Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
India's GCC Explosion: From Cost Arbitrage to AI Capability
Roughly 1,700 Global Capability Centers, 1.9 to 2.0 million seats, and 64.6 billion dollars of FY24 export revenue have rewritten the offshore services map. The 100 billion dollar 2030 target is now the floor case, not the stretch.
India's Global Capability Center base has expanded from roughly 1,500 centers in 2023 to about 1,700 in early 2026, employing 1.9 to 2.0 million people and exporting 64.6 billion dollars in FY24, on track for a 100 billion dollar 2030 print. Goldman Sachs, JPMorgan, Wells Fargo, Walmart, and Target have moved AI and ML model engineering, ...
Reading labor markets: persistence indicators across 60 LMICs
Labor market shocks do not dissipate at the same speed everywhere. In a sample of 60 lower and middle income countries, the half-life of an unemployment shock ranges from under 9 months to more than 7 years. That single number reorders priorities for development programs and macro forecasts.
This brief applies AR(1) persistence and half-life methodology to three labor market series across 60 lower and middle income countries using World Bank WDI and ILO ILOSTAT data from 1991 through 2024. Average AR(1) coefficient on unemployment is 0.78, on total labor force participation is 0.91, and on female labor force participation is ...