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Elon Musk's Big India Test: Can Tesla Pull An Apple-Style Breakthrough?

1. Tesla begins sales in India with the Model Y, facing high tariffs. 2. Imported Model Y incurs tariffs up to 70%, limiting market access. 3. Tesla lacks local manufacturing, hindering mass-market appeal. 4. Apple's success in India shows potential for premium products with adaptation. 5. Tesla's future in India depends on local strategy and manufacturing.

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FAQ

Why Neutral?

High tariffs and lack of local manufacturing may hinder immediate growth.

How important is it?

India's market potential is significant, but structural challenges exist currently.

Why Long Term?

Local manufacturing could enable future market penetration akin to Apple's path.

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