Saarthak Gupta
Given Chinese competition and the spectre of mechanization, it's harder than ever for low-income countries to enter new export sectors. We believe that new industrial opportunities require more than just low cost labor, and will hinge on finding other cost and logistical advantages, such as supply gluts or raw materials that are hard to ship unprocessed.
In this wide-ranging piece, we discuss why export-manufacturing matters, why we still believe it's possible, and the "labor-plus-one" strategy we're pursuing.
Industrialization is harder than ever. We think it’s still possible.
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Saarthak Gupta & Niklas Piringer
With $100,000 and a team of four, Thomas Kehler kickstarted Colombia's cut flower industry. Today it's worth billions a year and employs hundreds of thousands. A decade later, he did it again with Chilean smoked salmon. How did a small team succeed where well-funded government programs failed? In this paired essay and fireside chat, we trace Kehler's story and his lessons for founders building the next export industry.
Economists treat export booms as a miracle. A fishing guide sparked two of them.
Read HereOur costing assumptions for the freeze dried fruit venture in Madagascar, with a focus on the cost of producing freeze dried lychee in Madagascar, vs China, the global market leader.
Estimated pilot capex costs for a freeze dried fruit venture in Madagascar.