Electronics Sector’s Call for Policy Stability Highlights Logistics Industry’s Role in Securing India’s Supply Chains
The easing of US-China trade tensions has sparked fresh debate within India’s manufacturing ecosystem, particularly in the electronics sector, which has thrived under the “China Plus One” strategy and Production Linked Incentive (PLI) schemes. Industry leaders warn that any dilution of government support could undermine India’s hard-earned advantage in attracting global investment.
Mr. Santosh Shetty, CEO of Isa Logistics and GoTek Solution, emphasized the critical role of logistics in sustaining India’s competitive edge. He noted that while geopolitical currents may shift, the reliability of India’s domestic policy framework will determine whether supply chains continue to migrate and stabilize within the country.
“The recent US tariff adjustments are a stark reminder that geopolitical currents will always fluctuate. India must focus not on external tensions, but on internal policy stability. To realize the $500 billion electronics goal, the government must view PLI and protection measures as essential, long-term national policy, not reactive tools. Any sign of policy pause or dilution now would erode trust, stall investment momentum, and cost India its hard-earned advantage.”
Isa Logistics, with its integrated solutions and commitment to strengthening India’s supply chain infrastructure, stands ready to support the electronics sector’s growth trajectory. The company believes that logistics providers must act as stabilizers in times of uncertainty, ensuring the seamless movement of goods and reinforcing investor confidence in India’s manufacturing ecosystem.
As India positions itself as a global hub for electronics manufacturing, the logistics sector’s voice is vital in shaping the narrative around policy continuity and supply chain resilience. Isa Logistics calls upon policymakers to recognize that economic risk from policy uncertainty outweighs geopolitical risk, and to redouble their efforts on long-term frameworks that secure India’s place in global value chains.
Santosh Shetty, Chief Executive Officer. As the visionary leader of ISA Logistics, Mr. Shetty brings comprehensive expertise across the entire logistics value chain. Under his leadership, the company has evolved from a startup to a professional organization with over 100 employees, offering end-to-end solutions that include CFS operations, freight forwarding, warehousing, and 4PL services.