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India’s Electronics Manufacturing Takeoff: FTAs, Policy Shifts, and the Road to a US$500 Billion Industry
India’s electronics manufacturing sector is entering one of the most significant phases in its modern industrial history. For decades, India remained a large consumer of electronics but a relatively small producer in global value chains. Today, this balance is changing rapidly. New Free Trade Agreements (FTAs), deeper policy reforms, and…
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China: The Real Rule-Based Winner of International Trade — A Historical, Critical, and Futuristic View
For more than two decades, one claim has quietly shaped global economics: the largest beneficiary of the rules-based international trading system has been China. This is not merely a geopolitical argument—it is an economic reality backed by trade flows, industrial transformation, and a historic rebalancing of global production. But explaining…
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International Debt Crises: The New Geometry of Global Financial Instability
International debt crises have returned as a defining feature of today’s fractured economic landscape, but unlike the debt shocks of the 1980s or the post-2008 era, the current wave is deeper, more complex, and far more globally interconnected. Countries across income levels—from advanced economies carrying record-high public debt to low-income…
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India’s Rising Trade & Currency Strategy: A Structural Shift Toward Local-Currency Globalisation
India’s trade and currency strategy is undergoing one of its most important transitions since the liberalisation era of 1991. The recent policy tone, reflected in new trade-settlement arrangements and diversification of trading partners, indicates a deliberate attempt to reshape India’s external economic architecture. The underlying message is clear: India is…
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India’s Air-Cargo Pivot: How Tariffs Are Reshaping the Future of Export Logistics
In a world where tariffs, sanctions, and geopolitical trade barriers are redefining global commerce, India’s air-cargo sector is undergoing a structural transformation rather than a cyclical upswing. High-value export segments—pharmaceuticals, smartphones, electronics, precision engineering, jewellery, and even specialized agricultural goods—are increasingly prioritizing speed, reliability, and risk-hedging over traditional cost optimisation.…
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The Fear of an AI Bubble: Hype, History, and the Hard Questions Ahead
The world is living through an intense wave of excitement around artificial intelligence—an excitement that many analysts increasingly describe as bordering on a bubble. Global markets, corporations, investors, and governments have placed unprecedented faith in the power of AI to transform economies, reshape labour markets, and unlock new forms of…
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The Silent Fragility of Global Finance: Why Structural Vulnerabilities Matter More Than Cycles
For decades, policymakers, investors, and businesses have trained their eyes on the ebb and flow of economic cycles—booms, recessions, recoveries, corrections. Yet the real dangers to the global economy often lie beneath the surface, in structural vulnerabilities that accumulate quietly over years. Recent assessments, including global financial stability reviews and…
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China’s Involution Economy: Why the World Faces Inflation While China Battles Falling Prices
As much of the world continues to struggle with high inflation—from the United States to Europe and most emerging markets—China stands out as a rare case moving in the opposite direction. Prices in China have remained unusually low, and in many sectors, they continue to fall. This deflationary trend is…
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The Hidden Backbone of America’s Economy: Why Electronics Manufacturing Still Matters
For decades, the global narrative has been that the United States “lost” electronics manufacturing to East Asia. Images of assembly lines in China, semiconductor clusters in Taiwan, and display fabs in South Korea have dominated public imagination. Yet new data reveals a more complex and far more consequential reality: the…
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Tariff-Fuelled Inflation vs. Normal Inflation: Understanding the Old Battle in a New Global Economy
Inflation is not new to economic history. From ancient Rome’s currency debasement to the oil shocks of the 1970s, rising prices have repeatedly altered the trajectory of societies and markets. Yet the 2020s and 2030s have brought back a somewhat forgotten variant of inflation—tariff-fuelled inflation—a policy-driven price rise that reflects…
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"Connecting communities, empowering nations: Unifying the Regional and Global Economy ." 