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India: Positive developments tracker thread

India to built the manufacture E10 Japanese Shinkansen bullet trains in India.Deal like to be announced during Modi's visit, enhancing economic cooperation. .Ai is also set to get the boost.Japan will SHIFT legacy semiconductor, LCD and solar equipment production to India to CUT dependence on China

www.hindustantimes.com

Deal for E10 Shinkansen bullet trains likely during PM Modi’s Japan visit

India and Japan may announce a partnership to manufacture E10 Shinkansen bullet trains in India during Modi's visit, enhancing economic cooperation.
www.hindustantimes.com www.hindustantimes.com

www.hindustantimes.com

PM Modi in Japan: AI, semiconductors, bullet trains and more on agenda | Details

PM Modi departed to Japan earlier today, and members of the Indian diaspora gathered in Tokyo to welcome him.
www.hindustantimes.com www.hindustantimes.com
 

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India becomes Ukraine's top Diesel supplier in July, providing 15.5% of imports — sharp jump from 1.9% a year ago.

According to data from NaftoRynok, India supplied 15.5 per cent of Ukraine's diesel fuel imports in July 2025, making it the country's top supplier for the month.

The average daily volume of Indian diesel imports reached approximately 2,700 tons, representing one of the highest indicators for 2025.

From January to July 2025, India's share in Ukraine's diesel supply structure reached 10.2 per cent - more than five times higher than the 1.9 per cent recorded during the same period in 2024.

One barell is around 83usd.
 
https://twitter.com/x/status/1962770656032108786

We should scale up rapidly. A huge revenue generator and employment source.

manufacturing.economictimes.indiatimes.com

Centre's semiconductor push could cut chip imports by $20 bn: McKinsey

Semiconductor Imports: Discover how India's semiconductor initiatives aim to cut chip imports by up to $20 billion and establish a major footprint in the global semiconductor market. Learn about partnerships, government incentives, and industry growth prospects.
manufacturing.economictimes.indiatimes.com manufacturing.economictimes.indiatimes.com
 
Theanonymousone said:
https://twitter.com/x/status/1962770656032108786

We should scale up rapidly. A huge revenue generator and employment source.

manufacturing.economictimes.indiatimes.com

Centre's semiconductor push could cut chip imports by $20 bn: McKinsey

Semiconductor Imports: Discover how India's semiconductor initiatives aim to cut chip imports by up to $20 billion and establish a major footprint in the global semiconductor market. Learn about partnerships, government incentives, and industry growth prospects.
manufacturing.economictimes.indiatimes.com manufacturing.economictimes.indiatimes.com
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More importantly this helps India to be self sufficient in critical sectors like defense, aerospace, etc
 
https://twitter.com/x/status/1964531177953603883

This can provide a 1000-2000 jobs which are shielded from regular layoffs.

India is the only place in Asia for Western MNCs to build Data centers. As data centers require uninterrupted power source at large capacity along optimal temperature. Providing 1GW capacity to a single place is no joke.

We are far behind China but an easy second leader in Asia and one of the global leader. Compared to our economy, our renewable energy stats are nothing short of remarkable.

Credit where its due, this is achievement of BJPs government as the turnaround happened after 2014. We have 50% share in installed capacity now and will reach 30% renewable energy mix in consumption in India in 2025.
 
Theanonymousone said:
https://twitter.com/x/status/1964531177953603883

This can provide a 1000-2000 jobs which are shielded from regular layoffs.

India is the only place in Asia for Western MNCs to build Data centers. As data centers require uninterrupted power source at large capacity along optimal temperature. Providing 1GW capacity to a single place is no joke.

We are far behind China but an easy second leader in Asia and one of the global leader. Compared to our economy, our renewable energy stats are nothing short of remarkable.

