tim cook website Courtesy: Nikkei Asia
26 July 2023

India: a rising supply chains hub

China-centric global supply chains are being disrupted by rising geopolitical tensions between the U.S. and China and multiple global shocks, forcing multinational companies to rethink are global sourcing strategies. India can leverage this moment to become a complementary manufacturing hub in Asia by reaping gains from technology transfers and creating value-adding jobs.

ASEAN Website Courtesy: Kuwait Times
25 July 2023

ASEAN on a trodden path

The 56th ASEAN Foreign Ministers Meeting in Jakarta reflected the grouping’s resilience amidst transformative geopolitical changes in the Indo-Pacific. Striving for unity and centrality, ASEAN tackled challenges posed by COVID-19, economic slowdown, climate change, and U.S.-China competition. However, internal differences on sensitive issues like Myanmar have tested its credibility.

mw website fin Courtesy: The Times of India
20 July 2023

India and Sri Lanka: Hard work ahead

On July 21, Sri Lankan President Ranil Wickremesinghe is set to visit for the first time since taking office. India has already provided $5 billion in economic assistance to Sri Lanka, and is now looking to expand its investment in the nation. Sri Lanka is also seeing interest from Indian private investment. The visit presents an opportunity for the two countries extend this relationship in new areas of cooperation, especially energy, infrastructure, and tourism.

China Germany Courtesy: Deutsche Welle (DW)
20 July 2023

Germany’s new China strategy

On July 13, the German cabinet approved its Strategy on China after nearly two years of internal discussions. The new strategy simultaneously views China as a “partner, competitor, and systemic rival”, calling for de-risking German economic dependence on China, while also expanding cooperation with other countries in the Indo-Pacific region.

27010605639_d03ddf44a5_o Courtesy: The Dahrendorf Forum
17 July 2023

Central Asia, the new corridor

The Russia-Ukraine conflict has led to the resurgence of interest in Central Asian as an alternate trade corridor between Europe and Asia. Timely investment in connectivity projects like the Middle Corridor and the INSTC by regional stakeholders, as well as by the EU, China and India, must now build on this interest to create new regional, international, and cross-continental transport corridors.

Supply-chains-cover Courtesy: Gateway House
5 July 2023

The Great Supply Chain Shift from China to South Asia?

Supply chains are central to the new chapter of India-U.S. relations. Simultaneously, China-centric global supply chains, which underpinned East Asia’s prosperity, are changing as multinationals re-assess risks in the post-Covid era. Is the shift to India and the rest of South Asia occurring? This paper finds that South Asia supply chain pessimism could be changing, and India can spread gains through regionalising supply chains in its neighbourhood.

flags-g20-membership-concept-summit-260nw-2237447197 Courtesy: Shutterstock
14 June 2023

India’s G20 presidency at midpoint

India’s year-long G20 Presidency completed six months at a time of global economic slowdown and sharpening geopolitical contestation. While India has done well in leveraging the Presidency to articulate its vital goals, the success of the upcoming Delhi Summit will depend on achieving consensus, additionality, and implementability.

BoB3 Courtesy: The Strategist
1 June 2023

Food, Energy & Finance Connectivity in the Bay of Bengal

Despite its natural advantages, the Bay of Bengal region lags economically, in part due to insufficient connectivity between the member nations. Improving financial connectivity between them is the first step to easing movement of goods, services and people. Greater financial collaboration also can help the region mitigate the impact of ongoing geopolitical upheavals that have caused food and energy prices to rise.

3D Isometric Flat Vector Conceptual Illustration of Green Investments, Alternative and Ecological Clean Power Courtesy: Dreamstime
5 April 2023

Enabling climate finance creatively

The focus on climate finance must take into account the high cost of debt, foreign exchange risk and weak public energy utilities in the developing economies. A creative and workable solution to all these issues is to establish a Global Climate Finance Agency, managed by a reputed multilateral agency with some of the capital support promised by the developed countries.