China Tops India Trade

Why US Fell Behind

India’s China Import Dependence

Three Big Takeaways

Meet John Quelch

Explaining the Trade Deficit

China’s Long Game on Tariffs

 Supply Chain Rules and China Plus One

What to Expect Trump Xi Summit

AI Race and Robot Dominance

Five Year Outlook India China

Closing Thoughts and Sign Off

China just surpassed the US as India's largest trading partner, with bilateral trade hitting $151 billion and a trade deficit that has ballooned to an all-time high of $112 billion. Beijing has also rolled out sweeping new supply chain rules that could penalise companies moving manufacturing out. So what does this mean for India? John Quelch, American President, Executive Vice Chancellor and Distinguished Professor of Social Science, Duke Kunshan University argues the deficit isn't the real story. China plays a long, calculated game — on tariffs, on technology, on geopolitics. India needs to learn to read that game, not react to it. From the Trump-Xi summit to robots, rare earths, and the untapped potential of two ancient civilisations — this conversation reframes everything

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You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, Two Women Fought to Change India's Maternity Laws...and Succeeded,Can India Truly End Naxalism?, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

China just surpassed the US as India's largest trading partner, with bilateral trade hitting $151 billion and a trade deficit that has ballooned to an all-time high of $112 billion. Beijing has also rolled out sweeping new supply chain rules that could penalise companies moving manufacturing out. So what does this mean for India? John Quelch, American President, Executive Vice Chancellor and Distinguished Professor of Social Science, Duke Kunshan University argues the deficit isn't the real story. China plays a long, calculated game &mdash; on tariffs, on technology, on geopolitics. India needs to learn to read that game, not react to it. From the Trump-Xi summit to robots, rare earths, and the untapped potential of two ancient civilisations &mdash; this conversation reframes everything Listen in: You can follow Anirban Chowdhury on his social media:<a href="https://twitter.com/AnirbanET"> X</a> and<a href="https://www.linkedin.com/in/anirban-chowdhury-b5067219/"> Linkedin </a>Check out other interesting episodes like:<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000742733036"> How Will a Volatile ₹ Impact You in 2026?</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000740924439"> How Quick Commerce is Triggering a Health Crisis for Gen Z</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000760362789">Two Women Fought to Change India's Maternity Laws...and Succeeded</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000738205536"> </a><a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000757611462">Can India Truly End Naxalism?</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000756051799">Semaglutide Goes Generic: Big Pharma&rsquo;s Moat Breaks</a>&nbsp; and<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> much more</a>.
Catch the latest episode of &lsquo;The Morning Brief&rsquo; on<a href="https://economictimes.indiatimes.com/podcast?from=mdr"> The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> Apple Podcasts</a>,<a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_"> JioSaavn</a>,<a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief"> Amazon Music</a> and<a href="https://www.youtube.com/@theetpodcasts"> Youtube</a>.

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

India's Biggest Trade Partner Is China. Now what?