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Saurab Jain

7th Sep · SEBI-Registered Analyst

"China’s Electricity Market Opens – Tougher Days Ahead for Indian MSMEs?"

HAVELLS
China’s electricity reforms are lowering power costs, making its industries more competitive globally. While China doesn’t export electricity to India, cheaper Chinese goods already pressure Indian MSMEs, especially in textiles, toys, and electronics. If India ever allowed direct Chinese electricity imports, small businesses could face a double blow—high local tariffs plus rivals powered by cheaper Chinese energy. PM Modi recently met President Xi at the SCO Summit, stressing India and China should be “partners, not rivals,” and discussed trade, connectivity, and strategic autonomy. These talks highlight growing economic ties but also underline risks. For India, strengthening renewables, cutting power costs, and supporting MSMEs through schemes like PLI remain critical to withstand Chinese competition. Disclaimer: Investments in securities are subject to market risk. This is for educational purposes ***** must verify information before investing and consider their financial position & risk profile. please read full disclosure disclaimer in given link *****

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