India Is Emerging as the World’s Next Major Consumer Market
India’s momentum is anchored in broad-based household demand, supported by urbanisation, middle-class expansion and consumer import intensity.
AI Adoption Is Now Mainstream, But Enterprise-Scale Impact Remains Limited
Most firms now use AI, but enterprise-wide scaling remains rare, meaning productivity gains are concentrated in a small group of larger firms.
ASEAN-6: Diversified Industrial Engines of Southeast Asia
Combining high-tech export platforms, scale-driven domestic markets and a global trade hub, ASEAN-6 is a uniquely diversified industrial ecosystem.
China Provincial Growth Map 2025: Central and Western Momentum, Coastal Underperformance
Central and western provinces led growth in 2025, while several northern and southern regions expanded well below the national average.
Thailand: ASEAN’s Established Industrial Platform
Thailand’s USD 300 billion export base, rising FDI inflows and manufacturing depth keep it central to ASEAN supply chains.
The Next Wave of Global Industrial Export Growth Is Consolidating in Key Emerging Markets
Industrial export growth is concentrated in emerging-market hubs supplying the U.S., EU and China, led by Mexico and Taiwan (China).
China’s Comprehensive Role in Global Resources – Q1 2026
ANDAMAN PARTNERS reviews the complex, comprehensive and consequential role China plays in global resources.
Poland Is a Key Driver of European Growth
Poland is sustaining above-peer growth and deepening its integration into European supply chains.
A Small Set of Emerging Markets Is Driving Machinery & Electronics Export Scale to the World’s Largest Markets
Mexico, Vietnam, Thailand and India anchor export volumes to China, the EU and the U.S., while India stands out for the fastest growth.
China and the U.S. Dominate Global Capital Formation as High-Investment Emerging Markets Gain Ground
Sustained investment intensity and long-term growth are concentrating global capital formation in a small group of economies, led by China and the U.S.
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