A $67 bn tariff trail leads the US to India over China trade. Where's the proof?
The White House has placed India among countries at highest risk of being used to circumvent US tariffs on Chinese goods, citing an estimated $67 billion in goods allegedly transshipped through India, Mexico and Vietnam in 2025. However, the Global Trade Research Initiative (GTRI), led by Ajay Srivastava, has challenged the evidence, noting that the report does not disclose India's share of the…
The White House has accused Indian exporters of routing goods through India, Mexico, and Vietnam in order to evade US tariffs, resulting in a $67 billion loss in tariffs. However, the report does not provide any evidence to support this claim or specify any Indian exporters or shipments involved. The think tank Global Trade Research Initiative (GTRI) has disputed the validity of the report, stating that aggregate trade data does not prove widespread rerouting of Chinese goods through India.
India's manufacturing and export base in certain product categories, such as pumps and compressors, is strong, indicating that Indian shipments to the US are not simply Chinese goods being rerouted. The report also highlights that China often supplies components to manufacturers in these countries, which then process and assemble the goods before exporting them to the US, making them legitimately the country's exports.
Written by urgent.news from The Economic Times - Economy's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
