India’s EV Growth Story Is Real. Its Constraints Are Structural. India is among the fastest growing electric vehicle markets globally, driven by policy momentum, OEM participation, and rising demand for sustainable mobility. India’s EV market is also scaling rapidly in absolute terms, with retail sales reaching ~2.5 mio units in FY2026, reflecting ~25% year-on-year growth, led primarily by e-2W and e-3W. However, growth is uneven. High utilisation segments are scaling faster than supporting infrastructure. Charging networks remain insufficient, and long charging cycles continue to limit vehicle uptime. At the same time, the domestic battery ecosystem is still evolving, with dependence …
India’s Sunrise Moment: A Macro Overview for Global Business Leaders
India’s Sunrise Moment: A Macro Overview for Global Business Leaders As geopolitical fault lines reshape global trade, one economy is emerging not merely unscathed but structurally strengthened. India’s combination of domestic resilience, policy-backed industrialisation, and demographic depth is drawing unprecedented attention from boardrooms across Europe, Asia, and the United States.On 27th March 2026, EAC International Consulting, in collaboration with the Consulate General of India in Munich and RÖDL , hosted an invite-only executive roundtable on Indian Sunrise Sectors with a focused lens on Solar PV, Battery, Semiconductor, and Green Hydrogen. The event brought together senior decision makers to deliberate on …
“India in Intralogistics – From Cost Advantage to Technology Maturity”
“India in Intralogistics – From Cost Advantage to Technology Maturity” India’s emergence is not accidental; it is built upon four strategic pillars. At the core is a 1.2 trln EUR infrastructure backbone provided by the PM GatiShakti master plan, which is rapidly modernizing the nation’s logistics connectivity. Complementing this is the regions profound cost efficiency, allowing European firms to access world-class engineering talent at only 25-30% of German cost benchmarks. This advantage is further bolstered by aggressive policy incentives, specifically the Production Linked Incentive (PLI) schemes currently driving growth across 14 key manufacturing sectors. Finally, the global “China + 1” …
China Quo Vadis: Strategic Repositioning of a Key Market
China Quo Vadis: Strategic Repositioning of a Key Market The Handelsblatt article published in the context of Chancellor Friedrich Merz’s (CDU) visit to China highlights a tangible market shift in the China revenues of German corporations. EAC International Consulting was cited as a market expert in this context. The former growth engine is losing momentum, and market shares are realigning and the success factors for a sustainable China engagement are being redefined. At the same time, the development reflects less a withdrawal and more a structural repositioning.The China boom of past decades is over. With approximately 5.0% growth in 2025 …
Market Intelligence: China Consumer Health
How Long Will the Rise of International Supplements in China Continue? The Chinese consumer health market has transformed dramatically over the past fifteen years. What began as informal cross-border trade has evolved into a sophisticated, bln EUR e-commerce ecosystem. Through China’s Cross-Border E-Commerce (CBEC) model, international brands still capture the larger and more profitable share, with the United States, Germany, and Australia as the dominant import origins. On Tmall for example one of the largest Chinese e-commerce platforms, international brands command 57% of revenue whilst representing only 43% of sales volume over the past three months, demonstrating superior pricing power …
INDIA’S SOLAR MANUFACTURING PIVOT: WHY GLOBAL PLAYERS MUST ACT NOW
INDIA’S SOLAR MANUFACTURING PIVOT: WHY GLOBAL PLAYERS MUST ACT NOW India is entering a once-in-two-decades solar manufacturing supercycle. Installed capacity has expanded from 2.8 GW in 2014 to nearly 130 GW by 2025, supported by ambitious national targets and strong policy commitments. While the solar demand outlook is robust, the manufacturing landscape remains uneven with significant capability gaps in upstream segments and next-generation cell technologies. This creates a strategic window for global players to shape India’s next phase of solar industrialization.India’s Solar Growth Story: From Scale to Manufacturing Sovereignty India is now the world’s fourth largest renewable energy market and …
India’s CBG Boom: A Strategic Opportunity for Equipment Suppliers
