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Gen Z’s New Economic Equation: Redefining Work and Wealth
For a long time, the formula for a financially secure life started with getting a good education, finding a stable job, saving money, buying a house, and eventually retiring comfortably. It was never easy for everyone, but there was a general belief that working hard and making sensible choices would pay off in the long run. Illustration by The Geostrata For Gen Z, that promise feels a lot less certain. Young people are entering adulthood in an economy where housing is expen

THE GEOSTRATA
2 hours ago5 min read


The World’s Richest Vendor: How NVIDIA Is Financing The AI Bubble
The traditional view of NVIDIA that prevailed was that the firm was the world’s most dominant supplier of AI chips. While that still holds true, over the past eighteen months, the firm has simultaneously pursued the path of a venture investor, a loan guarantor, and a customer-financing arm for the very companies that buy its hardware. The role NVIDIA now plays as a chip vendor and a chip financer is what is driving the already expanding AI bubble. By making credit access easi

THE GEOSTRATA
Sep 294 min read


The New Face of Central Banking: Central Bank Digital Currencies, Monetary Sovereignty, and the Global Race for Digital Money
Digital Central Bank Currency (CBDC) has become one of the most important innovations in the field of money in the 21st century, being a digital obligation of the central bank that is identical to physical currency in terms of its legal force. The CBDC differs from privately issued cryptocurrencies or deposits held at commercial banks because it has the full backing of the monetary institution behind it. As economies around the world are digitalizing, the question is no longe

THE GEOSTRATA
Sep 253 min read


India’s Apparel Exports: Understanding the Policy Gaps Behind India’s Stagnant Apparel Exports
The apparel industry, which includes ready-made garments such as shirts, trousers, dresses, jackets and other clothing, is one of the world’s largest sources of employment and international trade. It is especially important for developing countries because it creates millions of jobs, requires relatively low investment to start manufacturing, and provides opportunities for women and small businesses. Illustration by The Geostrata As global demand for clothing continues to gro

THE GEOSTRATA
Aug 288 min read


India's Services-Led Growth Model and Its Limitations
In contrast to most economies that industrialised, which moved from agriculture to manufacturing, then to services, becoming the dominant part of output, India has taken on the middle, manufacturing-intensive, stage of development. Services today account for 50-55 percent of GDP (the Economic Survey 2025-26 puts the share of services in GDP in H1 FY26 at 53.6 percent of the gross value added), but manufacturing has stubbornly remained at 15-17 percent of GDP for three decades

THE GEOSTRATA
Jul 197 min read


Built in India, Buried in India: The Deep Tech Problem Nobody Talks About
India produces some of the world’s most talented and capable engineers. Its universities file patents at a pace that would make most countries envious. IIT Madras alone generated more than one patent a day in the year ending March 2025. India is home to over 100 unicorns and ranks as the world's largest startup ecosystem. Some of the most successful technology companies in the world are run by Indian origin engineers. And yet somewhere along the way India lags behind. Illust

THE GEOSTRATA
Jul 45 min read


Piercing the Veil of Protectionism: Evaluating the Compatibility of the Indian Domestic Industrial Base and Foreign Trade Commitments
India is pursuing two policy objectives that are at odds with each other. The first is the construction of deep, subsidised, protected domestic manufacturing capacity. This has been extensively expressed through the PLI (Productivity-linked scheme) across 14 sectors and quality control orders on steel, aluminium, chemicals, and electronics. Along with this, high tariffs to protect sectors till they are competitive, in addition to the strong push for self-reliance demonstrated

THE GEOSTRATA
Jul 36 min read


ASEAN–India Synergy For MSME Growth: A Blueprint For South–South Collaboration
Micro, Small, and Medium Enterprises (MSMEs) constitute over 95% of formal enterprises in both ASEAN Member States and India, serving as a critical engine for employment, innovation, and inclusive economic growth. Despite their significance, MSMEs continue to face deeply rooted structural constraints ranging from financing gaps and limited technological capacity to regulatory fragmentation and exclusion from regional value chains. Illustration by The Geostrata The COVID-19 pa

