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Where the critical technology chokepoints sit across chips, AI compute, telecom networks, critical minerals and advanced manufacturing supply chains.
Why geopolitics has become a procurement, supply chain and capital allocation issue, not a remote policy concern.
How the US-China technology contest creates exposure and opportunity for Indian companies across manufacturing, pharma, consumer technology, financial services and hardware-linked sectors.
What CEOs and boards should track now to identify concentration risk, regulatory shocks and new areas of strategic leverage.
