The moment of the industrial production is here

This report is from CNBC’s “India” newsletter, which is in a timely, deep news and market description to large enterprises behind the advanced powerful news and meteoric rise. You can subscribe here.

Every weekend, CNBC’s “Indian” news show, news show, and gives news and market comments about the people behind its growth. Catch the show and moments at Livestream Youtube here.

Tips:

USA: Sunday-Thursday, 23: 00-0000 do
Asia: Monday-Fri, 11:00-12: 00 SIN / HK, 08:30-09: 30 India
Europe: Monday-Friday, 0500-06: 00 CET

It was a week full of news, but a story that really stands, Shein India was Pivot.

You’ve probably heard about Sheen; If not, ask your delivery drive. They will give a full rundown. According to Reuters, the endless fashion giant is now plans to produce an infinite-fashion giant for anything they do not really need.

So why is her turn? In short: Strategy.

As the US-China Trade War stretching and supply chain chain vulnerabilities, global companies have produced production maps and have a pin in India.

But let’s be clear: this is not just a long time fast fashion title. This is part of something larger. We do not have a slow but steady repetition. Companies in the industries – re-evaluate the aerospace from smartphones to the aerospace – where and how they set up.

And as they go out of China.

Take apple. Only last month, Foxconn $ 1.5 billion Expand the iPhone device in Tamil Nadu. This is a heavy signal of confidence. Currently, approximately 18% of all iPhons are developed in India – a number of a number in a few years ago in a row. According to analysts, this may increase by up to 25% by 2027. In terms of exports, India sends a smartphone worth $ 24.14 billion in 2024-25, the one previously marked the 55% increase.

Google moves similar. The company announced that it will start To pick pixel smartphones in IndiaPartner with Dixon technologies. The hope is to double the hardware income in the region and approach one of the world’s fastest growing smartphone markets.

However, the trend does not stop with consumer technology.

Vintnam Electric vehicle manufacturer Vinfast Tamil is a $ 2 billion plant in Naduda. Aim? Convert India to the export center for their cars. Aerospace giants Airbus and Pratt & Whitney also earn more components from India suppliers. According to the Indian Ministry of Commerce, aerospace exports increased by 38% in aerospace exports in 2023-2024.

No – it’s not just about Shein. This is about a wider regulation among the sectors controlled by a mixture of geopolitics, economics and strategy.

Here are the background: US-Chinese trade relations remain tense. Tariffs continued through multiple administration. Add data confidentiality, to the growing control over national security and technological transfers – and global enterprises have a complicated equation that appears to be increasingly easy to solve.

Some of the answers are to spread their bets.

This is where India is in the frame: it is not as an alternative, not necessarily replaced for China. A government that offers an incentive to promote such as a large, young manager and production-related promotion (PLI) scheme, is a charming choice for companies who want to diversify India.

The PLI scheme launched in 2020 covers more than more than ten sectors, including electronics, pharmaceutical, solar modules and textiles. According to government officials, more than $ 33 billion has been invested in the initiative so far.

But we don’t take a long time.

Because even if it is acceleration on his side, India’s way is not unhindered.

“India is not risky in this regard,” Susannah Streeter, President of money and markets in Lansdown, CNBC’s Karen Gilchristi explained this week. “Three Indian Textile Supplier 60 cotton farms in cotton farms from multinational clothing brands have been reported on labor violations on mandatory and child labor.”

These concerns are not isolated. For all industries, India still fights the logistics birthday, regulatory red tape and patchy infrastructure in many areas. The World Bank logistics performance index placed India in 38th in 2023; It’s better, but still behind a few southeastern peers in Malaysia and Thailand.

Again, for many companies, this is no longer in choosing the most effective supply chain – it consists of building a strong person.

It is true in a world, especially in a world where pandemics, portrayes and political tensions can produce a night. India provides a relatively stable choice in an unstable world with a scale and democratic structure.

Again, not a bet.

