Research overview
Finding the industrial position before it is obvious
Research into how import dependence, supply gaps, landed cost, local conversion economics and capital requirements can reveal industrial opportunities before they become obvious in headline market data.
Research focus
- Industrial strategy
- Market research
- Import substitution
- Unit economics
- Supply chains
- Capital expenditure
- Venture thesis formation
- Second-order effects
Status
Working paper. This page provides a concise overview of the work and its research domain.