Category: Uncategorized
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India’s Textile PLI 2.0: Lower Barriers, Higher Ambitions
Introduction: The Evolution of India’s PLI for Textiles When India launched its Production Linked Incentive (PLI) Scheme for Textiles in September 2021, it was a bold step to strengthen domestic manufacturing, attract global investments, and position India as a competitive player in man-made fibres (MMF) and technical textiles. However, despite…
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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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Spain’s Economic Rebound: Europe’s New Standout Story
Spain, once viewed as one of the most fragile economies during the Eurozone debt crisis, has today emerged as Europe’s standout growth story. The transformation is not accidental—it is rooted in structural reforms, demographic shifts, and a pragmatic embrace of global opportunities. Yet, as history reminds us, sustaining momentum is…
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Beyond Superstars: Why Industrial Strategy Must Include Everyday Sectors
Industrial policies worldwide often carry a strong bias toward “superstar” sectors—those that attract headlines, foreign investments, and political pride. High-tech industries such as semiconductors, artificial intelligence, or aerospace typically dominate national strategies. These sectors are indeed important, as they symbolize technological edge and global competitiveness. But an overemphasis on them…
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Fracturing, Not Deglobalizing: The Emerging Shape of the World Economy
The global economy today is often described through the lens of deglobalization, but that framing risks oversimplifying what is truly happening. Rather than a retreat from global integration, what we are witnessing is a strategic fracturing of certain sectors. While trade, capital, and investment still flow across borders at scale,…
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Tariff Turbulence: How U.S. Tariffs on Indian Goods Are Reshaping India’s Economy
On 7–8 August 2025, the United States sharply escalated its trade dispute with India. President Donald Trump announced an additional 25-percentage-point duty on Indian goods because New Delhi continued to buy discounted Russian oil. Added to a 25 % levy imposed in April, this raised the total tariff on several…
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What India Stands to Lose Without a Trade Deal with the US
As India and the United States approach a critical juncture in bilateral trade negotiations, the stakes have never been higher. A failure to secure a mutually favorable trade treaty could have profound implications for India’s export-driven economy, especially given the rapidly evolving global trade landscape marked by protectionism, supply chain…
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India 2025–26: Key Drivers Behind the Fastest-Growing Major Economy
India is set to maintain its position as the world’s fastest-growing major economy in 2025–26, with an estimated GDP growth rate of 6.2%–6.5%. This momentum is not a stroke of luck—it is anchored in a constellation of well-calibrated macroeconomic policies, institutional reforms, and broad-based growth drivers. As global headwinds persist…
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UK-India Trade in 2024: Realigning Strategies in the Post-FTA Era
The signing of the UK-India Free Trade Agreement (FTA) in 2025 has ushered in a new phase of economic cooperation between the two nations. This landmark deal, designed to ease tariffs, improve market access, and enhance regulatory alignment, is expected to reshape trade dynamics across both goods and services. As…
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Nvidia’s Reign in the AI Chip Market: Powering the Global AI Revolution
In the unfolding narrative of the artificial intelligence (AI) revolution, one name consistently stands at the forefront: Nvidia. With a commanding share—estimated between 70% to 95%—in the AI accelerator market, Nvidia has positioned itself as the de facto infrastructure provider for the world’s most ambitious AI ambitions. From powering generative…
"Connecting communities, empowering nations: Unifying the Regional and Global Economy ." 