China & India IN. The USA OUT? Tariffs, Alliances & Supply Chains [Podcast] скачать в хорошем качестве

China & India IN. The USA OUT? Tariffs, Alliances & Supply Chains [Podcast]

In this episode of China Manufacturing Decoded, Adrian and Renaud break down what the new U.S.–India tariff deal really means for manufacturers. Are U.S. allies drifting toward China, or simply hedging? Why does China remain indispensable for product development, and why is India becoming a serious “China + 1” option for final assembly? If you make physical products and sell into the U.S. or EU, this episode explains how to reduce risk, manage tariffs, and build a more resilient supply chain. Episode Sections: 01:07 – The big question: are U.S. allies turning toward China, or simply hedging?  07:29 – Evidence that many countries are deepening economic ties with China — and why China’s export machine keeps getting stronger. 15:21 – Economics vs. defense: why Europe can engage China commercially while still relying heavily on the U.S. and NATO for security.  19:07 – Why India is the most interesting case after its border clash with China and its earlier “de-risking” push.  24:27 – How the U.S.–India negotiation unfolded and what led to the flat 18% tariff deal.  26:10 – What the deal means for electronics and why India becomes a serious “China + 1” assembly option.  30:08 – India’s new trade win with the EU — zero tariffs for many goods, and why opening will stay gradual.  32:04 – Signs of an India–China thaw: faster customs, pressure to buy Chinese machinery, and the looming EV debate.  34:42 – Practical takeaway for manufacturers: keep China for depth, add India for resilience (and Sofeast’s India capability) Related content… WSJ - U.S. Will Cut Tariffs on India to 18% in Trade Deal - https://www.wsj.com/politics/policy/u... Reuters — South Korea, China, Japan trade dialogue - https://www.reuters.com/world/asia-pa... Reuters — Germany still closer to U.S. than China - https://www.reuters.com/world/china/g... Financial Times — EU hedging concerns - https://www.ft.com/content/e5206e5e-b... WSJ — U.S. India tariff deal & smartphone export surge - https://www.wsj.com/politics/policy/u... The Sofeast Group's Indian Facility - Serenial - https://serenialtech.com/ Subscribe to the podcast here - https://www.sofeast.com/resources/chi... Image Credit “Prime Minister Keir Starmer visits China” by Simon Dawson / No 10 Downing Street on Flickr (https://flickr.com/photos/49707497@N0..., licensed under CC BY 4.0 (https://creativecommons.org/licenses/...)