Overview

• The United States is pressuring India to fully open its $125 billion e-commerce market to American giants Amazon and Walmart as part of ongoing trade negotiations.
• India's current regulations limit foreign e-commerce firms to a marketplace model, while domestic players like Reliance can own and sell inventory directly.
• A 26% tariff on Indian imports, imposed by President Trump on April 2, has been paused for 90 days to facilitate trade discussions.
• US Vice President JD Vance recently met with Indian Prime Minister Narendra Modi, signaling high-level engagement to finalize a potential trade agreement.
• Walmart CEO Doug McMillon has reportedly lobbied President Trump to prioritize e-commerce market access, as Indian competitors strengthen their positions.