Channel
05Analysis of India's manufacturing opportunity as global supply chains shift.
Under the restructuring of global supply chains, the Indian EMS market has quadrupled in five years, but the share of low-value assembly remains too high. This article analyzes how India can transition from scale-driven to capability-driven growth and seize high-value manufacturing opportunities.
India's solar manufacturing capacity is expanding rapidly, but it relies on China for upstream silicon materials and wafers. This article analyzes how India is seeking to replace China's role in the global supply chain restructuring.
India is brewing the largest-scale reform of SEZs since 2005, attempting to revive this policy framework once regarded as an export engine. This article analyzes the economic logic, policy challenges, and long-term industrial impacts behind SEZ 2.0.
Based on the latest insights from Green Portfolio CIO Anuj Jain, an in-depth analysis of the structural opportunities and market evolution of India's manufacturing sector under the PLI policy, global supply chain restructuring, and new RBI regulations.
India's New Economic Positioning from the Perspective of UK Manufacturing Supply Chain Restructuring
Yes Securities research shows that free trade agreements signed between India and developed economies are restructuring its export landscape, with high value-added industries such as electronics, pharmaceuticals, and engineering machinery emerging as the biggest winners, while traditional sectors like textiles and jewelry face structural challenges. This shift signals India's move from cautious protectionism toward deep global trade integration.
A Bank of Baroda report shows that India's import dependence in key manufacturing sectors has significantly declined, with the electrical industry falling from 22.7% to 13.7% and chemicals from 27.5% to 22.5%. This marks that the 'Make in India' initiative and industrial policies such as semiconductors have begun to reshape the domestic supply chain landscape.
After “Make in India” and the expansion of manufacturing driven by PLI, the key variable in India’s industrial competition is changing: sustainability is no longer an added requirement, but a new threshold that determines capacity, financing, supply chains, and export competitiveness.
NITI Aayog pointed out that India’s reliance on semiconductor imports, geopolitical risks, and defense needs are pushing chip self-reliance to a higher priority. This is not only an issue for the electronics industry, but also a key part of India’s manufacturing upgrade, foreign exchange security, and supply chain restructuring.