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The “Either-Or” Era of Indian Mobility is Dead. Welcome to the Portfolio Strategy
For years, the boardroom debate in the Indian automotive sector has been stuck in a binary loop: EV or Hybrid? If you look at the sales data from mid-2026, you’ll see the market has already moved past this question. The “EV vs. Hybrid” battle is over. The winners of the next decade won’t be those…
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“The Spreadsheet Has Replaced the Sales Pitch — And India’s Auto Industry Hasn’t Caught Up Yet”
One data point from May 2026 should have every boardroom in the Indian automotive sector re-examining its five-year plan. One in three passenger vehicles sold in India last month ran on something other than conventional petrol or diesel. Not one in ten. Not one in five. One in three. This isn’t a product trend. It’s…
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THE AUTOPOCALYPSE NOW: Mexico’s Tariff Wall Is An Existential Threat To India’s Auto Ambition
This isn’t about mere market access; it’s about industrial survival. The auto sector is the clearest casualty of the escalating global trade war. Mexico’s decision to hike tariffs on Indian vehicles, motorcycles, and—most critically—auto components to rates as high as 35% and 50% is a direct hit to the heart of the “Make in India”…
527 words2–3 minutes
