The moment of manufacturing in India here

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It was a week crowded with news, but one of the story that has really emerged is the Shein’s India axis.

Maybe I heard about Shin. If not, just ask your delivery driver. They will give you full, complete. The fast fashion giant that keeps the Gen Z and Millennials has been passed indefinitely for things they really don’t need to plan now to increase manufacturing in India, according to Reuters.

So why is the transformation? In the word: Strategy.

Since the American-Chinese trade war war and their consent in the supply chain under the spotlight, international companies redraw their production maps-and many of them have a pin in India.

But let’s be clear: this is not just a quick title for one time. It is part of something bigger. What we see is a slow but fixed calibration. Companies through industries – from smartphones to semiconductors to space – re -evaluate where and how to build things.

An increasingly, they look beyond China.

Take Apple. Only last month, Foxconn I committed $ 1.5 billion To expand its iPhone facility in Tamil Nadu. This is a huge signal of confidence. Currently, about 18 % of all iPhone devices are manufactured in India – a number in the unilateral numbers just a few years ago. According to analysts, this may rise to 25 % by 2027. In terms of exports, India shipped $ 24.14 billion of smartphones in 2024-25, which represents an increase of 55 % over the previous year.

Google does similar movements. The company announced that it will start Assembly of smartphones pixels in IndiaPartnership with Dixon Technologies. Hope is to double the revenues of devices in the region-and approach one of the fastest growing smart phone markets in the world.

But the trend does not stop with consumer technology.

Vinfast is built by the Vietnamese electric car factory, a factory of $ 2 billion in Tamil Nadu. the goal? To convert India into an export center for its cars. Space giants such as Airbus, Prat & Whitney also get more ingredients from Indian suppliers. According to Indian Ministry of Commerce data, space exports increased by 38 % year on an annual basis in 2023-2024.

So no – this is not only about Shin. It relates to a broader reorganization across sectors, driven by a mixture of political geography, economy and strategy.

Here’s the background: The commercial relationship between the United States of China remains tense. Definitions continued through multiple departments. Add to that the increasing scrutiny on the privacy of data, national security and technology transfer – and you have a complex equation that international companies are looking to solve increasingly.

The answer to some is to spread their bets.

This is the place where India enters the frame: not necessarily a substitute for China, but as an alternative. Through its great young working power, and the government that offers manufacturing incentives such as the production -related incentive scheme (PLI), India is exposed to its attractive option for companies looking to diversify.

The PLI chart, which was launched in 2020, covers more than ten sectors, including electronics, medicines, solar units, and textiles. According to government figures, more than $ 33 billion has been tracked in investment committed under the initiative so far.

But let’s not bear far away.

Because even with momentum on its side, the Indian path is not without obstacles.

“India is not without risk in this regard,” Susanna Streter, the head of money and markets in Hargerifs Lansdawon, Karen Gilker’s told CNBC this week. “There have been reports of employment violations that reach forced work and child on cotton farms that are provided with three Indian tissue suppliers to 60 multinational brands.”

These concerns are not isolated. Despite the entire industrial payment, India is still wrestling with logistical bottlenecks, organizational red strip, and incomplete infrastructure in many areas. The Logistical Performance Index of the World Bank India 38 in 2023; Better than it was, but still behind several East Asian peers like Malaysia and Thailand.

However, for many companies, it is no longer about choosing the most efficient supply chain – it is about building a flexible chain.

This is especially true in a world where epidemics, port disturbances, and political tensions can increase overnight. India, with its scale and democratic preparation, offers a relatively stable option in an increasingly unstable world.

However, it is not a sure bet.

A 2023 report by Nomura showed that while India has gained some of its market share in global exports – especially in electronics and machinery – countries such as Vietnam, Mexico and even Bangladesh have benefited from “China + 1” strategy. In a later report, in 2025, Nomura confirmed again that India is about to be one of the largest winners of the next round of the supply chain.

So the story does not “win, and lose China.” It is more accurate than that.

