Category: Indian economy
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India’s Widening Trade Deficit and Declining Rupee: A Turning Point for Economic Strategy
India is entering a decisive phase in its economic journey as the trade deficit surges to historic levels while the rupee continuously weakens against the US dollar. These twin developments are not isolated market fluctuations — they represent structural tensions in India’s external sector, shaped by deep historical legacies and…
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Confidence in India’s Logistics Cost: The Story of Economic Transition
For decades, one of the most cited bottlenecks to India’s global competitiveness was its high logistics cost. Economists, investors and policymakers repeatedly argued that India’s logistics bill—long believed to be 13–14% of GDP—reduced export competitiveness, limited manufacturing output and made supply chains inefficient, especially compared to advanced economies averaging 8–10%.However,…
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India’s Electronics Manufacturing Takeoff: FTAs, Policy Shifts, and the Road to a US$500 Billion Industry
India’s electronics manufacturing sector is entering one of the most significant phases in its modern industrial history. For decades, India remained a large consumer of electronics but a relatively small producer in global value chains. Today, this balance is changing rapidly. New Free Trade Agreements (FTAs), deeper policy reforms, and…
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India’s Rising Trade & Currency Strategy: A Structural Shift Toward Local-Currency Globalisation
India’s trade and currency strategy is undergoing one of its most important transitions since the liberalisation era of 1991. The recent policy tone, reflected in new trade-settlement arrangements and diversification of trading partners, indicates a deliberate attempt to reshape India’s external economic architecture. The underlying message is clear: India is…
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India’s Manufacturing Moment: Picking the Right Battles in a Fragmented Global Economy
India stands at a rare inflection point in the world of manufacturing—one shaped by geopolitics, re-shoring, near-shoring, and a once-in-a-lifetime restructuring of global supply chains. As multinational firms diversify away from concentrated production hubs, particularly China, the opportunity for India is unprecedented. But opportunity alone is never enough; strategy determines…
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India’s Textile Sector : How Exporters Are Weaving a New Future in Europe Amid U.S. Tariff Pressures
A Shifting Fabric of Global Trade India’s textile exporters are rethreading their global strategy. Faced with rising U.S. tariffs—impacting nearly 29% of India’s textile and apparel exports—they are now turning toward Europe, a market long valued for its design diversity and regulatory depth. According to Reuters, Indian exporters are not…
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The 50% Tariff Shock: Why India Must Redesign Its Manufacturing Future
A Global Trade Reality Check India’s ambitious plan to expand its manufacturing base — particularly in labour-intensive sectors like apparel, electronics, and auto components — faces a fresh headwind. The World Economic Forum’s analysis, cited by The Economic Times, warns that a 50 % U.S. tariff threat could significantly undermine…
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India’s Manufacturing Moment: The Road from 17% to 25% of GDP
From Industrial Aspirations to Global Ambitions India’s manufacturing story has been one of persistent potential. Since the early years of independence, successive plans—from the Second Five-Year Plan under Nehru to the Make in India initiative—have recognized manufacturing as the backbone of economic progress. Yet, while agriculture’s share in GDP has…
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Strategic Autonomy in a Shifting US–China–ASEAN Order
India’s foreign policy is entering a pivotal phase as tectonic shifts reshape the global power balance. With the United States and China locked in prolonged strategic competition and ASEAN navigating internal realignments, India has emerged as a pragmatic power — balancing security imperatives, economic partnerships, and its doctrine of strategic…
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