Haq's Musings

Riaz Haq writes this data-driven blog to provide information, express his opinions and make comments on many topics. Subjects include personal activities, education, South Asia, South Asian community, regional and international affairs and US politics to financial markets. For investors interested in South Asia, Riaz has another blog called South Asia Investor at http://www.southasiainvestor.com and a YouTube video channel https://www.youtube.com/channel/UCkrIDyFbC9N9evXYb9cA_gQ

Showing posts with label India. Show all posts

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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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.”

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.

Monday, July 28, 2025

Can Pakistan Balance Close China Ties With its US Relationship?

Pakistani civilian and military leaders have recently met with top leaders from China and the US. While Pakistani Deputy Prime Minister Ishaq Dar has met with US Secretary of State Marco Rubio and Chinese President Xi Jinping, Pakistan's military chief Field Marshal Asim Munir has had lunch with President Donald Trump and Chinese Foreign Minister Wang Yi during July, 2025. “Our foreign policy is not a zero-sum game,” Dar said at a presentation to the Atlantic Council think tank in Washington DC. “We hope to see friendly relations between the US and China and do not wish to embroil in bloc politics.” Pakistan's close ties to both the US and China go back to the 1960s at the height of the Cold War. It was Pakistan which helped arrange the first China-US dialogue in July 1971 when the US Secretary of State Henry Kissinger flew from Pakistan to China to hold the first face-to-face meeting with Chinese leaders.

With increasing US-China rivalry on the world stage today, can Pakistan still maintain close ties with both Beijing and Washington at the same time? President Trump's remarks at a recent Philippines-US summit offer clues to answering this puzzle.

Responding to questions at the White House last week, visiting Filipino President Marcos said "there's no need to balance the relationship between the US and China" and that his "strongest partner has always been the US." President Trump immediately rebuked him, saying he "doesn't mind if [Marcos] gets along with China because we're getting along with China very well," and told Marcos that getting along with China is "doing what's right for his country," would "make the Philippines great again" and "wouldn't bother me at all."

It seems that Secretary Rubio has reconciled himself with the inevitability of China's rise. In February 2025, Rubio told Brian Kilmeade of Fox News: “China is going to be a rich and powerful country. No matter what we do, that’s what – we’re going to have to deal with that. But we have to deal with the reality. What we cannot have is a world where China is so powerful, we depend on them. And that’s right now where we’re headed, unfortunately. That’s going to change. That’s going to change under President Trump”.

Talking about the US interest in South Asia, American Professor John Mearsheimer told India's CNN-News18 in May this year: "When it comes to countering China, India is the most important country for the US in South Asia. But the US also wants to maintain good relations with Pakistan to try to peel it away from China".

Speaking to an Indian YouTube channel "The Federal" after what India called its "Operation Sindoor", French political scientist Christophe Jaffrelot talked of Indian expectations "which are completely unrealistic, a fight to the finish with a nuclear power (Pakistan). What does that mean do you think you can really break Pakistan create an an independent Balochistan this is complete fantasy and of course when you foster this sense of fantasy by being almost belligerent and also there is this sense of hysteria that that the that the media are of course also cultivating when you expect so much you can only be disappointed and and this is really um counterproductive for the BJP to play that game because they are bound to create expectations they will never meet".

Here's a good summation of the aftermath of "Operation Sindoor" as seen by a veteran Indian diplomat MK Bhadrakumar: "The bottom line is, Pakistan has demonstrated its nuclear deterrent capability. It is as simple as that. If Operation Sindoor were to be repeated every now and then, it would only have the same results and be halted unceremoniously within 100 hours. Eventually, it will not only lose all novelty to our ecstatic TV audience, but a troubled nation may eventually start blaming an inept leadership. Pakistan is a major military power. Creating potholes in an odd runway or rendering a radar dysfunctional temporarily will not intimidate that country. Succinctly put, it must be far better for India to take help from Trump, who harbors no animus against us, to solve the problem and move on with life".

Pakistan military's remarkable performance against its much larger rival India has significantly raised Pakistan's geopolitical profile in the eyes of the international community. Islamabad's ties with Beijing and Washington have significantly strengthened. The country has been elected President of the UN Security Council and Chair of the UN Security Council Taliban Sanctions Committee (1988 Committee): This committee oversees the implementation of sanctions measures against the Taliban. Pakistan is also Vice-Chair of the Counter-Terrorism Committee (CTC): The CTC monitors the implementation of resolution 1373, which outlines state obligations to counter terrorism.

