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Letter from London

Insight at the intersection of London and the global economy. Kamal Ahmed’s weekly column, published every Thursday, decoding business, policy, and people in motion.
Svein Tore Holsether, chief executive officer of Yara International
Europe“Full blast”—Yara CEO says there is only one way to respond to the crisis in the Gulf: do everything better
By Kamal AhmedMay 7, 2026
Dave Regnery, CEO of Trane Technologies
EuropeAs the world swelters, companies scramble for ways to keep everyone cool
By Kamal AhmedMay 1, 2026
The European AI unicorn run by a baker’s son—he learned the fundamentals of business watching his father make bread rolls
EuropeThe European AI unicorn run by a baker’s son—he learned the fundamentals of business watching his father make bread rolls
By Kamal AhmedApril 23, 2026
Silicon Valley has no monopoly on AI brainpower. That’s why Demis Hassabis is very happy to stay in London
EuropeSilicon Valley has no monopoly on AI brainpower. That’s why Demis Hassabis is very happy to stay in London
By Kamal AhmedApril 15, 2026
Here’s why King Charles is coming to America. And it is not the reason the president thinks 
EuropeHere’s why King Charles is coming to America. And it is not the reason the president thinks 
By Kamal AhmedApril 2, 2026
Rishi Sunak is giving advice to CEOs on AI. Here are his golden rules
EuropeRishi Sunak is giving advice to CEOs on AI. Here are his golden rules
By Kamal AhmedMarch 25, 2026
As war continues to rage, the World Economic Forum is the latest to postpone Gulf conference in Saudi 
Middle EastAs war continues to rage, the World Economic Forum is the latest to postpone Gulf conference in Saudi 
By Kamal AhmedMarch 24, 2026
An AI jobs apocalypse? The CEO of Tech Mahindra is not so sure
EuropeAn AI jobs apocalypse? The CEO of Tech Mahindra is not so sure
By Kamal AhmedMarch 19, 2026
AI is capable of remarkable feats. And has the power to kill. Meet one woman warning about the dangers ahead
MagazineAI is capable of remarkable feats. And has the power to kill. Meet one woman warning about the dangers ahead
By Kamal AhmedMarch 12, 2026
The President is surprised by the lack of European support for military action against Iran—he shouldn’t be
EuropeThe President is surprised by the lack of European support for military action against Iran—he shouldn’t be
By Kamal AhmedMarch 6, 2026
The world’s largest tech gathering is talking about ‘accountability laundering’: Here’s why we should christen them Words of the Year
AIThe world’s largest tech gathering is talking about ‘accountability laundering’: Here’s why we should christen them Words of the Year
By Kamal AhmedMarch 5, 2026
European markets slide as Iran ‘war trade’ joins the global AI ‘scare trade’
EuropeEuropean markets slide as Iran ‘war trade’ joins the global AI ‘scare trade’
By Kamal AhmedMarch 2, 2026
Performers in Morph suits on a football field pre-match
Europe‘I sell millions of Halloween costumes to Americans. Mr. President, here’s my takeaway from the wild tariffs ride’
By Kamal AhmedFebruary 26, 2026
It’s no time to go quiet on sustainability. Just ask beauty giant L’Oréal
EuropeIt’s no time to go quiet on sustainability. Just ask beauty giant L’Oréal
By Kamal AhmedFebruary 19, 2026
The CEO of Capgemini has a warning: You might be thinking about AI all wrong 
EuropeThe CEO of Capgemini has a warning: You might be thinking about AI all wrong 
By Kamal AhmedFebruary 12, 2026
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