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Trade Realignment and India’s Strategic Window: Scale Is Not Strategy
For three decades, global trade expanded under the logic of efficiency. Production concentrated where costs were lowest, logistics were predictable, and geopolitics appeared stable. The rise of global value chains made East Asia—particularly China—the manufacturing anchor of the world. But the shocks of the past decade—trade wars, pandemic disruptions, technology…
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Capital Allocation in a Fragmented Industrial World: The Rise of the Two-Speed Economy:From Global Efficiency to Strategic Prioritisation
For nearly three decades after the Cold War, global capital flowed primarily toward efficiency. Investors rewarded cost arbitrage, scale, and global integration. Manufacturing expanded into lower-cost geographies, supply chains stretched across continents, and industrial policy appeared secondary to market logic. But the post-pandemic, geopolitically charged world has altered that pattern.…
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Energy Transition: Strategic Shock or the Next Industrial Advantage?
From Industrial Revolution to Energy Reinvention Every major industrial transformation has been anchored in energy shifts. The coal-powered factories of the 19th century reshaped global trade. Oil and electricity in the 20th century enabled mass production, global logistics, and urbanisation. Today, the global economy stands at the threshold of another…
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Supply Chains Rewired: From Cost Efficiency to Strategic Resilience
For nearly three decades, global supply chains were built on a simple promise: produce where it is cheapest, ship where it is needed, and optimize relentlessly. From the late 1990s through the 2010s, hyper-globalisation created highly specialised networks stretching across continents. Just-in-time inventory systems reduced warehousing costs. Manufacturing clustered in…
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Emerging Economies: Momentum with Conditions
The narrative around emerging economies has once again turned optimistic. After years of pandemic disruption, geopolitical realignment, and inflationary turbulence, several emerging markets are demonstrating relative resilience. Youthful demographics, expanding middle classes, and domestic consumption are acting as stabilizing anchors. Yet this momentum is unfolding under conditions far more complex…
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The Inflation Fight Is Over — The Inflation Problem Is Not
A False Victory: The Illusion of Stability By early 2026, advanced economies appear to have defeated inflation if one looks only at the headline numbers. Consumer Price Index (CPI) inflation has cooled across the US, Europe, and parts of East Asia, giving an impression of regained macroeconomic stability. But beneath…
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Davos 2026 and the MENA Region: A Moment of Quiet Confidence and Strategic Reset
At Davos 2026, the Middle East and North Africa emerged not only as a region grappling with geopolitical uncertainty but also as one steadily positioning itself for long-term transformation. The World Economic Forum’s annual meeting, built around the theme of “A Spirit of Dialogue,” offered a rare window into how…
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The Quiet Weakness Beneath the Global Economy: A Micro-Level Slowdown With Macro Consequences
The global economy of the mid-20200s appears relatively stable on the surface—growth has not collapsed, inflation has retreated from its peaks, and financial markets remain largely functional. Yet this stability is deceptive. Underneath the macro indicators lies a quiet but powerful shift in the behaviour of households, small firms, and…
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AI and India’s Next Growth Curve: Why the Next Five Years Will Redefine the GDP Trajectory
By 2026, the global economy has reached an inflection point where AI is no longer a competitive advantage—it’s the baseline for competitiveness. Countries that embed AI into production, governance, and services will outpace those that lag. As the world recalibrates supply chains, labour markets, and digital governance around AI, GDP…
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"Connecting communities, empowering nations: Unifying the Regional and Global Economy ." 