Thanks for starting this thread, risks are very well outlined. Some initial key thought on textile sector is whether it can be on the cusp of growth and transformation, similar to what we witnessed in the Chemical sector in 2014. Have jotted down some thoughts in the attached file, with a greater focus on apparel exports (Apparel export is 50% of global textile trade)
Textile Sector.docx (38.1 KB)
China + 1 Theme in Textiles – A structural and persistent trend?
India advantage in Textile apparel sector: This opportunity is likely to be there for 3 to 5 years
India aims to double its apparel exports share to 30-35 bn USD from current 16 bn USD in next 5 to 7 years
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