In the 2023 sheet of Nomura, when India wins some market share in global exports – especially in electronics and machinery – Vietnamese, Mexico and even Bangladesh have also benefited “China + 1” strategy. In a subsequent report, in 2025, Nomura reaffirmed that the Nomura was ready to be one of the biggest winners in the next stage of the redistribution of the supply chain.

So the story “wins India, loses China.” It is more nuisant than that.

It’s a balance we see. Diversification of bets. A world where companies only do not follow low costs – are looking for political alignment, promotion and risk reduction.

This makes India a few of the main players in this production change.

For investors, it provides both opportunities and warnings. Reverse? A large domestic market, rising export and a continuous flow of foreign investment. The downside? Execution risks, management issues and unable pain.

As a result, the rise in India’s production narrative belongs not only to what is true, but also how global dynamics have changed.

And she’s the story just to make fast fashion.

How the companies are a sign of how he thinks – in the world, with caution and a long-match eye.

What do you think?

– Spriha Srivastava

The weather was closed for London for 242 supper in India, after flight in India. Boeing Dreamliner plane for 242 people moments that happen after flight He said that from Ahmedabad, local officials and carriers western India. The air flight from Ahmedabad, which is connected to the London Gatwick Airport of the Indian flight 171, “Today’s tragic accident” airport.

India’s hood inflation is better than expected than expected in May. India’s consumer inflation was easier 2.82% in MayThe country’s statistics and the Ministry of Application of the Program reported on Thursday. In May, a key metric hit 0.99% of 0.99%, 0.99% under April 1.78%. In April, plant inflation increased by 4.77% in May.

India cuts interest rates with a 0.5 percent point. Life Bank of India on Friday Benchmark has lowered policy speed For the third time, in a row, from 6% to 5.5%, in the lowest in August 2022. Economists questioned by Reuters, the Central Bank expected to reduce the price by 0.25 percent. RBI Governor Sanjay Malhotra said the increase was a cut-cut cut cut cut cut cut “outer” because the increase was “outer” and lower our desires.

India and the United States held trade talks last week. Government officials India-US Bilateral Trade Agreement was discussed Russia’s trade representative brandon Lynch was included in CNBC-TV18. Negotiations in New Delhi from June 4 to June 10, “constructive” and sources said. Foreign Minister Syrahmanyam Jaishankar said he was on Tuesday A hopeful agreement can be reached Before “mutual” tariffs continue on July 9.

Inviria will continue india. In light of the ongoing US-China Trade War, Sheen plans to increase Indian suppliers Up to 150’s 1000 Reuters over a year declare Monday, referring to sources. The Chinese Fast fashion giant in the recent recently partner is partner with the power of attorney in February to bring the brand in February after prohibited the country in 2020.

– Yeo Boon Ping

India stocks traded in a negative area on Thursday, the increase in losses within the majority of investors assessed the claim of US President Donald Trump’s trade agreement with China.

Benchmark Oily 50 BSE Sensex 10.50% lowered 0.17% to India standard time.

Since the beginning of the year, 50 stock benchmark increased by more than 6%, and the BSE Sensex won 5.39%.

The assessment is a 10-year Indian government’s bond productivity at 6.284%.

– Amala Balakrisher

This week, CNBC TV, Indian economist Pranjul Bhandari in HSBC, once the inflation was controlled, India’s reserve bank will “fully focus”. Bhandari said that this new goal was reflected in the newly priorities of this new goal, which was openly remembered by the RBI Governor. Central Bank Cut to cash backbase He also signed a cyclist, not at the level, but also the desire to increase growth in the structure.

India’s access to the market for agricultural products is the key to the United States in trade talks with New Delhi, should receive Washington A wider approach in negotiations with South Asian nationAccording to India’s best Indian economists and Deputy Chairman of the Planning Commission in India Montek Singh Ahluwalia. This is the “real goal” of India its great services and technological market – Ahluwalia, for example, is “greater” because of the use of ChatGPT, for example, in many other countries in India.

– Yeo Boon Ping