India relaxes e-commerce investment rules for exports in win for Amazon

India relaxed foreign investment rules for e-commerce companies, allowing them to buy goods directly from Indian sellers and export them to overseas customers. The change is a notable win for Amazon, which had lobbied for the exemption for months and stands to benefit from a more flexible operating model in India. The policy shift could improve export activity and expand Amazon’s sourcing capabilities in one of its key international markets. However, the article does not quantify the near-term financial impact, so the market reaction is likely to depend on how quickly Amazon can scale the opportunity and whether competitors gain similar advantages.