Articles by Sid Dash
Stay focused, build moats: the real implications of the software stock selloff
The outlook appears gloomy for software markets, as stocks take a hit amid fears of an AI-led ‘do it yourself’ revolution. But as Chartis’ Chief Researcher Sid Dash highlights, the reality is more complex and nuanced. While some vendors will be hit,…
Apax’s Finastra Deal Highlights Value of Trusted Assets in a Time of Flux
Apax’s well-timed acquisition of Finastra’s treasury and capital markets division raises questions about established conglomerates’ strategy and technology. But it also highlights the value of consolidation in a time of market uncertainty.
Complacent RiskTech vendors are sleepwalking into a new, deregulated reality
Tectonic regulatory and legislative upheaval promises to transform financial institutions’ RiskTech spending. As compliance-based revenue streams slow due to deregulation, solution vendors will need to adopt more business risk-focused strategies for…