15] Vince Menzione: Yes. That’s fascinating. [00:12:17] Oguo Atuanya: Yeah. It’s um, it’s sort of a three flying approach that, um, the market needs, right? Yeah. And that, that’s key. By the way, Vince, when you know, um. You’re developing these agents and these solutions. [00:12:30] Yeah. Because they’re not, they’re not just tools anymore, right. Essentially it could be somebody’s, uh, FTE. [00:12:38] Vince Menzione: Yes. [00:12:38] Oguo Atuanya: Right. So they have to address a specific outcome. They have to be, you know, uh, valuable. You have to show the ROI and for these SMBs. Don’t have a lot of wiggle room. [00:12:53] Vince Menzione: So you, that they’re smaller companies, right? [00:12:55] Yeah. So anything you do is gonna be super impactful. Yeah. It’s not something they can absorb necessarily, or, you know, lose time and money. [00:13:03] Oguo Atuanya: Yeah. [00:13:03] Vince Menzione: Uh, you’ve gotta be very sensitive to that in this, in this market, this size market. And even the MSPs are, even though there are some that are much larger, there’s still a lot of smaller MSPs out there. [00:13:14] Oguo Atuanya: And, and coming to the MIP playbook, um, what partners don’t need anymore. Um, it’s hype. [00:13:23] Vince Menzione: Yeah. [00:13:24] Oguo Atuanya: They need an almost curriculum driven approach, right. To landing this initiative and infrastructure and also managing it long term. Yeah. So that’s what the MIP playbook does. [00:13:39] Vince Menzione: So you were an executive at Microsoft. [00:13:41] You managed the channel partner. I, I would call the resellers and the disti. In fact, for the America’s business, I believe was your role. [00:13:49] Oguo Atuanya: I I did manage the large resellers. At [00:13:51] Vince Menzione: large resellers. So at one point, and you also had the Disti at one time? [00:13:54] Oguo Atuanya: At one point I had the Disti, the telco, the domain providers. [00:13:58] Vince Menzione: Yes. The large resellers. I remember when we first met, yes. I think that was when, [00:14:00] Oguo Atuanya: yes. [00:14:00] Vince Menzione: Yes. And so when you came, PAX eight is a very strong Microsoft partner. You were, again, I mentioned you were the launch partner or one of the launch partners for the marketplace. [00:14:09] Oguo Atuanya: Yeah. [00:14:09] Vince Menzione: But talk about the role and the relationship with Microsoft and the value that PAX eight provides for this market, uh, kind of layering between, uh, the Microsoft components and, and the SMB market. [00:14:24] Oguo Atuanya: Yeah. Does that [00:14:24] Vince Menzione: make sense? [00:14:25] Oguo Atuanya: Yeah. So, so Microsoft has always been. Um, keen on the SMB segment, um, you know, Jose Gomez and Company in the Americas, and folks like, um, Alison West Hughes from a core perspective that, yeah, they’re very serious about this SMB segment. And, um, I’d say the key difference with Microsoft is Microsoft realized early. [00:14:56] Probably based on the fact that Microsoft’s always been a very strong channel friendly, [00:15:01] Vince Menzione: yes. [00:15:01] Oguo Atuanya: Oriented company. I realized earlier that you really can’t scale cost efficiently by having a direct SMB business, right? Right. You have to go through the channel. [00:15:14] Vince Menzione: They’re what, 160,000 MSPs or ips? [00:15:19] Oguo Atuanya: Um, for us at pax, [00:15:21] Vince Menzione: I think for the world. [00:15:22] Oguo Atuanya: Uh, yes. [00:15:22] Vince Menzione: Somewhere the world around there. The world, yeah. You would have to reach all those companies individually, which Yeah, you’d [00:15:27] Oguo Atuanya: have to, well, I mean, even then the, there’s the Ians of SMBs [00:15:31] Vince Menzione: Yes. In worldwide. Yes. That’s right. Right. At at the customer level. The pyramid is huge. You can’t, [00:15:35] Oguo Atuanya: you can’t really scale. [00:15:36] No, you can’t. You can only do that through the channel. [00:15:38] Vince Menzione: Yes. [00:15:39] Oguo Atuanya: And, um, I think, I think the relationship between Microsoft and PAX has just. Strengthened over time because Microsoft sees, if we go back to that definition of a, you know, distributor versus a marketplace and a platform provider stuff. So we’re seeing the difference. [00:15:56] Yes. And the value add and, you know, the services led approach that packs it, you know, brings to, um, um, driving the SMB business. Yes. Um, you know, just that we have, we think PAX eight, we have a very strong relationship. And a very strong MSP ecosystem, which is critical when you sort of, you know, uh, look at that difference between just a regular reseller and an MSP. [00:16:26] Vince Menzione: Absolutely. [00:16:26] Oguo Atuanya: Right. Um, you just can’t, what we talked about earlier, just transact a solution and then walk away. It’s, it’s, uh, it’s, um, it, it’s, it’s really a sustainable end-to-end, you know, customer life cycle management approach. When you’re dealing with them. [00:16:44] Vince Menzione: I think it’s important here too, and, and again for the maturity model of our listeners and viewers, it might be at different levels of understanding about the, about the model. [00:16:53] But if you think about the model and the evolution, right, being the, from the old model of being, uh, hardware centric and maybe software centric, uh, the old days of what was a disti, which are not at disti anymore, but, um, the distis were there to provide credit. Availability of product. [00:17:12] Oguo Atuanya: Yeah. [00:17:12] Vince Menzione: And And delivery, basically. [00:17:14] Right? Yeah. That was it. [00:17:15] Oguo Atuanya: Yeah. [00:17:16] Vince Menzione: And that’s how that they were intermediaries on some of that. [00:17:19] Oguo Atuanya: Yeah. [00:17:20] Vince Menzione: But PAX eight evolved at a later time. [00:17:22] Oguo Atuanya: Yeah. [00:17:23] Vince Menzione: More modern time, I would say in the cloud. Yeah. [00:17:25] Oguo Atuanya: PAX eight. So one in the cloud, if you will. [00:17:28] Vince Menzione: And I think that’s maybe a differentiation and this new model that it also feels to like this MSP community has been coming along. [00:17:36] And I, I, I believe a lot of thought leadership from the PAX eight side. I’m speak, I’m speaking for you here, but in terms of some bold moves that the organization is doing. [00:17:46] Oguo Atuanya: Yeah. Listen. Um, as you know, I dealt or engaged with PAX eight for a while before joining PAX eight. [00:17:54] Vince Menzione: Yeah. [00:17:55] Oguo Atuanya: I’d engaged with p fact fact pxi, funnily enough was the first meeting I had, um, when I came back from the uk. [00:18:02] Vince Menzione: Is that [00:18:02] Oguo Atuanya: right? Yeah. During my stint running, um. Um, devices, uh, sales organization for Microsoft. The first meeting I had coming back into the Americas was so P Aid and Nick Hedy and, uh, Ryan Walsh and, oh, that’s so funny. Joke about it. By the way, Ryan Walsh all has a prep, uh, notes study, you know, he got ready for the media. [00:18:26] Vince Menzione: Oh, that is hilarious. I met Ryan. Uh, we were on stage together at a channel partners a couple years ago. [00:18:32] Can’t [00:18:32] Oguo Atuanya: miss his energy. [00:18:33] Vince Menzione: He can’t [00:18:33] Oguo Atuanya: miss his energy. [00:18:34] Vince Menzione: Such great energy. [00:18:35] Oguo Atuanya: Yeah. But, but listen, I think if I could just sum it in a, you know, in a, um, a framework or a box. The key difference between PAC sales is we look at engaging with MSPs in SMB, um, from a customer lifecycle management. [00:18:57] So we start from, Hey, how do we help you with customer acquisition? When you do acquire the customers and you make that first licensing transaction, it doesn’t go away. That’s when we actually start, you know, thinking about how do we help, um, you ensure that your SMBs realize, um, value from what you sold them. [00:19:18] You know, if you need to expand, but, um, beyond one, you know, skew in the stack, that’s what you do because you understand the needs of USMB that helps drive consumption, you know? Nurture that through all, we start, you know, looking at, is it time for re sorry, renewal. There’s a team minus approach to renewal. [00:19:37] ’cause we also keep our eyes on churn. You can, you know, gain as much business as you can, but if you churn, it does nobody any good. Yeah. So we look at things end to end from our position to churn. And that really is embedded in the platform that sits underneath the marketplace. [00:19:53] Vince Menzione: And you act as the, well see, we’re gonna use technical terms here. [00:19:57] CSP. You’re the first layer of CSP and then they, they also, in many cases, sometimes they’re not, but in many cases they are the CSP to the customer. They’re providing the, the licenses to the customer. [00:20:10] Oguo Atuanya: Well, we, so we, we are the first tier of that, you know, two tier [00:20:14] Vince Menzione: Exactly. [00:20:15] Oguo Atuanya: Model. So we, we, [00:20:16] Vince Menzione: you’re tier one [00:20:17] Oguo Atuanya: Microsoft. [00:20:18] Vince Menzione: Yep. [00:20:19] Oguo Atuanya: Right. We, you know, as an existing might press on an example, it could be one of our other vendors, like, you know, um, any of the 150 vendors we have. We engage with them, we enable the um, MSP, who’s the resell, who’s really in the traditional sense, the reseller layer, much more valuable in terms of what they do. [00:20:41] Vince Menzione: That’s right. [00:20:41] Oguo Atuanya: And then. The MSP engages with, uh, the end customer. So that’s kind of what the flow is. [00:20:47] Vince Menzione: Yep. Yeah. And that’s one component of what they do for the customer. The transaction is a one one and done sort of. [00:20:53] Oguo Atuanya: Yeah. [00:20:53] Vince Menzione: But then it’s all the managed services and layering Oh, provide on top of it. And then all the other solutions say 150 platforms. [00:21:00] Oguo Atuanya: Uh, 150 vendors. [00:21:01] Vince Menzione: Vendors, yeah. So hundreds of platforms that are available to the customer for [00:21:07] Oguo Atuanya: Yeah. [00:21:07] Vince Menzione: Through taxane. [00:21:08] Oguo Atuanya: Yeah. But, but lemme just emphasize that especially. We are going actually where we are. Right. Um, again, it starts, it starts way to the left of the continuum than just driving the transaction. [00:21:23] Vince Menzione: So take us through the continuum then. [00:21:25] Oguo Atuanya: Yeah, that’s what I said earlier, the continuum is, you know, helping this, helping with [00:21:28] Vince Menzione: acquisition, customer acquisition, [00:21:30] Oguo Atuanya: even, you know, prior to that it’s, it’s helped. We’re getting to a point now where we’re helping these MSPs and they should all be able to do that during the MIP era. [00:21:38] Vince Menzione: Yep. [00:21:39] Oguo Atuanya: Understand the market they’re playing it. Yeah. Understand, you know, the market, their SMBs are in, understand their verticals or their scenarios so that you can actually build, you know, this precision, outcome driven, you know, solutions. [00:21:52] Vince Menzione: Yeah. [00:21:52] Oguo Atuanya: Right. That, that’s the beginning and then you sell and acquire. [00:21:58] Right. And then once you acquire that business, uh, it’s always on, you know, situation. You’re helping realize value. ’cause if you don’t. You’re not expanding beyond the stock. Yes. And um, you’re not driving consumption. And if you don’t drive consumption, [00:22:14] Vince Menzione: you’re not making any money. You’re really not making, [00:22:16] Oguo Atuanya: it’s not churn. [00:22:16] Vince Menzione: Yeah. [00:22:17] Oguo Atuanya: Right. And then they have to keep an eye on, when renewals come about, there has to be a healthy T minus period. Right. Um, so ensure that you renew during renewals. Um, that’s actually when we then look at, Hey, what’s your stack look like? Right. Especially with the agent era, right? Do you have everything you need? [00:22:37] Do you have the processes? Is there governance? Is there enough security for your, um, SMB, right? So that’s kind of the tune up time before we renew, and then we help you renew and then retain so that it’s, it’s a, it’s a sort of lifecycle approach, not just transactional. [00:22:55] Vince Menzione: Oh, I, I hear. Talk and, you know, I talk to different people in the industry about the SMBs, the MSPs in the SM B market, uh, that some of these organizations are very much, they’re very technical. [00:23:07] Yeah. Like they’re technical folks. Sometimes they’re not sales folks or they’re not consulting type folks. Yes. So how do you help them overcome some of those challenges or those gaps? I mean, I know some of it’s through the academy. [00:23:19] Oguo Atuanya: Yeah. [00:23:19] Vince Menzione: Do you help them also with selecting like, how do they think about their organizational structure to have the right people in the right seats and those types of [00:23:26] Oguo Atuanya: things and that, that’s, that’s, [00:23:27] Vince Menzione: yeah. [00:23:27] Oguo Atuanya: All what the MIP playbook, that’s, and the process is all about Nice. It’s, it’s, Hey, how do we expand your horizon, you know, beyond just providing the technical aspect things, how do you understand the business? How do you go about conversations to discover, right, your, uh, SMB, right? And once you discover, how do you go about architecting, you know, a value framework that includes, you know, maybe looking at the organization and suggesting agents and then, you know, when you land them, right? [00:23:59] What’s the, um, optimization, you know, process beyond just landing them. So it’s, it’s helping them. [00:24:08] Vince Menzione: Make transit, become business [00:24:09] Oguo Atuanya: consultants. [00:24:09] Vince Menzione: Right, exactly. Which is what they need to do. [00:24:11] Oguo Atuanya: Yeah. The, in this era, you really need to understand what your SMB is doing because, you know, think about it for the longest, this sort sub, you know, consultative approaches were only sort of reserved for enterprise. [00:24:26] Vince Menzione: Yeah, that’s right. [00:24:27] Oguo Atuanya: But when you look at how, you know, the solutions that we sell, I change, they’re really enterprise solutions now that are in SMB. Right. You have to sell that way. You have to engage that way. Right? So that, that’s, that’s a key differentiator between being an MSP and an MIP, bringing that intelligence into you applying, you know, an intelligent workflow to the way your SMB conduct that, sorry, conducts their business. [00:24:56] Vince Menzione: So tell, take me through, uh, what the ideal MMSP or MIP looks like to you. Like what is the. The, the top of the top and to the right. And then where do you see the challenges? Why do some organizations or, or, ’cause I’m sure there are some that struggle, whether it’s 10%, 20%. [00:25:14] Oguo Atuanya: Yeah. Yeah. [00:25:15] Vince Menzione: Because it’s, it’s, it’s a continuum. [00:25:16] It’s a, it’s a cycle to get from, from point A to point B for a lot of these organizations. Right? [00:25:21] Oguo Atuanya: Yeah. So [00:25:21] Vince Menzione: what do you see from the challenges they need to overcome and, yeah, so, so the, [00:25:25] Oguo Atuanya: the, the optimal MSP looks like what we just described, right? Yeah. Right. You have an organization that thinks through the process that way, set up. [00:25:33] Right. [00:25:34] Vince Menzione: And they become an ongoing consultant. They help them through the process. They understand ai. Right. This is another thing too, right? Organizations, I mean, are struggling right now with their [00:25:43] Oguo Atuanya: Yeah, absolutely. [00:25:44] Vince Menzione: Their people. [00:25:45] Oguo Atuanya: It’s gotta be the baseline. [00:25:47] Vince Menzione: Yeah. [00:25:47] Oguo Atuanya: You know, these days, understanding ai, understanding the agent, you know, journey. [00:25:53] Uh, what works well is, um, you know, you, um, you know, you, you. You have to be able to design, um, land a scalable, secure, uh, environment, um, [00:26:13] Vince Menzione: secure. [00:26:16] Oguo Atuanya: So, so security is key here, [00:26:20] Vince Menzione: right? I keep thinking about Claude, what’s happened just in the last several weeks. Yeah. In our industry with people putting things up on, through, through open browsers. [00:26:28] Yeah. [00:26:29] Oguo Atuanya: Yeah. [00:26:29] Vince Menzione: To Claude and to. Different tools. [00:26:31] Oguo Atuanya: Yeah. Yeah. [00:26:32] Vince Menzione: And if you’re an SM B and you’re trying to lock down your environment’s, don’t want, that’s, you don’t want your data exposed. [00:26:37] Oguo Atuanya: That’s why security is [00:26:38] Vince Menzione: huge, [00:26:39] Oguo Atuanya: is key. But, you know, one of the things we recommend is start very specific. Uh, it could be a bundle that includes, you know, could be co-pilot, could be some other AI pillar. [00:26:52] Uh, and then it has to be, you know, a security layer. [00:26:57] Vince Menzione: Yeah. [00:26:58] Oguo Atuanya: Uh, to that. Then there has to be an enablement, you know, services layer to that as well, right? So, um, you build secure, um, you land, uh, and then skills develop key, right? And then monetization. You have to be able to hit those levels, uh, to be able to survive in this world. [00:27:22] You’re no longer just selling. Tools. [00:27:27] Vince Menzione: Yes. At margins, [00:27:30] Oguo Atuanya: flat margins. So the tool, the tool sprawl, um, is what takes a lot of margins away. [00:27:37] Vince Menzione: Yes. [00:27:37] Oguo Atuanya: From the equation. [00:27:38] Vince Menzione: Right? Tell, tell us about that. ’cause I, I, I remember even back in my Microsoft days, yeah, we would go in and, and have partners that were successful that would say. [00:27:47] In fact, the ones that are most successful would basically tell the customer, you already own it. Like you have a, you have an enterprise agreement and it has all the capabilities you need to run your enterprise, and you’re buying all these other one-off solutions and trying to patch them into your, into your portfolio of your, your solution set. [00:28:04] Oguo Atuanya: Yeah. Nobody, nobody, especially in SB, nobody wants any more tools. [00:28:08] Vince Menzione: No, I can [00:28:09] Oguo Atuanya: imagine. Um, you, you’ve gotta sort of assemble this thing into a platform that works. [00:28:14] Vince Menzione: Yep. [00:28:15] Oguo Atuanya: Right. And it’s gotta be repeatable. If it’s not repeatable, then you’re not driving the frequency. Right. It’s gotta be scalable. Um, ’cause if it’s scalable, then you’re going into, um, that kind of sprawl where people start thinking they need to replace gaps with more tools. [00:28:32] Yeah. Nobody needs. Right. [00:28:34] Vince Menzione: And that creates more vulnerability by putting [00:28:36] Oguo Atuanya: Absolutely. [00:28:37] Vince Menzione: Yeah. [00:28:37] Oguo Atuanya: Absolutely. Yeah. It’s [00:28:39] Vince Menzione: fascinating. So [00:28:40] Oguo Atuanya: it’s, it’s a different, um. Sort of engagement and I, I’m refraining from saying it to different kind of sell because the connotation of sell is you transact and you’re gone. It’s a full lifecycle engagement model. [00:28:56] Yeah. [00:28:56] Vince Menzione: I think what you’re doing is you’re enabling the evolution of this market. [00:29:01] Oguo Atuanya: Yeah, [00:29:01] Vince Menzione: that’s the way I would say it. [00:29:02] Oguo Atuanya: Well, that, that’s exactly what we’re trying to do with, um, the shift from MSP to MIP is. Um, we’re driving the transformation in SMB. [00:29:12] Vince Menzione: Yeah. [00:29:13] Oguo Atuanya: I, I mean, the ultimate goal is to get that MIP channel as intelligent or even more intelligent and agile than any enterprise IT department. [00:29:23] Yes. ’cause they are the, [00:29:24] Vince Menzione: they are ones, the enterprise IT department [00:29:26] Oguo Atuanya: for that customer. Yeah. The, the word trusted advisor is gonna take a very, you know, it’s [00:29:31] Vince Menzione: fascinating, [00:29:31] Oguo Atuanya: more serious connotation in this space. Because the SMBs are dependent on you as the MMIP for that. [00:29:39] Vince Menzione: Yeah. Let’s talk, we, we had a session on marketplace yesterday. [00:29:42] Oguo Atuanya: Yeah. [00:29:43] Vince Menzione: Um, you have been a great driver now through, especially through this new program, the new unified marketplace. [00:29:50] Oguo Atuanya: Yeah. [00:29:50] Vince Menzione: Uh, PAX eight is stood, stood above and beyond and doubled sales, I think is what I thought I heard. Take, take us through some of the, [00:29:58] Oguo Atuanya: well, I mean, uh, uh, a marketplace. Uh, marketplace sales has grown exponentially, [00:30:04] Vince Menzione: exponentially, [00:30:04] Oguo Atuanya: right? [00:30:05] Um, um, this partnership with Microsoft is really all about for the first time, um, integrating, you know, both the, uh, Microsoft, uh, marketplace and the P State marketplace into the MSP delivery, you know, system. Right? What does that mean for the MSP? It means that for the first time, the MSP is gonna have an ability to, um, you know, uh, bundle seamlessly or package seamlessly. [00:30:36] I know from a Microsoft Yeah. Package seamlessly. Um, you know, so Microsoft, uh, solutions and third party solutions that are complimentary again, to driving the outcomes that, you know, uh, the SMB needs. It’s really all about provisioning. Um, and, um, you know, building those solutions intelligently and, and dynamically, right? [00:31:05] Where it’s very scalable, right? So that, that’s sort of what the intelligence and the, the dexterity of our marketplace, uh, does. Right? So, so it’s, it’s, it’s creating, you know, um, provisioning, building, uh, transacting. Then really managing in a very automated fashion. Right. So that’s what the MSP gets. Yes. [00:31:32] The vendor, like Microsoft and other vendors remove the guesswork from, is this actually gonna hit the mark for, uh, SMBs? ’cause we do that curation through the discovery when we, you know, integrate marketplaces. Make sure that those solutions, those agents that land in the marketplace are SMB applicable. [00:31:57] ’cause the other thing we, we, we see in the marketplace, and I’m using the general marketplace is, um, a lot of companies will tell you that they have SMB solutions or agents. Yes, in the marketplace. And then you go into the marketplace and these are really enterprise, enterprise [00:32:14] Vince Menzione: solutions. Solutions that are [00:32:15] Oguo Atuanya: being forced down into SMB. [00:32:18] Well, you can’t do that these days ’cause you have to hit that, you know, customer, um, precision when you’re driving, you know, outcome based solutions. You have to be precise. [00:32:29] Vince Menzione: What is, what is the curation process for? Um, I’m an SMB customer. I come to the MSP. And you help at your marketplace level, it sounds like you help design what the right solution is. [00:32:42] Oguo Atuanya: Yeah. Yeah. [00:32:42] Vince Menzione: So what, tell, take us through that process real quick. [00:32:45] Oguo Atuanya: Yeah. So, um, you know, we have a set of folks internally. Along with our PXI labs people. [00:32:52] Vince Menzione: Okay. [00:32:53] Oguo Atuanya: When we’re actually intaking, you know? So [00:32:56] Vince Menzione: you’re using AI as well on that side of Yeah. We use AI Doing your discovery process for the customers. Yes. [00:33:02] Using [00:33:02] Oguo Atuanya: AI as well. It, it uses ai, the rules that are being written into it, you know, [00:33:06] Vince Menzione: it [00:33:06] Oguo Atuanya: processes, Hey, it’s gotta be applicable from an SMB perspective. Right. This [00:33:10] Vince Menzione: is very cool. [00:33:11] Oguo Atuanya: Right. So, um, you know, we, we do that, we ensure that it’s, um. It’s applicable. There’s no guesswork. Right. Then we put it on the, um, on the agent store. [00:33:22] Right. And then, um, you know, we help the, uh, uh, MSPs, um, architect and fit solutions around the agents, you know, for very specific outcomes. That’s, uh, so it’s, [00:33:36] Vince Menzione: this is fascinating. [00:33:37] Oguo Atuanya: It’s a very curated process. [00:33:39] Vince Menzione: Yeah. So for, um, the market, the MSP market or MIP market that are watching and listening today, and maybe they’re not with PAX eight yet. [00:33:49] Like what would, what would be the, the, I mean you’ve already described what the differentiation Yeah. Just, I’m just thinking out loud here. Like what would you say to them today, especially as this market is changing, not your market, but the, just the technology sector, the, the shifts are happening so fast right now. [00:34:07] What would be the. I guess the one piece of advice you would give to this community of technology companies out there that they should think about for 10 26. [00:34:18] Oguo Atuanya: It’s, it’s really refrain from Yeah. Selling just tools and infrastructure. Yeah. [00:34:30] Vince Menzione: Which is the way a lot of them have been structured. That’s right. [00:34:32] They’ve done right. [00:34:33] Oguo Atuanya: Yeah. Think about [00:34:34] Vince Menzione: they’ve gone down a road with a vendor because they got great margins for some reason. [00:34:37] Oguo Atuanya: Yeah. So understand your customer, the space they’re playing and how you can build, you know, solutions, uh, for them. Be specific vis-a-vis the solutions that you’re building. Right. [00:34:50] Again, um. I was having a conversation yesterday with Nina Hard, and we’re talking about the high heat of, uh, traffic verticals, right? Yeah. Uh, you know, things like healthcare, uh, things like financial services, right? Be very specific in the solutions that you’re building, right? Don’t experiment too much land on what an applicable solution is. [00:35:18] Vince Menzione: Yeah. Predictable [00:35:18] Oguo Atuanya: solution. Make it repeatable, make it. Scalable. Emphasize on the upscale and enablement right, and focus on the monetization. Understand exactly how you’re gonna articulate the value add and the ROI. To [00:35:40] Vince Menzione: To the customer. [00:35:41] Oguo Atuanya: The SMB. [00:35:41] Vince Menzione: Yeah. [00:35:42] Oguo Atuanya: Because that’s where a lot of folks struggle, right. They still cannot do all that, [00:35:47] Vince Menzione: and they get stuck on the cost to the customer. [00:35:50] They get hung up, I guess, is what I would say. Right. They don’t, they don’t articulate the value enough. [00:35:55] Oguo Atuanya: Well, they’re not selling outcomes. [00:35:57] Vince Menzione: They’re not selling outcomes. They’re selling, [00:35:58] Oguo Atuanya: they’re trying to piece together tools. [00:36:00] Vince Menzione: Hot [00:36:00] Oguo Atuanya: and hot [00:36:01] Vince Menzione: tools, [00:36:01] Oguo Atuanya: spot applications. [00:36:02] Vince Menzione: Tools, tools is the best way to [00:36:03] Oguo Atuanya: Yeah. [00:36:04] Vince Menzione: To describe it [00:36:04] Oguo Atuanya: to [00:36:05] Vince Menzione: the [00:36:05] Oguo Atuanya: company and all else spills come to Pax it. [00:36:07] Yes. Teach you how to do it. [00:36:09] Vince Menzione: Well, I, I’m fascinated to join you in June at Beyond. [00:36:13] Oguo Atuanya: Yeah. [00:36:13] Vince Menzione: Um, same [00:36:15] Oguo Atuanya: here. [00:36:15] Vince Menzione: So dates again. [00:36:18] Oguo Atuanya: Vincent, you put me, I think it’s, uh, June 7th to the ninth. [00:36:21] Vince Menzione: June 7th to the ninth. [00:36:22] Oguo Atuanya: And this is, uh, in Salt Lake City. In Salt Lake City [00:36:25] Vince Menzione: this [00:36:25] Oguo Atuanya: year. [00:36:25] Vince Menzione: Salt [00:36:25] Oguo Atuanya: Lake [00:36:26] Vince Menzione: year. Yeah. You had it, you had it in a different in Colorado last year [00:36:28] Oguo Atuanya: we had it in Denver. [00:36:29] So this is actually, this is actually, um, this is [00:36:32] Vince Menzione: your hometown, [00:36:33] Oguo Atuanya: the company. Yeah. This is, this is the mainstream. Beyond. So [00:36:36] Vince Menzione: I love [00:36:37] Oguo Atuanya: it. This is a big event. [00:36:38] Vince Menzione: Yeah. [00:36:38] Oguo Atuanya: Right. ’cause we also have regional events. [00:36:40] Vince Menzione: Yeah. Like four or 5,000 people. I think last year [00:36:43] Oguo Atuanya: it was right around three to 4,000. Three to 4,000 last year. [00:36:45] I think we’re gonna get, you know, more than that. Yeah. In, in, uh, salt Lake City. Then of course we have, um, a regional beyond. We just had the Em me version in, um, Berlin. Um. Netherlands, [00:36:56] Vince Menzione: Netherlands [00:36:57] Oguo Atuanya: after that. [00:36:57] Vince Menzione: But you did Berlin last year? We [00:36:59] Oguo Atuanya: did Berlin. Berlin last I knew years ago. Next year we’ll be in, uh, uh, Copenhagen. [00:37:03] Vince Menzione: Okay. [00:37:03] Oguo Atuanya: And then we’ll also have, um, uh, Asia version. Nice. Uh, in 27 [00:37:08] Vince Menzione: Milano. Maybe the year after would be good. [00:37:11] Oguo Atuanya: We, we, we need to arrange, I’ll work with, um, uh, you know, uh, MCEO. Harold. [00:37:16] Vince Menzione: I love it. I love it. [00:37:17] Oguo Atuanya: Yeah. [00:37:17] Vince Menzione: Um. I would, uh, so I have one question. I might’ve asked you this question before, but I would love to just ask you now. [00:37:24] ’cause times have changed. Our lives change, but this is my favorite question. I ask all my guests, especially all my good friends like you, you’re hosting a dinner party and you can host a dinner party anywhere in the world. It might be here, it might be in Houston, it might be in Kenya, it might be anywhere. [00:37:41] We maybe, maybe it’s in EMEA or AsiaPac. Um. You can invite any three guests from the present or the past to this amazing dinner, whom would you invite? A guo and why? [00:37:55] Oguo Atuanya: So this one always gets me because [00:37:58] Vince Menzione: I love that. [00:37:59] Oguo Atuanya: Yeah. So, you know, you and I have talked before, right? So there’s a standing, uh, invitation for my mom, you know, who know? [00:38:05] Love that. Yes. Swear a while ago. [00:38:07] Vince Menzione: Yes. Yes. [00:38:07] Oguo Atuanya: And then, you know, my sister also who [00:38:09] Vince Menzione: passed [00:38:10] Oguo Atuanya: away, passed away in May [00:38:10] Vince Menzione: last year. [00:38:11] Oguo Atuanya: So I’d love to have this tea because, you know. [00:38:14] Vince Menzione: Some great conversations. We’ll see how [00:38:15] Oguo Atuanya: he’s doing and, you know, and check [00:38:17] Vince Menzione: in with [00:38:17] Oguo Atuanya: how, how, how things, um, are going and now Wow. This third one, [00:38:24] Vince Menzione: who’s the third one? [00:38:26] Oguo Atuanya: This third [00:38:26] Vince Menzione: one is, he talked about your son a little bit the last couple of days. Yeah. Days. But I don’t think, [00:38:30] Oguo Atuanya: I don’t think he’s, he wants to be bored. [00:38:33] Vince Menzione: Yeah. [00:38:33] Oguo Atuanya: Having, having, um, a dinner with you [00:38:35] Vince Menzione: and you’ll be there. So now we need to ask add one more [00:38:38] Oguo Atuanya: person. Yeah. We need to add one more person. I’m thinking about that. [00:38:42] MSB. Who’s become an MIPI [00:38:46] Vince Menzione: love it. [00:38:47] Oguo Atuanya: I [00:38:47] Vince Menzione: would [00:38:47] Oguo Atuanya: love to have him at the, or her at the table. [00:38:50] Vince Menzione: Yes. [00:38:51] Oguo Atuanya: And, and talk about what that journey was like. [00:38:53] Vince Menzione: I love it. I love it. Well, that’ll be a fun dinner and I might come by and bring dessert or something. [00:38:58] Oguo Atuanya: You, [00:38:58] Vince Menzione: you, you, [00:38:59] Oguo Atuanya: you’re [00:38:59] Vince Menzione: always maybe just stop by and say, [00:39:00] Oguo Atuanya: you’re always welcome. [00:39:01] Vince Menzione: I’d love to meet your mom and your sister. So [00:39:03] Oguo Atuanya: thank you Vince. [00:39:04] Vince Menzione: Um, you are a great friend. I’m so excited to have you here in the room. Your organization is doing incredible things and we love having you as part of ultimate partner in our community. So, so great to see you again, my friend. [00:39:18] Oguo Atuanya: Appreciate it, Vince. [00:39:19] It’s always a, a pleasure being here with you and seeing you and, uh, I can’t wait to see you beyond. [00:39:24] Vince Menzione: I love [00:39:24] Oguo Atuanya: it folks out there. It’s selling out. So [00:39:26] Vince Menzione: babe, [00:39:27] Oguo Atuanya: get our, [00:39:27] Vince Menzione: get your tickets [00:39:28] Oguo Atuanya: soon. June 7th to ninth. It’s, uh, the biggest show in the MSU [00:39:31] Vince Menzione: world. It’s the biggest show. And then we, uh, is also gonna participate, I believe, at our, at our Bellevue event, Bellview Forum, which will be an incredible event. [00:39:39] Yeah. And May 13th, May 11th, through the 13th. I want to thank you for watching. I wanna thank you for listening to this episode of The Ultimate Eye, to partnering and following our YouTube channel, ultimate Partner, and for being part of our community at Ultimate Partner. Thank you so much. Thank you so much. [00:39:55] Thank you. Don’t forget, ultimate Partner Live is coming soon, may 11 through the 13th in beautiful Bellevue, Washington. I hope to see you there.

