Rare Earths to Rx: Explaining the India-China Reset

For months, India has felt the squeeze of China’s export chokehold on rare earth magnets vital for EVs, fertilizers key to food security, and raw materials that keep pharma running. Automakers faced stalled assembly lines, farmers braced for higher costs, and drugmakers feared supply disruptions. Now, with Prime Minister Modi set to visit China for the SCO summit, a narrow trade package is on the table. Host Anirban Chowdhury speaks with ET’s Sharmistha Mukherjee, Shambhavi Anand, Vikas Dandekar, and economist Sachin Chaturvedi to unpack the freeze, the fragile easing, and the big questions: Can India trust Beijing as a trade partner? Could pharma rivals really collaborate? And can China balance out an increasingly protectionist U.S. in this tense economic triangle? You can follow Anirban Chowdhury on his social media: Twitter and LinkedinYou can follow our host Sharmistha Mukherjee on his social media: Linkedin & Twitter and read his Newspaper Articles.You can follow our host Shambhavi Anand on his social media: Linkedin & Twitter and read his Newspaper Articles.You can follow our host Vikas Dandekar on his social media: Linkedin & Twitter and read his Newspaper Articles.Check out other interesting episodes from the host like: Tariffs trump trade, Health Hazards in your Grocery Bag, Trump vs Harvard: India Impact, Explaining India’s Record FDI Freefall and much more Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube. Credits: Bloomberg Television, DD India, ABC News (Australia), FirstpostSee omnystudio.com/listener for privacy information.