/
•
•
Indian electric vehicle manufacturers are in for near-term disruption as China puts restrictions on the supply of rare-earth materials to the world.

India’s largest two-wheeler maker has seen a stock surge on the back of macro tailwinds, an EV push, a credible export strategy and renewed investor faith. Proving that this rally isn’t just a festive-season fling will be the real test.
Rather than celebrate Beijing’s lifting of restrictions on rare-earth exports, India's EV and green energy ecosystems must confront their China dependence.
Cheaper, high-tech cars from China have flooded the UAE auto market in the past few years—sometimes entering through the back door.