India’s ‘Make in India’ Faces Collateral Damage

[Renegade]

All the talk about Make in India, shifting manufacturing over from China, banning Chinese Apps and Investments, while you cannot lift a finger without them.

China has restricted exports of key materials like gallium, germanium, antimony, and lithium tech—crucial for solar panels, electronics, and EV batteries, which are central to India’s ‘Make in India’ program.

These curbs, aimed at the US, indirectly disrupt Indian industries dependent on Chinese imports. Sectors like solar power, electronics, and EVs face delays and supply chain issues. India’s imports from China rose to $101.73 billion in 2023-24, showing its reliance.

Experts warn these restrictions could worsen geopolitical tensions. Ajay Srivastava from GTRI noted that while India suffers now, China’s actions might hurt its own interests due to strained ties with New Delhi. Post-Galwan clashes in 2020, India tightened Chinese investments over security concerns.

In short, China’s export controls are stalling India’s growth in critical industries while highlighting the risks of over-dependence on one nation for essential inputs.

 

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All the talk about Make in India, shifting manufacturing over from China, banning Chinese Apps and Investments, while you cannot lift a finger without them.

Not true. Chinese investments were phased out successively after Galwan. Bigbasket is a good example.

China has restricted exports of key materials like gallium, germanium, antimony, and lithium tech—crucial for solar panels, electronics, and EV batteries, which are central to India’s ‘Make in India’ program.

Rare earths are not that rare. What is lacking is refining capabilities. The more China restricts exports, the more capacity will be built around the world. India btw isn't lacking in rare earths at all.

These curbs, aimed at the US, indirectly disrupt Indian industries dependent on Chinese imports. Sectors like solar power, electronics, and EVs face delays and supply chain issues. India’s imports from China rose to $101.73 billion in 2023-24, showing its reliance.

Temporary setback. Once upon a time OPEC also dictated to the world and the decade after saw a crash in oil priced that lasted right through the 80s.

Experts warn these restrictions could worsen geopolitical tensions. Ajay Srivastava from GTRI noted that while India suffers now, China’s actions might hurt its own interests due to strained ties with New Delhi. Post-Galwan clashes in 2020, India tightened Chinese investments over security concerns.

As India should. Always look for non Chinese options if equivalent products can be found. Phones & appliances are two sectors where Chinese isn't required.

In short, China’s export controls are stalling India’s growth in critical industries while highlighting the risks of over-dependence on one nation for essential inputs.

Yeah, overhyped rhetoric

 

[6pack]

Sectors like solar power, electronics, and EVs face delays and supply chain issues. India’s imports from China rose to $101.73 billion in 2023-24, showing its reliance.

ha, maybe this will give our sleeping bureaucrats (the main guys pulling the strings in administration behind the ministers) some push to develop our own infrastructure for these minerals or even push us towards more nuclear power plants. There won't be need of too many EV's if we make electric trams the preferred mode of transport. No need of over dependence on solar if we had set up nuclear plants 10 years back. But reality is, nothing will happen. We will blame china and do nothing. Or we will import from some other country like USA, Argentina or Canada for 10x the price from China and keep grumbling.

Experts warn these restrictions could worsen geopolitical tensions. Ajay Srivastava from GTRI noted that while India suffers now, China’s actions might hurt its own interests due to strained ties with New Delhi. Post-Galwan clashes in 2020, India tightened Chinese investments over security concerns.

yeah, about that - we are too stupid to hurt China. We don't negotiate properly and don't have the balls to negotiate firmly. China won't hurt. India will hurt. India can go all the way and ban Chinese imports and the only ones hurting will be Indian businessmen who make a killing importing cheap Chinese stuff and selling at 10x-20x the price here. I hope China bans exporting electronic stuff to India. All these import curbs and duties will come crashing down in a week tops.

 

[CasualGamer91]

Long for good term

 

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we are too stupid to hurt China.

And they know we are no pushover if push comes to shove.

We don't negotiate properly and don't have the balls to negotiate firmly.

Ever heard of the nuclear deal we got with the Americans?

What was that line Strobe Talbot said after we conducted the '98 tests

India is in the doghouse. They want into the big house. We're trying to find them a halfway house

China won't hurt. India will hurt. India can go all the way and ban Chinese imports and the only ones hurting will be Indian businessmen who make a killing importing cheap Chinese stuff and selling at 10x-20x the price here.

You already said it is Indian businessmen that will hurt. They are not India.

I hope China bans exporting electronic stuff to India. All these import curbs and duties will come crashing down in a week tops.

Do you think China are dumb enough to do that