Tag Archives: India manufacturing

The World Is Rebuilding Supply Chains Around Geopolitics. India Has a Window.

India’s opportunity in global supply chain diversification

For decades, companies designed supply chains around one primary question: Where can we produce most efficiently? That calculation is changing. Geopolitical tensions, export restrictions, tariffs, critical-mineral dependencies and disruptions to major trade routes are forcing businesses to consider another question: Can we still depend on this supply chain when the world changes suddenly? This is […]

India’s Manufacturing Growth Has Hit a Five-Year Low. Is This a Warning or a Temporary Pause?

India manufacturing growth and industrial production outlook

India’s manufacturing story is entering a more demanding phase. The latest manufacturing PMI has fallen to its weakest level in nearly five years, pointing to softer demand and slower hiring across factories. It is an important signal, particularly after several years in which manufacturing has been one of the central pillars of India’s economic ambitions. […]

Global supply chains are fragmenting: India’s real opportunity starts now

India emerging as a global manufacturing and supply chain hub with ports, logistics, exports, and industrial infrastructure.

For years, global supply chains were built around a fairly simple assumption: efficiency would outweigh almost everything else. If we take manufacturing to a faster, cheaper, and scalable pace, production would naturally be concentrated in a few geographic locations. This would have been very effective in the past. However, I believe 2026 marks a subtle […]