Tuesday, July 22, 2025

Which Country is a Bigger Beggar? India or Pakistan?

Most countries in the world today borrow money from various sources to finance their budget deficits. So do India and Pakistan. So why is it that only Pakistan's borrowing money gets labeled "begging"? Is it not begging when India borrows a lot more money than does Pakistan? Or is it that only borrowing money from the IMF qualifies as "begging"? Let's look into this double standard. Currently, India's public debt to GDP ratio is 80% while Pakistan's is about 74%. India's private debt to GDP ratio is 17%, twice that of Pakistan. Do these figures mean that India is a bigger beggar than Pakistan?

Debt-to-GDP Ratios Around the World. Source: Visual Capitalist

India is consistently among the largest borrowers from International Financial Institutions (IFIs), particularly the World Bank and the Asian Development Bank (ADB). It has been the top debtor to the World Bank for several years and a major borrower from the ADB. India’s outstanding loan balance with the World Bank is almost double that of the next biggest debtor, Indonesia, which owed the bank $22.2 billion. Pakistan and Bangladesh followed with just short of $20 billion and $19.8 billion, respectively. India is also the largest borrower from the Asian Development Bank (ADB). Since 1986, when ADB began lending to India, it has approved many loans, grants, and technical assistance totaling $55.3 billion.

Top Debtors to World Bank 2025. Source: Visual Nerd

One key difference between the two South Asian neighbors is the frequency with which Pakistan has been borrowing from the International Monetary Fund, known as the lender of last resort. Pakistani economic managers have had a poor track record of managing hard currency reserves that the country needs to import what it lacks. Pakistani exports have failed to keep pace with its rising imports. This situation creates a crisis situation every few years and it forces the country to ask the IMF to lend its US dollars. Currently, Pakistan ($6.3 billion) is IMF's 5th highest debtor after Argentina ($31.1 billion), Ukraine ($10.19 billion), Egypt ($8.6 billion) and Ecuador ($6.6 billion). The only saving grace is the rapid growth in remittances from the Pakistani diaspora. In the last fiscal year that ended in June, 2025, overseas Pakistanis sent home $38.3 billion, representing 27% growth from the prior fiscal year. It helped Pakistan achieve a current account surplus of $2.1 billion, compared to a current account deficit of $2.1 billion in the previous fiscal year.

Global Income Levels By Country. Source: Visual Capitalist

Top IMF Debtor Nations. Source: IntelPoint

Pakistan's average economic growth of 5% a year has been faster than the global average since the 1960s, it has been slower than that of its peers in East Asia. It has essentially been constrained by Pakistan's recurring balance of payment (BOP) crises as explained by Thirlwall's Law. Pakistan has been forced to seek IMF bailouts 14 times in the last 75 years to deal with its BOP crises. This has happened in spite of the fact that remittances from overseas Pakistanis have grown 38X since 2000. Every time Pakistan has faced a balance of payments crisis, the result has been massive currency devaluation, high inflation and slower growth for a period of multiple years. The best way for Pakistan to accelerate its growth beyond 5% is to boost its exports by investing in export-oriented industries, and by incentivizing higher savings and investments.

Tuesday, July 15, 2025

Pakistani International Students Flocking to European Universities

Recent data shows that there are nearly 10,000 Pakistani students attending colleges and universities in Germany. This figure is second only to the United Kingdom which issued over 35,000 student visas to Pakistanis in 2024. The second most popular destination for Pakistani students is Australia which is hosting nearly 24,000 students from Pakistan as of 2023, according to the ICEF Monitor.

Top Countries of Origin For International Students in Germany 2024. Source: Study in Germany

Here's a list of the top 15 countries of origin of foreign students in Germany in 2024:

India 49,008

China 38,687

Turkey 18,084

Austria 15,379

Iran 15,159

Syria 13,379

Russia 10,593

Italy 10,154

Ukraine 9,914

Pakistan 9,873

Egypt 8,060

Morocco 7,398

Tunisia 6,852

Cameroon 6,789

France 6,759

This year, Pakistani students won 114 Erasmus Mundus EU Scholarships, the highest number in the world. This makes Pakistan the top country receiving these scholarships for the fourth consecutive year. The Erasmus Mundus Scholarship is a prestigious European scholarship program for graduates, funding joint master's degrees at prestigious universities across multiple countries.

