AGP Executive Report
Last update: 9 hours agoSemicon 2.0 Push: The Union Cabinet approved the ₹1.27 lakh crore Semicon 2.0 programme to build India’s semiconductor design, fabs, packaging, R&D and talent pipeline. EV & Energy Infrastructure: Hero MotoCorp okayed an extra up to ₹1,000 crore investment in Ather Energy, while India’s Railways flagged off an indigenous hydrogen fuel cell train (Jind–Sonipat) with 10 coaches and ~2,600 capacity. Trade Deal Momentum: India–UK CETA is now in force, with pharma exports to the UK seen rising 8%+ by FY27 and medical devices getting staged tariff cuts; gem & jewellery exports also kicked off with a first zero-duty UK shipment. Maritime Safety: DG Shipping told shipowners and recruiters to avoid deploying Indian seafarers through the Strait of Hormuz amid renewed attacks. Textiles Roadmap: The textiles ministry unveiled the “India T&A CXO Blueprint 2030” at Bharat Tex 2026 to shift from cost to capability competitiveness. Markets & Industry: India’s auto sales hit a best-ever April–June; Mumbai’s water stock slipped to 49.65%. Bioeconomy Outlook: NITI Aayog’s roadmap targets a USD 691B bioeconomy by 2035 and 30M+ jobs. Warehousing & Real Estate: Grade A warehousing supply is set to reach 45–50 mn sq ft by end-2026; real estate equity inflows hit a record USD 8.5B in H1.
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