Credit where its due, this is achievement of BJPs government as the turnaround happened after 2014. We have 50% share in installed capacity now and will reach 30% renewable energy mix in consumption in India in 2025.
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So, every positive development after 2014 is credited to BJP, but every negative one is blamed on Nehru and Gandhi? And then you wonder why people label you as 'andhbhakhts'. :yk :inti
 
EFTA states(Iceland, Liechtenstein, Norway and Switzerland )will invest USD 100 billion and create one million (10 lakh) jobs in India over 15 years while establishing states will get 94.7 % access to Indian market.In particular, New Delhi grants Bern better access to its market for 94.7% of current exports (2018-2023, excluding gold). These include pharmaceuticals, machinery, optical instruments, watches and processed agricultural products.






m.economictimes.com

Switzerland greenlights India-EFTA mega trade pact; sets stage for October rollout

Switzerland has ratified a significant trade agreement with India and the EFTA. This Trade and Economic Partnership Agreement is expected to be effective in October. EFTA nations plan to invest USD 100 billion in India over 15 years. The agreement aims to reduce trade barriers and boost economic...
m.economictimes.com m.economictimes.com
 
Defintely in my bucket list now -

<blockquote class="twitter-tweet"><p lang="en" dir="ltr">This new glass skywalk in Vizag, perched over Kailasagiri Hill, is reportedly opening next week and it’s already being touted as one of the tallest of its kind in the world.<br><br>Unsurprisingly, China still holds the global records for skywalk height and length, with the Zhangjiajie… <a href="https://t.co/sNlVPuQNG4">pic.twitter.com/sNlVPuQNG4</a></p>&mdash; anand mahindra (@anandmahindra) <a href="
https://twitter.com/x/status/1964631433039028358
">September 7, 2025</a></blockquote> <script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
 
Bhaag Viru Bhaag said:
So, every positive development after 2014 is credited to BJP, but every negative one is blamed on Nehru and Gandhi? And then you wonder why people label you as 'andhbhakhts'. :yk :inti
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Please dont make a fool of yourself.
Where in my post did i mention ‘every positive development’? Comprehension issue?

  • India’s total installed power capacity reached 476 GW as of June 2025.
  • Power shortages dropped from 4.2% in 2013–14 to 0.1% in 2024–25.
 
Rolls-Royce to set up MRO facility in Tamil Nadu, says state govt.

According to the government, the MoUs align with opportunities arising from the India-UK Free Trade Agreement and “mark long-term steps to position Tamil Nadu as a national and global leader in high-value sectors.”


 
Vikram1989 said:
Rolls-Royce to set up MRO facility in Tamil Nadu, says state govt.

According to the government, the MoUs align with opportunities arising from the India-UK Free Trade Agreement and “mark long-term steps to position Tamil Nadu as a national and global leader in high-value sectors.”


Click to expand...
TN also has Caterpillar,Hyundai etc from years, the entrepreneurial spirit of Tamizhans has finally picked up, previously they were more service oriented but slowly things are changing.
 
https://twitter.com/x/status/1965316208473072057

https://twitter.com/x/status/1965616216485363900

https://twitter.com/x/status/1966176959525994889


While the India - US relations needs to be back to the status quo, it is extremely important for India to have more FTAs with other nations for exports. Supply-chain diversifications means manufacturers will have more options along with India. Hence, we also need more exposure and grab localized opportunities.

May be this tariffs thing is a blessing in disguise that the push for export diversification is growing. Else, we were too complacent unlike Chinese who spread their wings rapidly.
 
https://twitter.com/x/status/1966127631675592791

Andhra Pradesh has witnessed some good capital flows this year primarily into oil refineries, renewable energy, defense and electronic manufacturing.

Though not a typical high paying jobs like IT services, they will for sure provide employment with pay-scale good enough in rural areas. Have to wait and see the impact in next 5-10 years as manufacturing has been primarily driven towards Tier 2/3 cities and villages due to lower costs ( these are ~200-300km near larger cities / Transport hubs, so optimal locations). This may reverse the migration towards Tier-1 cities too. Cost of living is <50-60% compared to Tier-1 cities and decent salaries can enable good standard of living.
 
https://twitter.com/x/status/1966122599920054380

A reason why South India has seen some remarkable turnaround.

China has employer SEZs from 1980’s. We caught up to this trend late but, better late than never.

Tax breaks, subsidized electricity costs, almost negligence land costs are some of the key reasons why Manufacturers are rushing towards South India.

Tamilnadu has become the home for Auto and electronics manufacturing. They have a complete ecosystem there, hence other states require monumental efforts to attract manufacturers now.