Pakistani Students Received the Highest Number of EU Scholarships in 2025. Source: EU

Here's the list of top countries of EU Scholarship Winners in 2025:

1. 🇵🇰 Pakistan: 114

2. 🇮🇳 India: 96

3. 🇧🇩 Bangladesh: 95

4. 🇲🇽 Mexico: 93

5. 🇳🇬 Nigeria: 75

6. 🇧🇷 Brazil: 73

7. 🇪🇸 Spain: 65

8. 🇺🇸 USA: 62

9. 🇪🇬 Egypt: 61

10. 🇩🇪 Germany: 61

Pakistan is third, after only China and India, in terms of the size of its college-aged population, according to the United Nations. The British Council expects growth in Pakistani outbound mobility to be among highest in the world over the next decade, along with China, India, Nigeria, and Bangladesh.

Acceptance rate in Pakistani universities and degree colleges was just 13.5% in 2022. Only 541,043 students were accepted from 4,085,185 students who applied. The country produced 471,306 university graduates in 2020-21. Of these, 157,102 were in STEM fields, including 43,000 graduates in information technology (IT).

Pakistan’s gross tertiary enrollment (GER) ratio was only 13% in 2023, according to UNESCO. This is much lower than in India, and lower than in Bangladesh and Sri Lanka as well. Of 109 countries UNESCO profiled in 2021, Pakistan’s tertiary GER was 100th. Given Pakistan’s huge college-aged population, there is serious unmet demand for higher education, according to the ICEF Monitor.

Recent data on which destinations are hosting the most Pakistani students include:

UK: 34,690 in 2022/23 (+50% y-o-y)

China: 28,000 before the pandemic

UAE: 24,865 in 2020 according to UNESCO

Australia: 23,380 in 2023 (+49%)

US: 10,165 in 2022/23 (+16%)

Germany: 8,210 in 2022/23 (+22%)

Kyrgyzstan: 6,000 in 2020 according to UNESCO

Malaysia: 5,000 in 2023

Canada: 4,750 in 2023 (+101%)

Turkey: 2,385 in 2020 according to UNESCO

Saudi Arabia, South Korea, Sweden, Qatar: At least 4,000 in 2020 according to UNESCO

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Growing Presence of Pakistani Women in Science and Technology

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Saturday, July 5, 2025

Indian Military Begins to Accept Its Losses in "Operation Sindoor" Against Pakistan

The Indian military leadership is finally beginning to slowly accept its losses in its unprovoked attack on Pakistan that it called "Operation Sindoor". It began with the May 31 Bloomberg interview of the Indian Chief of Defense Staff General Anil Chauhan in Singapore where he admitted losing Indian fighter aircraft to Pakistan in an aerial battle on May 7, 2025. General Chauhan further revealed that the Indian Air Force was grounded for two days after this loss.

General Chauhan was followed by Navy Captain Shiv Kumar, the Indian Defense Attache in Jakarta, Indonesia, who explained last month that the Indian Air Force losses occurred due to "constraint by (the Indian) political leadership" imposed on the Indian Air Force. He said the Indian forces had been directed not to target Pakistan’s military infrastructure or air defenses. “Only because of the constraint given by the political leadership to not attack the military establishment or their air defenses,” he said, explaining why the IAF suffered the loss of fighter jets.

Yesterday, Lieutenant General Rahul Singh, India's Deputy Chief of the Army, blamed the losses on Chinese help for Pakistan. He said India faced three enemies: Pakistan, China and Turkey based on the equipment used by Pakistan in the latest round. By this logic, Pakistan faced four or more enemies: India and its arms suppliers France, Israel and Russia whose equipment was used by the Indian military in Operation Sindoor against Pakistan.

General Singh said the Pakistanis were closely watching the Indian military's moves in real time. “When the DGMO-level talks were going on, Pakistan actually was mentioning that ‘we know that your such and such important vector is primed and ready for action. I would request you to perhaps pull it back’. So he was getting live inputs … from China,” he added.

Using a homegrown datalink (Link-17) communication system, Pakistan has integrated its ground radars and satellite links with a variety of fighter jets and airborne early warning aircraft (Swedish Erieye AWACS) to achieve high level of situational awareness in the battlefield, according to experts familiar with the technology developed and deployed by the Pakistan Air Force. This integration allows quick execution of a "kill chain" to target and destroy enemy assets, according to experts. This capability was demonstrated recently in the India-Pakistan aerial battle of May 7-8 that resulted in the downing of several Indian fighter jets, including the French-made Rafale.

