ACMA Report Highlights November China Rare-Earth Risk
China's October 2025 export controls on rare earths were suspended rather than withdrawn, and the suspension runs out ...
Kiran Murali and Darshan Nakhwa
02 Sep 2026
Tarun Garg says India must develop capacity in semiconductors, EV battery cells and power electronics to reduce import dependence and achieve strategic independence.
Read moreChina's October 2025 export controls on rare earths were suspended rather than withdrawn, and the suspension runs out ...
India’s electrical and electronics component industry currently accounts for about 12% of domestic component supply, l...
Nine in ten Indian component makers believe the moment belongs to them. Nearly eight in ten also believe their busines...
Indian auto component makers have largely solved the problem of seeing demand volatility. They have not solved the pro...
BCG says the bigger decisions for suppliers are when to invest, what to automate, and whether to build, acquire or div...
India's smallest auto component makers are running two exposures at once, and the BCG-ACMA report Beyond Resilience fi...
Exports have more than doubled since FY16 and the sector turned a net trade surplus in FY24, yet India's share of worl...
Planning ahead may be the most overlooked capability in building resilient growth.
BCG says the industry can push localisation from 70% towards 80%, but raw materials, technology and scale will determi...