Category: international trade
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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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Shifting Trade Currents: What Global Manufacturing Trends Signal for the Future
The global trade and manufacturing landscape is entering a phase of profound realignment. A combination of tariff shocks, overcapacity in strategic industries, and structural weaknesses in traditional manufacturing hubs is shaping how companies and economies navigate the coming decade. At the same time, emerging markets are experiencing divergent trajectories, revealing…
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Germany’s Import Surge from China: A Tariff-Driven Realignment
Global trade patterns are being reshaped once again, this time by the ripple effects of U.S. tariffs on Chinese goods. As American restrictions redirected flows, Germany emerged as a key beneficiary of redirected Chinese exports. In the first seven months of 2025, German imports from China rose 10.5% year-on-year, reaching…
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UK-France Industrial Strategy Partnership: A New Chapter in European Collaboration
The United Kingdom and France have unveiled a significant Industrial Strategy Partnership that aims to reshape the future of bilateral economic cooperation. With a strong emphasis on frontier industries—such as clean energy, advanced manufacturing, and artificial intelligence (AI)—this collaboration signals a strategic alignment of two of Europe’s largest economies in…
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Andhra Pradesh: Emerging as a Magnet for Global MNC Investments
Andhra Pradesh is fast turning into one of India’s most attractive investment destinations, with global multinational corporations eyeing large-scale opportunities in aerospace, defense, and electric vehicle (EV) manufacturing. Recent commitments worth ₹11 lakh crore signal not just a vote of confidence in the state’s economic vision, but also the potential…
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India’s Outward FDI: Building Global Corporate Champions
India’s outward foreign direct investment (OFDI) has accelerated sharply in recent years, signaling a new phase of globalization for Indian enterprises. In FY2024–25, outward FDI rose by more than 67%, reaching US$41.6 billion—a surge that underlines how Indian firms are moving beyond domestic consolidation to carve out an international footprint.…
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Global Trade Geometry: Shifting Patterns Since 2017
Since 2017, the geometry of global trade has been undergoing a quiet but profound transformation. Major economies such as China, Germany, the United Kingdom, and the United States are no longer relying solely on traditional, long-standing trade alignments. Instead, they are deliberately reducing their geopolitical distance in trade, signaling a…
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Beyond Endurance: Why India Must Fast-Track Reforms Amid Global Trade Shocks
India’s recent economic performance—marked by a strong 7.8% GDP growth last quarter—has shown resilience in the face of global headwinds. Yet, as international trade pressures mount, particularly with the United States imposing steep tariffs, endurance alone will not be enough. To sustain momentum, India must move decisively on structural reforms,…
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Germany’s Export Slump Amid Industrial Resilience: What July 2025 Tells Us
Germany’s economic pulse in July 2025 reflected a paradox: exports stumbled while industrial production showed fresh signs of life. This contrast highlights the dual pressures on Europe’s largest economy—external shocks weighing on trade and internal resilience sustaining industrial momentum. Exports Falter Under Tariff Pressures German exports declined 0.6% month-on-month in…
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