Editor profile
Senior Analyst, Market Signals
David Miller analyzes capital market trends and foreign investment signals in India. Based in Dubai, he provides a strategic international perspective on India's investment landscape.
david.miller@indiaeconomicpost.comUnder 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 launches a new incentive plan of 65 billion rupees, shifting from promoting assembly to localized R&D and deep integration of supply chains, attempting to challenge China's dominant position in global smartphone manufacturing.
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.
Indian bank reports show that import dependence in key sectors such as electrical and chemicals has significantly decreased, and Indian manufacturing is shifting from policy-driven to structural self-sufficiency.
The Manufacturers Association of Nigeria believes that although the macroeconomic reforms over the past three years have significantly increased manufacturing costs, they have also laid the foundation for long-term economic recovery. The real test has now shifted from “correction” to “reconstruction”: policy needs to move beyond stabilizing the currency and public finances and further toward restoring industrial competitiveness, access to financing, and power reliability.
The YEIDA region of Uttar Pradesh has secured investment intentions exceeding INR 500 billion, covering sectors such as solar energy, electronics, IT, railways, and apparel manufacturing, reflecting a deeper transformation in the state from an agriculture-heavy province to a manufacturing and green-industry hub.