La CNMC ha autorizado a Iryo a operar la ruta Madrid–Ciudad Real–Puertollano, al considerar que no afecta al equilibrio económico del servicio público de Renfe. También ha dado luz verde a nuevos trenes turísticos de Alsa en los trayectos Madrid–El Escorial y Jaca–Canfranc, al tratarse de servicios con baja frecuencia y carácter turístico que no compiten directamente con la oferta convencional.Cathay Pacific ha reanudado su ruta estacional entre Barcelona y Hong Kong, operativa hasta el 24 de octubre con cuatro frecuencias semanales. La conexión refuerza la conectividad entre España y Asia-Pacífico, ampliando además la oferta total de la aerolínea a ocho vuelos semanales desde Barcelona y Madrid hacia este hub estratégico.Los viajes en ferry durante Semana Santa se consolidan en 2026 como escapadas cortas y flexibles, con picos de demanda de hasta un 60% respecto al resto del mes, según datos de Ferryscanner. En 2025, el 48% de las reservas de abril se concentró en este periodo, lo que refleja la creciente preferencia por itinerarios multirruta y viajes con vehículo que integran el trayecto en la experiencia turística.Portugal ha cerrado el plazo para recibir ofertas no vinculantes en el proceso de privatización parcial de TAP Air Portugal, al que han concurrido grandes grupos europeos como Lufthansa, Air France-KLM y IAG. La operación contempla la venta de cerca del 45% del capital y refleja el interés estratégico por una de las últimas aerolíneas medianas disponibles en Europa, aunque persisten dudas sobre el encaje de la inversión para algunos participantes.La Comunidad de Madrid ha aprobado una nueva normativa que endurece los requisitos para las viviendas de uso turístico, prohibiendo su implantación en viviendas protegidas y en edificios donde lo veten los vecinos, y estableciendo mayores exigencias de equipamiento, capacidad y calidad. Además, serán los operadores —y no los propietarios— quienes deban presentar la declaración responsable, en un contexto de mayor control e incremento de inspecciones y sanciones en el sector.

