Archive · 22 Sep 2026
India’s China Exports Surge Nearly 40% on Electronics
India is selling much more to China than before.
The increase is reported to be nearly 40 percent.
Artificial intelligence, electronics, and engineering products led the growth.
Economist Sanchita Mukherji said this could help some Indian companies earn more money.
She especially mentioned technology-hardware, electronics, and engineering manufacturers.
She also said the stronger trade could make relations between the two countries more constructive.
Better trade may help Indian companies become part of changing global supply chains.
She believes this could support India’s economy and stock market over time.
India’s exports to China reportedly increased by nearly 40%.
Artificial intelligence, electronics, and engineering goods led the reported growth.
Economist Sanchita Mukherji said the increase could support Indian equities.
She identified domestic technology-hardware, electronics, and engineering manufacturers as potential beneficiaries.
Mukherji said stronger exports could improve supply-chain integration and long-term growth visibility.
- Who
- India, China, and Indian technology-hardware, electronics, and engineering manufacturers are involved; economist Sanchita Mukherji provided the assessment.
- What
- India’s exports to China reportedly surged by nearly 40%, led by artificial intelligence, electronics, and engineering goods.
- Where
- Trade between India and China; the potential equity-market effects concern Indian markets.
- Why
- According to Sanchita Mukherji, stronger exports could boost company earnings, support Indian equities, and improve supply-chain integration.
- Reported export growth
- Nearly 40% increase in India’s exports to China
- Leading sectors
- Artificial intelligence, electronics, and engineering goods
- Potential beneficiaries
- Indian technology-hardware, electronics, and engineering manufacturers
- Market implication
- The surge could provide an earnings tailwind to Indian equities
- Analyst
- Sanchita Mukherji, senior business economist, market observer, and managing partner of Talk The Walk
- Source
- Times Now Digital
- Long-term outlook
- Mukherji said supply-chain integration could improve growth visibility and valuation support