Amit Subodh’s Post

🚀 Unlocking Insights: 🚀 📈 Over the past 15 years, China's share in India's imports of industrial goods has surged from 21% to 30%, surpassing India's overall import growth. According to the latest report by the Global Trade Research Initiative (GTRI), this upward trajectory poses strategic challenges, with implications for both economic resilience and national security. 🔍 Key Findings: 📊 In 2023-24, China accounted for 15% of India's total imports, amounting to $101.8 billion. 🏭 $100 billion of these imports were concentrated in major industrial product categories. 🔄 China's contribution to India's imports of industrial products has risen to 30%, up from 21% fifteen years ago. 📦 Sectors such as electronics, machinery, chemicals, and plastics exhibit a growing reliance on Chinese imports. 💡 Implications & Strategies: The composition of imports from China underscores the urgent need for: 🛠 Focused R&D in capital goods and machinery sectors. 📈 Upgrading industries reliant on intermediate goods. 🌍 Diversifying supply chains and bolstering domestic industries to reduce dependency on single-country imports. 🛡 Strategic Imperatives: The growing trade deficit with China and increased reliance on its industrial goods call for a recalibration of import strategies. It's imperative to: 🤝 Foster diversified and resilient supply chains. 💼 Invest in domestic manufacturing capabilities. 🌐 Mitigate risks to economic and national security. 🔗 Conclusion: As India navigates its economic landscape, addressing the challenges posed by escalating dependency on Chinese imports is critical. Strategic actions and collaborative efforts between the government and industries will pave the way for a more robust and self-reliant economy. #EconomicInsights #SupplyChainResilience #NationalSecurity #TradeStrategy #ChinaImports #GlobalTrade 🌍📊

🌐 India’s Trade Landscape: Key Partners Emerge in FY25 📈 China has solidified its position as India's top import source, with shipments worth $56.29 billion during the April-September period of FY25, marking an 11.5% YoY increase. 🚢 On the export front, the US has emerged as India's top export destination, with outbound shipments growing by 5.62%, reaching $40.38 billion in the same period. These figures highlight the critical role both nations play in shaping India’s trade dynamics. While China continues to dominate imports, the US remains a crucial partner for India's export growth. As trade ties evolve, it will be interesting to see how India navigates its global partnerships in the coming years. #TradeUpdate #IndiaTrade #China #US #Exports #Imports #GlobalEconomy #FinanceNews #TradeRelations

🌐 India’s Trade Landscape: Key Partners Emerge in FY25 📈 China has solidified its position as India's top import source, with shipments worth $56.29 billion during the April-September period of FY25, marking an 11.5% YoY increase. 🚢 On the export front, the US has emerged as India's top export destination, with outbound shipments growing by 5.62%, reaching $40.38 billion in the same period. These figures highlight the critical role both nations play in shaping India’s trade dynamics. While China continues to dominate imports, the US remains a crucial partner for India's export growth. As trade ties evolve, it will be interesting to see how India navigates its global partnerships in the coming years. #TradeUpdate #IndiaTrade #China #US #Exports #Imports #GlobalEconomy #FinanceNews #TradeRelations

China Becomes India's Top Trade Partner in 2023-24! China has overtaken the US as India's largest trade partner for the fiscal year 2023-24, marking a significant shift in global trade dynamics. With total merchandise trade reaching an impressive $118.4 billion, this represents a 4.04% growth from previous years. However, this growth comes with a notable trade deficit, as the imbalance with China surpasses $85 billion. What does this mean for India's economy and its global trade relations? Watch our in-depth analysis to understand the implications and future prospects of this evolving trade landscape. Don't forget to like and share this video! #IndiaChinaTrade #TradeDeficit #GlobalEconomy #TradePartners #FiscalYear2023 #EconomicAnalysis Follow our channel Global Trade Insights for more insightful information on International Trade & Commerce: https://lnkd.in/d2QEbrYc

Our second blog titled 'Analysing the scale of Australian Imports across Sectors' in the 3 blog series 'Trade Dynamics: Exploring the rise of Australia - India Partnership, Sectoral Analysis, & Indian Market Presence in Australian Imports' Please follow Trans4m Business Consulting for our upcoming research blogs on Australia - India Business Opportunities.