FITUR 2027 se celebrará del 20 al 24 de enero en IFEMA Madrid con Puerto Rico como País Socio, en una edición que ampliará su capacidad con dos nuevos pabellones y reforzará su enfoque en sostenibilidad, innovación y especialización. El evento, que combinará jornadas profesionales y apertura al público general, consolidará su papel como plataforma global del turismo, en un contexto de crecimiento internacional previsto de entre el 3% y el 4% según ONU Turismo.La Semana Santa concentra una parte significativa de las reservas de ferry, alcanzando cerca de la mitad en abril según Ferryscanner, y confirma la creciente preferencia por viajes flexibles y personalizados. Los itinerarios multiruta, especialmente de 2 o 3 tramos en destinos como Baleares o las islas griegas, ganan protagonismo junto al uso del vehículo propio, consolidando el ferry como una opción que combina movilidad, comodidad y libertad de planificación.El ministro de Industria y Turismo, Jordi Hereu, participa en el Congreso Mundial de Turismo de Nieve, Montaña y Bienestar en Andorra, donde analiza políticas públicas para impulsar un turismo más sostenible e innovador en destinos de montaña. El encuentro reúne a expertos internacionales para abordar retos como el cambio climático, la gestión de flujos turísticos y el impacto de la tecnología, e incluye la participación de Shaikha Al Nuwais en la apertura.La expansión aeroportuaria en España, con inversiones cercanas a 13.000 millones hasta 2031, aumentará la capacidad de los principales hubs y aeropuertos turísticos. Según el informe Expanding Airport Capacity & Tourism de Colliers, este crecimiento impulsará la demanda hotelera, fomentando nuevas construcciones, reposicionamientos de activos y la entrada de marcas adaptadas a viajeros más exigentes y a mercados emergentes como Asia-Pacífico.Air Europa reforzará su operativa en Semana Santa con más de 20.000 plazas adicionales entre finales de marzo y principios de abril, centradas principalmente en Baleares y Canarias. El aumento también incluye rutas europeas clave, con el objetivo de responder a la alta demanda turística en uno de los periodos de mayor movilidad del año.

IATA prevé que la demanda global de vuelos se duplicará de aquí a 2050, alcanzando hasta 21,9 billones de pasajeros-kilómetro frente a los 9 billones registrados en 2024. El crecimiento anual, estimado entre el 2,9% y el 3,3%, estará impulsado principalmente por las regiones de Asia-Pacífico y África.El auge de los viajes en solitario, especialmente entre mujeres, se consolida en 2026 como una de las principales tendencias del sector turístico. Según datos de Kiwi.com, destinos como Islandia, Japón y Portugal destacan por su seguridad y facilidad para viajar, con Islandia a la cabeza por su baja densidad y entorno natural.Iberia iniciará el 2 de junio su nueva ruta Monterrey-Madrid con tres vuelos semanales y, gracias a un acuerdo con Viva, conectará esta ciudad con 32 destinos en México. La alianza permitirá a los pasajeros viajar con una sola reserva y equipaje hasta destino final, ampliando la conectividad entre México y Europa.Destinia cerró 2025 con una facturación de 250 millones de euros y prevé alcanzar los 300 millones en 2026, mientras refuerza su expansión internacional con foco en Londres tras la adquisición de dos agencias británicas. La compañía planea ampliar su equipo en la capital y no descarta abrir una oficina, en línea con su estrategia de crecimiento en mercados clave y posibles nuevas adquisiciones.Asempleo prevé cerca de 90.000 contratos de puesta a disposición para la campaña de Semana Santa 2026 en España, un 3% más que en 2025, lo que implicará la contratación de unas 15.000 personas. La demanda se concentrará en hostelería, turismo, comercio y logística, reflejando la importancia de la temporalidad para atender picos de actividad en esta época.

