The US-led “Pax Silica” alliance excludes India due to its early-stage semiconductor ecosystem, limited advanced manufacturing and trade frictions. Though a short-term setback, it echoes India’s MSP trajectory. Ongoing initiatives like the India Semiconductor Mission and National Critical Mineral Mission aim to build capacity for future inclusion.
Click to View MoreRecent transport crises show how limited public investment and rising private monopolies create both demand and supply shocks. Low rail funding and weak airline regulation expose flaws in the neo-liberal model. Strong public spending, fair taxation of the rich and tighter market oversight are essential to protect welfare.
Click to View MoreThe revival of the Shipping Corporation of India marks a strategic shift in India’s maritime policy as the government seeks to rebuild national shipping capacity after decades of decline caused by liberalisation, ageing fleets and loss of preferential rights. The pandemic and global supply-chain disruptions exposed India’s dependence on foreign carriers, highlighting the need for stronger domestic control over EXIM logistics, energy transport and critical shipping routes. By acquiring new vessels through PSU joint ventures and aligning with global trends of increased state ownership in strategic sectors, India aims to enhance economic resilience, safeguard national interests and re-establish a robust maritime presence.
Click to View MoreChina’s dominance in REE processing creates a major strategic risk for green tech and defense. With Beijing able to weaponize supplies, countries are turning to friend-shoring through the MSP. India is reforming mining laws and strengthening KABIL to cut dependence and secure long-term strategic and industrial autonomy.
Click to View MoreThe U.S.-China rivalry over trade, technology, and tariffs forces India to balance strategic autonomy with economic opportunity. Leveraging the “China Plus One” shift, India can attract FDI and diversify supply chains while advancing Atmanirbhar Bharat and the Quad to anchor its role in a multipolar world.
Click to View MoreChina’s export restrictions on rare earth elements, affecting global defense, semiconductor, and green energy sectors. India must urgently build domestic processing capacity and secure resilient supply chains to protect its strategic autonomy, economic security, and technological independence.
Click to View MoreIndia–Australia relations in 2025 reflect growing strategic trust and operational cooperation across trade, defence, and technology. With ECTA, defence pacts, and industrial collaboration delivering results, both nations must now address trade imbalances and capacity gaps to consolidate gains and emerge as a stabilising force in the Indo-Pacific.
Click to View MoreIndia and China face a complex trade relationship, with India facing $99.2 billion deficit in FY25. India dependent on China, especially in electronics, machinery, and fertiliser. To manage strategic autonomy, India should provide credit to MSMEs, boost exports, diversify markets, invest in high-tech manufacturing, and balance strategic autonomy with engagement with major powers.
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