Geopolitics & Economics of the Semiconductor Global Value Chain
All Things Policy
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The US's Approach to Financial Repression in India
India has not really had this East Asian financial repression, keeping the rupee unnaturally low to rent trade surpluses plus all sorts of other policies encouraging manufacturing. The US's approach can be very drastically different in India. There is a big disjuncture between American industrial policy and monetary policy and frankly trade policy. Wall Street loves that the US dollar is overvalued because it's a boon for them.
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