Finizens cuenta en Tu Dinero Nunca Duerme las claves del éxito cosechado para lograr que el 99,6% de los sus clientes logra beneficios tras ocho años. El 99,6% de los inversores de Finizens registran rentabilidades positivas tras ocho años de actividad Giorgio Semenzato y Kevin Koh Maier analizan en Tu Dinero Nunca Duerme las claves de su estrategia "ultradiversificada", que ha permitido a la práctica totalidad de sus clientes sortear la volatilidad de los mercados. En un contexto financiero marcado por la incertidumbre, la gestión pasiva vuelve a reivindicar su eficacia con datos contundentes. En Tu Dinero Nunca Duerme, Giorgio Semenzato, CEO de Finizens, y a Kevin Koh Maier, director de inversiones de la firma, analizaron el estado de sus carteras tras ocho años de trayectoria en el mercado español. Un dato "sobresaliente": El 99,6% en positivo Finizens se feclicitó del éxito de su estrategia para el 99,6% de sus clientes. Una cifra, decía Semenzato, que certifica su propuesta de valor. Importante si se tiene en cuenta de que abarcar un periodo de ocho años (desde su lanzamiento en 2017), un plazo lo suficientemente amplio como para haber atravesado distintos ciclos económicos. Sin embargo, el éxito no depende solo del algoritmo o la selección de activos. Semenzato subrayó que la rentabilidad final es el resultado de una combinación entre la gestión técnica y el comportamiento del propio inversor. En este sentido, la firma exige a sus copartícipes dos compromisos fundamentales: por un lado, confianza plena en el proceso, tras haber comprendido el funcionamiento de la gestión. Por otro, constancia, evitando decisiones emocionales en momentos de volatilidad. Una propuesta de largo plazo Frente a las "apuestas del momento" que suelen proliferar en el sector financiero, los responsables de Finizens defendieron un modelo que sirva al inversor para cubrir ciclos completos. La tesis expuesta en el programa sugiere que la diversificación masiva, unida a una estructura de costes bajos propia de la gestión indexada, es la herramienta más sólida para que el inversor particular logre preservar y crecer su patrimonio de forma sostenida. El mercado de 2026: La IA pasa del entusiasmo general al escrutinio selectivo La narrativa de los mercados financieros ha dado un giro drástico en el último año. Si en 2025 la inteligencia artificial (IA) actuó como un motor de crecimiento casi universal, el ejercicio 2026 ha inaugurado una etapa de dudas selectivas y cuestionamiento de valoraciones, especialmente en el sector tecnológico de Estados Unidos. Durante su intervención en el programa Tu Dinero Nunca Duerme de esRadio, responsables de la gestora Finizens analizaron este cambio de paradigma. Según los expertos, el mercado ya no premia a cualquier compañía vinculada a la IA; ahora diferencia entre aquellas con fundamentales sólidos y las que presentan precios excesivos. "No es lo mismo pagar 30 veces ingresos que 10 o 15", señalaron, destacando que sectores tradicionales como el financiero, salud o inmobiliario muestran hoy una mejor evolución relativa que la tecnología. La trampa de la concentración Uno de los puntos clave del análisis fue la extrema dependencia del S&P 500 de las denominadas "siete magníficas". La concentración es tal que, si estas gigantes cayeran un 15%, el resto del índice debería subir un 8% solo para mantenerse plano. Esta realidad ha impulsado una rotación geográfica inédita en años: mientras EE. UU. flirtea con el terreno negativo en 2026, Europa crece un 7% y mercados como Japón o Asia-Pacífico superan el 10%. Diversificación frente a la incertidumbre Respecto a la IA, la gestora advirtió sobre la dificultad de predecir ganadores. Históricamente, las empresas que más invierten en disrupciones no siempre son las que capturan el beneficio final, el cual suele trasladarse a sectores tradicionales mediante mejoras de productividad. En un contexto donde la volatilidad ha sido inusualmente baja (11% frente al 15% histórico) y las rentabilidades superiores a la media, Finizens defiende la diversificación global como única defensa ante un ciclo que se prevé más inestable y complejo.

El Imperio Japonés fue el principal exportador del hambre en el Pacífico, incluyendo a su propia población. En China, no solo la guerra, sino la especulación por parte de ricos comerciantes del Kuomintang o del Ejército Japonés provocaron la falta catastrófica de alimentos básicos. En Vietnam, franceses y japoneses exprimían a sus habitantes hasta la inanición. En Manila, las personas morían de hambre mientas mendigaban un poco de pan. La exhausta población de Asia-Pacífico comprobó que ni los antiguos sistemas, ni el colonialismo, ni las promesas japonesas cumplieron nunca con sus necesidades, y estas hambrunas que las élites miraban desde la distancia hicieron que escogiesen su propio camino hacia la independencia. Te lo cuenta Esaú Rodríguez, con Dani CarAn en las dramatizaciones. 🎵 El tema musical "Hambre y Guerra" está compuesto por Dani CarAn. Esta obra está protegida bajo la licencia Creative Commons Atribución – No Comercial 4.0 Internacional (CC BY-NC 4.0) https://creativecommons.org/licenses/by-nc/4.0/deed.es Casus Belli Podcast pertenece a 🏭 Factoría Casus Belli. Casus Belli Podcast forma parte de 📀 Ivoox Originals. 📚 Zeppelin Books (Digital) y 📚 DCA Editor (Físico) http://zeppelinbooks.com son sellos editoriales de la 🏭 Factoría Casus Belli. Estamos en: 🆕 WhatsApp https://bit.ly/CasusBelliWhatsApp 👉 X/Twitter https://twitter.com/CasusBelliPod 👉 Facebook https://www.facebook.com/CasusBelliPodcast 👉 Instagram estamos https://www.instagram.com/casusbellipodcast 👉 Telegram Canal https://t.me/casusbellipodcast 👉 Telegram Grupo de Chat https://t.me/casusbellipod 📺 YouTube https://bit.ly/casusbelliyoutube 👉 TikTok https://www.tiktok.com/@casusbelli10 👉 https://casusbelli.top 👨💻Nuestro chat del canal es https://t.me/casusbellipod ⚛️ El logotipo de Casus Belli Podcasdt y el resto de la Factoría Casus Belli están diseñados por Publicidad Fabián publicidadfabian@yahoo.es 🎵 La música incluida en el programa es Ready for the war de Marc Corominas Pujadó bajo licencia CC. https://creativecommons.org/licenses/by-nd/3.0/ El resto de música es bajo licencia privada de Epidemic Music, Jamendo Music o SGAE SGAE RRDD/4/1074/1012 de Ivoox. 🎭Las opiniones expresadas en este programa de pódcast, son de exclusiva responsabilidad de quienes las trasmiten. Que cada palo aguante su vela. 📧¿Quieres contarnos algo? También puedes escribirnos a casus.belli.pod@gmail.com ¿Quieres anunciarte en este podcast, patrocinar un episodio o una serie? Hazlo a través de 👉 https://www.advoices.com/casus-belli-podcast-historia Si te ha gustado, y crees que nos lo merecemos, nos sirve mucho que nos des un like, ya que nos da mucha visibilidad. Muchas gracias por escucharnos, y hasta la próxima. ¿Quieres anunciarte en este podcast? Hazlo con advoices.com/podcast/ivoox/391278 Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

María Santos repasa todas las noticias del sector. + 1.- El X Foro Nacional de Desarrollo Rural, celebrado en el Auditorio del Centro de Congresos de Feria de Zaragoza y organizado por el Colegio Oficial de Ingenieros Agrónomos de Aragón, Navarra y País Vasco, ha sido uno de los actos centrales de la FIMA. Bajo el lema "El desarrollo rural en el nuevo contexto internacional", el foro ha reunido a representantes institucionales y profesionales del sector para debatir sobre los desafíos y oportunidades del medio rural, la innovación agraria y las políticas públicas en la coyuntura actual, marcada por la inestabilidad geopolítica, la evolución normativa, los cambios tecnológicos y la exigencia de avanzar hacia un modelo de desarrollo más justo, sostenible e inclusivo. 2.- La Asociación de Productores y Exportadores de la Fresa de Huelva, Freshuelva, se encuentra recopilando y analizando datos para cuantificar el alcance de los daños provocados por el carrusel de borrascas que ha afectado a la provincia de Huelva durante las últimas semanas y que está teniendo un impacto "muy relevante" en el desarrollo de la actual campaña de frutos rojos. La organización estima que el volumen de exportación se ha reducido en torno a un 50% en comparación con la misma fase de la campaña anterior, lo que supone "un impacto económico significativo" para las empresas productoras y comercializadoras, así como para el conjunto del tejido agroalimentario de la provincia. Ante este escenario, Freshuelva ha solicitado a las administraciones competentes, Gobierno central y Junta de Andalucía, la activación de las ayudas pertinentes mediante la declaración de zona catastrófica. 3.- Galletas Gullón, la galletera centenaria y uno de los principales fabricantes de Europa, ha cerrado el ejercicio 2025 con una facturación de 750 millones de euros, lo que supone un crecimiento del 7,6% con respecto al año anterior. En concreto, el 45% de la facturación procede de la exportación de sus productos, que ya están presentes en más de 125 países, siendo Oriente Medio, Asia-Pacífico y el norte de África algunos de los mercados en los que la galletera más ha crecido este año. En el ámbito laboral, la galletera española ha alcanzado los 2.300 puestos de trabajo en 2025, siendo buena parte de ellos profesionales de la región, y prevé llegar a los cerca de 3.000 empleos en 2030. 4.- El Ministerio de Agricultura, Pesca y Alimentación, mediante publicación de la resolución en el Boletín Oficial del Estado (BOE), ha establecido el reparto de cuota de 1.275,75 toneladas para la pesquería de caballa del norte dirigida a los buques que operan en el ámbito de la Comisión de Pesca del Atlántico Nordeste (Neafc), pertenecientes a los censos de las flotas de altura, gran altura y palangreros. de este reparto se beneficiarán 84 buques pesqueros que componen la conocida como 'flota de los 300', con puerto base en el Cantábrico noroeste, localizados principalmente en Galicia y País Vasco. 5.- A partir de este viernes, y durante el plazo de un mes, se podrán solicitar ayudas de la Intervención Sectorial Apícola en el marco del Plan Estratégico de la Política Agrícola Común (Pepac) en Castilla-La Mancha, para la campaña apícola 2026, cuyo fin pasa por mejorar las condiciones de producción y comercialización de los productos de la apicultura en la región. El importe estimado del crédito presupuestario para la campaña 2026 asciende a 1.420.000 euros.

En el Radar Empresarial hemos examinado los resultados financieros de Kering, que en 2025 registró una facturación un 13% inferior a la del año anterior, quedando por debajo de los 15.000 millones de euros. Las ventas también mostraron un retroceso importante, situándose por debajo de los 6.000 millones frente a los más de 7.000 millones alcanzados en 2024. Esta combinación de menores ingresos y ventas se tradujo en un beneficio neto atribuido de apenas 72 millones de euros, muy por debajo de los más de 1.000 millones logrados un año antes, lo que implica una caída cercana al 94%. No obstante, el desempeño bursátil de la compañía ha sido relativamente positivo dentro de Europa, especialmente porque el descenso de las ventas en el cuarto trimestre fue del 10%, por debajo del 12% que los analistas habían previsto. El rendimiento de Kering se ha visto afectado en casi todas sus regiones, con un impacto particularmente significativo en Asia-Pacífico y Japón. La consultora Yano Research Institute anticipaba una caída del 6,7% en el mercado japonés en 2025 respecto a 2024, en gran medida debido a la menor compra de productos de lujo por parte de consumidores chinos, que redujeron sus adquisiciones en Japón en un 30% durante el año. Además, las compras de lujo en China también disminuyeron entre un 3 y un 5% según Bain & Company. La combinación de la debilidad de la confianza del consumidor y la depreciación de las divisas, que afectó al turismo, contribuyó a frenar el sector. A pesar de estos números negativos, se observan indicios alentadores para la recuperación del grupo francés y la gestión de su CEO, Luca De Meo. El flujo de caja libre operativo ascendió a más de 4.000 millones de euros, frente a los poco más de 1.000 millones de 2024. La deuda neta también ha mostrado una reducción significativa, cayendo un 24% hasta situarse en 8.039 millones de euros, cuando el año anterior superaba los 10.000 millones. Estos avances financieros reflejan la capacidad de Kering para fortalecer su posición a pesar del entorno complicado. Gucci, una de las marcas más importantes del grupo, sigue representando un desafío. Sus ventas no superaron los 6.000 millones de euros, un descenso del 22% respecto a 2024. Desde que asumió la dirección de Kering en septiembre de 2025, Luca De Meo ha señalado su intención de disminuir la dependencia del grupo de Gucci y optimizar la red de tiendas a nivel mundial, buscando revitalizar la marca y mejorar la eficiencia global del conglomerado.

En Capital Intereconomía abordamos la actualidad económica y política en una nueva edición de la Tertulia Capital, con la participación de Manuel Romera, director del Sector Financiero del IE Business School; José Ramón Álvarez, profesor de la Escuela Técnica Superior de Ingenieros Industriales; y David Henche, profesor de estrategia en ICEMD/ESIC. Durante el debate, analizamos el clamor empresarial ante la crisis del transporte ferroviario de mercancías, la convocatoria de huelga de los maquinistas, las ayudas del Gobierno a autónomos y micropymes para la adquisición de coches eléctricos, la propuesta de la patronal para modificar los complementos salariales durante las bajas laborales y el nuevo máximo alcanzado por el precio de la vivienda, que subió un 9,5% en 2025. El programa incluyó también una entrevista con Alicia García Herrero, economista jefe de Natixis para Asia Pacífico, en la que analizamos las elecciones en Japón y el programa económico de la primera ministra Takaichi Sanae, así como los retos a los que se enfrenta el país. La jornada se completó con el análisis de preapertura de los mercados a cargo de Jesús Sánchez Quiñones, director general de Renta 4 Banco.

El mapa de la innovación global se redibujó mientras no estabas mirando El mapa mental de la innovación que la mayoría de líderes tiene en la cabeza está peligrosamente desactualizado. CES 2026 reveló un dato que pasó casi desapercibido: el 60% de los exhibidores provenían de Asia-Pacífico. Esto no es simplemente "más de lo mismo"—representa un cambio estructural donde la innovación dejó de necesitar validación de Silicon Valley para ser legítima. En este episodio, Sebastián e Ibo exploran el "sesgo del centro": la tendencia a creer que la innovación importante siempre viene del mismo lugar. Analizan cómo este sesgo crea puntos ciegos estratégicos que hacen que los líderes lleguen sistemáticamente tarde a las tendencias más importantes. Discuten casos concretos como BYD superando a Tesla en velocidad de innovación, la dominancia coreana en pantallas, y el liderazgo japonés en robótica emocional. Además, presentan una herramienta práctica—la Auditoría de Radar Geográfico—para que los oyentes evalúen y corrijan sus propios puntos ciegos antes de que el costo de la claridad tardía sea demasiado alto. 

