Is India Ready For Apple & Global Firms Leaving China?

US-China Tensions: Can India Really Gain Big? | Mayuresh Joshi Explains on Market Today.

As the world's two largest economies — the US and China — face off in an escalating geopolitical and trade battle, could this be India’s big break? With companies like Apple airlifting iPhones to avoid Chinese tariffs and global firms exploring a China+1 strategy, many believe India is the next big manufacturing hub. But is India ready to seize this moment? In this episode of Market Today on Business Today TV, Mayuresh Joshi, Head of Equity Research at William O’Neil India, decodes the real impact of the US-China conflict on India. He offers a reality check on India’s manufacturing readiness, the long road ahead to rival China, and how Indian companies could benefit in the long run — albeit with caution.

Key Takeaways:

Sentimentally positive for India, but structural readiness will take time

Apple & global firms eye India, but shifting supply chains isn’t overnight

India better placed than most, but not immune to global trade shocks

Dumping risks by China could affect pricing & currencies globally

Catch this insightful market analysis with Mayuresh Joshi as he breaks down the global trade shift and what it means for India’s future.