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Can India Lead the Global AI Race?
The question of whether India can lead the global artificial intelligence race is no longer speculative—it is structural. History shows that technological leadership does not emerge merely from invention, but from the ability to combine talent, capital, policy, and scale into a self-reinforcing system. AI today sits at a similar…
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Capital Is Choosing Certainty Over Consumption: A Structural Shift in Global Equity Markets
Global equity markets are undergoing a quiet but profound reallocation of capital. What looks, on the surface, like a routine sector rotation is in fact a deeper structural transition in how investors assess risk, growth, and durability. Equity inflows are no longer chasing narratives of mass consumption or lifestyle expansion.…
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South Korea at a Crossroads: Export Powerhouse in a Fracturing World Economy
South Korea’s economic story has long been defined by speed, scale, and export discipline. From post-war reconstruction to becoming a global semiconductor and electronics powerhouse, its growth model thrived on open trade, technological upgrading, and geopolitical stability. Yet as 2025 closes, that very model is under visible strain. The convergence…
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Asia’s Export Engines Under Pressure: Semiconductors, Tariffs, and the Next Growth Reckoning
Asia’s post-pandemic recovery is entering a more fragile phase, shaped less by domestic cycles and more by the reordering of global technology, trade, and power. What appears today as a cyclical slowdown in exports and consumption is, in reality, a deeper structural transition—one where geopolitics, industrial policy, and technology controls…
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Asia Today: A Continent at an Inflection Point
Asia in 2025 stands at a decisive historical juncture. After four decades of export-led growth, demographic dividends, and deepening integration with global markets, the region now confronts a convergence of shocks that are structural rather than cyclical. US tariff pressures, fragmented global trade, slowing demand in advanced economies, persistent inflation…
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Industrial Policy Replaces Free-Market Orthodoxy
For nearly four decades, global economic thinking was dominated by the belief that open markets, minimal state intervention, and cost-based efficiency would naturally allocate capital to its most productive uses. Industrial policy was treated as an outdated relic—associated with protectionism, fiscal waste, and political favoritism. That intellectual consensus has now…
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When Policy Becomes the Market: The New Grammar of Global Business
For much of the post–Cold War era, global business operated under a comforting assumption: policy was the backdrop, markets were the stage. Governments set rules, firms optimized within them, and success was largely a function of efficiency, scale, and timing. That mental model is now obsolete. We are entering a…
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Merchandise Trade & Shipping: A World Moving Slower—but Thinking Deeper
Global merchandise trade and shipping are entering a phase that looks deceptively calm on the surface but is structurally far more complex beneath. Shipping volumes remain below their long-term trend, not because globalisation has ended, but because it is being re-engineered. After the post-pandemic surge and subsequent correction, firms are…
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The End of Easy Growth
Global business is moving into a structurally different phase—one where growth is slower, shocks are more frequent, and predictability is scarce. The post-Cold War era of liberalized trade, abundant liquidity, and volume-driven expansion is fading. In its place is an economy shaped by tighter monetary conditions, fragmented geopolitics, and policy…
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"Connecting communities, empowering nations: Unifying the Regional and Global Economy ." 