Trip.com Group presentó en FITUR 2026 nuevos datos sobre la demanda turística española, que sigue concentrándose en Europa —con Italia, Francia y Reino Unido como principales destinos—, aunque con un crecimiento sostenido de los viajes de larga distancia, especialmente hacia Asia-Pacífico. En 2025 aumentaron de forma notable las reservas desde España a países como Japón, Corea del Sur, Tailandia y China, donde las búsquedas y reservas de vuelos y hoteles registraron fuertes incrementos interanuales, mientras que el interés internacional por viajar a España se mantiene estable, también desde mercados asiáticos.NomadIA.Digital reunió en FITUR a destinos, nómadas digitales y empresas para analizar la atracción y gestión del talento remoto en España, donde ya residen más de 300.000 nómadas digitales. El encuentro abordó su impacto económico y los retos de integración local, y reconoció a Segovia y Comillas con el Sello Nomad Friendly por su apuesta por una atracción de talento planificada.ONU Turismo, Iberostar y Circle Economy han presentado en FITUR 2026 un informe sobre la economía circular en la hotelería, que identifica cinco áreas clave de actuación —compras, operaciones, entorno construido, cultura empresarial y destinos— para mejorar la competitividad y resiliencia del sector. El documento destaca la necesidad de colaboración público-privada y recoge la experiencia de Iberostar, que ha reducido más del 80 % de los residuos enviados a vertedero desde 2021.La Confederación Española de Agencias de Viajes (CEAV) anunció la organización del I Congreso Nacional de Agencias de Viajes, que se celebrará en noviembre en Madrid, con el objetivo de trasladar al ámbito nacional el modelo de la Cumbre Mundial de Asociaciones de Viajes.Ávoris, Iberojet y TAP Air Portugal firmaron en FITUR un acuerdo estratégico para reforzar la conectividad aérea con América Latina. La alianza contempla interlínea y posibles acuerdos de codeshare, apoyo en mantenimiento y operaciones de largo radio, análisis de rutas conjuntas desde Madrid y Barcelona, así como el desarrollo de sinergias en carga aérea y en la integración de producto y experiencias de viaje.

La economista jefe de Asia-Pacífico en Natixis analiza los problemas estructurales de la economía china y las tensiones geopolíticas que amenazan los mercados.

En Capital Intereconomía hemos entrevistado a Alicia García Herrero, economista jefa de Natixis para Asia-Pacífico, para analizar el complejo tablero geopolítico que se abre con Venezuela como foco de tensión y el papel de China, que podría ver en este escenario una oportunidad estratégica en su pulso con Taiwán. En la Tertulia Capital, José Ignacio Gutiérrez, Rubén García-Quismondo y Gonzalo Atela han debatido sobre las repercusiones de una posible caída del régimen de Maduro, especialmente para Pekín, y las consecuencias internacionales de este escenario. También se han abordado las represalias que prepara Francia ante las amenazas de Donald Trump sobre Groenlandia, el uso político del caso venezolano en la campaña de Trump para las elecciones de mitad de mandato, y sus propuestas para prohibir a las empresas de defensa la recompra de acciones y el pago de dividendos, así como limitar la compra de viviendas unifamiliares por grandes inversores. En clave nacional, se ha analizado la propuesta de subida del SMI del 3,1%. El programa se ha completado con el análisis de preapertura de los mercados a cargo de Tomás García-Purriños, estratega senior de Asset Allocation en Santander Asset Management.

HELLMAN: "Las protestas masivas en Irán lo convierten en un país imprevisible. Trump no se fía"El foco informativo internacional se mantiene sobre Irán, donde continúan las protestas masivas más importantes desde 2022, un escenario que, según expertos, está generando una creciente incertidumbre geopolítica. Así lo explicó Jacqueline Helman, profesora de Derecho Penal Internacional en la Universidad Complutense de Madrid, en un análisis sobre los principales frentes abiertos a nivel global Helman advirtió que la inestabilidad interna iraní convierte al país en un actor imprevisible y eleva el temor a una escalada regional. En este contexto se enmarca el mensaje del presidente de Estados Unidos, Donald Trump, quien lanzó una advertencia directa a Teherán en apoyo a los manifestantes. Según la experta, estas declaraciones reflejan la preocupación internacional, especialmente de Israel, ante un posible debilitamiento del régimen iraní que podría alterar el equilibrio regional.El análisis también abordó el supuesto ataque con drones contra una residencia del presidente ruso Vladimir Putin. Helman señaló que, más allá de la veracidad del incidente, el episodio está siendo utilizado como herramienta narrativa y diplomática, contribuyendo a frenar las negociaciones de paz entre Rusia y Ucrania y aumentando la desconfianza entre las partes.En cuanto a Venezuela, la experta destacó que, tras un 2025 marcado por una tensión extrema y un fuerte despliegue militar estadounidense, podría abrirse paso en 2026 una etapa de negociación menos confrontativa, pese a que el conflicto sigue siendo profundo y estructural.Finalmente, Helman advirtió sobre Taiwán como uno de los posibles focos de inestabilidad del nuevo año. En un escenario global ya cargado de conflictos, consideró que China podría dar un paso adelante, aumentando la presión sobre la isla y elevando la preocupación internacional por una nueva escalada en Asia-Pacífico.#entrevista #iran #eeuu #trump #orientemedio #internacional #geopolitica #estabilidad #relacionesinternacionales  #negociostv Si quieres entrar en la Academia de Negocios TV, este es el enlace:   https://www.youtube.com/channel/UCwd8Byi93KbnsYmCcKLExvQ/join Síguenos en directo ➡️ https://bit.ly/2Ts9V3pSuscríbete a nuestro canal: https://bit.ly/3jsMzp2Suscríbete a nuestro segundo canal, másnegocios: https://n9.cl/4dca4Visita Negocios TV https://bit.ly/2Ts9V3pMás vídeos de Negocios TV: https://youtube.com/@NegociosTVSíguenos en Telegram: https://t.me/negociostvSíguenos en Instagram: https://bit.ly/3oytWndTwitter: https://bit.ly/3jz6LptFacebook: https://bit.ly/3e3kIuy

APAC stocks were mostly higher as the region took impetus from the positive handover from Wall Street, where the major indices gained following softer CPI data and strong Micron earnings, while the attention overnight turned to the BoJ.USD/JPY edged higher alongside the positive risk appetite and despite the BoJ decision to hike rates, as widely expected, and with no mention of FX-related concerns.US President Trump's administration initiated a multi-agency review of NVIDIA (NVDA) H200 licenses for sales to China, according to sources cited by Reuters.US President Trump is scheduled to make an announcement at 13:00EST/18:00GMT on Friday and will deliver remarks on the economy at 21:00EST/02:00GMT.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.4% after the cash market closed with gains of 1.1% on Thursday.Looking ahead, highlights include German GfK Consumer Sentiment (Jan), UK PSNB (Nov), UK Retail Sales (Nov), GfK Consumer Confidence (Dec), Canadian Retail Sales (Oct), EZ Consumer Confidence (Dec), US Employment Trends (Nov), and CBR Announcement. Speakers include BoJ's Ueda, ECB's Cipollone, Lane & Fed's Williams.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En Capital Intereconomía hemos entrevistado a Alicia García Herrero, economista jefa de Natixis para Asia-Pacífico, para analizar la decisión del FMI de revisar al alza las previsiones de crecimiento de China. García Herrero ha explicado los factores que están impulsando esta mejora en las expectativas y los posibles efectos sobre la economía global y los mercados. En el Foro de la Inversión, Javier García Fernández, director de Velaria Inversores, ha detallado su modelo de asesoramiento activo y personalizado en fondos de inversión, centrado en la adaptación constante a cada perfil de inversor. El programa ha concluido con el Consultorio de Fondos de Inversión junto a Alberto Loza, responsable de Selección de Producto de Norwealth Capital, resolviendo las dudas de los oyentes sobre sus carteras.

IRASTORZA: “El mensaje de Trump a Maduro es claro: o negocias o mantengo la armada en Venezuela”En esta entrevista con Eduardo Irastorza, profesor de OBS Business School, , se analizan diversas tensiones geopolíticas que marcan la agenda internacional. Se aborda la compleja relación entre Estados Unidos y Venezuela, con la puerta abierta al diálogo pero con presencia militar en el Caribe y sanciones de fondo que condicionan las negociaciones. Además, se examinan los avances de las sanciones estadounidenses contra Rusia e Irán y la propuesta de Trump de una cumbre trilateral para la desnuclearización con China y Rusia. También se comentan las crecientes tensiones en Asia-Pacífico entre China, Japón y Taiwán, así como los resultados de la primera vuelta electoral en Chile y las implicaciones de la polarización política en la región.A partir de este contexto global, el análisis con Eduardo Irastorza, profundiza en las estrategias de negociación de Trump con Maduro, la viabilidad de reuniones diplomáticas en Europa con Rusia y Ucrania, la situación en Oriente Medio con Israel, Líbano y Siria, y el papel de Estados Unidos y Japón en la seguridad del Indo-Pacífico, destacando los retos estratégicos, económicos y sociales que estas dinámicas generan.#trump #maduro #armada #venezuela #eeuu #geopolitica #politica #caribe #rusia #ucrania #china #japon #taiwan #chile #entrevista #negociostv Si quieres entrar en la Academia de Negocios TV, este es el enlace:   https://www.youtube.com/channel/UCwd8Byi93KbnsYmCcKLExvQ/join Síguenos en directo ➡️ https://bit.ly/2Ts9V3pSuscríbete a nuestro canal: https://bit.ly/3jsMzp2Suscríbete a nuestro segundo canal, másnegocios: https://n9.cl/4dca4Visita Negocios TV https://bit.ly/2Ts9V3pMás vídeos de Negocios TV: https://youtube.com/@NegociosTVSíguenos en Telegram: https://t.me/negociostvSíguenos en Instagram: https://bit.ly/3oytWndTwitter: https://bit.ly/3jz6LptFacebook: https://bit.ly/3e3kIuy

"En esta nueva edición de Descabelladas, Yasna Lewin, Alejandra Matus y Mirna Schindler comentan las campañas presidenciales, marcadas por descalificaciones como “atorrantes”, “parásitos” y otros improperios de la derecha. También se refieren al último debate presidencial, donde predominaron el ""guante blanco"" entre los candidatos y los “ofertones” populistas. En materia internacional, analizan las últimas elecciones legislativas en Argentina y el contundente triunfo del partido de Milei, junto con las expectativas en torno al encuentro entre Trump y Xi Jinping en la cumbre de líderes de la Cooperación Económica Asia-Pacífico (APEC). Además, entrevistan a Juan Sutil, encargado estratégico del comando presidencial de Evelyn Matthei y expresidente de la Confederación de la Producción y del Comercio (CPC)."

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada marcada por la continuidad de las subidas en los principales índices y por la avalancha de resultados empresariales que sigue marcando el pulso de los mercados. En el análisis de apertura, Pablo García, director de DIVACONS - Alphavalue, ha destacado que el mercado extiende las ganancias y parece ignorar parte de los riesgos geopolíticos y económicos. Según los datos de Bank of America, cerca de tres cuartas partes de las empresas del S&P 500 que han presentado resultados han superado las expectativas, lo que ha reforzado el sentimiento positivo entre los inversores. Ahora, el foco se traslada a las grandes tecnológicas, cuyos resultados podrían determinar el próximo movimiento del mercado. García también ha puesto el acento en el sector defensa europeo, que se mantiene como uno de los más sólidos del ejercicio, apoyado en el aumento del gasto militar tras los anuncios de Bruselas y los nuevos acuerdos estratégicos de EE. UU., como el pacto con Australia para contrarrestar la influencia de China en la región Asia-Pacífico. En el ámbito corporativo, el analista ha subrayado los resultados de Enagás, que ganó 262,5 millones de euros hasta septiembre, impulsado por las plusvalías derivadas de la venta de activos y por su política de control de costes. También se ha comentado la situación del mercado japonés, que celebra el nombramiento de Sanae Takaichi como nueva primera ministra, un relevo que llega en un momento de crecimiento moderado y con el yen estabilizándose frente al dólar. El programa ha concluido con el consultorio de bolsa, en el que Javier Alfayate, gestor de fondos, ha analizado los valores más destacados del Ibex y las oportunidades en el mercado europeo, destacando que “a pesar de las subidas, sigue habiendo valor en compañías con balances sólidos y dividendo sostenible”.

Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis, analiza la compleja dinámica regional y los efectos de los aranceles de Trump.

