After America’s 50% tariff, India has increased its exports to China. In the first six months of 2025-26, this increased by 22% compared to the same period last year. From April to September 2025, India sold goods worth $8.41 billion (approx. ₹74 thousand crore) to China, which was $6.90 billion (approx. ₹60 thousand crore) last year. This increase came from items like telephone set parts, shrimp, and aluminum. OLED flat panel display modules exported for the first time Cannot call this a structural shift yet Ajay Sahai, CEO of the Federation of Indian Export Organizations (FIEO), said: The 22% increase is an indication of exporters’ competitiveness, especially in shrimp, aluminum, and telephone parts. But it cannot be called a structural shift yet. He said- Moving away from traditional markets like the US is good, but we need to deepen our presence in emerging markets like Asia, Africa, and Latin America.
At the same time, high-value trade with the US and EU must be kept strong. 50% US tariff was implemented from August 27 A 50% tariff was imposed from August 27 on goods sent from India to America. The Global Trade Research Initiative (GTRI) estimates that exports worth approximately ₹​​​​​​​5.4 lakh crore from India could be affected by this tariff. ​ 

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