In an earlier statement, Indian Foreign Minister Subrahmanyam Jaishankar told Newsweek: “I was in the room when the US vice president spoke to Prime Minister Modi on the night of May 9, warning that the Pakistanis would launch a very massive assault on India if we did not accept certain things". “That night, Pakistan did launch a large-scale attack,” Jaishankar said. India sought and accepted the ceasefire immediately after the "large-scale attack" launched by Pakistan.

These statements by the Indian military brass lead to only one conclusion: Not only is there an implicit admission of India's failed "Operation Sindoor", but also a litany of lame excuses for the losses incurred by the Indian military. The fact is that the Indian leadership clearly underestimated Pakistan's capacity for a strong military and diplomatic response to the Indian provocation labeled "Operation Sindoor". New Delhi was caught unprepared for it.

Friday, June 27, 2025

Trump Administration Seeks Pakistan's Help For Promoting “Durable Peace Between Israel and Iran”

US Secretary of State Marco Rubio called Pakistan Prime Minister Shehbaz Sharif to discuss promoting “a durable peace between Israel and Iran,” the State Department said in a statement, according to Reuters. Both leaders "agreed to continue working together to strengthen Pakistan-US relations, particularly to increase trade", said a statement released by the Pakistan government.

Pakistani Prime Minister Shehbaz Sharif and US Secretary of State Marco Rubio

The call came after Iran and Israel agreed to a ceasefire to end what President Donald Trump described as a "12-day war". It is yet another indication of Pakistan's close ties with both Tehran and Washington. Pakistan strongly condemned Israel's "unprovoked attack" and the US bombing of Iran's nuclear facilities. It also shows Washington’s growing engagement with Islamabad at a time when the Trump administration is exploring a new diplomatic initiative with Tehran, possibly “as early as next week”. President Trump met Pakistan’s army chief Field Marshal Asim Munir at the White House last week where they discussed Iran, which Trump said Pakistan knew about better than most other countries.

Earlier in May this year, President Trump, Vice President JD Vance and Secretary Rubio arranged India-Pakistan ceasefire after 4 days of fighting between the two South Asian neighbors. Testifying before the US Congress earlier this month, the US Central Command Chief General Michael Kurilla described Pakistan as a “phenomenal partner in the counterterrorism world”. This statement coincided with the Washington visit of the Indian parliamentary delegation led by Shashi Tharoor. Tharoor's delegation's aim was to "isolate Pakistan" after the Pahalgam militant attack in Kashmir which India blamed on Pakistan without presenting any evidence.

Pakistan also enjoys close ties with China and Russia. China-Pakistan friendship has meant significant diplomatic support and massive investment in infrastructure, as well as the state-of-the-art military hardware for the country's armed forces. Russia, too, has drawn closer to Pakistan. It has recently agreed to invest in a modern steel plant in Karachi where an abandoned Soviet-era steel mill stands today.

Shanghai Cooperation Organization (SCO) Defense Ministers

At a recent Shanghai Cooperation Organization (SCO) Defense Ministers meeting in China, nine member countries(China, Kazakhstan, Kyrgyzstan, Russia, Tajikistan, Uzbekistan, Pakistan, Iran and Belarus) rejected India's attempt to insert a reference to Pahalgam in the joint statement. Earlier, India distanced itself from SCO's joint condemnation of Israel’s attacks on Iran. India also abstained from voting on a UN resolution regarding the Israel-Palestine conflict, specifically related to the humanitarian situation in Gaza. This decision continues India's pattern of abstaining on resolutions criticizing Israel.

While India claims the mantle of the "Global South" leadership, its actions do not align with its ambition. On the other hand, Pakistan's policies and actions are much more aligned with those of the BRICS nations. Pakistan is not currently a member of the BRICS yet, but both China and Russia have publicly expressed support for its inclusion as a full member.

Sunday, June 8, 2025

Builder.AI: Yet Another Global Indian Scam?

A London-based startup builder.ai, founded by an Indian named Sachin Dev Duggal, recently filed for bankruptcy after its ‘neural network’ was discovered to be 700 Indians coding in India. The company promoted its "code-building AI" to be as easy as "ordering pizza". It was backed by nearly half a billion dollar investment by top tech investors including Microsoft. The company was valued at $1.5 billion. This is the latest among a series of global scams originating in India.

