Sunday, August 31, 2025

US-India Ties: Does Trump Have a Grand Strategy?

Since the dawn of the 21st century, the US strategy has been to woo India and to build it up as a counterweight to rising China in the Indo-Pacific region. Most beltway analysts agree with this policy. However, the current Trump administration has taken significant actions, such as the imposition of 50% tariffs on India's exports to the US, that appear to defy this conventional wisdom widely shared in the West. Does President Trump have a grand strategy guiding these actions?  George Friedman, the founder of Geopolitical Futures, believes the answer is Yes. 

George Friedman


George Friedman is an American futurologist, political scientist, and writer. He writes about international relations. He is the founder and chairman of Geopolitical Futures. Prior to founding Geopolitical Futures, he was chairman of the publishing company Stratfor

In a recent podcast, Friedman said "India is not an essential country from the American standpoint". "They (Indians) are a useful ally, but precisely not indispensable and in fact, not really able to give us what we want", he added. "They do participate in the quad, but their naval force is not significantly needed. The quad being an alliance basically against China at sea. And simultaneously, it was discovered that their economic capacity is far below what we need. So it was not that they were dispensable, but at the same time, it was not something that we had to take into account greatly". 

Getting tough with the Indians also allowed the US to "signal to the Chinese that we’re not going to be going to war with them, which they worried about India and to the Russians that we really are going to impose tariffs". 

In answer to a question as to whether the Indians might feel the US is using them as "a tool as it tries to reach deals with Russia and China", Friedman said: "this is the problem of weaker nations trying to play games with very strong nations. They get used". 

What Friedman has articulated runs counter to a quarter century of the US policy of boosting India to check China. Even some of India's friends in Washington are starting to acknowledge that India is no match to China. Ashley Tellis, a strongly pro-India analyst in the United States, recently wrote an essay for Foreign Affairs magazine titled "India's Great Power Delusions". Here is an excerpt from it:

"Although India has grown in economic strength over the last two decades, it is not growing fast enough to balance China, let alone the United States, even in the long term. It will become a great power, in terms of relative GDP, by midcentury, but not a superpower. In military terms, it is the most significant conventional power in South Asia, but here, too, its advantages over its local rival are not enormous: in fighting in May, Pakistan used Chinese-supplied defense systems to shoot down Indian aircraft. With China on one side and an adversarial Pakistan on the other, India must always fear the prospect of an unpalatable two-front war. Meanwhile, at home, the country is shedding one of its main sources of strength—its liberal democracy—by embracing Hindu nationalism. This evolution could undermine India’s rise by intensifying communal tensions and exacerbating problems with its neighbors, forcing it to redirect security resources inward to the detriment of outward power projection. The country’s illiberal pivot further undermines the rules-based international order that has served it so well". 

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Sunday, August 24, 2025

Humbled Modi Reaches Out to China After Trump Turns Hostile

Prime Minister Narendra Modi appears to be shedding his Hindutva arrogance. He is reaching out to China after President Donald Trump and several top US administration officials have openly and repeatedly targeted India for harsh criticism over the purchase of Russian oil. Top American officials have accused India, particularly the billionaire friends of Mr. Modi, of “profiteering” from the Russian oil trade. While welcoming India’s outreach, the Chinese have indicated they expect New Delhi to stop covert aid to militant groups attacking Chinese interests in Pakistan. Meanwhile, Chinese Ambassador Xu Feihong in New Delhi recently told his Indian audiences that “Pakistan is a victim of terrorism”. Also, the United States has recently labeled the Baloch Liberation Army (BLA) and its affiliated the Majeed Brigade as “international terrorists”. Majeed Brigade claimed responsibility for hijacking of the Jaffar Express train in Balochistan and murdering 31 people in cold blood in March this year. The Chinese have reached out to the Afghan Taliban leadership to get them to stop the Tehrik Taliban Pakistan (TTP) and related terrorist groups like ISIS-K from launching cross-border attacks in Pakistan which kill Chinese and Pakistani citizens and impact Chinese projects. The US has also praised the Pakistani government as a “phenomenal partner” in combatting international terrorism. 


