Budget 2026: Why India's Auto Sector Feels "Left Wanting"

Automobile

US Just Cut Tariffs on Indian Auto Parts: Why This Changes Everything for India's Export Story

The US has sharply reduced tariffs on Indian auto parts, with nearly 50% of exports now entering duty-free and most of the rest capped at ~18% instead of 25–50% earlier. Since the US accounts for about 27% of India’s auto component exports, this move significantly restores competitiveness, improves long-term contract visibility, and could drive low-to-mid-teen export growth over the next few years. While policy and quota risks remain, the shift marks a structural tailwind for India’s auto component industry and export story.

Feb 12, 2026

Economy

Union Budget 2026: What the Numbers Actually Mean for India's Economy in FY27

India's Union Budget 2026 is framed as a "credibility budget" focused on fiscal discipline and long-term investment, distinct from a short-term stimulus. The key aspects include an expected moderation of economic growth to 6.8–7.2% in FY27 . The government has set fiscal deficit targets of 4.1–4.3% to signal stability, while prioritizing capital expenditure (capex) in defence and infrastructure as the main driver for sustainable future growth.

Jan 31, 2026

Electronics

Why Renewable Energy Costs Are Rising Despite Cheaper Solar Panels

While solar panels have become cheaper, overall renewable energy costs are rising due to copper-intensive grid expansion, storage integration, and transmission upgrades. Copper scarcity is increasing infrastructure costs and slowing the pace of India’s energy transition.

Jan 22, 2026

Electronics

Electronics Inflation Explained: Why Everyday Appliances Are Getting More Expensive

Rising appliance prices in India are driven by structural input-cost inflation, not temporary demand spikes. Record copper prices, stricter energy-efficiency norms, and limited material substitution have reset the long-term cost base for consumer electronics.

Jan 22, 2026

Electronics

Why Electric Vehicles Are Still Expensive in India: The Hidden Cost Structure Explained

Electric vehicles remain costly in India due to their heavy reliance on copper-intensive components, power electronics, and charging infrastructure. Even as battery prices fall, rising copper costs and import dependence keep EV prices structurally high, slowing affordability gains.

Jan 22, 2026

Electronics

The Copper Crisis: Why Record Prices Will Heat Up AC Costs and Reshape Electronics Manufacturing in India

Copper prices have surged to record highs due to a structural supply shortage colliding with explosive demand from EVs, AI data centers, renewables, and defense. This is pushing AC and appliance prices up 7–10% in India, with impacts spreading across electronics, EVs, and infrastructure. The copper crisis isn’t temporary—it’s a long-term constraint India must strategically address.

Jan 22, 2026

Economy

India's Economic Outlook FY26: Why 7.3% Growth Is Just the Beginning (Not the Peak)

India's economy is currently the world's fastest-growing major economy, projected to hit 7.3% GDP growth in FY26, a "Goldilocks" moment driven by tax cuts, a manufacturing boom (especially in electronics and the China+1 strategy), the rise of AI services, rural recovery, and historically low inflation that has enabled interest rate cuts. While temporary cyclical boosts will see growth moderate to a healthy 6.4% in FY27, long-term structural advantages—such as services export dominance and favorable demographics with a young population—position India for a decade of sustained 6-7% growth, creating significant job opportunities in sectors like technology, manufacturing, and logistics for Gen-Z.

Jan 21, 2026

IT

India's $1 Trillion Digital Economy: The Historic Convergence No One's Talking About

Based on a triangulation of data from government sources, tier-1 financial institutions, and corporate filings, our analysis confirms that India's digital economy is on an irreversible trajectory to hit $1 Trillion by 2030 (potentially FY28). This is not merely a linear projection of past IT success; it is a historic convergence of two distinct forces. We are witnessing the mature $283B IT Services sector pivoting to high-margin AI delivery, colliding with a nascent but exploding $125B Electronics Manufacturing sector growing at a massive 32% CAGR. The primary catalyst is structural: Apple’s decision to shift its supply chain to India is rapidly building an entire component ecosystem, supported by targeted government PLI capital. However, the data reveals a critical bottleneck that few are discussing—an 18 million person talent deficit in specialized technical roles. While capital and infrastructure are aligning, the human resource gap remains the single greatest threat to the timeline. This report analyzes the hard numbers behind the growth, the margin pressures in manufacturing, and the realistic probabilities of hitting the target date based on talent acquisition and geopolitical stability.

Jan 15, 2026