Category: USA
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The Chip War: How Semiconductors Became the Battlefield of Global Power
In the 21st century, wars are not fought only with missiles or troops — they are fought with microchips. The so-called “Chip War” represents one of the most defining geopolitical, economic, and technological rivalries of our age. It is not a war of bullets but of bytes, where nations compete…
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Small Businesses and U.S. Export Growth: Between Resilience and Structural Shifts
The Unsung Backbone The story of U.S. exports is not only about global corporations but also about the vast network of small businesses that quietly fuel America’s trade engine. Nearly 97% of U.S. exporters are small firms, and their contribution extends beyond numbers—they embody productivity, resilience, and innovation. Historically, American…
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Latin America’s Trade Crossroads: Watching U.S. Tariff Shifts with Uneasy Eyes
For much of modern history, Latin America’s economic fortunes have been tied to global demand for its commodities—coffee, copper, soybeans, oil, and more recently, lithium. The region’s trade models were built around exporting primary goods and importing higher-value industrial products. This dependency makes Latin America acutely sensitive to tariff policies…
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United States vs China: The Clean Energy Divide and the Future of Global Trade
The global contest between the United States and China is no longer confined to traditional industries—it has decisively shifted to clean energy. The two largest economies are navigating divergent paths: China doubling down on renewables and the U.S. stepping back, prioritizing fossil fuel infrastructure under shifting policy priorities. This divergence…
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When a Virtuous Cycle Risks Turning Vicious: India Under Trump’s Trade Lens
India’s economy has often been described as a “virtuous cycle” — a loop where rising domestic demand fuels investment, which in turn creates jobs, higher incomes, and stronger consumption. For years, this cycle has been reinforced by India’s services exports, particularly in information technology, business process outsourcing, and skilled professional…
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India–U.S. Trade Relations in Turmoil: The Hidden Depth of the Crisis
India’s trade relationship with the United States has entered one of its most challenging phases in recent years. What began as targeted tariffs has now snowballed into a broad-based crisis, with severe implications for multiple industries and long-term economic ties. The collapse of smartphone exports to America is only the…
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U.S. Tariffs on Indian Exports: A Shock and a Wake-Up Call
The recent imposition of 50% tariffs on Indian exports by the United States, linked to India’s discounted oil purchases from Russia, has once again highlighted how geopolitics and trade policy intersect. According to estimates, India’s economic growth could take a hit of nearly 0.8 percentage points, a non-trivial impact for…
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Rising Delivery Delays and Their Cost Impact on U.S. Manufacturing Imports
Over the past few years, the U.S. manufacturing sector has faced mounting challenges in maintaining smooth supply chains. Between 2018 and 2024, delivery delays for imported foreign inputs lengthened by an average of 21 days. This increase has not only disrupted production schedules but also forced firms to hold higher…
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Global Trade at a Crossroads: How Tariffs, Costs, and Shifting Alliances Are Redrawing the Map
The global trade landscape in 2025 reflects a world grappling with rising protectionism, changing supply chain strategies, and mounting cost pressures. From Germany’s export woes to China’s pivot toward the Global South, and from the United States’ widening trade deficit to Brazil’s steel realignment, the picture is one of disruption…
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