SUPPLY CHAIN RESILIENCE
India, South Korea to upgrade trade pact, deepen tech and supply chain ties
India and South Korea will resume talks to upgrade their economic partnership agreement. The goal is to increase bilateral trade to 50 billion dollars by 2030. Both nations will also enhance cooperation in critical technologies and supply chains. An economic security dialogue will be established. Discussions will cover shipbuilding, steel, and sustainability. Industrial collaboration will expand through new agreements.
MSME activity expands but loses steam as global headwinds bite: PHDCCI survey
India's manufacturing MSME sector continues to expand. However, growth momentum is slowing. New orders and production are increasing at a slower pace. The outlook for the next quarter remains positive but cautious.
Ericsson India revenue grows 29% to Rs 4,228 crore in March quarter
Swedish telecom firm Ericsson saw a significant 29 percent revenue jump in India for the quarter ending March 31, 2026. This growth was fueled by ongoing 5G rollouts and network upgrades across the country. India emerged as a key contributor to Ericsson's global performance, showcasing strong market momentum.
Aluminium prices at record highs: What’s driving the rally and what’s next?
Aluminium prices have surged to multi-year highs, driven by strong demand, supply constraints, and rising energy costs. Geopolitical tensions and declining inventories have added volatility and a risk premium. With China’s demand robust and supply tight, the outlook remains firm, though risks from easing tensions or slowdown persist.
MDBs to deepen collaboration to support nations amid heightened global uncertainty
Global development banks are joining forces to help countries navigate economic challenges. They are combining resources and knowledge to manage immediate pressures and build future resilience. The banks are ready to provide timely support to manage risks and protect vulnerable populations. Collaboration will focus on private sector growth, job creation, and sustainable development.
India replaces China in US smartphone supply chain, captures 40% share: Report
India has emerged as a key supplier of smartphones to the United States, meeting about 40 per cent of the demand that was earlier fulfilled by China, according to a recent report by McKinsey & Company.
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Indian Army eyes tech-driven future at key biannual Army Commanders’ Conference 2026
Indian Army commanders met to review border security and enhance combat strength. They focused on future readiness, designating 2026 as the year for networking and data centricity. The conference also explored drone technology and indigenous defense production. Lessons from Operation Sindoor guided discussions on operational capabilities. Senior government officials attended the deliberations.

India turns the tables on China: The great supply chain flip begins
India's electronics sector is transforming. For years, the country assembled products using imported parts. Now, Indian companies are exporting electronic components, even to China. This marks a significant shift from just assembly to deeper manufacturing involvement. This change is driven by government policies and global manufacturers.

Anticipating the inevitable: What India must learn from prepared economies in an age of recurring crisis
Global markets are reacting to the expectation of disruption. Countries that prepare for crises in calm times fare better. China and Russia show how foresight builds resilience. India must embed anticipation into policy. This crisis is a warning for a volatile world. Strategic resilience is cultivated before shocks arrive. The test of statecraft is the discipline to be less surprised.

AgriTech could add $90 billion to Southeast Asia’s GDP by 2033: Report
While investments have seen a recent decline due to structural challenges, opportunities abound in digital value chains, AgriFinTech, deep technology, and sustainable food brands, with aquaculture also presenting a major growth area.

ET Family Business Awards: Allcargo Group is redefining logistics with digital innovation
Allcargo Group is transforming logistics with digital innovation. The company uses IoT and AI to improve efficiency and customer service. Its online platform, ECU360, offers seamless global access. Allcargo's digital strategy is driving growth and competitiveness. This approach is making the company a future-ready leader in the logistics sector.

E-commerce drives warehousing surge; leasing rises by 22% in Q1
India's industrial and warehousing sector saw its strongest quarterly growth in early 2026. E-commerce and 3PL players drove this surge, leasing significant space. Quick commerce is reshaping demand, accelerating the need for smaller warehouses. Despite geopolitical concerns, strong fundamentals and policy support are expected to sustain market growth.

Rockwell expands its India workforce to 4,000
About a decade ago, the industrial automation and digital transformation company had around 700 employees in India.

Corrugated box manufacturers warn of severe cost surge, call for price revision and policy support
India's corrugated box makers are in crisis. Kraft paper prices have jumped 15-20 percent. Other materials like gum and ink are up 30-40 percent. Factory running costs are also increasing. The industry faces GST refund delays, locking up vital funds.

Seoul to Delhi, Asia’s new economic axis
South Korean President Lee Jae-myung's visit to India is a crucial moment. The two nations can build a strong strategic economic partnership. They can create a new axis of resilience in Asia. This partnership will focus on manufacturing, technology and defence. It aims to address global insecurity and fractured supply chains.