Kia has received some huge incentives - “
The state government spent over Rs 450 crore on land and infrastructure development (roads, electricity, water supply, besides other facilities, for the plant).
Several tax incentives and power tariff concessions were also offered for 20 years.”

10,000+ jobs are being provided by Kia with 7000+ from local villages itself.

India need to reduce taxes on Autos further so that we attract local and foreign manufactures quickly. Autos has been the back-bone of economy for blue-collar jobs in the West.

We may see BYD investment in Hyderabad during next year. Tesla will take more time probably.
 
INDIA BECOMES THIRD-LARGEST AGROCHEMICAL EXPORTER

India’s agrochemical exports have nearly tripled in a decade, reaching $3.3 billion in FY25, making it the world’s third-largest exporter after China and the US, according to a report by the Agro-Chemicals Federation of India (ACFI) and Deloitte.

The domestic market, valued at Rs 69,000 crore in FY24, is driven by insecticides (41%), herbicides (22%), and fungicides (21%), with herbicides growing fastest at a 10% CAGR from FY21-24.

Eight key crops—rice, cotton, wheat, soybean, chillies, grapes, sugarcane, and gram—account for 65% of the market.
 
Theanonymousone said:
https://twitter.com/x/status/1966331682346443040

GCCs in India currently employ nearly 2.16 million people, with this employment having grown at a compounded annual growth rate of 11% over the last five years.

www.thehindu.com

High quality GCC jobs encouraging skilled workers to return and stay in India: Finance Minister

Finance Minister Sitharaman highlights growth of GCC sector in India, attracting high-quality jobs and global talent to stay.
www.thehindu.com www.thehindu.com
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This is going to increase a lot due to current geopolitical situation
 
SportsWarrior said:
This is going to increase a lot due to current geopolitical situation
Click to expand...
Australia banks such as ANZ, NAB are also looking for setting up offshore centres in india and Vietnam. ANZ recently announced 4000 lay-offs and causing a huge impact here .Nab too announced 700 jobs will be moved out.
 
Vikram1989 said:
These are like sum of good small parts .we need to deliver one big thing like Facebook, 5th generation flight etc to push us firmly in to next big league and get consistent good returns . Semi conductor, Defense, Manufacturing needs to step up.
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It will take long time. India is trying to grow in a global environment which is more inward looking. China grew during liberalization drive around the world lead by US.
 
Vikram1989 said:
Australia banks such as ANZ, NAB are also looking for setting up offshore centres in india and Vietnam. ANZ recently announced 4000 lay-offs and causing a huge impact here .Nab too announced 700 jobs will be moved out.
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Yeah it is pretty sensitive issue.
 
www.linkedin.com

Today is Engineers Day in India, named in honor of Sir Mokshagundam Visvesvaraya born on this day in 1861. Indian engineers already lead some of the world’s most important companies, and Perplexity… | Aravind Srinivas | 281 comments

Today is Engineers Day in India, named in honor of Sir Mokshagundam Visvesvaraya born on this day in 1861. Indian engineers already lead some of the world’s most important companies, and Perplexity is proof the next generation can start them. We are partnering with AICTE to provide training...
www.linkedin.com www.linkedin.com

Hopefully helps everyone that can utilize it.
 
It took 30 years of 1990-2020 of continuous IT delivery via Indian consultancies to establish trust for Major global companies to open GCCs directly in India, business FDI is based so much on trust and continuous delivery of talent.
 
etedge-insights.com

From outsourced execution to global AI powerhouse: India’s $64.6B GCC story - ET Edge Insights

India’s Global Capability Centers (GCCs) have evolved from cost-led support hubs into strategic AI-driven nerve centers—fuelled by major companies like Costco, McDonald’s, Bupa, and Tesco establishing or expanding operations in Bengaluru and Hyderabad. These centres employ around 1.8 million...
etedge-insights.com etedge-insights.com

India now hosts over 1,700 GCCs with a workforce of 1.9 million professionals, generating $64.6B in revenue in FY2024, growing at nearly 40% year-on-year. Projections by NASSCOM–Zinnov and EY put this ecosystem at $99–110B by 2030, employing up to 2.8 million people, with expansion into Tier II and III cities unlocking fresh talent.
 
