None
EN
Bracing for China Shock 2.0
[]
India’s National Fortnightly Magazine
China’s manufacturing footprint accounts for roughly a third of global manufacturing value-added.
In 2025, China had a global trade surplus of $1.197 trillion, with the manufactured-goods surplus approaching $2 trillion.
Germany is the starkest developed-economy case, its car exports to China down sharply since 2022 and its once-formidable China trade surplus swinging into deficit.
Bilateral trade touched a record $155.6 billion in 2025, with China’s surplus against India reaching $116 billion, roughly a tenth of China’s global surplus, as China overtook the US as India’s largest trading partner.
The response will be difficult, protracted, and at times painful; given the scale and trajectory of China’s industrial ascent, it is also entirely unavoidable.