Why can’t India boost exports to China? Sitharaman flags lack of market access, 'It goes to Vietnam, then China’
Mint 1 hr ago·28 Sept 2026, 2:52 pm
Finance Minister Nirmala Sitharaman said India still lacks direct market access to China, noting that a sizable share of Indian exports – such as buffalo meat and pharmaceuticals – are being shipped through Vietnam before reaching Chinese buyers. She highlighted the gap between the potential trade volume and the actual figures, pointing to China’s reluctance to open its market to certain Indian products.
The comment matters for investors because limited access to the world’s second‑largest economy can curb growth prospects for Indian exporters and keep the trade deficit higher than desired. Companies that rely on Chinese demand, especially in agribusiness and pharma, may see slower revenue expansion, which could weigh on sector sentiment.
Investors should keep an eye on any policy moves aimed at securing direct market entry, such as trade talks, tariff negotiations or new bilateral agreements. Shifts in export routing patterns or a diversification of target markets would also be signals to watch for future earnings impact.
Excerpt from Mint
FM Sitharaman stated that India lacks sufficient access to the Chinese market, highlighting how many exports to China are routed through Vietnam. She emphasized the gap in trade figures and criticized China's denial of direct market access for Indian goods like buffalo meat and pharmaceuticals. India's Finance…Read the original at Mint
Key takeaways
- Category: Economy.
- AI reads the tone as negative (potentially bearish) for the stock.
- Flagged as a high-impact, market-moving story.
Why it matters
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