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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Comment by Riaz Haq on Monday

Trump’s surprising policy turn on Pakistan
Washington's India-first era has ended


By Brig. Gen. Mark Kimmitt

https://www.washingtontimes.com/news/2025/dec/21/trumps-surprising-...

Analysts warned that Pakistan could face its “most severe” national security challenge in at least a decade and possibly since the 1990s. Yet by the end of 2025, Pakistan appears to have gone from pariah to partner. Few nations have experienced a reputational swing as swift or dramatic. Pakistan has emerged as a pillar of President Trump’s evolving foreign policy vision for South Asia.
Strategically, senior Trump advisers also regarded Pakistan with unease. Its close ties with China especially reinforced these concerns. Pakistani authorities often boast of a friendship with Beijing “deeper than the oceans, taller than the mountains.” The prevailing expectation among Mr. Trump’s emerging foreign policy circle was clear: Double down on India, strengthen the Quad as its Indo-Pacific anchor and, in India’s long-standing interests, sideline Islamabad.
Yet even as Washington leaned into an India-first posture, concerns were mounting about India’s trajectory, from its increasingly majoritarian domestic politics and constraints on civil liberties to its uneven military performance and growing reputation for diplomatic inflexibility. These issues, long ignored or downplayed, were beginning to cast doubt on India’s reliability as regional stabilizer.
The first sign that the icy relationship was beginning to thaw was a series of discreet counterterrorism exchanges, suggesting Islamabad was finally willing to engage in substantive cooperation. When Mr. Trump unexpectedly praised Pakistan’s efforts in a national address in March, Washington was taken aback. The remarks cut directly against long-standing policy, and the infamous “DC Blob” was faced with a new reality regarding Pakistan as a newer and stronger ally.

Islamabad seized the opportunity. Each small gesture of cooperation from Islamabad earned it unexpected credit in Washington, and that credit, in turn, encouraged more engagement. What had long been a brittle, transactional relationship began to take on greater importance as both sides realigned to the new realities.

Trump officials who once dismissed Pakistan now speak of it as responsive, useful, even flexible. A virtuous cycle emerged where more gestures led to more cooperation, cooperation prompted more praise, and the partnership deepened at a pace few in Washington would have believed possible just months earlier.
A decisive turning point came with Pakistan’s unexpected showing in its brief but intense May clash with India, an outcome that reportedly left Mr. Trump stunned. The conflict showcased a level of military discipline, strategic focus and asymmetric capability that Washington had thought unattainable. Officials in Washington who had casually written off Pakistan as a fading power began referring to it once again as a serious regional actor.
For Mr. Trump, the episode redrew the strategic map: Pakistan was now viewed as an emerging asset whose capabilities could anchor his broader South Asia vision.
Pakistan’s military modernization has gained additional momentum from this renewed relevance on the global stage. The armed forces’ command structure has been overhauled, introducing a new top-tier position, the chief of defense forces, now held by Field Marshal Asim Munir, who concurrently serves as army chief.
No less a factor was India’s dismissal and Pakistan’s gratitude for Mr. Trump’s intervention in brokering a ceasefire. To Mr. Trump, a leader who speaks of “ending wars rather than starting wars,” the Indian response to his efforts likely stung deeply. As India damaged its relationship, Pakistan’s stock in Washington soared.

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