There is significant evidence of Indian intelligence agencies’ involvement in terrorist attacks on China-Pakistan Economic Corridor (CPEC) projects funded by the Chinese government. Indian covert operative Kulbhushan Jhadav, now in Pakistani custody, has detailed his role in carrying out such attacks. In “My Enemy’s Enemy”, Indian investigative journalist Avinash Paliwal has described at some length the connections between the Indian government agents and the Afghan and Baloch militants targeting the Pakistani state and various development projects undertaken under the Chinese Belt and Road Initiative (BRI). Paliwal talks of the presence of Afghan and Baloch exiles in New Delhi where the Indian intelligence services recruit "human assets" to use against Pakistan. He says he has conducted interviews about Indian support for the TTP (Pakistani Taliban) on the ground in Afghanistan “whose details can not be divulged”. 

In recent years, Prime Minister Narendra Modi's government has also been accused of ordering targeted assassinations of dissidents in multiple countries, including Canada, the US and Pakistan. Reacting to the report of Canadian allegations against the Indian government, Pakistan Foreign Secretary Syrus Qazi said: “We are aware of the nature of our eastern neighbor, we know what they are capable of … so it is not a surprise for us. “We caught [one of their] serving naval intelligence officers on our soil. He (Kulbhushan Jadhav) is in our custody and admitted that he came here to create instability and spread evil,” he added. 

Modi has a long history of murdering minorities in his country. After the Gujarat anti-Muslim pogrom of 2002, Narendra Modi made the cover of India Today magazine with the caption "Hero of Hatred". Modi was denied a visa to visit the United States.  The US visa ban on Modi was lifted in 2014 after he became prime minister. Since then,  Narendra Modi's image has been rehabilitated by the West as the US and Western Europe seek allies in Asia to counter the rise of China.  However, Modi's actions on the ground in India confirm that he remains "Hero of Hatred" and "Divider In Chief" at his core.  A two-part BBC documentary explains this reality in significant detail. The first part focuses on the 2002 events in Gujarat when Modi as the state chief minister ordered the police to not stop the Hindu mobs murdering Muslims and burning their homes and businesses.  The second part looks at Modi government's anti-Muslim policies, including the revocation of Kashmir's autonomy (article 370) and a new citizenship law (CAA 2019) that discriminates against Muslims. It shows the violent response by security forces to peaceful protests against the new laws, and interviews the family members of people who were killed in the 2020 Delhi riots orchestrated by Modi's allies. 

Here's Indian National Security Advisor on how to use Taliban to attack Pakistan:

https://youtu.be/eYRuk8H5M9E?si=ZB1c7Dd8ntQdKeFi

 


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Ajit Doval Lecture on "How to Tackle Pakistan" 

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Wednesday, August 13, 2025

Miller vs Schiller: The Battle of the Lobbyists for India and Pakistan

The Indian government has hired Jason Miller, a former Trump aide, to lobby for India in Washington, DC for a monthly sum of $150,000 per month. Pakistan has retained Keith Schiller, also a former Trump aide, for a monthly compensation of $50,000 to help Pakistan get favorable treatment by the Trump Administration. It shows that India is outspending Pakistan by 3 to 1 on lobbying in Washington, but it does not appear to be paying off for New Delhi. 


Singh's X message said: "Pakistan is paying $50,000 a month to their lobbyist in DC, while India is paying $150,000. Perhaps the lobbyists don't count. It is what Trump think and does that matters, and his personal equation with the leaders of the countries". He also shared a photo of a Times of India report by Chidanand Rajghatta.  

Jason Miller served as spokesman for the 2016 Trump Presidential Campaign and the Trump Transition Team. Keith Schiller worked as Deputy Assistant to President Trump and Director of Oval Office Operations. 

