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134 ARTICLES IN INDUSTRY · PAGE 3 / 9
India overtakes China in the U.S. smartphone supply chain
IndustryAug 22, 20253 min read

India overtakes China in the U.S. smartphone supply chain

India has overtaken China as the top smartphone exporter to the US, capturing 44% of imports in Q2 2025 (up from 13%). Apple's pivot reshapes global tech manufacturing.

Benedicta PhilemonDecision Intelligence Analyst
Rideshare in Mexico: why price, not brand, decides the market
IndustryAug 21, 20254 min read

Rideshare in Mexico: why price, not brand, decides the market

Mexico's $3.3-4.5B rideshare market is dominated by price. Uber charges 161 MXN, DiDi 85, InDrive 92. 31% of riders switch apps comparing fares, loyalty belongs to value.

Benedicta PhilemonDecision Intelligence Analyst
A new era for delivery competition as China's Meituan bets $1 Billion on Brazil
IndustryAug 20, 20255 min read

A new era for delivery competition as China's Meituan bets $1 Billion on Brazil

China's Meituan is shaking up Brazil's $23.7B delivery market, taking on iFood with 10-20% commissions vs 27%. The battle could reshape how platforms compete across Latin America.

Benedicta PhilemonDecision Intelligence Analyst
What U.S. and China got right about e-commerce
IndustryAug 6, 20253 min read

What U.S. and China got right about e-commerce

The US and China are leading global e-commerce, not just through infrastructure but by shaping how people shop. US 33.7%, China 31.2% vs 17.3% global avg. South Korea jumps ahead mobile-first.

Benedicta PhilemonDecision Intelligence Analyst
Beyond tax havens: where business really happens in the global economy
IndustryJul 17, 20253 min read

Beyond tax havens: where business really happens in the global economy

Tax havens lower the tax bill but don't build the business. Analysis of 28,800 companies shows real operations happen in major economic hubs, US 10K+, UK 6.9K, Netherlands 6.4K secondary locations.

Benedicta PhilemonDecision Intelligence Analyst
Remittance money is reshaping global economies faster than foreign aid
IndustryJun 27, 20252 min read

Remittance money is reshaping global economies faster than foreign aid

In 2023, migrant remittances reached $822 billion, nearly 3× foreign aid ($288B). India alone received $111B. This household capital now drives demand faster than any aid program.

Benedicta PhilemonDecision Intelligence Analyst
Asia's startup surge: why the next silicon valley might be in the east
IndustryJun 26, 20253 min read

Asia's startup surge: why the next silicon valley might be in the east

Bay Area still leads at 853 index score, but Asia closes fast. Singapore +4 spots, Bangalore and Delhi in top 11. OpenAI picks Singapore for APAC HQ.

Benedicta PhilemonDecision Intelligence Analyst
Music industry reaches new heights for consumers as digital innovation grows
IndustryJun 25, 20254 min read

Music industry reaches new heights for consumers as digital innovation grows

Global music revenue hits $29.6B in 2023 (+4.8%). Streaming surpasses $20B (69% of revenue). Vinyl grows 4.6%, 18th straight year. Consumers crave both convenience and emotion.

Benedicta PhilemonDecision Intelligence Analyst
From soda to sustainability: how beverage giants are reinventing growth
IndustryJun 20, 20254 min read

From soda to sustainability: how beverage giants are reinventing growth

Beverage leaders rebalance for premium, sustainability, and agile supply chains. Coca-Cola $312B, Kweichow Moutai $267B, PepsiCo $185B. Premium + localization + sustainability is the new formula.

Benedicta PhilemonDecision Intelligence Analyst
US consumer sentiment hits multi-year lows
IndustryJun 19, 20253 min read

US consumer sentiment hits multi-year lows

US Consumer Expectations Index falls to 60, down 18% in one cycle. With 68% of GDP tied to consumer spending, the recalibration cuts across income, age, and politics.

Benedicta PhilemonDecision Intelligence Analyst
Consumers are shaping the markets and global capital is listening
IndustryJun 18, 20253 min read

Consumers are shaping the markets and global capital is listening

Hong Kong Hang Seng +19.3%, DAX +18.1%, S&P 500 +1.6%. Capital follows consumer behavior, Asia's AI adoption, Europe's security focus, IPO shift to Hong Kong.

Benedicta PhilemonDecision Intelligence Analyst
How India's consumers are driving a ₹22 trillion logistics revolution
IndustryJun 13, 20253 min read

How India's consumers are driving a ₹22 trillion logistics revolution

India's ₹22T logistics sector is re-engineered by consumers. 74% freight by road, 75% warehouse for industrial+consumer goods, 10%+ CAGR. Empowered consumer is the real disruptor.

Benedicta PhilemonDecision Intelligence Analyst
How private markets are redefining capital in America
IndustryJun 12, 20254 min read

How private markets are redefining capital in America

US financial markets grew 185% in 20 years vs 88% GDP. Nonbank mortgage lenders jumped 12%→75%. Private equity-backed companies doubled to 11,800. Private capital is now $13.1T globally.

Benedicta PhilemonDecision Intelligence Analyst
The $4.3 trillion digital services driving the global economy
IndustryJun 11, 20254 min read

The $4.3 trillion digital services driving the global economy

Digital services hit $4.3T in 2023 (13.8% of global trade), growing 8.2% CAGR. Europe leads 52.4%, US $649B, Asia 23.8%. AI-driven intelligence becomes the new edge.

Benedicta PhilemonDecision Intelligence Analyst
The power-hungry future of U.S. digital infrastructure
IndustryJun 6, 20254 min read

The power-hungry future of U.S. digital infrastructure

US data centers will consume 606 TWh by 2030, 12% of national electricity, up from 3%. That's $500B in new energy infrastructure investment. Digital transformation now equals energy transformation.

Benedicta PhilemonDecision Intelligence Analyst
India's rise as a global consumer giant
IndustryJun 5, 20253 min read

India's rise as a global consumer giant

India is leaping into the global top 4 economies, but export growth slowed from 19.5% (1999-2011) to just 3%. The real story: 1.4B consumers becoming a digital-first, premium, values-driven market.

Benedicta PhilemonDecision Intelligence Analyst
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