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The team discusses India’s demographic tailwinds, its infrastructure needs, whether it can be a ‘friendshoring’ winner, and what a third Modi term could have in store.
Podcast discussion about the transmission channels from the conflict between Israel and Hamas into the global economy.
Paul Diggle speaks to Bob Gilhooly, senior EM economist, and Michael Langham, EM analyst, about the economic outlook across the emerging markets.
Dissatisfaction with the USD may be on the rise in some parts of the world, but an alternative looks unlikely to emerge any time soon.
Podcast with Chris Miller author of Chip Wars on the fight for the world’s most critical technology semiconductors.