• VRIGHT Exchange | Research & Strategy Desk posted an update in the group Economy & Industry Triggers

    3 weeks, 5 days ago

    Swadeshi 2.0

    The Government of India is accelerating self-reliance across critical sectors, creating massive import substitution opportunities for domestic companies.

    Key Sectoral Import Dependence:

    Minerals & Ores: >40% imported

    Organic Chemicals: >50% imported

    Fertilizers (DAP & MOP): >60% imported

    Medical Devices: >80% imported

    Crude Oil: >85% imported

    Industrial Machinery: >90% imported

    Rare Earths: >99% imported

    Semiconductors / Chips: >99% imported

    Mail & Social Media Apps: >99% dependent on foreign platforms

    Insight: Targeted policies and incentives under Swadeshi 2.0 make import-substitute businesses a compelling long-term play, especially in high-dependence and strategic sectors.