Indian carriers Akasa Air and Air India Express are expected to benefit from escalating US-China trade tensions, which have prompted several Chinese airlines to reject or even return Boeing aircraft.
One report suggests that as many as 20 additional Boeing planes could be redirected to India this year due to the fallout, and added that Boeing delivered 13 737 MAX jets and three 787 Dreamliners to Chinese carriers in the first quarter of 2025. Initially, 28 more MAX aircraft and one Dreamliner were scheduled for delivery to China over the rest of the year.