China Quo Vadis: Strategic Repositioning of a Key Market EAC International Consulting Partner Daniel Berger has been cited as a market expert in a major Handelsblatt analysis examining the shifting China revenues of German corporations, published in the context of Chancellor Friedrich Merz (CDU) visit to China. Our perspective on the structural repositioning now underway in the China market is available in our Executive Briefing. Click here to read more.Latest Juli 15, 2026 India’s Maritime Transformation: Logistics, Manufacturing, and Indo‑German CollaborationJuni 24, 2026 Why Hyper-Localization is the New Playbook for International Success in ChinaJuni 15, 2026 China Cost Optimization 2026 …
China Quo Vadis: Strategic Repositioning of a Key Market
China Quo Vadis: Strategic Repositioning of a Key Market The Handelsblatt article published in the context of Chancellor Friedrich Merz’s (CDU) visit to China highlights a tangible market shift in the China revenues of German corporations. EAC International Consulting was cited as a market expert in this context. The former growth engine is losing momentum, and market shares are realigning and the success factors for a sustainable China engagement are being redefined. At the same time, the development reflects less a withdrawal and more a structural repositioning.The China boom of past decades is over. With approximately 5.0% growth in 2025 …
INDIA’S SOLAR MANUFACTURING PIVOT: WHY GLOBAL PLAYERS MUST ACT NOW
INDIA’S SOLAR MANUFACTURING PIVOT: WHY GLOBAL PLAYERS MUST ACT NOW India is entering a once-in-two-decades solar manufacturing supercycle. Installed capacity has expanded from 2.8 GW in 2014 to nearly 130 GW by 2025, supported by ambitious national targets and strong policy commitments. While the solar demand outlook is robust, the manufacturing landscape remains uneven with significant capability gaps in upstream segments and next-generation cell technologies. This creates a strategic window for global players to shape India’s next phase of solar industrialization.India’s Solar Growth Story: From Scale to Manufacturing Sovereignty India is now the world’s fourth largest renewable energy market and …
India’s High-Performance Coatings Market as a Growth and Manufacturing Platform for Specialty Chemical Companies
India’s High-Performance Coatings Market as a Growth and Manufacturing Platform for Specialty Chemical Companies The global coatings industry is rapidly shifting toward waterborne, low-VOC, and high-performance chemistries as sustainability regulations tighten and downstream industries demand improved environmental and technical performance. Waterborne coatings have become one of the fastest-growing global segments, supported by increasing adoption in automotive, industrial, and construction applications. The global market is expected to surpass 140 bln EUR by 2035, driven by innovation in dispersants, rheology modifiers, polyurethane dispersions, adhesion technologies, and next-generation corrosion-resistant systems—areas where established specialty chemical manufacturers continue to lead. India has emerged as one …
Unlocking Feedstock Potential: Pathways to Reliable CBG Supply Chains in India
Unlocking Feedstock Potential: Pathways to Reliable CBG Supply Chains in India India’s CBG industry holds tremendous potential of 9.2–12.9 million tonnes per annum (MTPA), offering a significant opportunity to reduce imports of natural gas and crude oil while contributing to the nation’s net-zero targets.The abundance of biomass resources, favourable government policies, the need to improve soil health, and India’s green transition initiatives are key enablers that create strong prospects for scalable renewable energy. Among major biomass sources, agri-residue accounts for nearly three-fourth of the total potential, while municipal solid waste (MSW), press mud, and animal manure form the remaining key …
China’s October 2025 Export Controls: Strategic Implications for Global Industries
China’s October 2025 Export Controls: Strategic Implications for Global Industries China’s export-control framework has entered a new phase of regulatory refinement and systematization. On October 9, 2025, the General Administration of Customs announced comprehensive measures that mark a fundamental shift from reactive quota management to proactive governance of critical materials and technologies. These regulations carry profound implications for global supply chains spanning advanced manufacturing, clean energy, and strategic technology sectors.The announcement encompasses five interconnected circulars that collectively represent China’s most comprehensive approach to critical materials governance. These measures span the entire value chain from raw materials and processing equipment through …
