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Value-Chain Diversification and Industrial Policy: A New Geography of Global Manufacturing
The global production system is undergoing one of its most profound rearrangements since the late 20th-century offshoring wave. The shift is not abrupt like the oil shocks of the 1970s nor purely efficiency-driven like globalization in the early 2000s. Rather, it is a slow but structural re-sorting driven by geopolitics,…
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India’s Textiles & Apparel Transition: Between Tariffs, Technology, and a Global Reset
India’s textiles and apparel industry stands at a defining crossroads — not because of a single disruption, but because of the convergence of tariffs, technology, and labour dynamics that are reshaping global competitiveness. The recent policy shifts, global protectionism, and emerging supply-chain restructurings have created a paradoxical moment: pressure and…
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The New Geography of Electric Mobility: What Foxconn’s Bet Signals for the Future of AI-EV Supply Chains
The global electric vehicle (EV) and artificial intelligence (AI) industrial landscape is entering a new transition phase—one marked not just by technology, but by geography, strategy, and structural shifts in global demand.Foxconn’s recent announcement to invest US $2–3 billion annually in AI and EV-linked supply chains is not merely a…
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India’s Widening Trade Deficit and Declining Rupee: A Turning Point for Economic Strategy
India is entering a decisive phase in its economic journey as the trade deficit surges to historic levels while the rupee continuously weakens against the US dollar. These twin developments are not isolated market fluctuations — they represent structural tensions in India’s external sector, shaped by deep historical legacies and…
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Can the Chinese C919 Break the Airbus–Boeing Duopoly? A Historical, Critical & Futuristic Perspective
For nearly five decades, the global commercial aviation industry has functioned under a stable but highly concentrated power structure — the duopoly of Airbus and Boeing. From the 1980s onward, every serious challenger either faded (McDonnell Douglas), merged (Lockheed), or pivoted to niche markets (Bombardier, Embraer). The scale, certification barriers,…
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Rip-Off Bills Are Not Just a Household Problem — They Are a Macro-Economic Time Bomb
Rip-off bills are no longer just a household inconvenience; they are becoming a macro-economic time bomb. Advanced economies like the UK have long depended on strong consumer spending to fuel growth, with household consumption contributing nearly 60–70% of GDP. When consumers face persistent price pressure in essential sectors such as…
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Confidence in India’s Logistics Cost: The Story of Economic Transition
For decades, one of the most cited bottlenecks to India’s global competitiveness was its high logistics cost. Economists, investors and policymakers repeatedly argued that India’s logistics bill—long believed to be 13–14% of GDP—reduced export competitiveness, limited manufacturing output and made supply chains inefficient, especially compared to advanced economies averaging 8–10%.However,…
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Why Indian Businesses Can No Longer Treat the Global Environment as “Neutral”
For decades, Indian businesses were taught that global markets reward efficiency, low costs, and competitiveness. The implicit assumption was that the international economic environment is stable and neutral — that trade rules apply equally to all, and global supply chains function smoothly regardless of politics.That assumption no longer holds. History…
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Cracks Are Appearing in OpenAI’s Dominant Façade: A Historical, Critical & Futuristic Outlook
For nearly a decade, OpenAI symbolized the frontier of modern artificial intelligence—an institution that blended scientific ambition, Silicon Valley mystique, and a mission-driven narrative of “AI for all.” Its breakthroughs in large language models, multimodal systems, and safety research placed it at the center of the global AI race. But…
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"Connecting communities, empowering nations: Unifying the Regional and Global Economy ." 