A market can grow quickly without becoming easier to win
Growth rates answer a demand question. Strategy still has to answer the route-to-advantage question.
Signals
Short observations, selectively published.
Notes on developments worth paying attention to. These are deliberately less frequent than a social feed and more concise than a full article.
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Localisation is a commercial-model question, not only a manufacturing question
The strategic value of local manufacturing can extend into tenders, service, channel economics and account access.
In healthcare services, replication risk deserves its own diligence workstream
A successful first facility does not automatically imply a scalable multi-city model.