📉 𝗖𝗵𝗶𝗻𝗮 𝗦𝗵𝗼𝗰𝗸 𝟮.𝟬: 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗥𝗶𝗽𝗽𝗹𝗲 𝗘𝗳𝗳𝗲𝗰𝘁𝘀 𝗼𝗻 𝗜𝗻𝗱𝗶𝗮 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 As economic uncertainties rise, the recent "China Shock 2.0" has sent waves of concern across markets worldwide. With China’s economic slowdown and regulatory changes impacting global supply chains, 𝗜𝗻𝗱𝗶𝗮 𝗮𝗻𝗱 𝗼𝘁𝗵𝗲𝗿 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗲𝘀 𝗺𝗮𝘆 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗿𝗲𝘁𝗵𝗶𝗻𝗸 𝘁𝗵𝗲𝗶𝗿 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀. 🏗️ 𝗪𝗵𝗮𝘁 𝗰𝗼𝘂𝗹𝗱 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻 𝗳𝗼𝗿 𝗜𝗻𝗱𝗶𝗮? • 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗥𝗲𝗮𝗹𝗶𝗴𝗻𝗺𝗲𝗻𝘁: With disruptions in China, India has an opportunity to position itself as a reliable alternative for manufacturing and supply chain solutions. • 𝗧𝗿𝗮𝗱𝗲 𝗮𝗻𝗱 𝗘𝘅𝗽𝗼𝗿𝘁 𝗦𝗵𝗶𝗳𝘁𝘀: China’s reduced economic activity could impact global demand for raw materials and goods, creating potential challenges for sectors dependent on exports. • 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: As investors reassess China’s stability, India could emerge as a preferred investment destination for those seeking exposure in the Asia-Pacific region. This evolving landscape presents both challenges and opportunities. India’s policy framework and business community will need to act swiftly to capitalize on these shifts and mitigate risks. #ChinaShock #GlobalEconomy #IndiaEconomy #BusinessStrategy #EmergingMarkets #Globaltrade #Exporters #Importers #Tradeandindustry #India #FIEO #MOC #CII #FICCI 

Unlocking Insights into India's Trade Patterns: A Comprehensive 24-Month Review Excited to share my latest video analysis: "Unveiling India's Trade Dynamics: A Deep Dive into 24 Months of Import-Export Trends." 🌏📈 In this detailed walkthrough, I explore the nuances of India's trade activities, focusing on the significant shifts in goods trade. We dive deep into how India's growing dependency on imports, particularly from countries like China and Russia, affects our economic leverage globally. From electronic imports to crude oil deals, this video breaks down complex trade data into actionable insights. 🔹 What's driving India's import trends? 🔹 How are exports shaping up against global demands? 🔹 What strategies can India employ to balance its trade deficit? Whether you're an economist, a trade professional, or simply curious about global economic trends, this video promises a wealth of information backed by comprehensive data analysis. Watch the full video for in-depth insights and data-driven forecasts. Let's discuss how these trends will shape India's future trade strategies! #GlobalTrade #EconomicAnalysis #IndiaTrade #ImportExport #TradeDeficit #BusinessStrategy

The trajectory of India’s economic relationship with China has largely defied the desired course set by New Delhi in the past two decades. Heightened distrust after the Galwan clashes in 2020 has further widened the gap. Modi 3.0 faces two major dilemmas―how to tame the burgeoning trade deficit with China and how to screen foreign direct investment from China while striking a balance between national security and industrial policy. Both these objectives are intertwined with India’s ambition to expand its share in global supply chains. Can India steer a creative path in its economic ties with China and harvest gains? Read the expert views of our Partner, Santosh Pai in the article "Neighbours with Benefits - There has never been a better time to pursue a trade deal with China" published by THE WEEK @ https://lnkd.in/gawDT3GX   #DentonsLinkLegal #ThoughtLeadership #ChineseInvestments #IndoChinaRelations #Export #Traderelations #Article #TheWeek

China Becomes India's Top Trade Partner in 2023-24! China has overtaken the US as India's largest trade partner for the fiscal year 2023-24, marking a significant shift in global trade dynamics. With total merchandise trade reaching an impressive $118.4 billion, this represents a 4.04% growth from previous years. However, this growth comes with a notable trade deficit, as the imbalance with China surpasses $85 billion. What does this mean for India's economy and its global trade relations? Watch our in-depth analysis to understand the implications and future prospects of this evolving trade landscape. Don't forget to like and share this video! #IndiaChinaTrade #TradeDeficit #GlobalEconomy #TradePartners #FiscalYear2023 #EconomicAnalysis Follow our channel Global Trade Insights for more insightful information on International Trade & Commerce: https://lnkd.in/gK3CQhqh

The Shift from China is Leading to India 🇮🇳 Geopolitical uncertainty and high US tariffs have been driving manufacturing away from China and into new destinations. According to a recent study by Boston Consulting Group (BCG), India is emerging as one of the biggest winners. 🌏 BCG highlights India, alongside Mexico and Southeast Asia, as key future export destinations, all benefiting from competitive cost structures, large labor pools, and growing industry capabilities. However, what sets India apart is its large domestic market and favorable government incentives. From 2018 to 2022, India’s exports to the US increased by $23 billion – a remarkable 44% rise! ❓What does this shift mean for Norwegian companies? ❓ Could they benefit from India's increasing role in global supply chains? ❓ Will we see more Norwegian companies sourcing and importing from India? We are excited to explore these questions and start the dialogue. Don’t miss our upcoming India-Nordic Seminar on October 30th where we’ll discuss these opportunities in-depth. Sign up now and join the conversation! Register here: https://lnkd.in/dMNdEM3s