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.
In 2025, India's GDP grew by 8.2%, inflation fell to 0.71%, and the unemployment rate hit a historic low. This article provides an in-depth analysis of the structural changes behind these figures, exploring how the resilience of domestic demand, improvements in the labor market, export upgrades, and coordinated policy frameworks together form the foundation for India's long-term economic transformation.
Based on the Chintan Shivir 2026 meeting of the Indian Ministry of Steel, this analysis examines how India's steel industry can achieve the 300 million tonne capacity target and enhance its global competitiveness through emerging technologies such as artificial intelligence and the Industrial Internet of Things.
Review the 2002 Frontline magazine's assessment of India's economic reforms, analyze the achievements and hidden concerns since the 1991 reforms, and explore their implications for India's subsequent development.
Under the restructuring of global supply chains, India's EMS industry has grown fourfold in five years, yet faces a low value-added predicament. The article analyzes the imbalance between its scale and depth, and explores the strategic path from capacity expansion to capability leap.
Prologis predicts that India will enter a development and leasing boom driven by logistics modernization in 2026. This article analyzes the economic logic and long-term impact behind it.
Based on the headline views of Deloitte's India Economic Outlook, this article analyzes how India can reshape economic opportunities through trade agreements amid increasing global trade uncertainty, enhancing manufacturing competitiveness and its position in global supply chains.
According to the Indian Railways 2024-25 yearbook, capital investment in Indian Railways has grown significantly, with the electrification rate approaching 94% and passenger volume continuing to rise. However, freight turnover has declined and wagon turnaround days have increased, highlighting efficiency bottlenecks. This article analyzes the expansion and challenges of Indian Railways and their implications for economic growth.
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 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.