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India’s Tax Reset: New Bill to Lure Global Firms from China
New Taxation and Other Laws Amendment Bill offers long-term clarity, exemptions, and incentives to attract manufacturers, funds, and data centres—aiming to shift supply chains and global investment from China to India.
Editorial companion
What stands out
India's Taxation and Other Laws Amendment Bill is trying to do what tariffs and subsidies could not: give global companies long-run tax clarity and specific incentives to build and manage operations inside India. The video flags Apple and Foxconn by name, cites moves like 26% of iPhones possibly being made in India, and walks through tax exemptions, offshore fund relief, and data centre incentives aimed at rerouting supply chains away from China. For investors, this is a policy-engineered nudge that can change where capex, taxable profits, and high-margin services concentrate over the next several years.