Category: Industry Sectors
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Financial Markets & Business Sentiment: A World Repricing Risk, Growth, and Global Strategy
Global financial markets enter 2026 with a mindset shaped by uncertainty, recalibration, and structural shifts reminiscent of earlier turning points in economic history. But unlike previous cycles—such as the post-2008 recovery or the 2020 pandemic rebound—today’s market sentiment is defined by a multi-layered convergence: slower global growth, anticipated U.S. monetary…
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Renewables Reshape Industrial Demand and the Coming Decarbonisation Shock
Renewables Overtake Coal For the first time in modern energy history, global renewable electricity generation has surpassed coal. This single statistical milestone signals a deeper structural shift in the world economy—one where industrial demand is no longer anchored to fossil-fuel cost cycles but to technologies that enable electrification, efficiency, and…
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Global Manufacturing Slowdown: A Critical Turning Point for the World Economy
The latest round of global Purchasing Managers’ Index (PMI) readings paints a clear but unsettling picture: major advanced and manufacturing-heavy economies—including the United States, Eurozone, United Kingdom, Japan, South Korea, and Taiwan—have now faced nearly nine consecutive months of contraction in industrial activity. This prolonged decline is not merely a…
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India–Russia Trade Reset: Strategic Openings After Putin’s 2025 Visit
India’s renewed engagement with Russia following Vladimir Putin’s December 4–5, 2025 visit marks a decisive shift in New Delhi’s long-term foreign economic strategy. The new Economic Cooperation Programme till 2030 signals that the partnership is evolving beyond energy dependency into a structured, multi-sector commercial relationship with a clearly stated ambition:…
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Global Trade at a Crossroads: The Geopolitical Economics of Decoupling
The global trading system is entering a new phase—one defined not by efficiency and cost advantages but by security, resilience, and strategic autonomy. Over the past three decades, globalization was driven by the pursuit of low-cost manufacturing, scale efficiencies, and integrated supply chains. China became the world’s industrial backbone, supplying…
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Manufacturing in Transition: Between Contraction Today and Clean-Industry Acceleration Tomorrow
The global manufacturing landscape is experiencing a moment of tension—economically, technologically, and politically. Recent data signals a clear slowdown: in the United States, manufacturing activity contracted for the ninth consecutive month in November, with producers citing falling orders and rising input costs shaped by tariffs, disrupted logistics, and supply-chain volatility.…
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China’s Manufacturing Rise and the Global Wave of Deindustrialization
Over the last 40 years, the world economy has quietly reorganized around a single industrial center: China. What began in the late 1970s with controlled reforms evolved into the most concentrated manufacturing ecosystem in modern history—powered by subsidies, labour scale, logistics efficiency, and state-backed vertical integration. As China expanded its…
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