Should the US be worried? India’s Modi heads to China after Trump’s tariff move

A Geopolitical Shift: India’s Strategic Realignment with China

India’s recent decision to send Prime Minister Narendra Modi on a rare visit to China marks a significant shift in the country’s foreign policy. This move comes at a time when the United States, under the leadership of former President Donald Trump, has imposed stringent tariffs on Indian imports, prompting New Delhi to reassess its diplomatic and economic relationships.

The Context of Tensions

The relationship between India and China has been marked by a complex history, ranging from post-colonial brotherhood to modern-day strategic rivalry. The 1962 Sino-Indian War left a legacy of deep mistrust, and the 2020 Galwan Valley clashes further strained relations. Despite these tensions, both nations have taken steps to normalize their interactions, including restarting direct flights and reissuing tourist visas.

The Impact of US Policies

Donald Trump and Narendra Modi meeting at the White House

Donald Trump’s “America First” policies have played a crucial role in this realignment. The imposition of 50% tariffs on Indian imports, particularly targeting goods from Russia, has created economic pressure on India. This has led to a sense of urgency for Modi to stabilize relations with China, as the US has become less of a reliable partner in the eyes of New Delhi.

Analysts suggest that while Trump’s policies are a contributing factor, the primary driver for this reset is the mutual interest of both countries to maintain stability. As Manoj Kewalramani, head of Indo-Pacific studies at the Takshashila Institution, noted, “It wasn’t the primary driver for a reset, with both India and China looking to stabilize their relationship for their own national interests.”

The Role of the Shanghai Cooperation Organization (SCO)

Shanghai Cooperation Organization summit with Indian and Chinese leaders

Modi’s attendance at the SCO summit hosted by Chinese President Xi Jinping highlights the growing importance of regional alliances. Alongside leaders from Russia, Pakistan, Iran, and Central Asia, Modi will engage in discussions aimed at reshaping the global balance of power. This summit underscores the significance of multilateral cooperation in addressing shared challenges.

The SCO, founded by Moscow and Beijing, represents a strategic effort to counter Western influence and promote a multipolar world order. India’s participation in this event signals a shift towards a more balanced foreign policy, where economic and strategic interests take precedence over historical rivalries.

Economic Necessity and Strategic Autonomy

India’s recalibration of ties with China is rooted in economic necessity rather than a softening of its security posture. China remains India’s second-largest trading partner, with bilateral trade reaching $118 billion last year. This economic interdependence is essential for India’s industrial growth, as it relies on China for finished goods and intermediate products.

However, this economic entanglement exists alongside a tense military reality. The unresolved border dispute continues to be a major barrier to trust-building. Both sides have agreed on 10 points of consensus, including maintaining “peace and tranquility,” but the challenge lies in translating these agreements into tangible de-escalation on the ground.

The Future of India-China Relations

While the summit may not herald a fundamental realignment, it does signify a step towards a more stable relationship. Analysts like Farwa Aamer from the Asia Society Policy Institute emphasize that the aim is to ensure no such episodes of conflict repeat. This approach reflects India’s policy of strategic autonomy, prioritizing national interests over rigid bloc allegiance.

As Tanvi Madan from the Brookings Institution notes, the future of the India-China relationship will depend on their ability to manage this delicate dance. While competition is likely to continue, the goal is to keep conflict at bay.

Conclusion

India’s recent actions underscore a broader trend of realignment in the geopolitical landscape. As the US continues to exert economic pressure, India is seeking to balance its relationships with both China and the West. This strategic move reflects a pragmatic approach to navigating the complexities of international relations, ensuring that economic and strategic interests are safeguarded amidst ongoing tensions.

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