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Arnold Kwong
Oct 3, 20232 min read
Dynamic India: Forced Changes in Global Tech Services
Indian IT services are being forced to change by global economic challenges. Forced changes for staff and operations require big changes.
Arnold Kwong
Sep 29, 20233 min read
Dynamic India: Data is the Export
Indian exports of drugs sees global investigations. Reputations for Indian pharma will be damaged. Data is key to export quality reputation.
Arnold Kwong
Sep 29, 20232 min read
Dynamic India: Fine Adjustments to the Ban
India adjusts bans on importing tablets, laptops, PCs. Adjustments see online registration certificates. Who benefits from Make-in-India PC?
Arnold Kwong
Sep 21, 20233 min read
Dynamic India: India benefits buying Russian Crude in Rupees
Russian sanctions help India buying crude oil in rupees and selling exports for euros/dollars. India trying for Rupees for local investment.
Arnold Kwong
Sep 19, 20232 min read
Dynamic India: Crude Profits Continue for Reliance and Other Indian Refiners
Reliance and other Indian refiners profit from Russian Crude costs. India becomes an exporter after domestic needs are met. EU and USA buy.
Arnold Kwong
Sep 15, 20232 min read
Dynamic India: Tata Motors Seeks to Export Make-In-India Electric Vehicles at Scale
Tata's challenges for Make-In-India export electric vehicles grow with manufacturing at scale. BYD and Tesla want to be Alien Invaders.
Arnold Kwong
Sep 12, 20233 min read
Dynamic India: Can India Save Apple's Growth?
India is a path for Apple to grow. Smartphone sales, manufacturing and employment, and intense competition helps both if successful.
Arnold Kwong
Sep 5, 20232 min read
Dynamic India: Can global sales rely on India?
India is critical to vehicle sales by global manufacturers. Turmoil and competition lead brands to sell harder in India. Problems hit hard.
Arnold Kwong
Aug 31, 20232 min read
Dynamic India: India bans computer imports- Do Indian Enterprises Benefit?
India Government bans computer imports. Good for Make-In-India. Do Indian enterprises benefit? Nuances and contexts for the whole economy.
Arnold Kwong
Aug 30, 20233 min read
Dynamic India: India bans computer imports- Context from other countries
India bans computer imports. Cars, smartphones, and chips - same or different? A look at China, Japan, and USA examples.
Arnold Kwong
Aug 29, 20233 min read
Dynamic India: India bans computer imports- Background
India bans computer imports from Nov 1, 2023. Background details and references for our series on winners and losers.
Arnold Kwong
Aug 29, 20231 min read
Dynamic India: India bans computer imports- Introduction
India bans computer imports to favor Make-In-India. Assumptions are behind the benefits of the ban. Introduction to a short series.
Arnold Kwong
Aug 28, 20232 min read
Dynamic India: India bans computer imports- Desired Benefits
India seeks benefits for Make-In-India from computer import ban.
Arnold Kwong
Aug 24, 20232 min read
Dynamic India: Limitless Space Continues with a Moon Landing
The Indian moon landing helps a Dynamic India sell global deals. Execution of space projects shows how deals can succeed with Indian tech.
Arnold Kwong
Aug 22, 20233 min read
Dynamic India: Fab-less in the future?
India wants a local chip fab. The cost to attract a global project may be too big. Pursuing parts of the supply chain may be fab-less.
Arnold Kwong
Aug 18, 20233 min read
Dynamic India: Out Goes the Old, In Comes the NEV
GM and Ford retreat from a Dynamic India even as a green energy transformation sees Hyundai EV/NEV manufacturing and no Great Wall Motors.
Arnold Kwong
Aug 18, 20233 min read
Real World AI: Generative Video Advertisements Go Live Get Big Results
Real World AI uses generative video and voice winning big results.
Arnold Kwong
Aug 15, 20232 min read
Alien Invader: Vodafone Idea (VI) Gets Rescued a Little
Vodafone Idea needs a rescue as it is losing money, subscribers to JIO/Airtel, and no investors with huge debts and no 5G investment vendor.
Arnold Kwong
Aug 11, 20233 min read
Dynamic India: The Name of the Game is Cricket
Cricket watching drives streaming subscriptions in India. Disney global investment looks at India and JIO's spend to grow. ESPN spend a clue
Arnold Kwong
Aug 8, 20232 min read
Dynamic India: Vehicle Manufacturing and Markets - Part 2
More cars. More traffic. More jobs. More profits. Goals for India's vehicle- manufacturing are in conflict. This is a look at the conflict.
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