Macroeconomics
Where should a bike maker source semi-custom parts in Asia?
Business memo · Apr 2026
Recommendation: A diversified split across Indonesia (volume), India (long-term partner), and Malaysia (precision components).
The prompt
Scenario: your company makes fully custom, made-to-measure bicycles entirely in the US, and investors are pushing you to launch a semi-custom line sourced from Asia, the world's manufacturing hub. Using three lenses — labor markets (jobs, pay, unemployment), prices, and inflation — recommend the Asian country (or countries) that should supply the parts.
The memo
Open in new tabPDF preview isn't supported on this device.
Open the memo