Exklusiv: Indien plant, die Beschränkungen für chinesische Firmen, die sich um Regierungsaufträge bewerben, aufzuheben

submission statement:

india is reportedly planning to scrap restrictions on chinese firms bidding for government contracts. these curbs were put in place after the 2020 border clash (and subsequent deep icing of indo-chinese relations) and effectively locked chinese companies out of ~$700B+ worth of contracts.

the timing geopolitically here is what’s worth discussing imo.

this comes after:

– trump slapping 50% tariffs on indian goods and the smaller tariffs on China

– US warming up to pakistan

– modi visiting china for the first time in 7 years

feels like a textbook case of US trade policy accidentally pushing potential partners closer together.

worth noting they’re still keeping FDI restrictions on chinese firms in place, so it’s not a full pivot, more like pragmatic recalibration.

are we watching the early stages of asian economic realignment in response to US tariff policy, or is this just india hedging its bets while keeping all options open?