THE GEOSTRATA
Jan 94 min read


The CapEx Conundrum: Why Private Capital Expenditure Refuses to Rise?
Investment is a small but highly volatile component of a nation’s gross domestic product. As domestic belief in the future of a country’s growth feeds more into investments than corporate necessity, most fluctuations in terms of investment, particularly business fixed investment, or private capital expenditure, can be traced back to demand-side catalysts. Illustration by The Geostrata THE THEORETICAL FOUNDATIONS Investment is not merely an autonomous activity, but is under

THE GEOSTRATA
Dec 30, 20256 min read


E-Commerce and Retail: Competition to Coexistence
With the advancement of technology, the global retail sector has undergone a profound shift in the last two decades, defined by the rise of e-commerce. Once seen as a rival threatening the survival of retail businesses, e-commerce has now become a catalyst for transformation. On the one hand, e-commerce has changed consumer behaviour by making it more convenient. Illustration by The Geostrata On the other hand, it has compelled retailers to restructure their strategies to sus

THE GEOSTRATA
Nov 15, 20255 min read


Navigating the Fault Lines of Economic Security: How Semiconductors, Cryptocurrency, and Supply-Chain Shifts Are Redrawing Global Power
Under the multifaceted networks of economic safety, cross-connections that exceed traditional supply-chain models can be found in complex geotechnical, technological, and financial networks that redesign the business at a distant level. Illustration by The Geostrata Mapping these constellations of conflict and the relative permanence of ProKin, researchers shed light on the interdependence and dependence of risk and opportunity inherent in interlinkages of semiconductor sup

THE GEOSTRATA
Nov 4, 20256 min read


United States’ Tariff Gamble: China Sneaks Right Under the Nose of the United States
In 2018 , the United States initiated a Section 301 investigation, exposing China’s allegedly discriminatory and unreasonable trade...

THE GEOSTRATA
Aug 6, 20254 min read


Promised Land of Progress: How Israeli Companies Thrive Amidst Hostile Neighbours?
Israel has often been dubbed the ‘startup nation’ in two different connotations. Its entrepreneurial community boasts of some of the...

THE GEOSTRATA
May 25, 20254 min read


The Gig Economy: A Paradigm Shift in Work Culture
Nowadays, an increasing number of people are becoming fond of independent contract-based and freelance work, and this marks the departure...

THE GEOSTRATA
May 22, 20254 min read


Startups - Governance and Compliance
Today, new businesses form the backbone of the modern economy, which is essential to boost growth and provide employment...

THE GEOSTRATA
Feb 13, 20255 min read


India-Africa Mineral Cooperation - Opportunities For Advanced Machinery Development
The Indian market witnessed a massive spike in the demand for raw materials in the manufacturing sector in the late 1990s due to...

THE GEOSTRATA
Nov 26, 20244 min read


Quantum Supremacy Race - US vs China
Within the high-stakes world of cutting-edge technology, the race to form quantum computers is one of the most competitive. China and the...

THE GEOSTRATA
Nov 5, 20245 min read


India's Quantum Technology Quest
India has set an ambitious target in its unrelenting quest for world technical dominance: a leading position must be actively held in the...

THE GEOSTRATA
Nov 2, 20246 min read


Siting of Semiconductor Facilities in India - The Case For Cluster-Level Specialisation
The past few days have seen a heated war of words between leaders of two Indian states regarding the siting of semiconductor plants in...

THE GEOSTRATA
Oct 4, 20245 min read


Jet Engines - Driving the Aerospace Revolution
The integration of jet engines has greatly facilitated the advancement of aircraft. Jet engines operate based on Newton's Third Law of...

THE GEOSTRATA
Oct 1, 202411 min read
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