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Geopolitics
84 articles in Geopolitics

Geopolitics
Jaishankar Warns of a Food Crisis Though India's Grain Stocks Were Nearly Triple the Buffer Norm
India's foreign minister warned of a major food crisis the same day the Centre trimmed its foodgrain target. Rice and wheat stocks stood at 2.9 times the buffer norm in April, so the exposure sits elsewhere.
September 30, 2026 · 6 min read

Geopolitics
Dhaka and Islamabad Are Friendly Again, Except Over Moscow
A Russian cargo flight carrying nuclear fuel for Bangladesh's Rooppur plant has been grounded since Pakistan withheld airspace clearance on 24 September 2026, unexplained, even as the two countries restore flights and trade after 14 years apart.
September 28, 2026 · 7 min read

Geopolitics
The Naga People's Front Absorbed More Defectors Than the BJP Did
ADR and National Election Watch counted 111 sitting Indian lawmakers who switched parties since 2022, and a Nagaland regional party absorbed more of them than the BJP did. The bigger story is the merger clause that can let a whole faction switch clean.
September 27, 2026 · 7 min read

Geopolitics
The Pentagon Paid Anthropic $200 Million, Then Labeled It a Supply Chain Risk
A federal appeals court just upheld the Pentagon's blacklist of Anthropic, a month after a different judge called the same policy illegal retaliation. The exposure it targets runs through the compute deals funding Anthropic's growth, the same kind of dependency India is now racing to build.
September 26, 2026 · 8 min read

Geopolitics
One Foreign Firm Builds More Missiles a Month Than India Manages All Year
Defence Secretary Rajesh Kumar Singh says India can't keep making 200 to 300 missiles a year when one Ukrainian firm makes 100 a month. He is also, as of this year, the man in charge of DRDO.
September 26, 2026 · 7 min read

Geopolitics
Pakistan, Not Enrichment, Is Saudi Arabia's Fastest Path to a Bomb
A classified US assessment says Saudi Arabia has not ruled out building nuclear weapons. The faster hedge was never a centrifuge. It was a 2025 defense pact with a country that already has the bomb.
September 26, 2026 · 7 min read

Geopolitics
How India's Chief Election Commissioner Bypassed His Own Commission 14 Times
Two of the Election Commission's three members formally objected to fourteen orders issued by the Chief Election Commissioner over ten months. The law says such disagreements are settled by majority vote, not by one man, and that claim is now before two courts.
September 25, 2026 · 7 min read

Geopolitics
The F-35's Weak Link Is a Delivery Address, Not a Password
F-35 components meant for a US depot were routed instead through a Hong Kong intermediary, and the Pentagon is now retrieving them one shipment at a time. Nobody had to breach anything; a shipping label did the work.
September 24, 2026 · 7 min read

Geopolitics
Apple Makes One in Four iPhones in India While China Barely Invests There
Apple assembles about a quarter of its iPhones in India, yet Beijing itself has barely invested here. Washington is now throwing Xi Jinping a state welcome, and the trade truce behind that warmth expires in weeks.
September 22, 2026 · 7 min read

Geopolitics
Trump Approved More Taiwan Arms in a Year Than Biden Did in Four
Xi will ask Trump to freeze a $14 billion Taiwan arms sale by invoking a 1982 pledge to wind such sales down. Washington has never kept that promise, and the numbers show it moving the other way.
September 22, 2026 · 8 min read

Geopolitics
Pentagon Investigators Fault AI Reliance in a School Strike That Killed About 120 Children
Pentagon investigators say excessive reliance on an AI targeting tool contributed to a strike that killed about 120 children in Iran. Congress still wants to know if a human ever verified the target, and India is building a similar AI-driven kill chain.
September 20, 2026 · 6 min read

Geopolitics
A Hallucinating AI Nearly Triggered a US Military Strike on China
An AI chatbot invented a Chinese ship's cargo, and armed US forces were minutes from boarding it. The failure wasn't the near-miss: it was the missing verification gate, and India is building the same gap into its own border defenses.
September 19, 2026 · 8 min read

Geopolitics
India Outspends Pakistan Sevenfold, Yet Still Ordered More Submarines
India's navy costs nearly eight times what Pakistan's does, and an Arabian Sea collision this month set off the usual blame match over a 1991 pact. The number worth watching is not the tonnage that collided: it is how fast each navy is filling its submarine fleet.
September 19, 2026 · 8 min read

Geopolitics
The Drone That Costs $35,000 Is Beating the Missile That Costs $3 Million
Russia's own war is proving that a cheap, jet-powered drone can force a multi-million-dollar interceptor into a losing trade. India's biggest recent air-defense purchase is the exquisite kind the war is pricing out.
September 18, 2026 · 8 min read

