MANUFACTURING ECOSYSTEM IN CHINA
India beating Japan as world's 4th biggest economy no cause for major celebration, warns ex-WEF MD
India is set to surpass Japan as the world's fourth-largest economy, but experts caution against complacency due to its low GDP per capita. Claud Smadja highlights the importance of accelerating reforms, protecting data assets, enhancing innovation, and boosting rural productivity to ensure inclusive growth and achieve the goal of a $7 trillion economy by 2030.
Not just India's worry, China’s rare earth chokehold tests the mettle of global industry
Global automakers and governments are raising concerns as China's restrictions on rare earth magnet exports disrupt supply chains. These restrictions, citing national security, impact critical industries like electric vehicles and defense. Nations like India, Japan, and the US are scrambling to mitigate the effects, seeking alternative sources and domestic production to reduce reliance on China.
Patrick McGee, ‘Apple in China’ author, explains why India isn’t the next China for Tim Cook
Apple’s expansion in India is steady but slow, lagging far behind the rapid growth it achieved in China. Despite assembling millions of iPhones locally, India’s manufacturing ecosystem remains small and dependent on Chinese components. Journalist Patrick McGee highlights how Apple’s deep roots in China, built over decades, make a full shift to India challenging. The company’s cautious approach reflects India’s tougher supply chain and policy environment, signalling years before India can rival China’s manufacturing scale.
Jindal Stainless chairman urges govt to impose appropriate duties on imports from certain countries
Jindal Stainless Chairman Ratan Jindal has urged the government to impose duties on surging imports from countries like China and Vietnam to protect the domestic industry and livelihoods. He highlighted the disruptive impact of excess production from these nations, especially on MSMEs, advocating for policies that favor 'Make in India' and support the stainless steel sector.
India’s FDI Rise: A decade of decisive growth and global confidence
India's foreign investment landscape has transformed since 2014. FDI equity inflows have surged, especially between 2019 and 2024. Government reforms like Make in India and Digital India have boosted investor confidence. The digital economy and manufacturing sectors have seen significant growth. India is emerging as a hub for clean technology and sustainable growth.
Zero fear of tariffs: Two Indian cos took Trump in their stride, and are now ready with a killer plan
Dixon Technologies and Florence Shoe Company are strategically expanding. Dixon is capitalising on increased export requests from the US for electronics, aiming for a $100 billion export opportunity. Florence Shoe Company is partnering with Hong Fu to boost shoe production, hoping trade agreements will further enhance sourcing opportunities from India.
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India’s plant-based protein market is heating up—But can it overcome these challenges?
India’s alternative protein industry must plug the infrastructural gaps to attract cost-sensitive consumers and build a sustainable market, say experts.
Apple can inch toward India and Vietnam, but it can’t leave China, with or without tariffs
A book reveals Apple's reliance on China. It highlights how technology transfer aided China's tech growth. The US struggles to replicate China's manufacturing ecosystem. Trump's tariffs are not the biggest threat to Apple. The real threat is Beijing. Apple is slowly moving towards India and Vietnam. But leaving China is not easy for Apple.
Dixon seeks government nod for tie up with China's HKC to make display modules
Dixon Technologies is partnering with HKC for display module manufacturing. The company has applied for government approval. Dixon is also exploring partnerships for diodes and components. They are collaborating with Dassault for smart manufacturing. Dixon aims for 'lighthouse factory' recognition. The company is satisfied with the current PLI scheme. Dixon plans significant investments in components and display modules.
Russian missiles, Western worries: India’s arms map is changing
India is sharply reducing its dependence on Russian defence imports, a significant shift driven by quality concerns, delays, and the Ukraine war’s impact on Russian military capacity. This pivot opens new opportunities for Western defence firms, as India strengthens ties with the US and France, signing billion-dollar deals and partnering on advanced technology. While Russia remains important for spares and nuclear capabilities, India’s growing Western defence partnerships mark a historic realignment, benefiting both India’s military modernisation and Western defence manufacturers seeking a major market.
ETMarkets Smart Talk: India’s market cap could hit $10 trillion by 2030, says ArthAlpha’s Rohit Beri
Rohit Beri of ArthAlpha Investment Advisors presents a bullish outlook on Indian equities, projecting a $10 trillion market capitalization by 2030. He advises investors to remain cautious amid current market volatility, focusing on sectors like capital goods, infrastructure, and renewables for long-term growth. For high-net-worth individuals, he recommends a strategy balancing capital preservation, growth, and tactical agility.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 21% in 1 year
In a super bullish market, one tends to buy stocks without looking at their fundamentals. Similarly, in a bearish market, one may end up selling promising stocks. But what about a market that is neither? Either just sit with cash and ride out the current phase, or buy for the long term. Also remember: Fear has never paid off in the market, but sensible risk-taking probably will. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
iPhone exports to US trump last year numbers by 76%
Apple significantly increased iPhone exports from India to the US, surging 76% year-on-year in April, while exports from China sharply declined. This shift reflects Apple's strategy to diversify production amid trade tensions and reduce reliance on China. Despite potential tariffs, manufacturing in the US remains less profitable for Apple, leading to continued investment in Indian production capacity.
A lesson from China’s defence tech
India needs to prepare for challenges from China's advanced defense technology. China aims to challenge the US and is rapidly developing its military capabilities. India must boost domestic defense production and collaborate with other countries. The focus should be on technological superiority and joint ventures. Government of India needs to involve IT companies and startups in defense research.
