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Why Electronic Components Are Central to India’s Electronics Ambitions
India’s electronics push is shifting decisively from assembly to components, backed by the Union budget's higher ECMS outlay and ISM 2.0 to deepen value addition and resilience. The promise is real, but without long-term policy stability, design capability and testing ecosystems, the risk of remaining an assembly-heavy, low-value hub persists, says Rakesh Rao.Read more
EV transition and tariff wars redefine India’s auto components play
India’s auto component industry is poised to hit $ 145 billion by FY30 from $ 80 billion in FY25. Yet high US tariff, EV transition and heavy reliance on imports from China expose vulnerabilities, writes Rakesh Rao.Read more
India's RE sector poised for $250 bn Investment Surge: EY-CII Report
The report, titled ‘Global champions for advancing renewable energy innovation and manufacturing,’ emphasises India's trajectory toward becoming a dominant force in global renewable energy manufacturing.Read more
