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Investment And Fdi coverage from 新兴市场邮报.
Based on UNCTAD and OECD data, analyze the phenomenon of India's FDI inflows growing by 44% in 2025 but manufacturing greenfield investment declining, and explore the structural challenges of emerging markets in global supply chain shifts.
India's net foreign direct investment plummeted from $2.8 billion to $100 million, despite record total inflows. This trend reveals deep-seated issues regarding the quality and sustainability of capital inflows into emerging markets, serving as a cautionary tale for the investment landscape of the Global South.
Despite a sharp decline in manufacturing FDI, Malaysia's net FDI still surged by 41% in 2025. Behind the surge in service sector investment is the digital infrastructure and AI boom, while manufacturing continues to contribute substantial profits through high value-added. The investment landscape in emerging markets is undergoing profound changes.
This paper analyzes the structural problems of new economic zones in the global FDI competition, reveals the transformation trend from "release-driven" to "verification-driven", and proposes a four-stage verification model to explain the formation mechanism of credibility competition among economic zones.
In 2024, US FDI reached $279 billion, far exceeding China. On the surface, it is a capital competition, but in reality, it is a game of technological sovereignty in advanced manufacturing industries such as semiconductors and electric vehicles. Emerging markets are facing a critical window period.
India's net FDI has fallen from a peak of $44 billion in 2020-21 to less than $1 billion in 2024-25. The seemingly strong gross inflows mask a structural dilemma of accelerating capital outflows, dominance of financial investors, and shrinking manufacturing FDI. This article deconstructs the truth behind the data on capital cycles from an emerging market perspective.
In 2025, Cambodia attracted $5.1 billion in foreign direct investment, with exports growing by 17.7%, and manufacturing investment becoming the main driving force. This article analyzes the structural opportunities in emerging markets from the perspectives of global supply chain shifts, demographic dividends, and policy risks.
The Indian rupee is under pressure, and this is not just a simple currency fluctuation, but a typical emerging market signal: when the current account deficit widens, net capital inflows weaken, and foreign investors become more cautious in their allocations, the growth model, policy priorities, and long-term financing capacity are all repriced.