印度的下一个增长周期：可扩展市场进入的行业情报

India’s Next Growth Cycle:Sector Intelligence forScalable Market Entry From Dezan Shira & Associates India’s Strategic Repositioning inGlobal Value ChainsPg 04 High-Conviction Sectors PoweringIndia’s Growth StoryPg 09 Using FTAs to Turn India’s SectorOpportunity into Execution AdvantagePg 16 Introduction ANKUR MUNJAL Country DirectorDezan Shira & AssociatesNew Delhi Office www.dezshira.com India’s role in the global economy is undergoing a structural shift. Nolonger viewed simply as a high-growth consumer market, India isincreasingly positioned as a multi-sector operating platform – supportingmanufacturing, engineering, digital services, and export-led scale. Asglobal firms rebalance supply chains and prioritize resilience alongsideefficiency, India is emerging as a key node in diversified production andinvestment strategies. www.aseanbriefing.com www.china-briefing.com www.india-briefing.com This edition,India’s Next Growth Cycle: Sector Intelligence for ScalableMarket Entry, examines how that transformation is taking shape acrosshigh-conviction sectors. Chapter 1 sets the strategic context, outliningIndia’s repositioning within global value chains and why sector-ledentry models now outperform generalized “India narratives.” Chapter2 provides a data-driven view of where global capital is concentrating.Lastly, chapter 3 focuses on execution – covering entry models,localization strategies, compliance planning, and how FTAs can beleveraged to improve export economics and investment outcomes. www.vietnam-briefing.com We hope this publication serves as a practical guide for investors andbusiness leaders navigating India’s differentiated operating landscape. For tailored advisory support, including market entry, location strategy,and sector-specific intelligence, our teams remain available across Indiaand Asia. Please feel free to send your business inquiries here:India@dezshira.com. With kind regards, Credits Publisher- Asia BriefingMedia Ltd.Lead Editor-Melissa CyrillTechnical Editor- Archana RaoDesigner-Aparajita Zadoo Ankur Munjal India’s Next Growth Cycle:Sector Intelligence for ScalableMarket Entry Reference India Briefing and relatedtitles are produced by Asia BriefingLtd., a wholly owned subsidiaryof Dezan Shira Group. Contentis provided by Dezan Shira &Associates. Contents India’s Strategic Repositioning in GlobalValue Chains Pg 04 No liability may be acceptedfor any of the contents of thispublication. Readers are stronglyadvised to seek professionaladvice when actively looking toimplement suggestions madewithin this publication. High-Conviction Sectors Powering India’sGrowth Story Pg 09 Using FTAs to Turn India’s SectorOpportunity into Execution Advantage Pg 16 For queries regarding the contentof this magazine, please contact:editor@asiabriefing.com All materials and contents© 2026 Asia Briefing Ltd. Asia Briefing Ltd.Unit 507, 5/F,Chinachem Golden Plaza, 77Mody Road, Tsim Sha Tsui EastKowloon, Hong Kong. Annual Subscription India Briefing Magazine is published fivetimes a year. To subscribe, please visitwww.asiabriefing.com/store. And please explorethe clickable resources below. Follow Us Connect with us for the latest news,events and insights across Asia. Strategic Advisory and Commentaryinfo@dezshira.com LikeIndia Briefingon Facebook Professional Serviceswww.dezshira.com/services FollowIndia Briefingon X Asiapediawww.dezshira.com/library Connect withDezan Shira& Associateson Linkedin Legal, Tax, Accounting Newswww.india-briefing.com/news ViewDezan Shira &Associateson Youtube Magazines, Guides, Reportswww.asiabriefing.com/store Scan the QR code to followus on WeChat and gainaccess to the latest investornews and resources Podcast and Webinarwww.dezshira.com/library/search?type=podcast&language Issue 67February 2026 India’s Strategic Repositioning inGlobal Value Chains India is increasingly evaluated as a multi-sector platform economy – capable of supporting production,assembly, engineering, and export scale. For investors, the question is no longer whether India is attractive,but which India best aligns with their sector economics and operating model. Melissa CyrillManaging EditorAsia BriefingAuthor India’s investment proposition in 2026 is nolonger framed mainly around being a “low-costalternative.”Instead, it is increasingly positioned as ascalable, policy-supported operating base that canserve both domestic demand and diversified globalsupply chains – especially as global firms rethinkconcentration risk. investments underscores this “China-plus-one”production assembly shift.) •Energy transition manufacturing– particularlysolar PV modules – has moved from ambition tocapacity-building, backed by production-linkedincentives and trade-related measures aimed atdomestic value addition. •Advanced manufacturing(precision engineering,industrial systems, and specialized inputs) isbenefiting from both India’s domestic demanddepth and the spillover effec