Archive · 2 Feb 2026
China's Trade Resilience Amid US Tariffs
China has been able to handle high US tariffs and still do well in trade.
It did this by quickly selling more to other countries like Africa and Europe.
China also makes a lot of important tech products that other countries want.
India has been trying to make trade deals, but it might need to focus more on making things that the world needs and getting better at moving goods around.
China also has a lot of money to help its companies sell things abroad, which India doesn't have as much of.
While China's way of focusing on exports has worked, India should be careful not to ignore its own people's needs.
China's trade surplus reached a record $1.2 trillion in 2025 despite high US tariffs.
China redirected exports to Africa, ASEAN, India, and the EU to offset US tariffs.
India focused on free trade agreements but may need to build more competitive industries.
China's strength in tech and clean energy sectors helped maintain export growth.
India's domestic finance for private sector is much lower than China's, affecting export scaling.
- Who
- China and India
- What
- China's trade resilience amid US tariffs and lessons for India
- When
- 2025
- Where
- Global markets, with a focus on China and India
- Why
- To understand China's economic strategies and their implications for India
- China's 2025 trade surplus
- $1.2 trillion
- Peak US tariffs on Chinese goods
- 145%
- China's export growth to Africa
- 26%
- China's export growth to ASEAN
- 13.4%
- China's export growth to India
- 12.8%
- China's export growth to EU
- 8.4%
- India's FTA partners in 2025
- Oman, UK, Switzerland, Norway, Iceland, Liechtenstein
- China's rare-earth exports in 2025
- Highest since 2014
- China's domestic finance to private sector
- 194% of GDP
- India's domestic finance to private sector
- 50% of GDP