Abhinav Shresth
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.

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