In recent years, India has emerged as a major hub for global scams. The US government has alleged in court documents that a large enterprise originating from India was involved in stealing nearly $1.5 billion from elderly Americans. Recently, two Indian nationals, Pranay Mamindi and Kishan Patel, were found guilty of participating in a money laundering conspiracy, concealing the source of the money, and using the illegally gained money to further promote a criminal enterprise. Six other defendants from India also pleaded guilty and are awaiting sentencing.

These global scams appear to have started amid widespread unemployment in India. Many of the scammers previously worked in call centers where they learned to use computers and telecommunications networks to reach out and talk to Americans. In 2022, U.S. citizens fell victim to a massive loss of over $10 billion from phishing calls orchestrated by illegal Indian call centers, according to data from the Federal Bureau of Investigation (FBI).

Indian-Americans, too, have been found guilty in a number of high-profile scams. A federal jury convicted former Theranos executive Ramesh "Sunny" Balwani, an Indian-American entrepreneur, on all 12 counts of fraud in 2022. Balwani was born in 1965 in Pakistan to a Sindhi Hindu family. His one-time girlfriend and partner Elizabeth Holmes, the founder of Theranos, was convicted on similar charges earlier that year. Both face up to 20 years in prison.

Last year, a federal judge sentenced former Outcome Health CEO Rishi Shah, an Indian-American, to 7½ years in prison for a massive fraud scheme that prosecutors say enabled a “jet-set lifestyle” featuring private aircraft, yachts and a tony Chicago home.

In 2020, Dr. John Nath Kapoor, Indian-American CEO of Insys Therapeutics, was found guilty of conspiring to recklessly and illegally boost profits from the opioid painkiller Subsys, a fentanyl spray designed to be absorbed under the tongue, according to multiple media reports.

Rajat Gupta, an Indian-American former global head of McKinsey & Company, was convicted of insider trading in 2012. He was charged with passing on confidential business information about Goldman Sachs to hedge fund manager Raj Rajaratnam. Gupta was found guilty on multiple counts of conspiracy and securities fraud and served a two-year prison sentence.

India Ranks Number One For Misinformation and Disinformation

Beyond the hub of scams and frauds, it seems that India has earned a reputation as the epicenter of misinformation and disinformation. According to experts surveyed for the World Economic Forum’s 2024 Global Risk Report, India was ranked highest for the risk of misinformation and disinformation. This was on full display during the recent conflict with Pakistan.

After the recent Pahalgam militant attack in Kashmir, the Indian government immediately blamed it on Pakistan without any investigation or evidence. More than a month later, the perpetrators have neither been clearly identified nor apprehended. And yet, the government of Prime Minister Modi proceeded with air strikes inside Pakistan. Pakistan retaliated and shot down several Indian fighter jets, including its most advanced French Rafales. The conflict began to quickly escalate with strikes and counter-strikes, with the world fearing a nuclear exchange. This prompted the United States and several other countries to intervene and force a ceasefire in less than 4 days of armed conflict.

During this short 4-day period, the Indian mainstream media was filled with lies. Here's how the Washington Post reported this: "Times Now Navbharat reported that Indian forces had entered Pakistan; TV9 Bharatvarsh told viewers that Pakistan’s prime minister had surrendered; Bharat Samachar said he was hiding in a bunker. All of them, along with some of the country’s largest channels — including Zee News, ABP News and NDTV — repeatedly proclaimed that major Pakistani cities had been destroyed".

It is unfortunate but true: Fraud and falsehood have become endemic in the Indian society. Part of the blame falls squarely on the ruling BJP party which promotes falsehoods. In 2018, Indian Prime Minister Narendra Modi's right-hand man and home minister Amit Shah told his party's volunteers commonly known as Modi Bhakts: "We can keep making messages go viral, whether they are real or fake, sweet or sour". "Keep making messages go viral. We have already made a WhatsApp group with 32 lakh people in Uttar Pradesh; every morning they are sent a message at 8 am", Shah added, according to a report in Dainik Bhaskar, an Indian Hindi-language daily newspaper.

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Saturday, May 31, 2025

Pakistan's Homegrown Link-17 Kill Chain Helped Shoot Down India's Rafale Fighter Jets

Using a homegrown datalink (Link-17) communication system, Pakistan has integrated its ground radars with a variety of fighter jets and airborne early warning aircraft (Swedish Erieye AWACS) to achieve high level of situational awareness in the battlefield, according to experts familiar with the technology developed and deployed by the Pakistan Air Force. This integration allows quick execution of a "kill chain" to target and destroy enemy aircraft, according to experts. This capability was demonstrated recently in the India-Pakistan aerial battle of May 7-8 that resulted in the downing of several Indian fighter jets, including the French-made Rafale.

