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A new report by Morgan Stanley argues that rising global uncertainty is likely to accelerate India’s push toward domestic manufacturing, defence indigenisation, energy diversification and digital infrastructure expansion.
Morgan Stanley estimates India could attract an additional $800 billion in investments over the next five years.
KEY POINTS
- India targets 100 million tonnes of coal gasification capacity by 2030 to reduce hydrocarbon imports.
- Installed data centre capacity in India is projected to rise from 1.8 GW to 10.5 GW by FY2031.
- The government plans to scale nuclear power from 8.2 GW to 22 GW by FY2032 and 100 GW by 2047.
- Defence procurement is expected to reach 75% domestic sourcing, underpinned by Make in India policies.
COMPANIES
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