It started very slow infact. MNCs were happy to outsource to Indian consultancies but having a GCC is a long-term vision for them. This indicates more confidence on Indian talent and its future. And its really a good thing for Indian employees where pay-scale and work culture is much better. The only issue is most of the opening roles are mid-level to Senior level roles. 1-8 years experience roles are still being outsourced to local consultancies here.

And Indian employees needs to adapt. Their way of switching a firm every 2-3 years to get a hike should change. Attrition rate of Indian consultancies can be as high as 20-25% sometimes and these GCCs will have zero clue about managing the talent.

AFAIK, many of these MNCs doesn't have name sake promotion of a structured progression for the roles. Its mostly requirement based and this culture can be very new to our IT employees.

I work at one of the Big 4 Accnt firms and few of my senior colleagues joined Sanofi. They were pretty happy with the relaxed work-life balance. Downside is the talent services are managed by offshore team and they have clue about the double digit hikes annually at some the companies here. For them, they are used to the normal 4-5% annual hikes at organizational level. Vanguard is doing some serious hiring in Hyderabad. One advantage to work at either Big4 or consultancies is that, these GCCs are being managed by them in their initial phase. LSEG GCC is manager by TCS and most of the people working in that project will be absorbed into LSEG sooner or later. Thats way easier getting into the firm rather than going through tough competition, with payscale atleast 40-50% higher compared to these consultancies.
 
https://twitter.com/x/status/1970466412486705530

Tariffs will push more projects for outsourcing particularly for EMEA projects. Consultancies in India are looking for Tier 2 cities rather than metros and this a welcome development in India.

All the 3 big consultancies (TCS, Wipro, Accenture) are setting up bases in Vizag with 30,000+ jobs announced. The IT job market in India is tough right now. But after cost rebalancing, expecting more openings for low-experience candidates from next year.
 
https://twitter.com/x/status/1970794416756646356

There is a lot of internal competition among Hyderabad vs Bangalore vs Chennai to attract GCCs. This is a very much welcome move as it benefits our workforce. Better than the petty politics at play these days.

Hyderabad has seen super strong GCC inflow in 2H25 in BFSI and Pharma. India now is home to ~200 companies GCC centers among Fortune 500 companies. And this should be much appreciated as its only possible thru local governance policies. Kolkata on the other hand has seen drastic fall. Clearly one can differentiate the bad policies there.
 
Theanonymousone said:
https://twitter.com/x/status/1970794416756646356



Hyderabad has seen super strong GCC inflow in 2H25 in BFSI and Pharma. India now is home to ~200 companies GCC centers among Fortune 500 companies. And this should be much appreciated as its only possible thru local governance policies. Kolkata on the other hand has seen drastic fall. Clearly one can differentiate the bad policies there.
Click to expand...
Hyderabad is going good with life sciences pathway.bangalore is the wi. Er in software but they completely outplayed in health sciences department.chennai got few companies in life sciences but not at Hyderabad rate.Just begore our independence, British said india can progress by using kolkata's infrastructure. Kolkata should be the epitome of leftist ideological debacle neglecting current trends/aspirations.
 
Vikram1989 said:
Hyderabad is going good with life sciences pathway.bangalore is the wi. Er in software but they completely outplayed in health sciences department.chennai got few companies in life sciences but not at Hyderabad rate.Just begore our independence, British said india can progress by using kolkata's infrastructure. Kolkata should be the epitome of leftist ideological debacle neglecting current trends/aspirations.
Click to expand...
Hyderabad is the largest pharma manufacturing place in India by a distant margin. It has Aurobindo pharma, Novartis, Reddy labs having huge manufacturing bases. Thag provides an edge interms of talent pool.

This year, Eli Lilly, Bristol Myers Squibb, Sanifi etc have opened their GCCs but they are expanding slowly. Tech and Data analytics roles are huge while Bristol Myers squibb also has research roles. Its a welcome change for a Tech dominated Industry.

Bangalore has been the forefront for it like 35% of the GCC share is in Bangalore with Hyderabad <15% during 2020-21. Things changed and I am expecting Hyderabad to cross >20% by 2025 while Bangalore to decline to <30%.

Kolkata has been a sad story to be honest. Talent pool doesnt want to move there and its surviving because of premier institutions around. They will lose all the momentum in 1-2 years if this goes on. Pune and Noida / Lucknow picked up really well.
 
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