Seoul to Delhi, Asia’s new economic axis
South Korean President Lee Jae-myung's visit to India arrives at a critical juncture for global economic stability. The two Asian powers are poised to forge a strategic economic partnership, moving beyond traditional trade to co-build industrial capacity in semiconductors, green mobility, and advanced manufacturing.

Japan will provide support worth about $10 billion to help strengthen energy supply in Asia
External Affairs Minister S. Jaishankar said attacks on merchant vessels are “completely unacceptable,” stressing India’s commitment to secure maritime routes at the AZEC Plus meeting hosted by Japan. Amid tensions over the Strait of Hormuz, Japan announced a $10 billion energy support package to strengthen Asia’s supply chains. Leaders emphasised safe shipping, stable oil access, and coordinated efforts to safeguard regional energy security and economic stability.

Global debt to hit post-World War II levels by 2029, IMF says; warns of rising fiscal strain amid West Asia war
Global public debt is set to surpass 100% of GDP by 2029. This level has not been seen since after World War II. Repeated economic shocks are straining government finances worldwide. Policymakers face challenges balancing fiscal credibility with supporting vulnerable populations. Supply disruptions for key products are being closely watched for their economic impact.

Global growth needs unconstricted energy markets: Jaishankar on Hormuz disruption
India is pushing for safe passage for ships. Attacks on merchant vessels are unacceptable. Global growth needs open energy markets. India will work with partners to build strong supply chains. Japan launched a new initiative to help Asian countries facing fuel shortages. This plan offers financial aid to secure energy supplies and diversify sources.

Attacks on merchant shipping completely unacceptable, says Jaishankar amid West Asia situation
India's External Affairs Minister S Jaishankar has strongly backed safe and unimpeded maritime shipping. He stated that attacks on merchant vessels are unacceptable. This comes as India engages diplomatically on the West Asia conflict. The minister also highlighted India's commitment to energy market supply chain resilience. India is closely monitoring developments in the region.

Allcargo Logistics strengthens FMCG supply chains amid rising complexity and evolving consumer demand
The company offers integrated, technology-driven solutions for fragmented inventory. This helps companies manage expanding product portfolios and evolving consumer demands.

'India will work to develop supply chain resilience,' says EAM at AZEC Plus meeting on disruptions in energy markets
Jaishankar said that India stands ready to work with like-minded partners to develop supply chain resilience.

Aatmanirbhar 2.0 in works to cushion India against supply chain, energy pain
India had unveiled several targeted interventions during the Covid-19 pandemic to ensure availability of several key products and to reduce dependence on imports as part of the Aatmanirbhar initiative.

Shelter from Spike 'n' Supply Storm: West Asia tensions test India Inc’s resilience to energy shocks
Escalating tensions in West Asia highlight India’s vulnerability to energy and logistics disruptions. Even without supply cuts, higher freight and insurance costs can strain margins and widen deficits. Strong balance sheets offer a cushion, but prolonged volatility could test corporate earnings, capital expenditure plans, and the broader credit cycle.

How war, trade tensions and disruptions are redesigning supply chains for an uncertain world
Global supply chains are undergoing a major transformation. Businesses are now prioritizing reliability over speed, building in buffers to handle disruptions. This shift involves diversifying suppliers, increasing inventory, and creating regional hubs. Enhanced visibility and sustainability are also becoming core to operations. The modern supply chain professional requires strategic thinking and adaptability.

No serious LPG supply shortage reported by auto component makers so far, says govt
Addressing an inter-ministerial briefing here on the recent developments in West Asia, Additional Secretary in the Ministry of Heavy Industries, Hanif Qureshi, said that regarding supply chain issues, the ministry is in constant touch with the automobile industry and is making appropriate efforts to address them.

India engages Bahrain, Gulf Cooperation Council on stability and supply chains; Piyush Goyal holds virtual talks
Union Minister Piyush Goyal met with Bahrain's Industry Minister and GCC Secretary General. Discussions focused on regional stability and economic ties. Goyal expressed hope for lasting peace and emphasized smooth trade flows. India reiterated support for Bahrain's security and GCC countries' supply chain resilience. Both sides committed to strengthening economic partnerships.

Iran conflict: Pharma supply chains may take months to recover
Experts said supply chains disrupted by the conflict will take months to stabilise, and prices of active pharmaceutical ingredients (APIs)-the raw materials that go into medicines-are expected to soften only gradually.

West Asia conflict: Early signs of stress visible across sectors, says FICCI report
The report emphasises that this crisis, while being challenging, also presents an opportunity for India to accelerate structural reforms aimed at strengthening economic resilience and reducing external vulnerabilities.
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