India’s Shipbuilding Industry Can India Become a Global Maritime Manufacturing Hub? Executive Summary India’s shipbuilding sector stands at a pivotal inflection point. After decades of minimal commercial presence, the country is now mobilising unprecedented financial firepower and forging high-profile global partnerships to claim a seat at the world’s maritime manufacturing table. India is seeking to […]

India’s Auto Component Industry Can It Move Up the Global Value Chain? INDUSTRY AT A GLANCE REVENUE GROWTH TRAJECTORY ~14% CAGR FY20-FY25 6.8% Growth in H1 FY26 10% 5yr sector CAGR INDIA’S SHARE IN THE $700B GLOBAL COMPONENT MARKET EXPORT PERFORMANCE & MARKET DESTINATIONS  WHAT COULD GO WRONG? RISK Slow EV adoption China price dumpingWeak semiconductor […]

India’s Manufacturing – Inflection Point: Structural Shift or Cyclical Momentum? India’s manufacturing sector is growing, but the key question is whether this reflects a long-term transformation or short-term momentum. The reality is that both are at play. There is clear progress, but it is still incomplete. Key sectors such as electronics, automotive, and capital goods […]

Introduction For decades, Indian Railways has been known as the lifeline of the nation, moving millions of passengers and vast volumes of goods across geographies. But today, its role is undergoing a fundamental transformation. No longer just a transport utility, railways are emerging as a critical economic enabler, quietly powering India’s industrial momentum, logistics efficiency, […]

India’s MedTech Inflection Point India’s medical technology sector is entering a decisive growth phase, transitioning from a largely import-dependent market to an emerging global manufacturing and innovation hub. Valued at ~US$15 billion, the industry is projected to double by 2030, driven by rising healthcare demand, expanding hospital infrastructure, digital health adoption, and policy support under […]

A Structural Shift in Global Manufacturing The 2026-2035 period represents a new industrial cycle, fundamentally different from the cost-driven globalisation phase of the last two decades. Global manufacturing is being reshaped by supply-chain fragmentation, geopolitical risk, carbon-linked trade regulations, and rapid digitisation and AI-driven productivity, reducing the dominance of purely low-cost, scale-based production models and […]

Introduction Global industrial value chains are undergoing a structural reset driven by geopolitical tensions, supply-chain vulnerabilities exposed by the pandemic, evolving trade policies, and corporate strategies to diversify production beyond single-source dependencies such as China. Major consultancies and global institutions point to a shift toward supply-chain resilience and diversification, with companies increasingly exploring China+1 strategies […]