Moving final assembly outside China does not necessarily remove China from the supply chain. Europe’s battery industry shows how dependence can shrink at one stage while increasing farther upstream. Continue reading The Label Says “Made Somewhere Else.” China May Still Be Inside It
The dollar dominates global finance while Chinese factories dominate manufacturing. A crisis could reveal which dependence is harder to replace. Continue reading America Controls the Money. China Makes the Things.
Correction & Update (April 19, 2026): While the automotive sector carries the brunt of the €400M loss, the Consumer Goods division (BSH) is doubling down on AI. I’ve recently learned more about the specific shift toward ‘Data-driven decision making’ within … Continue reading Bosch financial loss 2025: A Seismic Shift for German Industry
“India has become the worst-performing global stock market” with “five consecutive monthly losses, marking the longest losing streak since 1996.” This jarring reality check cuts through the relentless optimism surrounding India’s economic trajectory. While policymakers in New Delhi trumpet growth … Continue reading Can India Become an Economic Superpower? The Hard Truths Behind the Hype
“I have long ago informed Tim Cook of Apple that I expect their iPhone’s that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else.” With these … Continue reading The Cost of Trump’s Tariffs: iPhone Prices Surge