Pakistan PAF's Homegrown Link-17. Source: Secret Projects

Pakistan Air Force (PAF) pilots flying Chinese-made J10C fighter jets fired the Chinese PL-15 air-to-air missiles and shot down at least two Indian Air Force's French-made Rafale jets in history's largest ever aerial battle, according to multiple media and intelligence reports. India had 72 warplanes on the attack and Pakistan responded with 42 of its own, according to the Pakistani military.

Speaking on a recent podcast, Michael Dahm, a senior fellow at AFA’s Mitchell Institute for Aerospace Studies, said the kill chain may have started with a Pakistani ground radar—“maybe a surface-to-air missile system, or some other type of radar system”—which “illuminated the Indian target.” Then, a Pakistani J-10C fighter “launched its missiles, probably at range, and finally, an airborne early warning and control aircraft used a midcourse datalink to update and guide the missile to the Indian fighter.” “The Pakistani Air Force deployed …’ A’ launched by ‘B’ and guided by ‘C’” and hit the target, he added.

PAF Kill Chain During Op Sindoor. Source: Blackbird

Link-17 enables secure and jam-resistant voice and data exchanges between connected assets. Combined with electronic warfare, it allows the Pakistani military to control the electromagnetic spectrum, giving access to the enemy communications and denying them access to their own. It also enables networked participants to view in real-time each other’s sensor feeds, which could come from radars, sonars, electro-optical (EO) systems such as cameras, and others. Link-17 has given the PAF a network protocol that it can use with a wide range of aerial assets, especially domestically driven programs, such as the JF-17 Thunder.

Military aviation analysts conclude from the results of the air battle that the Chinese technology is as good, if not better than, the western technology. However, it must be understood that the way the technology is actually deployed in the battlefield is as important in achieving good results as the technology itself. Also, the men count as much, if not more than, the machines. The legendary US Air Force pilot Chuck Yeager called Pakistan Air Force pilots "the best in the world". In another tweet in 2015, Yeager said "they (PAF pilots) kicked the Indians butt".

Saturday, May 24, 2025

American Prof John Mearsheimer on International Geopolitics in South Asia

Professor John Mearsheimer, a renowned international relations expert known for his theory of "offensive realism", has recently spoken to India's CNN-News18 about the impact of US-China competition on geopolitics in South Asia. Sharing his thoughts in interviews on India-Pakistan conflict after the Pahalgam attack, he said: "There is really no military solution to this (Kashmir) problem. The only way this can be solved once and for all is through a political solution that both sides find acceptable".

Professor John Mearsheimer on India-Pakistan Conflict

Professor John Mearsheimer is a highly respected professor of political science at the University of Chicago. Here's how he introduces himself on his personal website: "I am the R. Wendell Harrison Distinguished Service Professor in the Political Science Department at the University of Chicago, where I have taught since 1982. Above all else, I am an international relations theorist. More specifically, I am a realist, which means that I believe that the great powers dominate the international system, and they constantly engage in security competition with each other, which sometimes leads to war".

He has said that neither China nor the US want a full-scale war between India and Pakistan that could escalate into a nuclear war. However, it is in China's interest to "see significant tensions between India and Pakistan to get India to devote a lot of its strategic thinking and resources against Pakistan" rather than on China. The US, on the other hand, wants India to focus all its energies on countering China.

Talking about the recent "Operation Sindoor" launched by Indian Prime Minister Narendra Modi against Pakistan, Mearsheimer said it will not deter Pakistan. "By Operation Sindoor, India has responded like it has in the past. Don't think India wants a major war with Pakistan, it can't dominate on the lower or even the middle rungs of the escalation ladder", he said.

On Chinese involvement in South Asia, Mearsheimer said: "China-Pakistan relations are quite good. The Chinese are providing excellent weaponry to Pakistan and will provide even better weapons in future". "I don’t think China wants an India-Pakistan war but it wants to see significant tensions between India and Pakistan to get India to devote a lot of its strategic thinking and resources against Pakistan", he added.

Talking about the US interest in South Asia, he said: "When it comes to countering China, India is the most important country for the US in South Asia. But the US also wants to maintain good relations with Pakistan to try to peel it away from China".

Wednesday, May 21, 2025

Has Pakistan Destroyed India's S-400 Air Defense System at Adampur?

