PM Modi and President Lee Jae-myung signed 15 agreements and 16 MoUs — the most institutionally dense bilateral outcome in a decade. Here is the complete analysis.
The Digital Bridge, semiconductor value chain realignment, and four AI sub-sectors to watch through 2030.
Deep Dive →15 sustainability agreements, ISA membership, and the five clean energy sub-sectors the partnership targets.
Deep Dive →How AI-driven knowledge preservation and the bilateral industrial committee are redefining factory competitiveness.
Deep Dive →CEPA 2.0, the Korea Industrial Township, HD KSOE shipyard, and the institutional architecture behind the trade mandate.
Deep Dive →| Indicator | 2026 Status | 2030 Target |
|---|---|---|
| Total Bilateral Trade | ~$27 billion | $50–54 billion |
| India's Exports to Korea | ~$6.5 billion | ~$18–20 billion (rebalancing target) |
| Korea's Exports to India | ~$18.5 billion | ~$30–34 billion |
| Trade Deficit (India) | ~$14.7 billion | Significant reduction targeted |
| Korean Companies in India | ~700 firms | 5,000–7,000 (aspirational) |
| Required Annual Growth Rate | — | ~18% per annum |
| Korean FDI Rank in India | 5th largest | Top 3 target |
| CEPA 12th Round | May 2026 scheduled | Conclusion: H1 2027 |
| Industrial Cooperation Committee | Launched April 2026 | First meeting: 2026 |
| Korean Industrial Township | Planning phase | Operational: 2027–28 |
10-step professional framework for technology investment research.
Read Guide →LCOE, PPA analysis, and the five-tier clean energy value chain map.
Read Guide →12 sub-sector taxonomy and professional metrics for industrial stocks.
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