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Protected: Fall 2024 Catch-Up
Category: China
Pivoting To the New Economy
It is a couple of years since the world said goodbye to the Covid-19 pandemic and made an attempt to get back to business and revive economic growth. Admittedly, from all the reporting on business and economic news, we are still in a tentative soft-landing phase, and monetary policy is still in a wait and… Continue reading Pivoting To the New Economy
Where is Brand Differentiation in Consumer Electronics?
In my previous blog post, I had written about the consumer durables industry and how it is cluttered and commoditised with very little brand differentiation. Well, the consumer electronics industry is one part of the large consumer durables category, and it is usually known to feature the latest technology in audio and video equipment, mobile… Continue reading Where is Brand Differentiation in Consumer Electronics?
Why the American Economy Might Never Get What It Needs
The last of this year’s big elections are a few months away, and they will be the biggest one to watch as always. This is because what happens in America affects the entire world, especially on the economic front. The country is not only the world’s largest economy, but one with the largest influence in… Continue reading Why the American Economy Might Never Get What It Needs
Extreme Divisions Fracturing Our World
2024 happens to be an epic year of elections around the world. It is said that more than half the world will be electing their governments this year. If there is one thing they have brought into sharp focus once again, it is how divided we are as a people. This is not a new… Continue reading Extreme Divisions Fracturing Our World
SCO’s Relevance for India and the World
While many countries such as India and others in the West as well as Iran have been busy with elections, about some of which I have been writing recently on my blog, one little event in Asia went rather unnoticed. Actually, make that two. The World Economic Forum which hosts its annual regional summit in… Continue reading SCO’s Relevance for India and the World
How China Can Overcome its Overcapacity Problems
In a recent blog post of mine I had written about the US and its western allies’ allegations of China dumping its cheaper EVs, EV batteries, semiconductors, solar panels and the like on their markets. They have raised tariffs on Chinese EVs from 25% to 100% in the US and to 38% in the EU… Continue reading How China Can Overcome its Overcapacity Problems
G7’s Waning Influence and Relevance
The recently concluded G7 Summit in Italy – all the various stages of it – seems to be an acceptance of the group’s waning influence and relevance in today’s world. From reading and hearing news reports of the summit, I got the sense that with weakening economies, and plenty of political problems in each of… Continue reading G7’s Waning Influence and Relevance
What Global Inc Is Telling Us About the Economy
Now that the first quarter of the calendar year 2024 has ended, it’s worthwhile trying to gauge the state of the global economic recovery from what the corporate earnings seem to be indicating so far. Of course, the March quarter happens to be the last quarter of our fiscal year in India, and we are… Continue reading What Global Inc Is Telling Us About the Economy
Can We Change the Direction of The Coming Wave?
Just finished reading an absorbing book on AI by one of its leading practitioners, and I was hoping it wouldn’t be one of those rapturous, ra-ra kind of books on the subject. Thankfully, The Coming Wave by Mustafa Suleyman, founder of DeepMind which Google acquired, and Inflection AI, isn’t one of those kinds of books;… Continue reading Can We Change the Direction of The Coming Wave?
Peripatetic Perch 