ELECTRONICS EXPORTS
In most aggressive phase of India expansion; here for long-term market wins: Amazon India head
Amazon is in its most aggressive expansion phase in India, with plans to invest $35 billion by 2030 on top of the $40 billion already committed, India head Samir Kumar said. The company is ramping up investments in e-commerce, AI, exports and quick commerce through Amazon Now, while targeting 100 cities and 1,000 micro-fulfilment centres.
Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gears
India's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreements are expected to boost this sector, alongside Engineering & Machinery and Pharmaceuticals. While some sectors face challenges, the overall outlook for India's export strategy is positive, driven by global trade integration and strategic policy shifts.
Trump says deal to end war will be signed on Sunday, Iran questions timing
Pakistan and the U.S. announced an initial deal to end the Middle East war, with an electronic signing planned for Sunday. Iran, however, denied the immediate signing, citing hesitation from the other side. The proposed agreement includes reopening the Strait of Hormuz and releasing frozen Iranian assets, though details on Iran's nuclear program and missile program remain points of contention.
US-Iran war nearing end? Donald Trump says Sunday deal would reopen Hormuz
US President Donald Trump announced a deal with Iran is set to be signed on Sunday. This agreement is expected to immediately reopen the Strait of Hormuz to all traffic. Pakistan, acting as a mediator, confirmed an agreement to end the conflict is closer than ever. Preparations are underway for an electronic signing, with technical talks to follow next week.
India's FTAs set stage for $1 trillion export target: Report
India's new generation of Free Trade Agreements can act as a catalyst for manufacturing expansion, private capex revival and supply-chain integration, with Electronics, Pharmaceuticals and Engineering & Machinery Goods positioned as the strongest beneficiaries. Yes Securities said the agreements, combined with PLI schemes and "China+1" diversification, give India its clearest shot yet at achieving US$1 trillion in merchandise exports by 2030.
India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariff
The United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibitions. Indian industries express concern, viewing it as a tariff threat during ongoing trade negotiations.
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Mobile data cost dips 97% to Rs 8 per GB, broadband users up 17x in 12 years of Modi govt
Internet data costs have fallen dramatically by 97 percent since 2014, making it more affordable. This has led to a significant increase in internet users, especially in rural areas. The digital economy is booming, with mobile phone manufacturing and exports also seeing massive growth. India is becoming a leader in digital transformation and technology.
Meta-Reliance AI hub; SAP CEO on India's AI edge
Meta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: Vaishnaw
India is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including complex products, to nations like the US and China. Smartphone exports have become a major category. The government is focusing on semiconductor design and manufacturing equipment. Talent development in this sector is also a key priority.
Chinese production continues despite tech transfer curbs
Chinese electronics companies are pushing ahead with their India expansion. Brands like Hisense, Haier, and Oppo are increasing local manufacturing and exports. Contract manufacturers report no policy changes affecting overseas investments. Hisense is becoming more ambitious in India, expanding its product range. Haier plans a new manufacturing plant.
SEZ import relief to fast track chip projects
India's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality checks. This will speed up the setup of chip fabrication plants and assembly units. Companies can now import necessary equipment and materials without delays. Compliance with Indian standards will only be required when products enter the domestic market.
Get Al-enabled, add value to metal music
In a twist of fate, Coca-Cola's plans for a bottler IPO arrive amidst a shortage of Diet Coke cans. The ongoing conflicts in the Middle East are tightening the global supply chain for aluminum. This situation underscores the urgent need for India to enhance its engineering capabilities in aluminum manufacturing.
Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 list
Indian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan and South Korea's chipmakers now dominate the index. Reliance Industries and HDFC Bank have fallen in global rankings. India's market weight has hit a six-year low. This concentration is driven by strong company growth.
India's biggest trade bet comes with six red flags
India may be adding more trade partners, but its latest FTA report card comes with several red marks. A new study by the Global Trade Research Initiative (GTRI) warns that while free trade agreements have become a cornerstone of India's trade strategy, the country is grappling with six persistent challenges ranging from widening trade deficits and low utilisation of tariff benefits to manufacturing shifts abroad and increasingly intrusive trade rules.
Infineon taps CDIL, Kaynes to strengthen India chip collab
German chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CDIL and Kaynes Semicon. The company is transferring packaging expertise and plans to procure packaged components from these Indian firms, supporting the nation's ambition to localize chip production.
India is France’s official partner for VivaTech next week, positioning itself as global leader in AI, digital innovation
VivaTech 2026 in Paris is set to feature India as its Official Partner Country, reflecting the nation's rising influence in the realms of artificial intelligence and digital innovation. Attendees can look forward to insightful presentations on India's technological advancements and public digital infrastructure.
Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister Vaishnaw
India is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress in the country's semiconductor mission, with commercial production already underway. The upcoming Semicon 2.0 program will prioritize chip design. India's electronics sector has seen substantial growth, creating numerous jobs and boosting exports. Global interest in India's tech ecosystem is on the rise.
'Last year we exported Rs 35,000 crore components to China': Ashwini Vaishnaw
India's electronics manufacturing is on the rise. Last year, components worth 35,000 crore rupees were exported to China. Around 250 new component manufacturing factories are expected in the next two to three years. This expansion is creating 25 lakh quality jobs. India is moving up the value chain, designing and manufacturing complex products.
Make in India efforts showing results as import dependence falls in key sectors despite global shocks: Bank of Baroda
India's manufacturing sector is becoming more self-reliant. Import dependence is falling in electricals, chemicals, and capital goods. This trend strengthens domestic production. Policy initiatives like Make in India are driving this shift. The economy is better protected from global supply shocks. Sectors like consumer goods show lower import intensity. Some sectors remain import-dependent and need monitoring.
China's chipmakers emerge as rising force in AI memory market: Report
The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.
Bullish on autos? Siddhartha Khemka picks Maruti Suzuki and Samvardhana Motherson
India’s auto sector started FY27 on a mixed note, with passenger vehicles and tractors showing resilience while two-wheelers and commercial vehicles faced headwinds. Siddhartha Khemka remains bullish on the sector, recommending Maruti Suzuki and Samvardhana Motherson, citing strong growth visibility, healthy demand trends, and improving operational performance.
Govt sets up six sector groups to fast-track ‘Make in India 2.0’ push
In a bold move towards self-sufficiency, India is ramping up its domestic manufacturing initiatives! Six government-led teams are tasked with selecting 100 essential products that will help reduce reliance on imports. Target sectors include pharmaceuticals, textiles, and electronics. This strategic effort aims to boost local industry and mitigate the import expenditure.
Hyundai Motor India to roll out its first mass-market EV from Chennai facility this year
This year, Hyundai Motor India will unveil two innovative vehicle models sourced from its Chennai plant, featuring the company’s first budget-friendly electric vehicle designed for the masses. Committed to turning Tamil Nadu into its electric vehicle headquarters in India, Hyundai is simultaneously expanding its network of charging stations.
India should review FTAs, overhaul investment screening, report says
India should reassess the effectiveness of its existing Free Trade Agreements (FTAs), modernise its investment screening framework and adopt a more coordinated trade and industrial policy approach as geopolitical tensions and economic fragmentation reshape global commerce, according to a report by Koan Advisory Group in association with Chintan Research Foundation, Information Technology Industry Council and Institute of Chinese Studies.
India-Oman trade pact creates strong export push for India's textile MSMEs: Govt
India's textile and apparel sector is poised for significant growth in Oman following the India-Oman Comprehensive Economic Partnership Agreement (CEPA). The pact grants immediate duty-free access on 945 textile and apparel lines, eliminating a 5% MFN duty. This move is expected to boost India's exports, valued at $95.
Tata chairman reviews defence manufacturing push at Bengaluru facilities
Tata Sons Chairman N Chandrasekaran reviewed drone, loitering munitions, and aerospace manufacturing programs at Tata Advanced Systems (TASL) facilities in Bengaluru. He inspected UAV production, optronics, land mobility platforms, and helicopter and aircraft assembly lines. The visit highlights Tata Group's increasing investment in defence and aerospace.
Battlefield-tested, Israeli defence exports jump nearly 30% in 2025
Israel's defence exports surged to a record $19.2 billion in 2025, driven by missile and air defence systems. Wartime production for domestic forces alongside fulfilling global contracts fueled this growth, with Europe and Asia-Pacific being major buyers. The Defence Minister highlighted the direct link between battlefield success and export demand.
Trade pact with Oman strengthens India's energy security: Experts
The recent trade accord between India and Oman represents a significant leap toward energy independence and economic integration. Experts note that this agreement lays down a sustainable foundation for essential energy imports. With Oman providing an advantageous manufacturing and logistics network, Indian companies are set to thrive.
South Korean shares hit record high on export surge, Nvidia optimism
South Korean stocks surged to record highs on Monday. Strong chip exports fueled the rally, boosted by hopes of AI collaborations with Nvidia. Major tech firms like Samsung Electronics saw significant gains. The won weakened against the dollar. Bond yields remained steady. This performance highlights the robust growth in South Korea's trade-dependent economy.
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