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This is a very interesting chart from Sajjid Chinoy: Labour-capital ratio vs. India's revealed comparative advantage (proportion of its exports of a specific good compared to proportion of world exports of that good). Opportunity for India is in upper-right quadrant.

Meanwhile, in India….

Recent disruptions in global trade point to the emergence of a ‘new normal’. In this context, Sharmila Kantha sharmilakantha examines trends in India’s exports between 2017 and 2024 and underscores the need for regional diversification of export markets ideasforindia.in/topics/trade/t…

This may well be a new trend but Chinese news anchors have always looked and performed like robots and AI anyway and perhaps the AI anchors may appear a little more human than the erstwhile real anchors 🤣

China adds about one wind turbine every 10 minutes... Let that sink in.

An absolutely remarkable graph. Not just because of the China role - which we knew. It visually conveys how - if you take PRC, ROK, and Japan out - the rest of the world is almost absent.

India’s famed ‘strategic ambiguity’ - member of anti-China pro-America Quad and member of anti-America pro-China BRICS

China now accounts for *at least two-thirds* of the global market share across every major category of clean energy technology.

Is there any logic to the Trump tariffs announced yesterday? Alphabetical order, largest adverse trade balance, largest import source, state of development, proximity to China? What can India expect?

For decades, American companies saw China as the ultimate prize. But fundamentally, they appear to have misunderstood the transaction. They thought they were hiring a contractor; Beijing knew it was running an apprenticeship. wsjchina.cmail20.com/t/d-e-surjhdy-…

China is building 74% of all current solar and wind projects, report says on.ft.com/3TZjg1Z

Countries intensely negotiating trade deals with the US should note that no deal now has sanctity there. A BRICS member can be imposed 10% extra tariff any time. Any ‘trade deal’ will last only as long as the next idea comes along in the US.

Sharmila Kantha writes that a defining feature of #Indiandiplomacy is the widening sphere of India’s economic interests reflecting broader and more ambitious goals Confederation of Indian Industry Randhir Jaiswal Pankaj Saran #TradePolicy #ViksitBharat2047 natstrat.org/articledetail/…

What is it about bridges in India! Did we forget how to build them? Are we using the wrong materials? Is nobody checking the quality? Is corruption taken for granted now? Do we simply not care about infrastructure safety any more? Are lives not important now?

Tamil Nadu is India’s Guangdong in the making. This piece by Bloomberg News reporters Dan Strumpf and Ruchi Bhatia deserves to be read widely. Here’s a free-to-read link: bloomberg.com/news/articles/…

A big reason why Indian companies missed the AI train

Happens everywhere…..

I recalculated China's potential trade diversion to include all regions and control for double-counting. In Q2, China potentially found replacement markets for 82% of its lost exports to the United States on a product-by-product basis.

🇮🇳 India surged past Vietnam to become the world’s 3rd-largest mobile phone exporter, logging $20.5 bn in calendar 2024—a staggering ≈11,900% jump since $0.2 bn in 2017‑18. Local value-add hit 23%, supporting 1.7 m jobs. m.economictimes.com/industry/cons-…

A very important issue. On one hand, Indian work culture is not aligned to assembly lines. Workers prefer flexibility in working hours, festival holidays, relaxed work conditions. On other hand, factories dont provide proper facilities, training. Wages are low.