The obvious reason for the two South Asian nations to pick these men is that they have both been close to President Trump. It is not clear how influential these individuals have been in the recent decisions by the Trump administration in imposing vastly different levels of tariffs on India (50%) and Pakistan (19%). It could also have been other factors such as the substance of trade negotiations and India disputing President Trump's role in bringing about the India-Pakistan ceasefire after a 4-day war in May, 2025, that influenced Trump's decisions. 

A Financial Times story appears to suggest that Pakistan's crypto deal with World Liberty Financial, a Trump-backed cryptocurrency venture. Here's an excerpt from the FT story: "Zach Witkoff, the son of US special envoy Steve Witkoff, said during the trip that Pakistan had “trillions of dollars” of mineral wealth ripe for tokenization. Since then, Bilal bin Saqib, Pakistan’s minister for crypto and blockchain, has emerged as a shadow diplomat, taking part in trade talks with Washington and pitching Pakistan’s crypto potential to figures close to Trump’s family and advisers. Pakistani officials also point to their conduct during the May conflict with India as having bolstered their credibility with Trump". 

FT story quotes Marvin Weinbaum, a senior fellow at the Middle East Institute in Washington, as saying: “Pakistan is a rare country that is friends with China, Iran, the Gulf states, to a lesser extent Russia, and now, again, the US....The US sees (Pakistan's Military Chief) Munir as someone who can play a useful strategic role, and the Pakistanis keep their lines open to everyone but know to pull back when one relationship is clashing with another.”

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Saturday, August 9, 2025

India Tariffs: Is Modi-Trump Bromance Over?

President Donald Trump has imposed 50% tariffs on India's exports to the United States. This is far higher than most countries facing US tariffs. Explaining the punitive India tariffs, US Treasury Secretary Scott Bessent said: "India came to the table early. They’ve been slow rolling things. So I think that the president, the whole trade team has been frustrated with them. And also, you know, India, India has been a large buyer of sanctioned Russian oil that they then resell as refined products. So, you know, they have not been a great global actor". 

Indian Cartoonist Satish Acharya on Trump-Modi Dialog. Source: Satish Acharya


Since taking office in January 2025, President Trump has been signaling his intent to apply tariffs on India's exports repeatedly. Trump has been singling out India as a country with the highest tariffs it applies on exports from the US. 

Indian cartoonist Satish Acharya published a caricature of Modi-Trump conversation portraying Modi's ignorance or pretense of ignorance of what Trump said to him. The cartoon shows Modi thinking Trump was heaping "taarif" (praise) on him when in fact Trump was threatening to impose high tariffs on India. As an aside, tariff originates from the Arabic word "taʿrīf" (تعريف), which means "notification," "definition," or "announcement". This term probably entered the European lexicon through interactions between Arabic-speaking merchants and European traders in the medieval Mediterranean region. 

Cartoons aside, it's clear that Mr. Modi failed to take the Trump tariff threat seriously, and Indian negotiators dragged their feet hoping that Mr. Trump would flinch. Meanwhile, India's supporters in Washington continued to argue for a US policy of "strategic altruism" toward India that has characterized US-India ties since the beginning of the 21st century.  

In a 2019 piece titled "The India Dividend: New Delhi Remains Washington’s Best Hope in Asia" published in Foreign Affairs journal, authors Robert Blackwill and Ashley Tellis argued that the Trump Administration should continue this US policy of "strategic altruism" with India that began with US-India nuclear agreement. They asked President Trump to ignore the fact that the US companies and economy have only marginally benefited, if at all, from this policy. They saw India as a "superpower in waiting" and urged Washington to focus on the goal of having India as an ally to check China's rise. They see Chinese support for India's arch-rival Pakistan and China’s growing weight in South Asia and beyond as a threat to India. 

