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The Economic Times — Marketseconomictimes.indiatimes.com

India's textile industry poised for long-term growth as global sourcing shift gathers pace: Siddhartha Khemka (opens original article in a new tab)

TL;DR

India's textile industry is set for long-term growth as global brands shift sourcing from China, supported by structural factors and free trade agreements, with Gokaldas Exports identified as a leading beneficiary.

  • India's textile industry is positioned to benefit from global sourcing shifts away from China due to geopolitical risks and rising costs.
  • Free trade agreements with the UK and EU are expected to narrow India's tariff disadvantage and boost textile exports.
  • Gokaldas Exports is highlighted as a top investment pick due to its strong customer relationships, capacity expansion, and operating leverage.

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