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Industrial Policy

Policy signals, subsidies, tariffs, and local-content rules interpreted through their impact on manufacturing investment and operations.

Industrial Policy
Industrial Policy

India's PLI Scheme: A New Engine for Global Manufacturing Shift and Supply Chain Restructuring

India's Production Linked Incentive (PLI) scheme has attracted over ₹2.40 lakh crore in investments, created 1.415 million jobs, and driven exports worth ₹15.2 lakh crore. The scheme is accelerating India's integration into global value chains, reshaping the manufacturing landscape of key industries such as electronics, pharmaceuticals, and medical devices. This article analyzes how the PLI scheme drives supply chain diversification and industrial upgrading from a global manufacturing perspective.

Elena Martinez3 min read
Industrial Policy

The manufacturing gap behind India's FDI recovery: decline in greenfield investment reveals weak industrial foundation

In 2025, India's FDI inflow increased by 44% to $38.89 billion, but greenfield investment commitments plummeted from $111.14 billion to $74.12 billion. Analysis shows that despite policy incentives and market size attracting capital, implementation risks such as land, approval, and judicial issues still hinder the deep-rooted development of manufacturing.

Elena Martinez4 min read
Industrial Policy

The Political Economy of Bangladesh's Industrial Slowdown: Structural Inertia and the Manufacturing Dilemma of the Global South

Bangladesh's industrial growth rate has fallen to 2.86%, while the budget predicts 7% growth. This article analyzes the underlying institutional incentives, rent protection, and path dependence from a political economy perspective, and compares them with East Asian industrialization experiences to reveal the common challenges faced by manufacturing in the Global South.

Elena Martinez5 min read
Industrial Policy

Why does the Philippines need a modern industrial policy: from dependency-driven growth to industrial reconstruction

This article starts from the context of the Philippines' long-term deindustrialization, external dependence, and global industrial restructuring, analyzes why modern industrial policy has once again become a core issue of national competitiveness, and discusses the relationship between science and technology education, R&D investment, regional manufacturing competition, and industrial self-reliance.

Sarah Jenkins8 min read
Industrial Policy

The true significance of India’s steel industry: from heavy industrial expansion to supply chain autonomy

India’s steel industry is shifting from a traditional heavy industry to a national-level supply chain foundation: driven jointly by expanding domestic demand, raw material security, specialty steel upgrades, and the green transition, the steel sector has become a key pillar in the localization of India’s manufacturing and the restructuring of its industrial competitiveness.

Klaus Weber7 min read