If there were a constant in the ever-changing world of investing, it would be investors’ continuing search for the next big thing. Over the past 20 years, and from a macro standpoint, that story has been about China...
Continue →A top official at the International Monetary Fund (IMF) has said at a time when most countries’ economic growth is slowing, India is doing better and is at a relatively brighter spot, despite several hiccups...
Continue →If you want to glimpse the frontier of Indian capitalism, take a trip to Tamil Nadu in the south of the country. New factories with solar panels on their roofs lie on a vast 550-acre (220-hectare) site. Inside, it is reported, Tata is making components for the latest iPhones on behalf of Apple—and in the process finally connecting India to the world’s most sophisticated supply chain, which used to be anchored to China...
Continue →India’s manufacturing exports have traditionally grown between 5% and 10% pre–Covid-19 years, but exports have seen tremendous growth over the last two years, with a compound annual growth rate (CAGR) of 15%. India has reached $418 billion of manufacturing exports in fiscal year 2022 (FY22)...
Continue →Advancements in technology have transformed health, transportation, communication, energy, and manufacturing industries across the globe. These transformations, in turn, have changed the organisation of economies and societies, and fostered greater cooperation within the international community through various institutions and arrangements...
Continue →he COVID-19 pandemic has exposed the fragility of the world’s supply chains for medicines and medical products, food, energy, vehicles, telecom equipment, electronics, and countless other goods. Certain companies have begun to reconfigure their sourcing and manufacturing footprints for greater reliability and resilience, setting up more locations so that they don’t have to depend on just a few geographies. But some nations are not yet ready to take full advantage of these shifts...
Continue →Ideas don’t click till you make the right connections.