The Race to Replace China: India's Plan to Become the West's Main Trading Partner
But can India overcome its Socialist tendencies and stifling bureaucracy?
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by Reet Desai
June 11, 2025
As the geopolitical chessboard continues to shift dramatically in 2025, India finds itself at a historic crossroads. India has become a top contender due to growing tensions between the United States and China, with multinational firms actively pursuing “China Plus One,” a strategy to diversify their supply chains. Big companies like Boeing, Tesla, and Apple are expanding their presence in the Indian market. Adding to this momentum, reports suggest India may offer zero tariffs on select US goods as part of a broader trade facilitation push.
President Donald Trump, in a recent rally, even claimed he had spoken with Apple CEO Tim Cook about “big things coming” in India — comments that have further fueled speculation about India’s rising economic stature. However, the crucial question still stands: Will regulatory red tape and infrastructure constraints slow down the juggernaut, or will India really take advantage of this opportunity to overtake China as the West’s preferred partner?
At the heart of India’s rise is a confluence of strategic advantages.
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