Indian Solar Companies Could Gain As ASEAN Loses Edge Over Trump’s Tariffs

Vikas Gupta is the CEO and Chief Investment Strategist at OmniScience Capital, says “Over time we will get more and more upstream manufacturers and thus it will become more domestic and eventually at the appropriate scale the cost advantages will flow. This is a multi-year initiative and is being accelerated. We are already seeing solar cells being manufactured locally. Next step will be domestic wafer manufacturing and then producing polysilicon and so on.”