The Global Minerals Chain From Exporting Economies to Industrial Consumers
There are two distinct roles in the global minerals system: upstream exporters and downstream manufacturing hubs, whose demand for resources continues to rise.
Why China Remains Central to Global Supply Chains: Manufacturing Value Added (1994-2024)
While manufacturing has declined steadily in the U.S., EU, Japan and Germany, China has sustained a uniquely high manufacturing share.
Gold Import Spike Pushes India’s Trade Deficit to All-Time High
India’s trade deficit widened to a record USD 41.7 billion in October 2025, driven by a sharp jump in gold imports to USD 14.7 billion.
Oil, Metals and Electronics: The Rapid Growth of India’s Imports
India’s imports have grown prodigiously since 2000, reflecting the transformation of the country’s economy.
China Dominates Global Crude Oil Demand
China alone accounts for a fifth of global crude oil imports while supply remains concentrated in a handful of exporters.
Growth and Diversification: The Emergence of India as An Export Economy
From energy and pharma to engineering and IT, India has emerged as a top-tier trading nation with a diverse export basket and global reach.
India’s Phenomenal Growth Trajectory: On Track to Become the World’s #3 Economy
From being the world’s 13th-largest economy in 2000, India’s GDP was the world’s fifth-largest in 2024, and is projected to be the third-largest by 2029.
The Indian Century: Leveraging the Rise of the World’s Fourth-Largest Economy
The implications of India’s rise will be substantial and complex, and global businesses must take note of opportunities to leverage the unfolding Indian Century.
The Rise of BRICS in World Trade: Catching Up With the G7
BRICS exports have advanced to current near parity with G7 exports, pointing to a momentous rebalancing of global trade with far-reaching implications.