What we see is to re -balance. Diversification of bets. A world in which companies are not only chasing low costs – but are looking for political compatibility, incentives and risk alleviation.

This makes India one of many main players in this manufacturing amendment.

For investors, this provides opportunities and warnings. The bullish direction? A huge local market, high exports, and a continuous flow of foreign investment. The negative side? The risks of implementation, governance issues, and increased pain cannot be ignored.

In the end, the height of India in the narration of manufacturing is not only related to what it does properly, but also to how to change global dynamics.

This makes Shen’s story more than just a fast fashion.

It is a sign of how companies think – globally, with caution, and with the long game monitoring.

What do you think?

– Spriha Srivastava

Air India Boeing 787 Bound to London with 242 on accidents after taking off in India. Boeing Dreamliner with 242 people on board Moments were shattered after taking off From Ahmed Abad in western India, local and carrier officials said on Thursday. The president of Air India N Chandrasekaran said that the Air India Flight 171 flight was leaving Ahmed Abad airport to London Gatwick airport when he was involved in a tragic accident today.

The main inflation in India reduces 2.82 % of the expected in May. It reduces consumer enlargement in India 2.82 % in MayThe Ministry of Statistics and the implementation of the program in the country were reported on Thursday. Food enlargement, which is a main scale, 0.99 % in May, was less than 1.78 % of April. Vegetable enlargement decreased by 13.7 % in April, with grain prices increasing by 4.77 % in May.

India reduces interest rates by 0.5 percentage points. Reserve Bank in India on Friday It reduced the rate of measurement policy for it For the third consecutive time to 5.5 % of 6 %, the lowest level since August 2022. The economists of Reuters expected the central bank to reduce rates by 0.25 percentage points. RBI Sanjay Malhotra said that the bank threw a significant reduction because growth was “less than our aspirations in a difficult global environment and increased uncertainty.”

India and the United States held trade talks last week. Government officials Discuss the bilateral trade agreement in India and the United States With the assistant of the American commercial actor Brendon Lynch, the sources told CNBC-TV18. The sources said that the talks that took place between June 4 and June 10 in New Delhi were “constructive”. The Minister of Foreign Affairs, Superhamaammaniam Jaishhankar, said on Tuesday that it was He hopes to reach a deal Before resuming “mutual” definitions on July 9.

Shin to transfer manufacturing to India. In light of the ongoing trade war between the United States of China, Shen plans to increase her Indian suppliers To 1000 of 150 within a year, Reuters I mentioned Monday, quoting sources. The Chinese fast fashion giant recently cooperated with the Reliable Industries to bring its brand to India in February, after it was banned from the country in 2020.

– Yeo box ping

Indian stocks were trading in negative lands on Thursday, and losing losses in most Asian markets, where investors evaluated US President Donald Trump’s claim that a trade deal with China had “has been”.

Standard Elegant 50 It decreased by 0.32 %, while Bse Sensex decreased by 0.17 % as of 10.50 am Indian standard time.

Since the beginning of the year, the Stockion has increased more than 6 %, while Bse Sensex 5.39 % has gained.

The return of Indian government bonds for 10 years was marginally less at 6.284 %.

– Amal in the Creator

On CNBC TV this week, Pranjul Bhandari, the chief economist in India in HSBC, said that once inflation is controlled, the Indian Reserve Bank will “focus completely on growth.” Bahandari noted that this new goal, which RBI ruler mentioned explicitly, reflects a new “RBI” with new priorities. Central Bank Reduce the cash reserve ratio It also indicates the desire to enhance growth on a structural level, not only periodically.

While reaching the agricultural commodity market in India is essential to the United States in its commercial talks with New Delhi, Washington must take a A wider approach to its negotiations with the nation of South AsiaAccording to Montek Singh Ahlia, the senior Indian economists and vice -chairman of the Planning Committee in India. This is because the “true leverage” of India is its huge services and the technology market – Ahlia said that the use of Chatgpt, for example, is “much larger” in India than in many other countries.

– Yeo box ping