India

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India’s Demographic Gamble: Can 1.5 Billion People Become an Economic Advantage?

Expert Comment — Asia Programme 20 March 2026 Key Findings India has the world’s youngest large population with a median age of 28, but job creation lags far behind workforce growth. Youth unemployment stands at nearly 20 per cent, with significant underemployment even among university graduates. Female labour force participation has declined to around 20 […]

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The Talent Wall: Why India’s $10 Billion Semiconductor Incentives Cannot Solve the Shortage of 50,000 Qualified Chip Engineers

Expert Comment — South Asia Programme 2026-03-10 TIndia’s semiconductor ambitions have captured the imagination of policymakers and investors alike. The India Semiconductor Mission, launched in 2022 with $10 billion in incentives, has attracted investment commitments from major global chip companies. Micron Technology is building a $2.75 billion semiconductor assembly and test facility in Gujarat. The

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The Fab-Labour Paradox: Why India Produces 1.5 Million Engineering Graduates a Year but Only 2,000 Are Qualified to Work in a Semiconductor Factory

Expert Comment — South Asia Programme 2026-03-10 TWhen the Indian government announced the India Semiconductor Mission in 2022 with a $10 billion incentive package, the response from global chip companies was initially enthusiastic. Micron committed $2.75 billion for an assembly and test facility in Gujarat. The Tata Group partnered with Taiwan’s PSMC for a $3

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The China Plus One Mirage: Why India’s Manufacturing Ambitions Face an Uphill Climb

Expert Comment — South Asia Programme 23 February 2026 The narrative is seductive in its simplicity. As Western companies seek to reduce their dependence on Chinese manufacturing supply chains, India — with its large workforce, democratic institutions, and improving infrastructure — is perfectly positioned to capture the “China plus one” opportunity. Prime Minister Modi’s Production-Linked

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