India's Industrial Engine Accelerates, China Slows: Global Manufacturing Shift Confirmed

• India's industrial production surged by 6.7% in November 2025, marking its fastest growth in two years.
• China's industrial output slowed to 4.8% in November 2025, down from 4.9% in October, indicating pressure.
• India's lead is driven by low-cost labor, 'Make in India' policies, and the 'China Plus One' strategy.
• China faces challenges from weak domestic demand, global trade tensions, and a struggling property sector.
• India's GDP growth exceeded 7% in 2025, significantly outpacing China's estimated 4.9%.

Why It Matters: India's industrial growth is rapidly surpassing China's, signaling a major shift in global manufacturing.