Our analysts Tim Chan and Mayank Maheshwari discuss how nuclear power and natural gas are reshaping Asia's evolving energy mix, and what these trends mean for sustainability and the future of energy. Read more insights from Morgan Stanley.----- Transcript -----Tim Chan: Welcome to Thoughts on the Market. I'm Tim Chan, Morgan Stanley's Head of Asia Sustainability Research.Mayank Maheshwari: And I am Mayank Maheshwari, the Energy Analyst for India and Southeast Asia.Tim Chan: Today – a major shift in global energy. We are talking about nuclear power, gas adoption, and what the future holds.It's Monday, August 18th at 8am in Hong Kong.Mayank Maheshwari: And it's 8am in Singapore.Tim Chan: Nuclear power is no longer niche; it's a megatrend. It was once seen as controversial and capital intensive. But now nuclear power is stepping into the spotlight—not just for decarbonization, but for energy security. Global investment projections in this sector are now topping more than $2 trillion by 2050. This is fueled by a growing appetite from major tech companies for clean, reliable 24/7 energy. More specifically, Asia is emerging as the epicenter of capacity growth, and that's where your coverage comes in, Mayank.With the rising consumption of electricity, how does nuclear energy adoption stack up in your universe?Mayank Maheshwari: Tim, it's a fascinating world on power right now that we are seeing. Now the tight global power markets perspective is key on why there is so much investor and policymaker attention to nuclear power.Nuclear fuels accounted for about a tenth of the power units produced globally. However, they are almost a fifth of the global clean power generation. Now, power consumption is at another tripping point, and this is after tripling since 1980s. To give you a perspective, Tim, 25 trillion units of power were consumed worldwide last year, and we see this growing rapidly at a 25 percent pace in the next five years or so. And if you look at consumption growth outside of China, it's even faster at 2.5x for the rest of the decade when compared to the last decade.Now policy makers need energy security and hence, nuclear is getting a lot more attention. In Asia, while China, Korea, and Japan have been using nuclear energy to power the economy, the rest of Asia, it has been more an ambition – with India being the only country making progress last decade. Southeast Asia still has a lot more coal, and nuclear remains an ambition as technology acceptance by public and regulatory framework remains a key handicap. We do, however, see policy makers in Singapore, Vietnam, and Malaysia looking at nuclear fuels more seriously now, with SMRs also being discussed.Tim Chan: That is a really interesting perspective, Mayank. So, you have been bullish on the Asia gas adoption story. So, how do you think gas and nuclear will intersect in this region?Mayank Maheshwari: I think nuclear and natural gas, like all of the fuel stem, will complement each other. However, the long gestation to put nuclear capacity makes gas a viable alternative for energy security. As I was telling you earlier, policy makers are definitely focusing on it. As you know, the last big increase in focus in nuclear fuels also happened in the 1970s oil shock, again when energy security came into play.Global natural gas consumption has more than doubled in the last three decades, and it's set to surprise again with AsiaPac's consumption pretty much set to rise at twice the pace versus what right now expectations are by the street. In this age of electrification and AI adoption, natural gas is definitely emerging as a dependable and an affordable fuel of the future to power everything from automobiles to humanoids, biogenetics, to AI data centers, and even semiconductor production, which is getting so much focus nowadays.We expect global consumption to rise again after not growing this decade for natural gas. As Asia's natural gas adoption rises and grows at 5 percent CAGR 2024-2030; with consumption for gas surprising in China, India, and Japan. So, all the large economies are seeing this big increases, especially versus expectations.The region will consume 70 percent of the globally traded natural gas by 2030. So that's how important Asia will be for the world. And while global gas glut is well flagged, especially coming out of the U.S., Asia's ability to absorb this glut is not very well appreciated.Tim, having said that, nuclear energy is clearly getting more interest globally and is often debated in sustainability circles. How do you see its role evolving in sustainability frameworks as well as green taxonomies?Tim Chan: On sustainability, one thing to talk about is exclusion. That is really important for many sustainable sustainability investors. And when it comes to exclusion for nuclear power, only 2.3 percent of global AUM now exclude nuclear power. And then, that percentage is lower than alcohol, military contracting and gambling. And the exclusion rate is also different dependent on the region. Right now, European investors have the highest exclusion rate but have reduced the nuclear exclusion from 10.9 percent to 8.4 percent as of December last year. And North American and Asian exclusion rates are very, very low. Just 0.3 percent and 0.6 percent respectively.So, this exclusion in North America and Asia are minimal. The World Bank has also lifted, its decades long ban on financing nuclear project, which is important because World Bank can provide capital to fund the early stage of nuclear plant project or construction.And finally, on green finance. The EU, China and Japan have incorporated the nuclear power into their green taxonomies. So that means in some circumstances, nuclear project can be considered as green.Mayank Maheshwari: Now we have talked about AI and its need for power on this show. Nuclear power has a significant role to play in that equation, with hyperscalers paying premium for nuclear power. How does this support the investment case for nuclear utilities?Tim Chan: Yeah, so that depends on the region; and then different region we have different dilemmas. So, let's talk about U.S. first. In the U.S. we are seeing nuclear power is commanding a premium of approximately around $30-$50 per megawatt hour – above the market rate. So, when it comes to this price premium, we do think that will support the nuclear utilities in the U.S. And then in the report we highlighted a few names that we believe the current stock price haven't really priced in this premium in the market.And then for other regions, it depends on the region as well. So, Mayank, you have talked about Southeast Asia. Southeast Asia right now, given the lack of nuclear pipeline and then also the favorable economies of gas, we are not seeing that sort of premium yet in the Southeast Asia. We are also not seeing that premium in the Europe and in China as well, given that right now this sort of premium is mainly a U.S. exclusive situation. So dependent on the region, we are seeing different opportunities for nuclear utilities when it comes to the price premium.Mayank Maheshwari: Definitely Tim, I think the price premiums are dependent on how tight these power markets in each of the geographies are. But like, how does nuclear fit into broader energy mix alongside renewables and natural gas for you?Tim Chan: So, all these are really important. For nuclear power, investors really appreciate the clean and reliable, and for the 24x7 nature of the energy supply to support their operations and sustainability goals. And then nuclear is also important to bring the power additionality, which means nuclear is bringing truly new energy generation rather than simply utilizing a system or already planned capacity. We are seeing that sort of additionality in the new nuclear project and also the SMR in future as well.So, for natural gas, that is also important. As Mayank you have mentioned, natural gas money adds as a bridge field to provide flexibility to the grid. And then in the U.S., it is currently the primary near-term solution for powering AI and data center to increase the electricity supply due to its speed to the market and reliability. And natural gas is suspected to meet immediate demand, while longer term solutions like nuclear projects and also SMR are developed.And finally, renewable energy is also important. It represents the fastest growing and increasingly cost competitive energy source. They also dominate the new capacity additions as well. But for renewable energy, it also requires complimentary technology such as battery ESS to adjust intermittency issues.So, Mayank we have talked so much about nuclear, and back to you on natural gas. You are really bullish on natural gas. So how and where do you think are the best way to play it?Mayank Maheshwari: As you were kind of talking about the intersection and diffusion between nuclear, natural gas and the renewable markets, what you're seeing is that our bullishness on consumption of natural gas is basically all about how this diffusion plays out. Consumption on natural gas will rise much quicker than most fuels for the rest of the decade, if you think about numbers – making it more than just a transition fuel.Hence, Morgan Stanley research has a list of 75 equities globally to play the thematic of this diffusion, and it is happening in the power markets. These equities are part of the natural gas adoption and the powering AI thematic as well. So, these include the equipment producers on power, the gas pipeline players who are basically supporting the supply of natural gas to some of these pipelines. Hybrid power generation companies which have a good mix of renewables, natural gas, a bit of nuclear sometimes. And infrastructure providers for energy security.So, all these 75 stocks are effective playing at the intersection of all these three thematics that we are talking about as Morgan Stanley research. It is clear that nuclear renaissance, Tim, isn't just about reactors. It's about rethinking energy systems, sustainability, and geopolitics.Tim Chan: Yes, and the last decade will be defined by how we balance ambition with execution. Nuclear together with gas and renewables will be central to Asia's energy future. Mayank, thanks for taking the time to talk,Mayank Maheshwari: Great speaking to you, Tim.Tim Chan: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Desde 2024, cuando se celebraron elecciones presidenciales y legislativas, Taiwán atraviesa un periodo de bloqueo político. Los poderes legislativo y ejecutivo mantienen un enfrentamiento que ha llevado a una campaña desde el oficialismo para revocar a los diputados del Kuomingtang a los que acusan de actuar al dictado del partido comunista chino. Una primera ronda de estas elecciones revocatorias se celebraron hace unos días y el resultado fue un varapalo para los seguidores del presidente Lai.Lo analizamos con Nadia Radulovich, doctora en Relaciones Internacionales y posesora de una Maestría en Estudios de Asia Pacífico por la Universidad taiwanesa de Tamkang.Escuchar audio

