India faces a double-edged trade environment: steep US tariffs, a newly signed EU free-trade pact, and a shifting Chinese manufacturing landscape that together reshape its export strategy.
View full episode →“Tariffs act as instant taxes that destroy margins without building domestic capacity.”
“Rational industrial policy requires detailed mapping of supply chains to identify critical upstream suppliers.”
“A group of foreign buyers can collectively fund a domestic supplier, creating a homegrown supply chain.”