US-China trade war: India could benefit from tariff hike

Business Oct 11, 2025

Starting November 1, 2025, the US is bumping up tariffs on Chinese imports to a hefty 130%.
This move comes right after China tightened its grip on rare earth exports—materials the US relies on for things like defense, electric vehicles, and clean energy.

Indian exporters eye opportunities

With US tariffs on Indian goods holding steady at 50%, Indian exporters could see more demand as American buyers look for alternatives to pricier Chinese products.
S C Ralhan from the Federation of Indian Export Organisations thinks this shift could open new doors for India.
Other exporters highlighted opportunities in sectors like textiles and toys.
Last year alone, India shipped $86 billion worth of goods to the US.