Pakistan claims its air force (PAF) has destroyed India's high-value Russian-made S-400 air defense system (ADS) located at the Indian Air Force (IAF) Adampur air base. India has rejected this claim and posted pictures of Prime Minister Narendra Modi posing in front of its S-400 rocket launchers in Adampur. Meanwhile, there are reports that an Indian S-400 operator, named Rambabu Kumar Singh, was killed at about the time Pakistan claims to have hit it. Pakistan is believed to have targeted the S-400 systems using precision-guided CM-400AKG hypersonic missiles (max range 250 kilometers) launched from its JF-17 fighter aircraft.

How can an independent observer decipher the truth in the midst of these claims and counterclaims? To do that, one must first understand what constitutes the S-400 ADS. Is it just the rocket launchers? Or does it have other critical components like the radar and command-and-control systems? Could it be that the Pakistanis left the launchers alone and targeted and destroyed the radar and the command and control systems? Is that why the system operator was killed?

Russia's S-400 Air Defense System. Source: BBC

What is Russia's S-400 ADS?

The S-400 air defense system is designed to provide a layered defense with varying range capabilities. Its primary missiles, the 40N6, have a range of 400 kilometers (250 miles), while the 48N6E3 missiles offer a range of 250 kilometers (160 miles). The S-400 can also engage targets at shorter ranges using the 9M96E and 9M96E2 missiles, with ranges of 40 and 120 kilometers (25 and 75 miles), respectively. The S-400 consists of multiple components. Here's how it works.

1. Long-range surveillance radar tracks objects and relays information to the command vehicle, which assesses potential targets.

2. Target is identified and the command vehicle orders missile launch.

3. Launch data is sent to the best placed launch vehicle and it releases surface-to-air missiles.

4. Engagement radar helps guide missiles towards the target.

The entire system is rendered useless if any of these components are damaged or destroyed.

Death of an S-400 Operator:

Indian news outlet First Bihar reported the death of an Indian soldier operating the S-400 Air Defense System in Indian Occupied Jammu and Kashmir at Adampur Airbase on May 10, 2025. This report was later deleted under pressure from the Indian government, in the same manner as The Hindu newspaper was forced to remove its story about the Indian Air Force's loss of French-made Rafale fighter jets in the aerial battle with the Pakistan Air Force.

India's NDTV Report:

Indian journalist Vishnu Som has confirmed in conversation with Shiv Aroor on NDTV that two near-hypersonic missiles fired from a JF-17 jet targeted Adampur Airbase. One of the missiles reportedly missed, while the outcome of the second is unclear. Aroor added that certain sensitive details about the incident could not be publicly disclosed.

If indeed Vishnu Som's confirmation is accurate, then the question arises as to how did a JF-17 armed with CM-400AKG hypersonic missiles (max range 250 kilometers) gain access to the S-400 system which has anti-access/area denial (A2AD) capabilities? The S-400's long range and ability to engage various aerial threats, including ballistic and cruise missiles, allows it to create a large area where enemy aircraft and missiles are denied access or freedom of operation.

Summary:

While there has been no official confirmation of the loss at Adampur, there is considerable circumstantial evidence to suggest that the Pakistan Air Force's fighter jets damaged a Russian-supplied S-400 ADS system operated by the Indian military. This is not the first time a Russian-made S-400 air defense system has been damaged or destroyed. Ukraine destroyed one in Crimea last year. Apparently the S-400 has known vulnerabilities that could have been exploited by both Ukraine and Pakistan.

Wednesday, May 14, 2025

Has Modi Succeeded Diplomatically or Militarily Against Pakistan After Pahalgam?

Indian Prime Minister Narendra Modi launched Operation Sindoor to "punish" Pakistan after blaming it for the Pahalgam militant attack without offering any evidence. He then quickly proceeded to seek and accept a US-brokered ceasefire within 100 hours of launching military strikes on Pakistan. Now he claims that India has succeeded in its objectives for Operation Sindoor.

Let's examine Mr. Modi's claim of victory after seeking and accepting a ceasefire so soon after launching a large military operation. In terms of diplomacy, India clearly failed to prove its allegations against Pakistan to gain the support of the international community. Many of India's closest friends, including the US and Israel, condemned the Pahalgam attack but none held Pakistan responsible for it. At the same time, Pakistan's closest friends China and Turkey stood solidly with Pakistan.

