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CHINA TO INDIA MANUFACTURING SHIFT
Indian pharma leaving generics era behind, but the Street hasn't caught up yet: Nandan KulkarniIndian pharma is shifting from generics to innovation. This transformation, extending to 2035, is creating significant new opportunities. C...
World's top miners BHP, Rio Tinto see India emerging as steel's next growth frontier beyond ChinaGlobal mining giants BHP and Rio Tinto are focusing on India for future steel demand. India's rapid urbanisation and infrastructure project...
China Shock 2.0: Surging Chinese exports threaten Europe's economy, raising concern at G7 summitEight years of U.S. tariffs have failed to curb China’s manufacturing strength, with Beijing posting a record $1.2 trillion trade surplus b...
Era of software and MBA is over; time to respect welders, plumbers and electricians: Chief Economic Advisor Nageswaran"The technological advance cannot take away your employability. So you should equip yourself with trade skills. The globalising world gave ...
Is the Iran war just an energy shock - or a turning point?A potential U.S.-Iran peace deal to reopen the Strait of Hormuz could signal a watershed moment for global energy markets, moving beyond a ...
China's subsidy edge poses biggest challenge to Make in IndiaAs Indian manufacturers navigate the challenging waters of global trade, they find themselves increasingly overshadowed by Chinese business...
India seeks French investments in manufacturingCommerce Minister Piyush Goyal invited French companies to invest in India. He emphasized India's large talent pool and manufacturing capab...
CEA Nageswaran cites East Asia, says protection must be tied to productivity and global competitivenessChief Economic Advisor V Anantha Nageswaran highlighted that East Asian economies like China, South Korea, and Vietnam succeeded by offerin...
Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gearsIndia's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreeme...
India's productivity gap with China widens despite strong GDP growth; manufacturing leap still missing: ReportIndia's labour productivity gap with China has widened significantly since 2000, despite strong economic growth. The country has yet to ach...
India's FTAs set stage for $1 trillion export target: ReportIndia's new generation of Free Trade Agreements can act as a catalyst for manufacturing expansion, private capex revival and supply-chain i...
Syndicate Finance bridges the execution gap for India's export-ready textile manufacturersAs India cements its position in global apparel supply chains, structured lending is emerging as the critical enabler and Syndicate Finance...
Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...
Why the G7 is worried about global economic imbalancesIn a pivotal discussion at the G7 summit, France is highlighting urgent concerns about the global economic landscape. China's robust export...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
Chinese production continues despite tech transfer curbsChinese electronics companies are pushing ahead with their India expansion. Brands like Hisense, Haier, and Oppo are increasing local manuf...
India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMGIndia's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansio...
'Last year we exported Rs 35,000 crore components to China': Ashwini VaishnawIndia's electronics manufacturing is on the rise. Last year, components worth 35,000 crore rupees were exported to China. Around 250 new co...
Very short window for India amid China supply-chain shift, says CEA V Anantha NageswaranChina's policies are hindering global supply-chain diversification. India faces a brief opportunity to attract relocating businesses. A pro...
China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...