At the same time, Mr. Modi has suffered from delusions of personal rapport with Mr. Trump, describing him as "my friend Dolund Trump" at mass rallies in India. Modi and his supporters in Washington should have heeded the advice of Ambassador Kishore Mahbubani. "One hard truth that Indians have to contend with is that America has also had difficulty treating India with respect", wrote the Singaporean diplomat Kishore Mahbubani in his latest book "Has China Won?". "If America wants to develop a close long-term relationship with India over the long run, it needs to confront the deep roots of its relative lack of respect for India", adds Ambassador Mahbubani. It's not just Mahbubani who suspects the United States leadership does not respect India. Others, including former President Bill Clinton, current US President Donald Trump, former Secretary of State Hillary Clinton and CNN GPS host Fareed Zakaria have expressed similar sentiments. 

President Trump has rejected all pleas from pro-India analysts for special treatment of New Delhi. Prior to his meeting with Prime Minister Narendra Modi at the White House in February this year, the US president described India as the "worst abuser of tariffs" and announced "reciprocal tariffs" on Indian imports to the United States.  At the same time, Mr. Trump cracked down on both legal and illegal immigration from India. His administration is deporting thousands of illegal Indian immigrants in handcuffs and shackles on US military aircraft. Meanwhile, stringent new regulations on temporary work visas could significantly delay visa processing times and reduce the number of Indian workers employed in the United States on H1B visas. 

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Has Pakistan Destroyed India's S-400 ADS?

Indian Military Begins to Accept its Losses to Pakistan in "Operation Sindoor"

Has Modi Succeeded Militarily or Diplomatically in Isolating Pakistan After "Operation Sindoor"?

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Saturday, August 2, 2025

Pakistan Ranked Among Top Donors to UN's World Food Program

The United Nations World Food Program has ranked Pakistan fourth among donor countries and sixth overall in 2024.  Among the largest 15 donors worldwide, the United States topped the list with $4.45 billion, followed by Germany ($995 million), the United Kingdom ($610 million), European Union ($593 million), private donors ($335 million), Pakistan ($228 million), South Korea ($203 million), France ($196 million), Sweden ($183 million), Canada ($166 million), Norway ($158 million), Japan ($155 million), UN Central Emergency Fund ($135 million), other UN agencies ($120 million) and Switzerland ($88 million), according to the World Food Program

Top Donors to World Food Program in 2024. Source: WFP

The World Food Program says that 319 million people in 67 countries are facing acute hunger, and the scale of the current global hunger and malnutrition crisis is massive. "A total of 1.9 million people are in the grips of catastrophic hunger – primarily in Gaza and Sudan but also in pockets of South Sudan, Haiti and Mali. They are teetering on the brink of famine. In Zamzam camp in northern Sudan, famine has been confirmed. Many food crises involve multiple overlapping issues that are building year on year". 

Pakistan, being a generous nation and ranked among the top 10 food producing countries, feels a special responsibility to step up and feed as many hungry people as possible. Pakistan is a major global food producer, particularly in several key areas. It ranks among the top ten countries in the world for the production of wheat, rice, cotton, sugarcane, mangoes, dates, and kinnow oranges. It also produces large quantities of cereals, meat, milk, fruits, and vegetables. Specifically, Pakistan is the 8th largest producer of wheat and 10th largest producer of rice globally. 

World Giving Index has ranked Pakistan among the most generous generations in the past. A Michigan State University (MSU) study of 63 countries found that Pakistanis have higher empathy for others than people in their neighboring countries.  Philanthropy is part of the faith for most Pakistanis:

"Righteousness is not that ye turn your faces towards the east or the west, but righteousness is, one who believes in God, and the last day, and the angels, and the Book, and the prophets, and who gives wealth for His love to kindred, and orphans, and the poor, and the son of the road, beggars, and those in captivity; and who is steadfast in prayers, and gives alms." Quran 2:177

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