India Apparel Exporters Set to Gain as China Cedes Share, UK Trade Deal Kicks In
Motilal Oswal flags a tailwind setup for Indian textile and apparel exporters: China's shrinking global apparel export share, the new India-UK trade deal, stabilising retailer inventories, improving sell-through, and a recovery in discretionary spending across key Western markets.
What happened
Indian Textile & Apparel Industry · Motilal Oswal report says India's textile and apparel exporters are positioned to gain from China's declining global apparel
Why this matters
Window is open to acquire mid-tier Indian apparel manufacturers or lock UK distribution JVs before the FTA tailwind gets fully priced into asset multiples.