Whalesbook
So, Air China ne Beijing-Delhi ki flight Tuesday, Friday, aur Sunday ko start kar di hai. Uske pehle, China Eastern Airlines ne Kunming-Kolkata route April 18 ko start kiya tha, aur IndiGo ne toh March 29 ko hi Kolkata-Shanghai flights chala di thi. Matlab, kaafi time baad yeh important air routes phir se jud gaye hain, jo pandemic aur 2020 ke border clashes ke baad band ho gaye the. Government keh rahi hai ki isse trade, tourism, aur dono deshon ke beech exchanges badhenge, aur economic ties ko stable karne ki koshish hai.
Aur yeh flights ka restart sirf air connectivity nahi, balki economic ties ke garam hone ka bhi sign hai. Latest reports ke according, FY25-26 ke liye China India ka sabse bada trading partner ban gaya hai, jahan trade $151.1 billion tak pahunch gaya. Haalanki, India ka China se trade deficit bhi badh kar $112.16 billion ho gaya hai. Par ek achhi baat yeh hai ki March 2026 mein India ne China ke liye foreign direct investment (FDI) rules ko thoda aasan kar diya hai, specially non-controlling stakes ke liye. Isse China se investment aane ki ummeed hai aur India ke manufacturing sector ko boost milega. Plus, India 2026 mein BRICS ki presidency sambhalega, jo cooperation ka ek aur sign hai.
Ab airlines ki baat karein toh India ki sabse badi airline, IndiGo, apna China route expand kar rahi hai. April ke data mein dikh raha hai ki in flights par demand kaafi solid hai, passenger load 68% se 85% tak hai. Lekin, wahi badi Chinese airlines jaise Air China aur China Eastern Airlines financial pressure mein dikh rahi hain. Air China ki market value $11.6 billion thi April 2026 mein, aur uska P/E ratio negative tha (-44.33). China Eastern Airlines ka bhi P/E ratio negative tha (-50.7). Overall, Asia-Pacific region mein aviation sector 2026 tak 7.3% grow karne ka estimate hai, jismein India aur China aage rahenge. India toh 2026 tak world ka teesra sabse bada aviation market ban sakta hai. Lekin, supply chain issues aur staff ki kami ki wajah se ticket prices toh badh rahi hain, par growth limit ho sakti hai.
Par bhai, sab kuch itna smooth nahi hai. China ki airlines ki financial health ek concern hai, aur analysts ne toh Air China ko 'Sell' rating di hui hai. India ka trade deficit bhi lagaatar badh raha hai. Border disputes aur power imbalances jaise underlying issues abhi bhi hain, chahe diplomacy chal rahi ho. Global aviation sector bhi supply chain problems, staff shortages, aur ongoing conflicts ke economic effects se jujh raha hai. India bhi Chinese parts aur supply chains par depend karta hai, jo ek challenge hai, chahe woh diversification ki koshish kar rahe hon.
Future ki baat karein toh analysts ko 2026 tak Asia-Pacific mein passenger traffic mein zabardast growth dikh rahi hai, jahan India aur China lead kareinge. India ka aviation market bhi bada hone wala hai, jismein middle class aur infrastructure projects ka bada role hoga. Investment rules aur BRICS mein closer ties dikha rahe hain ki dono countries apne complex relationship ko manage kar rahi hain. Par yeh sab aage Beijing ke India ke strategic interests ko consider karne par depend karega, jo current mistrust aur regional rivalries ke beech thoda mushkil ho sakta hai.