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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US Government Brackets Modi With Murderous Dictators

Asley Tellis Wants the US to Continue its Policy of Strategic Altruism with India

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India's Ex Spooks Blame Kulbhushan Jadhav For Getting Caught

Ajit Doval Lecture on "How to Tackle Pakistan" 

Mohan Lal Bhaskar: An Indian Raw Agent in Pakistan

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  • Riaz Haq

    @Clary_co

    I’ve been in rooms with US officials far more times than I can count—including 3 years working as one. In twenty-plus years, I’ve never heard a US official articulate counterbalancing India as a goal of Pakistan policy. It’s possible US policy has this effect; it’s not a goal.


    https://x.com/clary_co/status/2004892275399331872?s=61&t=mgTxrm...

    ———-

    @nitingokhale

    “U.S.A. wants a strong Pakistan as a counterbalance against India to the extent possible and as a source of stability, particularly in the Persian Gulf area.” If you think this is some current Indian official being quoted, you would be right. But in reality this is what RN Kao, founder of the R&AW wrote to Gen (later Field Marshal) Sam Manekshaw in June 1972. In reality, more than half a century later history is repeating itself in India’s neighbourhood, maybe in a more virulent form, thanks to the continuing hostility of the Americans: stratnewsglobal.com/dont-miss/trum… @StratNewsGlobal @Vikram_Sood @BharatShaktiBSI

    https://x.com/nitingokhale/status/2004798974801395892?s=61&t=mg...

  • Riaz Haq

    Happymon Jacob
    @HappymonJacob
    In this long piece for INDIA'S WORLD magazine, I make a case for ‘De-Americanising’ India’s Grand Strategy.

    The Indo-US relationship may have thrived in the 2000s, but it was built on the back of a decade of threats, pressure and bullying.

    India's most consequential relationship in the last quarter century was the by-product of a shared anxiety about a third party.

    For nearly a quarter of a century, our grand strategy has been shaped by its convergence with Washington. As a result, our grand strategic questions once appeared to answer themselves and rather effortlessly.

    Now we must go and find them, and this ensures that our relationship rests on choice rather than dependence.

    This is how grand strategies are made. Or remade.

    https://x.com/HappymonJacob/status/2069067319767413172?s=20

  • Riaz Haq

    Hassan Aslam Shad
    @HassShad
    Happymon Jacob's article argues that India should begin "de-Americanising" its grand strategy because convergence with Washington has weakened India's strategic autonomy and encouraged reliance on American power. It's a provocative thesis, but it rests on several assumptions that simply don't hold up under scrutiny. 🧵

    The biggest hole in the article is that it never actually proves its central claim: that India's strategic convergence with the US caused India to neglect indigenous capacity building. India's defence industrial weaknesses, procurement failures, technological gaps, and slow military reforms existed long before the US partnership deepened. These problems existed during non-alignment, during the Soviet era, and during periods when India was far less aligned with Washington than it is today. If the same weaknesses persisted across completely different strategic eras, how can American convergence be the primary explanation? The more obvious answer is that India's capacity deficits are rooted in domestic political and institutional failures, not in the existence of a partnership with the United States.

    The article also claims that India increasingly viewed the world through a borrowed American lens, particularly regarding China. But this argument strips India of agency and ignores reality. India does not need Washington to tell it who China is. China occupies territory claimed by India, repeatedly challenges the status quo along the border, shields Pakistan diplomatically, arms Pakistan militarily, and seeks to expand its influence throughout India's neighbourhood. These concerns arise from India's own geography and security interests. To suggest that India's China policy is somehow a by-product of American thinking reverses the causal relationship. India and the US converged because both became concerned about China's behaviour, not because India outsourced its strategic judgment to Washington.

    Another weakness is the article's suggestion that if Washington becomes more transactional, India should reconsider the logic of balancing China. But India is not balancing China for America's benefit. India is balancing China because China presents the most significant long-term strategic challenge to Indian interests. Even if the US withdrew from Asia tomorrow, India would still face an unsettled border, a growing Chinese military presence, and an increasingly capable China-Pakistan partnership. The China challenge does not disappear because US policy changes. The article implicitly treats India's China policy as derivative of US strategy when it is fundamentally rooted in India's own national interests.

    The most striking contradiction in the article is that it argues India became "Americanised" while simultaneously describing a country that repeatedly ignored American preferences. If India's grand strategy was truly shaped by Washington, why did India maintain ties with Russia despite intense Western pressure? Why did it continue purchasing Russian energy? Why did it engage Iran? The evidence presented throughout the last two decades points toward strategic flexibility, not dependence. In fact, India's ability to cooperate with Washington while preserving ties with countries the US opposes is arguably evidence that strategic autonomy has been working rather than failing.

    Ultimately, the article mistakes benefiting from American power for being dependent on American power. Those are not the same thing. Every rising power seeks to exploit favourable external conditions to advance its own interests. The real test is whether a country retains freedom of action when interests diverge. The stronger conclusion is not that India became excessively Americanised, but that India successfully leveraged a partnership with the US while maintaining independent decision-making. That is not a case for "de-Americanisation." It is evidence that India's strategy has been considerably more autonomous than the article acknowledges.

    https://x.com/HassShad/status/2069140846872785212?s=20