India’s CBG Boom: A Strategic Opportunity for Equipment Suppliers Biofuels particularly Compressed Biogas (CBG), Ethanol, and Biodiesel positioned as strategic pillars in its transition towards cleaner energy by India. Currently, India has 170 CBG plants in operation and ~250 plants under development against the ambitious target of 5,000 under SATAT initiative, indicating that more than 85-90% of the targeted market is still upcoming, which presents a vast untapped growth landscape. In parallel, India’s strong push for ethanol blending (20% E20 by 2025-26) and biodiesel expansion through UCO-based feedstock procurement is also growing at an accelerating pace.Why India’s CBG Sector Is Emerging …
India’s High-Performance Coatings Market as a Growth and Manufacturing Platform for Specialty Chemical Companies
India’s High-Performance Coatings Market as a Growth and Manufacturing Platform for Specialty Chemical Companies The global coatings industry is rapidly shifting toward waterborne, low-VOC, and high-performance chemistries as sustainability regulations tighten and downstream industries demand improved environmental and technical performance. Waterborne coatings have become one of the fastest-growing global segments, supported by increasing adoption in automotive, industrial, and construction applications. The global market is expected to surpass 140 bln EUR by 2035, driven by innovation in dispersants, rheology modifiers, polyurethane dispersions, adhesion technologies, and next-generation corrosion-resistant systems—areas where established specialty chemical manufacturers continue to lead. India has emerged as one …
Unlocking Feedstock Potential: Pathways to Reliable CBG Supply Chains in India
Unlocking Feedstock Potential: Pathways to Reliable CBG Supply Chains in India India’s CBG industry holds tremendous potential of 9.2–12.9 million tonnes per annum (MTPA), offering a significant opportunity to reduce imports of natural gas and crude oil while contributing to the nation’s net-zero targets.The abundance of biomass resources, favourable government policies, the need to improve soil health, and India’s green transition initiatives are key enablers that create strong prospects for scalable renewable energy. Among major biomass sources, agri-residue accounts for nearly three-fourth of the total potential, while municipal solid waste (MSW), press mud, and animal manure form the remaining key …
China’s October 2025 Export Controls: Strategic Implications for Global Industries
China’s October 2025 Export Controls: Strategic Implications for Global Industries China’s export-control framework has entered a new phase of regulatory refinement and systematization. On October 9, 2025, the General Administration of Customs announced comprehensive measures that mark a fundamental shift from reactive quota management to proactive governance of critical materials and technologies. These regulations carry profound implications for global supply chains spanning advanced manufacturing, clean energy, and strategic technology sectors.The announcement encompasses five interconnected circulars that collectively represent China’s most comprehensive approach to critical materials governance. These measures span the entire value chain from raw materials and processing equipment through …
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start
India’s Manufacturing Moment: Why Assembly Is Not a Weak Start There has been a lot of debate lately on whether India’s recent manufacturing inflows are “real” or simply limited to assembly. The assumption is that unless a country builds deep manufacturing capability, it cannot truly move up the value chain. But that view misses an important truth about how industrial ecosystems actually evolve.Even if India’s current wave of investment is assembly-led, it sets in motion something much larger. When global companies begin to assemble products locally, they inevitably bring suppliers, logistics partners, testing facilities, and component makers along with them. …
The Johor-Singapore Special Economic Zone: Where Strategic Vision Meets Market Reality
The Johor-Singapore Special Economic Zone: Where Strategic Vision Meets Market Reality JS-SEZ represents more than just another economic initiative, it’s a paradigm shift that’s reshaping how multinational corporations approach Southeast Asian market expansion. With 93% of Singaporean firms already eyeing Johor for strategic investments, this cross-border collaboration has emerged as the region’s most compelling value proposition for forward-thinking executives.While conventional special economic zones focus on isolated benefits, the JS-SEZ pioneers an integrated ecosystem that leverages the complementary strengths of two dynamic economies. This isn’t merely about cost arbitrage – it’s about creating sustainable competitive advantages through strategic geographic positioning, regulatory …