The incidence of early onset colorectal cancer (EOCRC) has been rising prompting the change in change in screening guidelines to 45 years of age for average risk patients. Join us for an in-depth discussion with guest speakers Dr. Andrea Cercek and Dr. Nancy You, where we provide a comprehensive look at the growing challenge of EOCRC. Hosts: - Dr. Janet Alvarez - General Surgery Resident at New York Medical College/Metropolitan Hospital Center - Dr. Wini Zambare – General Surgery Resident at Weill Cornell Medical Center/New York Presbyterian - Dr. Phil Bauer, Graduating Colorectal Surgical Oncology Fellow at Memorial Sloan Kettering Cancer Center  - Dr. J. Joshua Smith MD, PhD, Chair, Department of Colon and Rectal Surgery at MD Anderson Cancer Center - Dr. Andrea Cercek - Gastrointestinal Medical Oncologist at Memorial Sloan Kettering Cancer Center - Dr. Y. Nancy You, MD MHSc - Professor, Department of Colon and Rectal Surgery at MD Anderson Cancer Center Learning objectives:  - Describe trends in incidence of colorectal cancer, with emphasis on the rise of EOCRC. - Identify age groups and demographics most affected by EOCRC. - Summarize USPSTF recommendations for colorectal cancer screening. - Distinguish between screening methods (e.g., colonoscopy, FIT-DNA) and their sensitivity. - Understand treatment approaches for colon and rectal cancer (CRC) - Understand the role of mismatch repair (MMR) status in guiding treatment. - Outline the importance of genetic counseling and testing in young patients. - Discuss racial, ethnic, and socioeconomic disparities in CRC incidence and outcomes. - Describe the impact of cancer treatment on fertility and sexual health. -  Review fertility preservation options. - Identify the value of integrated care teams for young CRC patients. References: 1.         Siegel, R. L. et al. Colorectal Cancer Incidence Patterns in the United States, 1974–2013. JNCI J. Natl. Cancer Inst. 109, djw322 (2017). https://pubmed.ncbi.nlm.nih.gov/28376186/ 2.         Abboud, Y. et al. Rising Incidence and Mortality of Early-Onset Colorectal Cancer in Young Cohorts Associated with Delayed Diagnosis. Cancers 17, 1500 (2025). https://pubmed.ncbi.nlm.nih.gov/40361427/ 3.         Phang, R. et al. Is the Incidence of Early-Onset Adenocarcinomas in Aotearoa New Zealand Increasing? Asia Pac. J. Clin. Oncol.https://pubmed.ncbi.nlm.nih.gov/40384533/ 4.         Vitaloni, M. et al. Clinical challenges and patient experiences in early-onset colorectal cancer: insights from seven European countries. BMC Gastroenterol. 25, 378 (2025). https://pubmed.ncbi.nlm.nih.gov/40375142/ 5.         Siegel, R. L. et al. Global patterns and trends in colorectal cancer incidence in young adults. (2019) doi:10.1136/gutjnl-2019-319511. https://pubmed.ncbi.nlm.nih.gov/31488504/ 6.         Cercek, A. et al. A Comprehensive Comparison of Early-Onset and Average-Onset Colorectal Cancers. J. Natl. Cancer Inst. 113, 1683–1692 (2021). https://pubmed.ncbi.nlm.nih.gov/34405229/ 7.         Zheng, X. et al. Comprehensive Assessment of Diet Quality and Risk of Precursors of Early-Onset Colorectal Cancer. JNCI J. Natl. Cancer Inst. 113, 543–552 (2021). https://pubmed.ncbi.nlm.nih.gov/33136160/ 8.         Standl, E. & Schnell, O. Increased Risk of Cancer—An Integral Component of the Cardio–Renal–Metabolic Disease Cluster and Its Management. Cells 14, 564 (2025). https://pubmed.ncbi.nlm.nih.gov/40277890/ 9.         Muller, C., Ihionkhan, E., Stoffel, E. M. & Kupfer, S. S. Disparities in Early-Onset Colorectal Cancer. Cells 10, 1018 (2021). https://pubmed.ncbi.nlm.nih.gov/33925893/ 10.       US Preventive Services Task Force. Screening for Colorectal Cancer: US Preventive Services Task Force Recommendation Statement. JAMA 325, 1965–1977 (2021). https://pubmed.ncbi.nlm.nih.gov/34003218/ 11.       Fwelo, P. et al. Differential Colorectal Cancer Mortality Across Racial and Ethnic Groups: Impact of Socioeconomic Status, Clinicopathology, and Treatment-Related Factors. Cancer Med. 14, e70612 (2025). https://pubmed.ncbi.nlm.nih.gov/40040375/ 12.       Lansdorp-Vogelaar, I. et al. Contribution of Screening and Survival Differences to Racial Disparities in Colorectal Cancer Rates. Cancer Epidemiol. Biomarkers Prev. 21, 728–736 (2012). https://pubmed.ncbi.nlm.nih.gov/22514249/ 13.       Ko, T. M. et al. Low neighborhood socioeconomic status is associated with poor outcomes in young adults with colorectal cancer. Surgery 176, 626–632 (2024). https://pubmed.ncbi.nlm.nih.gov/38972769/ 14.       Siegel, R. L., Wagle, N. S., Cercek, A., Smith, R. A. & Jemal, A. Colorectal cancer statistics, 2023. CA. Cancer J. Clin. 73, 233–254 (2023). https://pubmed.ncbi.nlm.nih.gov/36856579/ 15.       Jain, S., Maque, J., Galoosian, A., Osuna-Garcia, A. & May, F. P. Optimal Strategies for Colorectal Cancer Screening. Curr. Treat. Options Oncol. 23, 474–493 (2022). https://pubmed.ncbi.nlm.nih.gov/35316477/ 16.       Zauber, A. G. The Impact of Screening on Colorectal Cancer Mortality and Incidence: Has It Really Made a Difference? Dig. Dis. Sci. 60, 681–691 (2015). https://pubmed.ncbi.nlm.nih.gov/25740556/ 17.       Edwards, B. K. et al. Annual report to the nation on the status of cancer, 1975-2006, featuring colorectal cancer trends and impact of interventions (risk factors, screening, and treatment) to reduce future rates. Cancer 116, 544–573 (2010). https://pubmed.ncbi.nlm.nih.gov/19998273/ 18.       Cercek, A. et al. Nonoperative Management of Mismatch Repair–Deficient Tumors. New England Journal of Medicine 392, 2297–2308 (2025). https://pubmed.ncbi.nlm.nih.gov/40293177/ 19.       Monge, C., Waldrup, B., Carranza, F. G. & Velazquez-Villarreal, E. Molecular Heterogeneity in Early-Onset Colorectal Cancer: Pathway-Specific Insights in High-Risk Populations. Cancers 17, 1325 (2025). https://pubmed.ncbi.nlm.nih.gov/40282501/ 20.       Monge, C., Waldrup, B., Carranza, F. G. & Velazquez-Villarreal, E. Ethnicity-Specific Molecular Alterations in MAPK and JAK/STAT Pathways in Early-Onset Colorectal Cancer. Cancers 17, 1093 (2025). https://pubmed.ncbi.nlm.nih.gov/40227607/ 21.       Benson, A. B. et al. Colon Cancer, Version 2.2021, NCCN Clinical Practice Guidelines in Oncology. J. Natl. Compr. Cancer Netw. JNCCN 19, 329–359 (2021). https://pubmed.ncbi.nlm.nih.gov/33724754/ 22.       Christenson, E. S. et al. Nivolumab and Relatlimab for the treatment of patients with unresectable or metastatic mismatch repair proficient colorectal cancer. https://pubmed.ncbi.nlm.nih.gov/40388545/ 23.       Dasari, A. et al. Fruquintinib versus placebo in patients with refractory metastatic colorectal cancer (FRESCO-2): an international, multicentre, randomised, double-blind, phase 3 study. The Lancet 402, 41–53 (2023). https://pubmed.ncbi.nlm.nih.gov/37331369/ 24.       Strickler, J. H. et al. Tucatinib plus trastuzumab for chemotherapy-refractory, HER2-positive, RAS wild-type unresectable or metastatic colorectal cancer (MOUNTAINEER): a multicentre, open-label, phase 2 study. Lancet Oncol. 24, 496–508 (2023). https://pubmed.ncbi.nlm.nih.gov/37142372/ 25.       Sauer, R. et al. Preoperative versus Postoperative Chemoradiotherapy for Rectal Cancer. N. Engl. J. Med. 351, 1731–1740 (2004). https://pubmed.ncbi.nlm.nih.gov/15496622/ 26.       Cercek, A. et al. Adoption of Total Neoadjuvant Therapy for Locally Advanced Rectal Cancer. JAMA Oncol. 4, e180071 (2018). https://pubmed.ncbi.nlm.nih.gov/29566109/ 27.       Garcia-Aguilar, J. et al. Organ Preservation in Patients With Rectal Adenocarcinoma Treated With Total Neoadjuvant Therapy. J. Clin. Oncol. 40, 2546–2556 (2022). https://pubmed.ncbi.nlm.nih.gov/35483010/ 28.       Schrag, D. et al. Preoperative Treatment of Locally Advanced Rectal Cancer. N. Engl. J. Med. 389, 322–334 (2023). https://pubmed.ncbi.nlm.nih.gov/37272534/ 29.       Kunkler, I. H., Williams, L. J., Jack, W. J. L., Cameron, D. A. & Dixon, J. M. Breast-Conserving Surgery with or without Irradiation in Early Breast Cancer. N. Engl. J. Med. 388, 585–594 (2023). https://pubmed.ncbi.nlm.nih.gov/36791159/ 30.       Jacobsen, R. L., Macpherson, C. F., Pflugeisen, B. M. & Johnson, R. H. Care Experience, by Site of Care, for Adolescents and Young Adults With Cancer. JCO Oncol. Pract. (2021) doi:10.1200/OP.20.00840. https://pubmed.ncbi.nlm.nih.gov/33566700/ 31.       Ruddy, K. J. et al. Prospective Study of Fertility Concerns and Preservation Strategies in Young Women With Breast Cancer. J. Clin. Oncol. (2014) doi:10.1200/JCO.2013.52.8877. https://pubmed.ncbi.nlm.nih.gov/24567428/ 32.       Su, H. I. et al. Fertility Preservation in People With Cancer: ASCO Guideline Update. J. Clin. Oncol. 43, 1488–1515 (2025). https://pubmed.ncbi.nlm.nih.gov/40106739/ 33.       Smith, K. L., Gracia, C., Sokalska, A. & Moore, H. Advances in Fertility Preservation for Young Women With Cancer. Am. Soc. Clin. Oncol. Educ. Book 27–37 (2018) doi:10.1200/EDBK_208301. https://pubmed.ncbi.nlm.nih.gov/30231357/ 34.       Blumenfeld, Z. How to Preserve Fertility in Young Women Exposed to Chemotherapy? The Role of GnRH Agonist Cotreatment in Addition to Cryopreservation of Embrya, Oocytes, or Ovaries. The Oncologist 12, 1044–1054 (2007). 35.       Bhagavath, B. The current and future state of surgery in reproductive endocrinology. Curr. Opin. Obstet. Gynecol. 34, 164 (2022). 36.       Ribeiro, R. et al. Uterine transposition: technique and a case report. Fertil. Steril. 108, 320-324.e1 (2017). 37.       Yazdani, A., Sweterlitsch, K. M., Kim, H., Flyckt, R. L. & Christianson, M. S. Surgical Innovations to Protect Fertility from Oncologic Pelvic Radiation Therapy: Ovarian Transposition and Uterine Fixation. J. Clin. Med. 13, 5577 (2024). 38.       Holowatyj, A. N., Eng, C. & Lewis, M. A. Incorporating Reproductive Health in the Clinical Management of Early-Onset Colorectal Cancer. JCO Oncol. Pract. 18, 169–172 (2022). ***Behind the Knife Colorectal Surgery Oral Board Audio Review: https://app.behindtheknife.org/course-details/colorectal-surgery-oral-board-audio-review Please visit https://behindtheknife.org to access other high-yield surgical education podcasts, videos and more.   If you liked this episode, check out our recent episodes here: https://app.behindtheknife.org/listen

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Jesse Kavanaugh, an international tax partner at PwC Hong Kong who leads Tax Reporting & Strategy and co-heads PwC's Asia-Pacific Pillar Two team. Formerly the global head of tax operations for a US tech multinational, Jesse brings both in-house and advisory insights. Doug and Jesse discuss the uneven rollout of Pillar Two across nine Asia-Pac jurisdictions; China, India and US uncertainties; Hong Kong's Pillar Two legislation (pending when this podcast was recorded, but enacted on June 6, 2025) and HKMTT design; why many countries are shelving the UTPR; looming QDMTT deadlines; the critical difference between data-gathering and calculation engines; pitfalls that blow up transitional safe harbors, including management accounts, hybrid loans, interest-free debt and purchase-price accounting; and industry-specific challenges for shipping, airlines and real estate. Jesse closes with a simple message: start compliance prep now…registration and early QDMTT filings wait for no one. 

Las relaciones entre la Unión Europea y China viven su momento más tenso en décadas. Aranceles comerciales📉, dependencia tecnológica 📱🔋 y presión geopolítica colocan a Europa en una posición incómoda: atrapada entre el mercado chino y el paraguas de seguridad estadounidense. En este episodio analizamos los dilemas estratégicos que enfrenta Bruselas: ¿puede realmente construir una autonomía estratégica? ¿Qué significa que Wang Yi haya advertido de que China no quiere que Rusia caiga 🇷🇺, para evitar que EE. UU. centre su atención en Asia-Pacífico? ¿Dónde queda Europa en este nuevo orden multipolar? 👀Una mirada clara y directa a una de las relaciones más decisivas del siglo XXI.

APAC stocks failed to sustain the mostly constructive handover from Wall St counterparts with sentiment in the region cautious as participants braced for the key US jobs data and digested Chinese Caixin Services and Composite PMIs.Siemens confirmed it has been notified by the US Commerce Department that export control restrictions on EDA software and technology to customers in China are no longer in place.US House Republicans were reportedly stuck and didn't have the votes for the rule, while Republicans had told members to go back into their offices and a vote on the rule didn't look imminent, according to Punchbowl.UK PM Starmer said Rachel Reeves will be the Chancellor for years to come and will be the Chancellor at the next election.European equity futures indicate a marginally positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market closed with gains of 0.7% on Wednesday.Looking ahead, highlights include EZ, UK, US PMIs (Final), Swiss CPI, US NFP, International Trade, Jobless Claims, ISM Services, Canadian Trade, ECB Minutes & BoE DMP, Speakers including BoJ's Takata & Fed's Bostic, Supply from Spain & US Refunding Announcement.Desk Schedule: On Thursday 3rd July, the desk will shut at 18:15BST/13:15EDT due to the US Independence Day. The service will resume on Thursday 3rd July for the beginning of Asia-Pac coverage at 22:00BST/17:00EDT. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses began the session firmer, but that strength has waned to more mixed trade; US futures similar into a packed agendaDXY broadly flat intraday but with a marginal upward bias. G10s contained, but generally softer. GBP outperforms after Wednesday's post-PMQs pressure.Similarly, Gilts lead fixed income. USTs await data. Bunds unreactive to Final PMIs.Crude benchmarks softer, despite limited newsflow. Metals mixed, XAU off highs and fading as the USD picks up slightly.US Reconciliation Bill passed the Rules vote, awaiting full vote; timing unclear, dependent on the Minority Leader, but should be in the next hour(s).Looking ahead, highlights include US PMIs (Final), US NFP, International Trade, Jobless Claims, ISM Services, Canadian Trade, ECB Minutes. Speakers include Fedʼs BosticDesk Schedule: On Thursday 3rd July, the desk will shut at 18:15BST/13:15EDT due to the US Independence Day. The service will resume on Thursday 3rd July for the beginning of Asia-Pac coverage at 22:00BST/17:00EDT.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street sube con cautela tras ataque a Irán: Futuros al alza: $SPX +0.1%, $US100 +0.3%, $INDU +0.1%. El fin de semana, EE.UU. bombardeó instalaciones nucleares iraníes en Fordow, Natanz e Isfahan. El Parlamento iraní votó a favor de cerrar el Estrecho de Ormuz, pero la decisión queda en manos del Consejo de Seguridad Nacional. El petróleo subió con fuerza, pero luego retrocedió: WTI -0.9%, Brent -1%. Hoy se publican PMI de junio y ventas de casas existentes (3.96M esperadas). • Tesla lanza robotaxis en Austin: $TSLA desplegó una prueba limitada de su servicio de robotaxis usando vehículos Model Y con Full Self-Driving. La flota se limita a unas pocas unidades y zonas específicas, con un empleado en el asiento del pasajero. El servicio podría pausarse en septiembre por requerimientos legales en Texas. Wedbush estima que la oportunidad en IA y autonomía vale $1 Billón. La acción ha bajado -6.4% en seis semanas. • Amazon impulsa IA en Corea del Sur con nuevo data center: $AMZN y SK Group construirán una AWS AI Zone en Ulsan para 2027, generando hasta 78,000 empleos y consolidando a Corea como hub de IA. La inversión se suma a los $5.88B ya comprometidos en el país. El proyecto busca liderar en IA segura y escalable en Asia-Pacífico. Una jornada con foco en geopolítica, inteligencia artificial y avances regulatorios. ¡No te lo pierdas!

En la entrevista Capital analizamos el dato de inflación en Japón con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis Además en la tertulia de Capital Intereconomía comentamos la actualidad económica y política con David Henche, Profesor de estrategia en ICEMD/ESIC; Manuel Romera, Director del Sector Financiero del IE Business School y con Kamal Romero, Consultor externos de análisis de datos y Economía. Y Jesús Sánchez Quiñones, Director General de RENTA 4 Banco nos explica las principales referencias a tener en cuenta en la sesión de hoy.

APAC stocks traded subdued following the mixed close on Wall Street, where traders juggled the FOMC alongside geopolitics, with markets apprehensive as US President Trump keeps participants in the dark about his touted move on Iran.The Federal Reserve left rates unchanged at 4.25-4.5%, as was widely expected, with the 2025 dot plot left unchanged although the composition saw a hawkish shift; Fed Chair Powell pushed back on any dovish interpretation of policy in the short term.The US is reportedly eyeing this weekend as a possibility for an attack on Iran and is preparing for a possible strike in the coming days, according to Bloomberg.US President Trump is reportedly getting comfortable with the idea of taking out Iran's Fordow nuclear facility with multiple strikes. “There was now a movement to get ready for this,” ABC sources said.US President Trump is scheduled to be in the Situation Room for an intelligence briefing at 11:30 EDT on Thursday, according to CBS' Jacobs.European equity futures are indicative of a slightly softer open with the Euro Stoxx 50 -0.2% after cash closed down -0.4% on Wednesday.Looking ahead, highlights include BoE, SNB, Norges Bank, and CBRT, Speakers include ECB's Lagarde, Nagel, de Guindos, SNB's Jordan, Norges Bank's Bache, supply from Spain and France.Holiday: On Thursday 19th June, on account of the Juneteenth Holiday, the Desk will shut at 18:00BST/13:00EDT and re-open the same day for the beginning of Asia-Pac coverage at 22:00BST/17:00EDT.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En este episodio de Blink, María Irusta, perteneciente al departamento de regulación de CIB en BBVA, nos ayuda a entender cómo evoluciona la regulación sostenible a nivel global. Hablamos del impacto del Acuerdo de París y los ODS, de la importancia del ISSB y los estándares IFRS, y de cómo distintas regiones —como la Unión Europea, Reino Unido, Estados Unidos, América Latina y Asia-Pacífico— están respondiendo a los desafíos de armonización normativa. Desde la simplificación regulatoria en Europa hasta los recientes cambios en la política climática de EE. UU., este episodio ofrece una visión completa sobre el futuro de las finanzas sostenibles en un mundo cada vez más interconectado.  