Militarily, India incurred heavy losses, including the loss of its most advanced Rafale fighter jets in a major aerial battle with the Pakistan Air Force. In fact, Mr. Modi was stunned by the robustness of Pakistan's retaliatory precision strikes with high-speed missiles and drone swarms. He said: "Instead of supporting India's strike against terrorism, Pakistan started attacking India itself". He clearly wasn't expecting it when he ordered missile strikes against Pakistan.

As to Mr. Modi's other claims about India's Operation Sindoor's "successes" against Pakistan, here's a good summation of their reality as seen by a veteran Indian diplomat MK Bhadrakumar:

"The bottom line is, Pakistan has demonstrated its nuclear deterrent capability. It is as simple as that. If Operation Sindoor were to be repeated every now and then, it would only have the same results and be halted unceremoniously within 100 hours. Eventually, it will not only lose all novelty to our ecstatic TV audience, but a troubled nation may eventually start blaming an inept leadership. Pakistan is a major military power. Creating potholes in an odd runway or rendering a radar dysfunctional temporarily will not intimidate that country. Succinctly put, it must be far better for India to take help from Trump, who harbors no animus against us, to solve the problem and move on with life".

Friday, May 9, 2025

Pakistan Downs India's French Rafale Fighter Jets in History's Largest Aerial Battle

Pakistan Air Force (PAF) pilots flying Chinese-made J10C fighter jets shot down at least two Indian Air Force's French-made Rafale jets in history's largest ever aerial battle involving over 100 combat aircraft on both sides, according to multiple media reports. India had 72 warplanes on the attack and Pakistan responded with 42 of its own, according to Pakistani military. The Indian government has not yet acknowledged its losses but senior French and US intelligence officials have confirmed that at least one Indian Rafale jet was shot down by Pakistan on May 7, 2025. Reports of more Rafale downings are being investigated by western intelligence officials. This marks the first time that the sophisticated French-made warplane has been lost in combat.

Rafale is the most advanced French 4.5 generation fighter plane. Indian Prime Minister Narendra spoke about India's need for Rafale back in 2019 after the last IAF-PAF dogfight and said: "We (Indians) acutely felt the absence of Rafale today.....if we had Rafale today the results would have been very different....desh ka bahut nuksaan hua hai" Then Mr. Modi proceeded to spend $7.4 billion to purchase 26 Rafale fighter jets from France in the hope of achieving air superiority over Pakistan. Each Rafale cost Indian taxpayers $288 million.

Military aviation analysts conclude from the results of the air battle that the Chinese technology is as good, if not better than, the western technology. However, men count as much, if not more than, the machines. The legendary US Air Force pilot Chuck Yeager called Pakistan Air Force pilots "the best in the world". In another tweet in 2015, Yeager said "they (PAF pilots) kicked the Indians butt".

In the 1980s, the Pakistan Air Force pilots went head-to-head with Russian combat pilots in Afghanistan. The Pakistan Air Force (PAF) has the distinction of being the only air force that has engaged and shot down multiple Russian fighter pilots in combat since WWII. The most prominent among those shot down by PAF was Colonel Alexander Rutskoy who ejected over Pakistani soil and was captured by Pakistan. After his release, Rutskoy was decorated as a hero of the Soviet Union and went onto become vice president of Russia under Boris Yeltsin, before leading an attempted coup in 1993, according to The National Interest publication.

The aerial battle between Pakistani and Indian fighter jets, which Pakistani officials claim downed five Indian planes, was one of the “largest and longest in recent aviation history,” a senior Pakistani security source told CNN. Over 100 combat planes battled for over an hour, with neither side leaving its own airspace, according to the CNN source who detailed that the missile exchanges were happening at distances sometimes greater than 160 kilometers (100 miles). The entire air battle was conducted using BVR (beyond visual range) radars/sensors with stand-off weapons.

Global militaries and defense analysts are now studying the India-Pakistan aerial battle on May 7, 2025, according to Reuters. Here's an excerpt of the Reuters' report:

"Experts said the live use of advanced weapons would be analyzed across the world, including in China and the United States which are both preparing for a potential conflict over Taiwan or in the wider Indo-Pacific region. One U.S. official, speaking on condition of anonymity, told Reuters there was high confidence that Pakistan had used the Chinese-made J-10 aircraft to launch air-to-air missiles against Indian fighter jets".

Here's Prime Minister Modi Speaking of India's Acute Need For Rafale in 2016:

https://youtu.be/QIt0EAAr3PU?si=KpcJW60jvD9r0xeQ