Sensex crosses 90,000 for the first time in history — markets at record high
A comprehensive look at how India's revised industrial policy is reshaping the employment landscape and drawing global investment
New Delhi — A sweeping policy realignment is quietly rewriting India's economic story. Three years into the government's revised industrial strategy, preliminary data suggests the economy added 1.4 crore formal manufacturing jobs in the last 18 months alone.
- China’s export advantage is weakening: The withdrawal of its reported 13% caffeine export rebate could reduce Chinese suppliers’ pricing advantage and improve the competitiveness of other producers. - India has an opportunity to gain market share: Global buyers may diversify their sourcing towards India to reduce dependence on Chinese suppliers. - Aarti Pharmalabs is already positioned to benefit: The Indian manufacturer has expanded its caffeine and xanthine-derivative capacity to more than 9,600 tonnes annually, according to its investor disclosures. - Demand spans multiple industries: Caffeine is widely used in energy drinks, soft drinks, pharmaceuticals and nutritional supplements, creating opportunities across several international markets. - India still faces competition: China, Vietnam and other established suppliers remain important players, and India’s success will depend on pricing, quality, reliability and customer approvals. - The opportunity is promising, not guaranteed: Increased capacity and changing trade policies could support Indian exports, but actual market-share gains will depend on future orders, production utilisation and realised prices. Bottom line: China's changing export economics could create a strategic opening for India, and Aarti Pharmalabs is already investing to capitalise on it. The opportunity is to capture a greater share of global caffeine supply—not necessarily to replace China entirely.
The Reserve Bank of India's Monetary Policy Committee voted 5-1 to keep the benchmark repo rate unchanged.
The BSE Sensex breached the 90,000 mark for the first time in history on Monday.
The Indian startup ecosystem received a significant funding boost in Q2 2026, with total venture investment reaching $6.2 billion.