El acuerdo entre China y EEUU analizado por Alicia García-Herrero, economista jefe de Asia Pacífico en Natixis. Tertulia con Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid; y Miguel Yagüe, Economista, asesor de organismos públicos, supervisores y bancos. Profesor de la Complutense, IE y Cunef; y Carlos Santana, Director del Programa Avanzado en Cadenas de suministro del IE Business School.

Analizamos la respuesta China a los aranceles de EEUU con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Hermenegildo Altozano, Socio en Pinsent Masons; y Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid.

Analizamos la respuesta China a los aranceles de EEUU con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Hermenegildo Altozano, Socio en Pinsent Masons; y Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid.

Analizamos la respuesta China a los aranceles de EEUU con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Hermenegildo Altozano, Socio en Pinsent Masons; y Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid.

En la primera hora de Capital Intereconomía repasamos toda la actualidad de la mañana en titulares con Susana Criado y Rubén Gil. Después ponemos el foco en la última hora de los mercados en Asia y Europa y repasamos lo sucedido en la última sesión de Wall Street. Para realizar el primer análisis del día contamos con José Ruiz De Alda, Asesor de Core Value. Después repasamos las principales portadas de la prensa económica, nacional e internacional para contar sus titulares. Y analizamos las repercusiones de la guerra arancelaria de Trump con tasas del 104% a china con Alicia García Herrero, economista jefe de Natixis para Asia-Pacífico.

Hoy vemos en el Radar Empresarial como Harley Davidson se ha calado en estos últimos veinte años. Entre el periodo 2004-2024 la facturación del fabricante de motos se redujo a la mitad. Ya en 2019 se encendieron todas las alarmas. Entonces, la compañía achacó este descenso en las ventas a la guerra arancelaria con China, que de una forma curiosa, es un tema de rabiosa actualidad en estos días. La compañía presentó hace un mes sus resultados del cuarto trimestre de 2024: la realidad es que las ventas en Asia-Pacífico cayeron un 26%. Pero ¿Realmente el problema de la marca son los aranceles? En 2019, ya Business Insider desmentía todos los análisis hechos por la compañía y apuntó a una errónea diversificación de su producto: Harley había olvidado sus productos estrella y se había lanzado nuevas vertientes que no han sido exitosas. Motos eléctricas, demasiado gasto en marketing o aventurarse en el mercado de las bicicletas. La estrategia sigue fallando y los resultados en 2024 son buena prueba de ellos: Harley Davidson registra una caída de los ingresos del 60%, en concreto de los que dependen de sus productos estrella: las motos. Esto ha provocado un cambio de tendencia en la compañía. ¿Pero qué es la estrategia Hardwire? En 2021 y fruto de las decepciones y con la entrada en el año anterior de Jochen Zeitz como CEO de la compañía, Harley presenta un nuevo plan de I+D: un plan estratégico hasta el 2025 que incluía una vuelta a los segmentos tradicionales y una nueva división de motos eléctricas. La compañía no era ajena a los nuevos tiempos y no quería sufrir el mismo final que Hummer: la marca de todoterrenos se apagó en 2010 tras no saber adaptarse a nuevos tiempos que reclaman mejores y mayores soluciones medioambientales. Y es que cuando uno piensa en Harley piensa en los sesenta y en Easy Ryder. Y es que hay productos que siempre hemos relacionado con películas. Las Ray Ban aviador de Tom Cruise, el Delorean de Michael J Fox en Regreso al Futuro y las Harley Davidson que conducían Jack Nicholson y Dennis Hopper por la Ruta 66 en Easy Rider. Los sesenta dieron una inmensa popularidad a esta marca fundada en 1903 y el movimiento hippie y el ansia de libertad le dieron alas. Ahora está en las manos de Jochen Zeitz, como CEO, de encontrar una nueva autopista para la marca, que poder explorar.

Analizamos los mercados asiáticos y los aranceles de Trump desde Hong Kong con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Guillermo de Haro, Vice Decano de IE University; Dolores González Pastor, Directiva de Asuntos Públicos corporativos; y Manuel Moreu, ex presidente del Instituto de Ingeniería de España.

En la primera hora de Capital Intereconomía repasamos toda la actualidad de la mañana en titulares con Susana Criado y Rubén Gil. Después ponemos el foco en la última hora de los mercados en Asia y Europa y repasamos lo sucedido en la última sesión de Wall Street. Para realizar el primer análisis del día contamos con Pablo de Vicente, Asesor Financiero de Evolutio Capital Investment. Después repasamos las principales portadas de la prensa económica, nacional e internacional para contar sus titulares. China presenta su hoja de ruta para estimular su economía y defenderse de la guerra comercial de Trump. Analizamos la Asamblea Popular Nacional que se celebró ayer en el Parlamento chino con Alicia García Herrero, economista jefe de Natixis para Asia-Pacífico.

Trump insinúa que podía ser más suave con los aranceles a China. En la entrevista Capital hablamos con Alicia García Herrero, economista jefe para Asia Pacífico de Natixis. En La tertulia de Capital Intereconomía comentamos la actualidad económica y política con Gonzalo Garnica, Consultor Empresarial; David Henche, Profesor de estrategia en ICEMD/ESIC y con Fernando Gómez-Calcerrada, Abogado del Despacho RLD. y Jesús Sánchez Quiñones, Director General de RENTA 4 Banco nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Para hablar de lo ocurrido en Corea con más profundidad, estamos al habla con Natalia Castro, Licenciada en Estudios Orientales en la Universidad del Salvador de Argentina e investigadora del área de Corea en un grupo interdisciplinario sobre Asia Pacífico.Escuchar audio

El primer ministro de Australia, Anthony Albanese, visita Perú en el marco de la cumbre de líderes de la APEC. Posteriormente se trasladará a Brasil para la cumbre del G20. El comercio, la sostenibilidad y la digitalización son los temas centrales de la APEC, sin embargo, la próxima presidencia de Donald Trump y sus posibles medidas en política internacional y comercio también son asuntos que se discutirán entre los líderes de Asia Pacífico.

El Líder Chino, Xi Jinping, llegará a Perú para participar en la cumbre del Foro de Cooperación Económica Asia-Pacífico (APEC), mientras en Estados Unidos se dan a conocer los integrantes de la nueva administración de Donald Trump. Por el momento, el punto común de los cargos anunciados es su postura tajante contra el gigante asiático.   El líder Chino participará en el Foro de Cooperación Económica Asia Pacifico (APEC) donde se entrevistará con el actual presidente de Estados Unidos, Joe Biden, entre otros, en un contexto álgido de guerra comercial y con temores de que las tensiones aumenten con la nueva administración de Donald Trump.  Para Adolfo Chiri, economista y presidente de la sociedad de análisis Cambridge Insight, Massachussets, la lucha por América Latina va a ser intensa. “América Latina es una pieza en el tablero de ajedrez de la geopolítica mundial, donde los intereses predominantes son de los Estados Unidos y China como potencia emergente”, agregó.  El líder chino Xi Jinping inaugura también en el marco de la cumbre, el puerto de Chancay, muy clave en la región, ubicado a unos 80 km al norte de Lima. Esto tiene un significado especial en este conflicto y para la APEC en particular. Chiri explica que este puerto de Chancay, es el más importante de la región, “es un puerto de aguas profundas que tiene capacidad para poder atender buques de alto tonelaje y un movimiento logístico de containers de distribución de carga de calidad mundial, de manera que China ha invertido mucho en infraestructura, sobre todo en América latina. Además, es el primer socio comercial de América del sur” agregó. Chiri subrayó que el 60% del puerto ha sido financiado por Cosco, que es una empresa del Estado chino, por lo que “los Estados Unidos no se encuentran muy contentos de que China tenga la exclusividad y la decisión de decidir a quiénes atiende en ese puerto”.  Lo cierto es que China se ve bloqueada en varios ámbitos comerciales por su malas relaciones con Estados Unidos, entre otros, y busca nuevas oportunidades energéticas. El analista económico señala que el 75% del petróleo que importa China pasa por el Mar del Sur de China “ y es una zona muy peligrosa porque los aliados de Estados Unidos" indicó. Pues según él, países como Japón, filipinas. Nueva Zelanda, Australia, en una situación de conflicto, "podrían bloquear el suministro de petróleo a China, tenemos el recuerdo de la Segunda Guerra mundial, cuando se hizo lo mismo con Japón. Así que China tiene la necesidad y la urgencia de poder desarrollar su energía renovable por seguridad nacional” indicó. Este jueves inician los encuentros ministeriales en el foro APEC, seguidos de dos días de conversaciones entre los gobernantes. Cabe destacar que este foro congrega a líderes de 21 países que representan el 60% del PIB mundial.

En El Brieff de hoy, exploramos la reciente reforma constitucional en México que amplía programas sociales y reduce la edad para acceder a la pensión de adultos mayores, un cambio que plantea preguntas sobre su sostenibilidad fiscal. También analizamos el crecimiento moderado de la recaudación fiscal en el sexenio actual y el legado de Fernando Valenzuela tras su fallecimiento. En el ámbito internacional, cubrimos la batalla por el voto latino en las elecciones de EE.UU., la creciente tensión entre Israel e Irán, y la compra de misiles de precisión por Australia en un contexto de mayor militarización en Asia-Pacífico.Suscríbete a Brieffy y accede a todo nuestro contenido para líderes de negocios. Descarga nuestra app aquí.Conviértete en patrocinador de El Brieff donando 25, 60 o 100 pesos al mes entrando a este link.Si te interesa comprar espacios publicitarios en El Brieff, escríbenos a elbrieff@brieffy.com Hosted on Acast. See acast.com/privacy for more information.

**NOTICIAS ECONÓMICAS Y FINANCIERAS** ☕️ El Departamento de Justicia de EE. UU. (DOJ) ha recomendado posibles medidas antimonopolio contra Google ($GOOG), sugiriendo incluso una posible división de la empresa como remedio. En un archivo judicial, el DOJ mencionó que las soluciones podrían incluir requisitos contractuales, de no discriminación de productos, interoperabilidad de datos y otras disposiciones estructurales. El caso, presentado en 2020, argumenta que Google ha mantenido su monopolio en el mercado de búsquedas, infringiendo la Sección 2 de la Ley Sherman. Google planea apelar, y se espera una decisión sobre los remedios en 2025, mientras enfrenta otros casos antimonopolio relacionados. Boeing ($BA) recibió una advertencia de S&P sobre una posible degradación a bonos basura debido a las huelgas de 33,000 trabajadores, que exigen un aumento salarial del 40% y la restitución de un plan de pensiones. La huelga ha afectado la producción, con 116 aviones entregados en el tercer trimestre, siete menos que en agosto. Aunque las entregas crecieron respecto al año anterior, las acciones han caído un 42% desde su máximo anual. Boeing sigue negociando con el sindicato para resolver la huelga.Walt Disney ($DIS) ha aumentado los precios de los boletos para sus dos parques temáticos en el sur de California en aproximadamente un 6% en los días más populares. Mientras que el boleto más económico se mantiene en $104, los precios para los boletos de un día en los días más concurridos ahora oscilan entre un 5.9% y 6.5% más, siendo el más costoso de $206. También se incrementaron los precios del programa de pases anuales Magic Key, con el pase más básico subiendo a $599. Estos aumentos ocurren en medio de una desaceleración en la afluencia y un aumento de costos operativos. OpenAI ($AI), respaldada por Microsoft ($MSFT), está expandiendo su presencia global con la apertura de nuevas oficinas en varias ciudades del mundo. En una publicación en X, la empresa anunció que abrirá oficinas en Nueva York, Seattle, París, Bruselas y Singapur, además de las ya existentes en San Francisco, Londres, Dublín y Tokio. Oliver Jay ha sido nombrado director general internacional para liderar esta expansión global desde Singapur, donde se establecerá un centro para las operaciones en la región Asia-Pacífico. Esta expansión sigue a una ronda de financiamiento de $6.6 Billones, que ha llevado a OpenAI a una valoración de $157 Billones. La compañía planea usar estos fondos para aumentar su capacidad de investigación en IA, mejorar su infraestructura y continuar desarrollando herramientas innovadoras. Se espera que OpenAI genere $3.7 Billones en ingresos en 2024. Las acciones que tenemos hoy con predicción bullish son **Pre-Market Runners:** -$TEL (TE Connectivity plc) -$ASML (ASML Holding N.V.) -$ALTM (Arcadium Lithium plc.) Las acciones que tenemos hoy con predicción bearish son **Pre–Market Losers:** -$GOOG (Alphabet Inc.) -$INTC (Intel Corp.) -$ADV (Advantage Solutions Inc.)

Hablamos de la gira del papa Francisco por Asia-Pacífico, una región donde la violencia hacia los niños y las mujeres es alarmante. Además, una investigación revela que la mayoría de los alimentos australianos para bebés y niños pequeños son deficientes. Y te contamos lo que ocurre en El Salvador, donde el director de la Policía y líder de la "guerra" contra las pandillas murió al estrellarse el helicóptero militar en el que viajaba. También te ofrecemos las noticias deportivas de la jornada.