Branch² Intelligence

Genesis of the transshipment scam - The HinduBusinessLine

IN · 2026-10-01

India — direction and magnitude withheld

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Key takeaway

US tariffs on Chinese goods trigger supply chain relocation from China to Southeast Asia and India.

  1. Step 1 · The triggerUS tariffs raise the cost of Chinese-origin goods, incentivizing supply chain shifts
  2. Step 2 · Knock-onChinese and US firms relocate manufacturing to avoid tariffs, reducing China's share of US imports
  3. Step 3 · Reaches youIndia and Southeast Asian countries gain new manufacturing investment and export orders, boosting local SME demand

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: thehindubusinessline.com

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