 Impact of China’s export chokehold on EVs

Fertilizer export halt’s hit on agriculture

Auto sector on easing rare earth shipments

Stakeholders react: How big is this win?

Pharma’s role in the Indo-China trade pact

Can one really offset the other?

Clarity on pharma talks in trade package?

What drove the tech shift between the nations?

India’s options to avoid another trade squeeze

What’s a fair rare earths deal for both sides?

Can China offset the US as a trade partner?

Can Latin America or Africa offset US trade?

Conclusion

Credits

For months, India has felt the squeeze of China’s export chokehold on rare earth magnets vital for EVs, fertilizers key to food security, and raw materials that keep pharma running. Automakers faced stalled assembly lines, farmers braced for higher costs, and drugmakers feared supply disruptions. Now, with Prime Minister Modi set to visit China for the SCO summit, a narrow trade package is on the table. Host Anirban Chowdhury speaks with ET’s Sharmistha Mukherjee, Shambhavi Anand, Vikas Dandekar, and economist Sachin Chaturvedi to unpack the freeze, the fragile easing, and the big questions: Can India trust Beijing as a trade partner? Could pharma rivals really collaborate? And can China balance out an increasingly protectionist U.S. in this tense economic triangle?


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

You can follow our host Sharmistha Mukherjee on his social media: Linkedin & Twitter and read his Newspaper Articles.

You can follow our host Shambhavi Anand on his social media: Linkedin & Twitter and read his Newspaper Articles.

You can follow our host Vikas Dandekar on his social media: Linkedin & Twitter and read his Newspaper Articles.

Check out other interesting episodes from the host like: Tariffs trump trade, Health Hazards in your Grocery Bag, Trump vs Harvard: India Impact, Explaining India’s Record FDI Freefall and much more

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


Credits: Bloomberg Television, DD India, ABC News (Australia), Firstpost

For months, India has felt the squeeze of China&rsquo;s export chokehold on rare earth magnets vital for EVs, fertilizers key to food security, and raw materials that keep pharma running. Automakers faced stalled assembly lines, farmers braced for higher costs, and drugmakers feared supply disruptions. Now, with Prime Minister Modi set to visit China for the SCO summit, a narrow trade package is on the table. Host Anirban Chowdhury speaks with ET&rsquo;s Sharmistha Mukherjee, Shambhavi Anand, Vikas Dandekar, and economist Sachin Chaturvedi to unpack the freeze, the fragile easing, and the big questions: Can India trust Beijing as a trade partner? Could pharma rivals really collaborate? And can China balance out an increasingly protectionist U.S. in this tense economic triangle?
 You can follow Anirban Chowdhury on his social media: <a href="https://twitter.com/AnirbanET">Twitter</a> and <a href="https://www.linkedin.com/in/anirban-chowdhury-b5067219/">Linkedin </a>You can follow our host Sharmistha Mukherjee on his social media: <a href="https://www.linkedin.com/in/sharmistha-mukherjee-21331417/">Linkedin</a> &amp; <a href="https://x.com/sharmisthaet">Twitter</a> and read his <a href="https://economictimes.indiatimes.com/etreporter/author-sharmistha-mukherjee-479243207.cms?from=mdr">Newspaper Articles</a>. You can follow our host Shambhavi Anand on his social media: <a href="https://www.linkedin.com/in/shambhavi-anand-983718a/">Linkedin</a> &amp; <a href="https://twitter.com/shambhaviET">Twitter</a> and read his <a href="https://economictimes.indiatimes.com/etreporter/author-shambhavi-anand-479206882.cms?from=mdr">Newspaper Articles</a>. You can follow our host Vikas Dandekar on his social media: <a href="https://in.linkedin.com/in/vikas-dandekar-2a0a619">Linkedin</a> &amp; <a href="https://twitter.com/VikasReports">Twitter</a> and read his <a href="https://economictimes.indiatimes.com/etreporter/author-vikas-dandekar-479242213.cms?from=mdr">Newspaper Articles</a>. Check out other interesting episodes from the host like: <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000702130670">Tariffs trump trade</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000712174615">Health Hazards in your Grocery Bag</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000710947447">Trump vs Harvard: India Impact</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000710014158">Explaining India&rsquo;s Record FDI Freefall</a> 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://www.etplay.com/etplay">ET Play</a>, <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>.
 Credits: <a href="https://www.youtube.com/watch?v=OrAvvdyv9e0">Bloomberg Television</a>, <a href="https://www.youtube.com/watch?v=v-LNlMA6Vh8">DD India</a>, <a href="https://www.youtube.com/watch?v=G6E2z_JpAGc">ABC News (Australia)</a>, <a href="https://www.youtube.com/watch?v=h3gFXXtFWx4&amp;list=RDNSh3gFXXtFWx4&amp;start_radio=1">Firstpost</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

Rare Earths to Rx: Explaining the India-China Reset

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