About
We take businesses apart to see how they work.
Independent, evidence-based research on the supply chains and markets that move the world – and on who actually captures the value.
What Alternate View is
Alternate View is an independent research publication. Each piece takes a single product, company or market and follows it down to its parts separating what is assembled somewhere from what is actually earned there. The result is a clear, sourced picture of how value is made and who keeps it. No opinion columns.
What we research
Supply Chain
Assembly, value addition and industrial policy — where products are made and where value is captured.
Live
Financial Markets
How capital, pricing and incentives shape markets and the businesses inside them.
In development
Technology
The economics and mechanics behind the products and platforms shaping industry.
In development
Sports
The business and analytics of sport — the systems behind performance and revenue.
In development
How we work
Every piece is held to the same method evidence over opinion.
- Start from primary sources. Filings, customs data and disclosures – not secondary reporting.
- Trace the full chain. From raw input to final sale, end to end.
- Reconcile every number. Each figure is checked against an independent source.
- State the assumptions. What we assumed, and where the uncertainty sits.
The Briefing
New research delivered when we publish – one email per piece, no noise. Questions, tips or corrections: info@alternateview.in.