Can India Lower Its China Exposure? Ajay Srivastava Shares Insights On Current Trade Strategy

In this discussion, Ajay Srivastava, Founder of Global Trade Research Initiative, reflects on India’s complex trade relationship with China amid geopolitical tensions. Despite border conflicts, India maintains a transactional trade model with China, relying heavily on Chinese imports like machinery, APIs, and engineering goods. Srivastava highlights that while political ties remain unstable, trade continues due to mutual dependence. He also comments on the impact of the US-China trade war and President Trump’s tariffs, noting renewed investment interest in India as companies seek alternatives to China.