Strategy advisor and essayist. Twenty-five years spent reading the forces that move India's economy: trade, geopolitics, industry, and the long game of building enterprises that last.
Trapped between funding America's reckless overspending and its inability to live within its means and scared of subjugation to Chinese capacity, nations are caught between a rock and a hard place in the battle of two giants.They scramble to find options.
Will antiquated rules based post war order give and make way for new?
My piece in the BW Businessworld - link in comment
#strategy#indianeconomy#China#US#BRICS#inflation#capacity
The news has a message for us in India perhaps. And its not just that Nike cant "Just Do It" anymore and Wipro wasn't really "Applying Thought" when it was required. The situation is more concerning than just that.
Its about the direction and relative trajectories of IT sector in India and in the US.
The MAG-7( Alphabet Inc. , Apple , Amazon ,NVIDIA & Tesla ) are adjusting their chairs and making space for 3 more, Anthropic , OpenAI & SpaceX at the S&P100 table. Other than Apple all seem to be absorbing the future.
Nike, a lifestyle icon, a consumer juggernaut that defined brand power for decades has been edged out.
Clearly the market is defining economic priority and it is AI first.
Lifestyle can wait.
In India the listed 5 amongst SWITCH ( Tech Mahindra erstwhile Satyam, Wipro , Infosys , Tata Consultancy Services , HCLTech & Cognizant ) seem to be sitting on shaky tripods at the NIFTY50 table. Wipro has already fallen off.
And its being replaced by BSEIndia a trading entity. Not a tech entity or an innovator.
The situation of others at the Indian IT table does look too good either. With consular applications of H1B visas falling over 90% in a year their labor arbitrage model has come apart. Add to that being blindsided in the AI race.
Stock market is a barometer of economy and represents future confidence of value creation over current and past performance. It is lethal in its assessment & often correct.
But more importantly if Wipro's replacement is a trading entity, and Nike's seat is taken by an AI company. what is the message for us in India? For IT entrepreneurs, policy makers & society.
Where did we go wrong ? What should our priorities be in the tech sector.
#Strategy#Futureproofing#BeyondObvious#Indianeconomy#IT
The worlds biggest battle
#economy #manufacturing #China #USA
Vikram Limsay@vikramlimsay · Reel
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Vikram Limsay@vikramlimsay · Reel
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