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Sector Signals

Research Notes

Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

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news

CBAM Cut India's Aluminum Exports by 41.7% — The First Evidence That Carbon Costs Have Reshaped the Structure of Trade

Following the full enforcement of the EU CBAM, India's unalloyed aluminum exports to the EU fell 41.7% in a single year. Drawing on the first quantitative data showing carbon costs materializing as real trade costs, we examine the structural risks now facing Japanese manufacturers.

SustainabilityCBAMIndia

news

India's Semiconductors Shift into High Gear: The Tata-ASML Partnership Signals a Move from Vision to Execution

In May 2026, Tata Electronics and ASML signed a memorandum of understanding, bringing India's first advanced semiconductor fab closer to reality. From the $11 billion Dholera fab to the participation of Japanese firms including ROHM, India's supply chain buildout is moving from 'vision' to 'execution.'

Power SemiconductorsIndiasemiconductor fab

pillar

BRSR Core: A Practical Guide for Procurement — What Indian Mid-Cap Manufacturers Are Preparing

BRSR Core's phased rollout expands to the top 1,000 listed companies in FY26-27. Procurement professionals need to understand what disclosures Indian listed mid-caps are required to make — and what they are actually preparing. This article outlines the framework structure and real-world corporate responses.

SustainabilityBRSRIndia

longtail

India's Green Manufacturing Transition: The Dual Shift Created by PLI Schemes and BRSR

India is strengthening its manufacturing sector through Production Linked Incentive (PLI) schemes while advancing ESG disclosure through the phased mandatory rollout of BRSR Core. The dynamic in which PLI-benefiting manufacturers simultaneously face BRSR compliance pressure creates a dual shift in how Japanese companies evaluate Indian suppliers.

SustainabilityIndiaPLI