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Industrial Realism: India, China, and the Limits of Supply-Chain Decoupling
When India's Union Cabinet amended its foreign direct investment (FDI) policy on March 10, 2026, introducing a 60-day expedited approval window for Chinese industrial investment in seven manufacturing sectors, the move was widely interpreted as another sign of improving India–China…
Pakistan’s Potential Path to Global Relevance through Critical Minerals
Amid the global scramble for critical minerals, Pakistan can leverage its reserves for significant economic and diplomatic benefits.
Can South Asia Capitalize on Global Supply Chain Restructuring?
President Donald Trump’s efforts to reshape international trade are only the latest in a long list of recent disruptions that have shaken the global economy. From the COVID-19 pandemic to heightened geopolitical competition, the weaponization of economic policies, and declining…
An Incipient Reset: India-China Economic Cooperation in the Trump Era
In October 2024, India and China reached an agreement that deescalated tensions along their bilateral border that had been ongoing since April 2020. While the agreement may not by itself have resolved the root causes of the issues between the…
Rare Earths, Rare Opportunity: India’s Potential in Easing China’s Chokehold
On October 3, the United States and India announced a major agreement in one of the priority sectors for both countries – critical minerals supply chain cooperation. The two sides vowed to “expand and diversify” supply routes and leverage complementary…
Agrarian Reform and U.S.-India Relations
Indian Prime Minister Narendra Modi and U.S. President Joe Biden are looking forward to creating new horizons within their strategic partnership. Following Modi’s official state visit to Washington in June, the United States and India listed several new areas for…