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India's Goldilocks Year Curdles on Rupee, China Inputs — SkimNews

By Asia Times · Summarized & edited by · 2026-10-14
India's Goldilocks Year Curdles on Rupee, China Inputs

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Why it matters: India sold itself to multinationals as the supply-chain alternative to China, but the weakening rupee and persistent Chinese-input dependence expose structural fragilities in Modi's manufacturing pitch — undermining the diversification thesis global investors were underwriting.

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