The author argues U.S. sanctions and tariffs have pushed India to deepen BRICS ties and ease tensions with China. He cites resumed IndiGo flights (Kolkata–Guangzhou) and Xi–Modi de‑escalation at the SCO as signs of a pragmatic pivot toward Asian integration over reliance on the U.S.
— If U.S. trade policy accelerates India’s alignment with BRICS, Washington’s Indo‑Pacific strategy and supply‑chain bets could be undermined by its own economic tools.
Oren Cass
2026.09.04
46% relevant
The writeup cites growing international appetite for trade barriers on China (G20, Reuters/FT reporting) as part of a broader shift in trade posture; that connects to the existing pattern in which tariff politics reshape geopolitical and supply‑chain alignments (the article supplies current events and policy rhetoric that could accelerate such shifts).
Arnold Kling
2025.12.29
88% relevant
Samir Varma’s account of India’s pre‑1991 reservation regime (banning large firms from producing many consumer goods) is an example of protectionist industrial policy that insulated local firms but stunted competitiveness—an historical analog to how tariff and trade policy can push a country toward alternative blocs or inward industrial strategies, as the existing idea argues.
Wolfgang Munchau
2025.10.05
100% relevant
IndiGo’s restart of China flights and reports of Xi–Modi border de‑escalation at the September SCO meeting.