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start There has been a lot of debate lately on whether India’s recent manufacturing inflows are “real” or simply limited to assembly. The assumption is that unless a country builds deep manufacturing capability, it cannot truly move up the value chain. But that view misses an important truth about how industrial ecosystems actually evolve.Even if India’s current wave of investment is assembly-led, it sets in motion something much larger. When global companies begin to assemble products locally, they inevitably bring suppliers, logistics partners, testing facilities, and component makers along with them. …
Evolving Energy Mix for the Manufacturing Sector in India’, launched on September 24th, 2025 at the 69th IGCC Annual General Meeting in Mumbai, India
EAC India published a report at the 69th Indo-German Chamber of Commerce Annual General Meeting in Mumbai How are companies optimising their carbon footprint? The Answer Lies in Our Latest Report ‘Evolving Energy Mix for the Manufacturing Sector in India’, launched on September 24th, 2025 at the 69th IGCC Annual General Meeting in Mumbai, India.Through extensive research and real-world case studies from industry leaders, we explore the answers that are reshaping India’s manufacturing landscape. Prepared by EAC International Consulting in partnership with IGCC, the report examines India’s energy transition landscape and its implications for the manufacturing sector, that was presented …
The Johor-Singapore Special Economic Zone: Where Strategic Vision Meets Market Reality
The Johor-Singapore Special Economic Zone: Where Strategic Vision Meets Market Reality JS-SEZ represents more than just another economic initiative, it’s a paradigm shift that’s reshaping how multinational corporations approach Southeast Asian market expansion. With 93% of Singaporean firms already eyeing Johor for strategic investments, this cross-border collaboration has emerged as the region’s most compelling value proposition for forward-thinking executives.While conventional special economic zones focus on isolated benefits, the JS-SEZ pioneers an integrated ecosystem that leverages the complementary strengths of two dynamic economies. This isn’t merely about cost arbitrage – it’s about creating sustainable competitive advantages through strategic geographic positioning, regulatory …
EAC at WAIC 2025: AI & Robotics Innovation on the Rise
EAC at WAIC 2025: AI & Robotics Innovation on the Rise Addie’s recent post from the World Artificial Intelligence Conference (WAIC) 2025 offers a crucial look into the dynamism of China’s AI and robotics sectors. As a Munich-headquartered firm with a long-standing presence in international markets, EAC is uniquely positioned to analyze these developments and their impact on global business.What we’re seeing in China goes beyond a simple tech showcase. As Addie points out, this is a „productivity revolution“ driven by a strategic, government-backed roadmap. The sheer scale of WAIC 2025 with its 70,000+ sqm footprint and 800+ exhibitors underscores …
MNC Localization in China: Strategic Adaptation in a Changing Business Environment
MNC Localization in China: Strategic Adaptation in a Changing Business Environment The warning signs have been building for months. Foreign executives in China boardrooms are reporting slower decision-making cycles,” throat-cutting” competition, and increasingly comprehensive regulatory requirements. Meanwhile Chinese players are gaining ground with local solutions that meet evolving government procurement requirements. What was once viewed as a temporary market adjustment is now revealing itself as a fundamental shift requiring urgent strategic recalibration.Changes in China’s economic development represent a structural transformation that’s reshaping how multinational corporations must operate in the world’s 2nd largest economy. What makes this transition particularly complex is …
NEW: 2025 EDITION-ASEAN INVESTMENT LOCATION COMPASS
NEW: 2025 EDITION – ASEAN INVESTMENT LOCATION COMPASS ASEAN stands at the epicentre of global business expansion, offering investors unrivalled access to over 680 mio consumers and rapidly evolving as a preferred destination for both manufacturing and market entry. With its lucrative position straddling major trade corridors and an economy anchored in resilience and adaptability, ASEAN’s 2025 profile reflects robust growth, a strong commitment to regional integration, and active engagement in global supply chains. In the wake of shifting global dynamics, the region continues to present itself as a compelling alternative to China and India, appealing to companies looking for …