Category: Industry Sectors
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India’s Garment Exports Face New Headwinds Under U.S. Tariff Shock
India’s ready-made garments (RMG) sector—long a vital contributor to export earnings and employment—is bracing for a sharp slowdown. According to a recent forecast by Crisil, revenue growth is expected to shrink to just 3–5% in FY26, nearly halving from previous levels. The primary reason: new U.S. tariffs that are set…
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US Tariffs: A Challenge to “Make in India” Momentum
The recent move by the United States to impose 50% tariffs on key imports has created turbulence for Indian exporters. Sectors such as apparel, jewelry, textiles, and seafood—all of which form critical pillars of India’s export basket—now face steep cost disadvantages in the American market. These industries collectively employ millions,…
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Fed’s Rate-Cut Signal Sparks Market Optimism
The annual Jackson Hole Economic Symposium once again became the focal point of global financial markets, but this time the message carried by U.S. Federal Reserve Chair Jerome Powell was markedly different. Powell’s remarks hinted at a potential interest rate cut as early as September, sending ripples of optimism through…
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India–Peru FTA: A Strategic Boost for Tamil Nadu’s Industrial Sector
As India and Peru move closer to finalizing a Free Trade Agreement (FTA), attention is turning to how this partnership could reshape opportunities for Indian industry. The FTA, expected to cut tariffs and open markets in mining, agriculture, pharmaceuticals, and technology, holds particular promise for Tamil Nadu, one of India’s…
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Export Promotion Mission: A ₹25,000 Crore Push to Shield Indian Trade
India’s export sector is entering a critical phase as global markets are reshaped by protectionist measures, rising tariffs, and tightening supply chain dependencies. Recognising these headwinds, the Government of India has rolled out the Export Promotion Mission (EPM), a ₹25,000 crore package spanning 2025–31. This mission aims not only to…
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Rising Logistics Costs: A New Challenge for Small Exporters to the U.S.
The abolition of the U.S. de minimis exemption has reshaped the landscape for small exporters and MSMEs shipping to America. Once a lifeline for e-commerce-driven trade, the de minimis rule allowed packages valued under $800 to enter the U.S. duty-free, with minimal customs paperwork. For thousands of Indian MSMEs and…
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India–China Trade Deficit: Why Recalibration Is Urgent
India’s economic engagement with China has long been defined by asymmetry, but the latest numbers show just how stark that imbalance has become. A recent study by the Indian Council for Research on International Economic Relations (ICRIER) highlights that India’s trade deficit with China has soared to $99.2 billion in…
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Apple’s Strategic Pivot: iPhone 17 Manufacturing Expands to India
Apple’s decision to assemble all four models of the upcoming iPhone 17 in India marks a historic shift in the global electronics supply chain. For the first time, the tech giant is set to roll out its flagship device entirely from Indian production lines, spanning five facilities, including Tata Group’s…
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Foreign Direct Investment in EMDEs: Trends, Challenges, and the Way Forward
Foreign direct investment (FDI) inflows to emerging market and developing economies (EMDEs) have been on a steady decline as a share of GDP since the global financial crisis. In the boom years of the 2000s, FDI inflows reached nearly 5% of GDP in a typical EMDE by 2008. Today, they…
