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India vs China manufacturing: Where India stands as Jefferies flags scale, energy and capex gaps
The brief
- India is expanding manufacturing across steel, electronics, solar modules and semiconductors
- China continues to operate at a larger scale
- Scale, energy and capex gaps highlight execution challenges for Indian manufacturers, including electronics and steel
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- Websol Energy secures 54-acre land in West Bengal for 4GW solar manufacturing plant
- Himadri Speciality, Borosil Renewables among 5 fundamental stock picks Ambareesh Baliga recommends buying for short term
- Specialty Gases Demand Expected To Grow Multifold, Says Waaree Clean Energy CEO Anuj Sharma
- Suzlon to Premier Energies: Ambit sees up to 40% upside but flags solar margin risks
Make in India’s manufacturing progress
At Make in India’s 12-year mark, reports describe a shift toward stronger domestic supply chains, technology and global competitiveness. They also note patchy effects on growth, jobs and global share, and continuing gaps with China in scale, energy and capital expenditure.
Friday, 25 September
- India vs China manufacturing: Where India stands as Jefferies flags scale, energy and capex gaps