India, China, And Russia Forge $54 Trillion Economic Bloc, Redefining Global Trade Amid US Tariff Havoc

A historic economic realignment is underway as India, China, and Russia form a
$54 trillion alliance in purchasing power parity terms, representing nearly a
third of the global GDP and reshaping the geopolitical and trade landscape.
This bloc leverages China's manufacturing strength, Russia's energy dominance,
and India's leadership in digital services to create a multipolar trade system
that reduces reliance on the US dollar. US tariffs, especially on Indian
exports and Russian energy, intended to isolate and weaken them, have instead
galvanised deeper cooperation between these three nations.
Together, they have bypassed Western banking systems by transacting in their
own national currencies—rupees, yuan, and roubles—bolstering regional
connectivity routes like the International North-South Transport Corridor and
the new Chennai-Vladivostok maritime link.
India-Russia trade has surged, with discounted Russian oil supplying over a
third of India’s crude imports and burgeoning exports to Russia while they
explore free trade deals with the Eurasian Economic Union.
This trilateral cooperation extends beyond trade to industrial modernisation
in aerospace, advanced materials, and mining technology, emphasising
self-reliance and diminished dependence on Western technologies.
Defence cooperation, highlighted by India's push for indigenous weapon
manufacturing, further fuels economic growth and technology sharing, supported
by regular dialogues and joint exercises with Russia.
The 2025 SCO and BRICS summits have highlighted this evolving partnership, as
India and China cautiously thaw relations post-2020 stand-off with resumed
dialogues, border trade ties, and discussions to ease travel restrictions.
Combined Power of India, Russia And China
| Indicator | India-China & Russia | Share of Global Total |
|---|---|---|
| GDP (PPP) | $53.9 trillion | ~1/3rd of the global economic output |
| Exports | $5.09 trillion | ~20% of global exports |
| Foreign Reserves | $4.7 trillion | 38% of global reserves |
| Population | 3.1 billion | 37.8% of the world population |
| Military Spending | $549 billion | 20.2% of the global defence budget |
| Energy Consumption | 35% | 35% of the global total |
Bypassing The US Dollar
India, China, and Russia are employing several key mechanisms to bypass the US
dollar in trade settlements and reduce reliance on traditional Western
financial systems:
Bilateral Currency Swap Agreements: India, China, and Russia have
established currency swap arrangements to settle trade in their own national
currencies—rupees, yuan, and roubles—allowing them to bypass the dollar and
avoid sanctions. This enables direct conversion and payment without using the
dollar as an intermediary currency.
Use of National Currencies For Trade: They are conducting a majority of
their bilateral trade transactions in their domestic currencies rather than
the US dollar. For example, China and Russia do nearly 95% of their trade
settlements in yuan and roubles. India and Russia actively use rupees and
roubles in growing trade volumes, including energy imports to India.
Alternative Payment Systems To SWIFT: To avoid the US-dominated SWIFT
financial messaging system, Russia developed its own system called SPFS, and
China operates the Cross-Border Interbank Payment System (CIPS). Efforts are
underway to integrate these systems, allowing secure transactions outside
SWIFT’s reach and shielding against US sanctions.
Rupee-VOSTRO Accounts And RBI Mechanisms: India’s Reserve Bank of India
(RBI) has set up mechanisms allowing Indian and partner country banks to open
Rupee-VOSTRO accounts—special accounts to hold rupees paid by
importers/exporters for settlement. This structure facilitates trade
settlements purely in Indian rupees without converting to the dollar.
Promoting Regional Currency Use And Financial Infrastructure: These
nations are encouraging use of regional currencies for bonds, investment, and
trade settlements, along with initiatives to develop independent payment
infrastructure potentially including a common BRICS payment system or
currency, although India currently prefers trade in existing national
currencies.
Together, these mechanisms provide a survival strategy under US sanctions and
trade restrictions, reducing transaction costs and financial vulnerabilities
by creating a multipolar trade settlement environment outside the dollar
sphere.
These developments signal a robust and growing alliance designed to challenge
the current global economic order, create new supply chains, and foster a
global system prioritising independence, resilience, and regional currency
use, marking a shift from unipolar Western dominance to a more diversified
multipolar world order.
IDN (With Agency Inputs)
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