Govt sets a cool exports target for AC makers
The government is pushing air conditioner manufacturers to significantly increase exports. This follows the Production Linked Incentive scheme. The goal is to make India a major AC exporter, competing with China and Thailand. India aims to export 15-16 million AC units in four years. Currently, exports are around 2 million units. The government is seeking industry input on export challenges.
India's IPO momentum grows on strong fundamentals and investor confidence: Ranvir Davda, HSBC
India's equity market is rebounding due to easing geopolitical tensions, strong earnings, and investor inflows. IPO momentum is supported by differentiated stories, sectoral interest in manufacturing and tech, and optimism around India's structural growth and China+1 opportunities.
HAL AMCA: What is India’s fifth-generation fighter jet, and how does it compare with F-35, Su-57, J-20?
India has approved the AMCA, its first indigenously-built fifth-generation stealth fighter jet. Designed to counter modern aerial threats and regional rival advancements, the AMCA will rival jets like the US F-35, Russia’s Su-57, and China’s J-20. With stealth tech, AI-driven systems, and domestic industry participation, India aims to strengthen its air power by 2035. The project takes shape amid increasing military cooperation between China and Pakistan and will play a key role in bolstering India’s defence capability.
Rajnath Singh calls AMCA ‘bold, decisive’ move to strengthen India’s defence arsenal
India’s Defence Minister Rajnath Singh has approved the Advanced Medium Combat Aircraft (AMCA) programme, a key step in developing India’s fifth-generation fighter jets. The project, involving both public and private sectors, aims to enhance self-reliance in defence and boost aerospace manufacturing. Amid rising regional threats and global advancements, the AMCA will strengthen India’s air force and support Prime Minister Modi’s ‘Make in India’ vision. The first prototype is expected by 2031, with production starting in 2035.
Lockheed to Boeing: How India’s Operation Sindoor may loosen the grip of US defence giants
India’s recent military advances and cost-effective innovations expose critical weaknesses in the US defence system. As Washington clings to outdated Cold War models and monopolistic defence contractors, it risks falling behind rivals like India and China. Experts call for urgent reforms to speed up acquisition, break up monopolies, and build scalable, adaptable systems. Without change, the US could lose its military edge in future conflicts. The time for reform is now—and the clock is ticking.
Intel, AMD former executives throw the hat into AI semiconductor ring
Executives from major semiconductor companies like Intel and AMD are leaving to launch AI chip startups in India, fuelled by government incentives and a growing demand for semiconductors. These ventures are attracting significant investment, aiming to capitalise on the projected $1 trillion global market by 2030.
Tata is giving wings to Make in India aviation dream
India is progressing towards aerospace manufacturing self-sufficiency. Tata Group and Airbus will establish a helicopter assembly line in Karnataka. This follows their military aircraft facility in Gujarat. These ventures boost India's ambition to build civil aircraft. The goal is to meet growing domestic demand and reduce reliance on foreign manufacturers. Challenges remain, but India is taking significant steps.
India’s auto market stays hot for global carmakers despite sluggish EV transition: Moody’s
Despite slow EV adoption due to infrastructure gaps, India's booming auto sector attracts global carmakers, says Moody's. Fuelled by a rising working-age population and incomes, car sales are surging. India's low car penetration and status as the third-largest market make it attractive.
India’s 5th-gen stealth fighter jet project gets greenlight as AMCA programme enters execution phase
India advances its indigenous defence capabilities. The Defence Ministry approves the AMCA execution model. This paves the way for India's first fifth-generation stealth fighter. The DRDO commits to delivering AMCA by 2035. India also tests a directed energy weapon, neutralising drones. These developments signal a strategic shift in India's defence outlook. The nation aims for self-reliance in advanced military technologies.
No matter what Donald Trump says, Apple just can't make iPhones in the U.S. — here’s why
U.S. President Donald Trump is pressuring Apple to shift iPhone manufacturing to the U.S., warning of steep tariffs on imports. Experts say this could drive iPhone prices beyond $3,000, sparking concerns over trade tensions and the feasibility of domestic production.
Apple’s India math: Why Trump’s tariff may not dent the iPhone’s desi future, explained
Despite potential tariffs, Apple is increasing its iPhone production in India due to significantly lower labor costs compared to the U.S. Even with a 25% import duty, Indian assembly remains far more economical. Foxconn's massive investment in India, supported by government incentives, solidifies India's position as a key manufacturing hub for Apple, potentially surpassing China.
Apple’s India bet reflects growing global confidence in local manufacturing: Rajeev Chandrasekhar
In a post on the social media platform X, the former Union minister of state for electronics and IT said that forward-thinking policies like the PLI scheme and sustained efforts by the Indian government are making this possible.
Tariff? Long arm of Trump law may not pluck Apple off India
Donald Trump may impose tariffs on iPhones not manufactured in America. The tariff could be at least 25%. Apple might face challenges diversifying production beyond China. India's electronics manufacturing sector could also be affected. Experts believe shifting production to the US is not feasible. Some see this as a negotiation tactic with India.
Trump threatens 25% tariff on iPhones not made in US, targets India production
US President Donald Trump has threatened to impose a 25% tariff on iPhones sold in the US unless they are manufactured in the country, and not in India or elsewhere. The statement, posted on Truth Social, follows his recent remarks advising Apple CEO Tim Cook against producing in India. Experts view this as a pressure tactic aimed at securing better trade terms with India.
Trump tariff push to make iPhones dearer for US market, labour cost may rise 13 times: Experts
US tariffs on imported iPhones will increase prices due to higher duties and production costs. Relocating Apple’s supply chain from Asia to the US is impractical and expensive. India remains a vital manufacturing hub, benefiting from lower labour costs and incentives, while US tariffs threaten Apple’s profit margins.
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