Insights

Analysis.

Financial services - Banking - Insurance

Shifting Gears – The Case for Indian Auto-Component Companies to Expand Internationally >

India’s auto-component industry has reached a structural inflection point. What began as a cost-efficient manufacturing base has evolved into a globally relevant industrial ecosystem, employing ~1.5 million people and supported by USD 15 billion in planned capital expenditure through 2030. With a deep supplier base and steadily improving engineering capabilities, Indian manufacturers now operate at […]

Magazine.

Point of view.

We’re pleased to launch a new episode in our podcast series, co-hosted with Construction Week Middle East, where we explore the forces reshaping the construction sector across the region. This [...]

Economic Corner.

In this year-end edition of the Economic Brief, we explore three themes shaping the close of 2025: the US vision for global order, the fragile interplay between markets and monetary [...]