India’s outbound shipments to China surged by nearly 33% between April and November 2025, reaching $12.22 billion. This sharp increase is seen by government officials and economists as an early sign of Indian trade shifting away from the American market. In November alone, exports to China witnessed a remarkable 90% growth, totaling $2.2 billion for the month.
The growth has been primarily driven by high demand for petroleum products, which more than doubled to $1.62 billion during the April-October period. Other key sectors contributing to the surge include electronics, which grew by nearly 159%, and marine products, which rose to $0.85 billion. This strengthening trade momentum with China reflects improved export performance and rising demand for essential Indian commodities.
Trade experts suggest that these figures reflect a broader global decoupling trend between the US and China. As both nations seek to reduce their mutual trade dependence, India has found an opportunity to expand its presence in the Chinese market. This geographic diversification is becoming increasingly vital for Indian exporters to navigate geopolitical uncertainties and maintain economic stability.