Geopolitics
Australia Refuses 40 Percent of Indian Student Visas and 3 Percent of China's
Australia's new migration overhaul exempts Pacific and ASEAN nationals from a ban on student dependants, but not India, its second-largest student cohort, which already faces far higher visa refusal rates than China does.
September 17, 2026 · 8 min read

Geopolitics
Congress Built a 100 Percent Tariff Trump Can Simply Waive
The House just sent Trump a bill that can tariff Indian goods up to 100 percent for buying Russian oil. The same bill lets him cancel that tariff with one signature.
September 17, 2026 · 7 min read

Geopolitics
Bangladesh's Blackouts Are a Fuel Crisis, Not a Capacity Crisis
More than half of Bangladesh's gas-fired power capacity sits idle for lack of fuel, not lack of plants. The fix next door is capped by a small grid link and an unresolved bill to Adani Power.
September 17, 2026 · 7 min read

Geopolitics
The US Just Ended 58 Years of Official Silence on Space Weapons
A US official said out loud, for the first time, that Space Force weapons are already in orbit, a capability long assumed but never confirmed. Naming it, not building it, is the actual break.
September 15, 2026 · 7 min read

Geopolitics
India's Record Defense Budget Says It Does Not Trust China's Troop Cuts
The Ministry of Defence's own review confirms the Chinese pullback along the Line of Actual Control was real. Delhi's defense budget, capital spend and border-road outlay all hit records in the same year.
September 14, 2026 · 7 min read

Geopolitics
One in Every 250 Young Men in Punjab and Delhi Is in Prison
Data For India's analysis of NCRB and Census figures puts the incarceration rate for young men in Punjab and Delhi at nearly ten times the national average. Most of the people locked up have not been convicted of anything, and the pattern looks less like crime than court delay.
September 14, 2026 · 7 min read

Geopolitics
BRICS Has Added 16 Countries Since Pakistan Applied
Pakistan applied to join BRICS in 2023. The bloc has since added 16 other countries as members or partners, several with smaller economies than Pakistan's, and India is now hosting the summit where Pakistan remains absent.
September 12, 2026 · 6 min read

Geopolitics
DHS's Own Estimate Says Ending the H-1B Grace Period Would Hurt Just 3,795 People
DHS's own cost-benefit analysis for scrapping the H-1B grace period counts the harm at 3,795 people. Look at who actually needs that window and the number stops making sense.
September 11, 2026 · 7 min read

Geopolitics
Delhi University's Rs 938 Crore Loan Earmarks Just Rs 161 Crore for a Hostel
A fatal building collapse and a Human Rights Commission order are forcing Delhi University to explain a hostel shortfall its own spending records suggest was never about money.
September 10, 2026 · 6 min read

Geopolitics
Ladakh Was Offered Everything Except the Power to Police Itself
The Centre offered Ladakh a legislature over land, culture and language. It left out the two things Ladakh's own autonomy groups asked for first: police and a freeze on land sales to outsiders.
September 10, 2026 · 7 min read

Geopolitics
The Export List That Freed Three Indian Entities Now Targets Three More
In January 2025 Washington removed three Indian entities from its export blacklist to deepen ties. About twenty months later, bipartisan lawmakers want three different Indian firms added to that same list, just as a tariff deal hangs in the balance.
September 10, 2026 · 7 min read

Geopolitics
India Declares No First Use While Its Warhead Count Keeps Rising
FAS's newest Nuclear Notebook puts India's arsenal at 190 warheads, ahead of Pakistan's and closing on Britain's. The declared doctrine is restraint, but the hardware keeps expanding anyway.
September 10, 2026 · 7 min read

Geopolitics
ISRO Staff Are Pushing Back on the Privatisation They Must Execute
Nine ISRO employee unions are demanding written clarity on the privatisation roadmap they are expected to help execute. The budget of the agency meant to run it is shrinking too.
September 6, 2026 · 8 min read

Geopolitics
Delhi's Electoral Roll Lost 1.1 Million Names Before Anyone Was Watching
Delhi's rolls shed nearly 1.1 million names in the eighteen months before the SIR review published its first list. A second, much larger cut followed, and only one of the two came with a chance to object.
September 6, 2026 · 7 min read

Geopolitics
India Builds a Stealth Fighter Before It Can Build a Trainer
India is fast-tracking a fifth-generation stealth fighter while the simplest aircraft in its pilot pipeline, approved in 2011, still has not entered service. The bottleneck is not the exotic jet.
September 6, 2026 · 7 min read

Geopolitics
India Is Ordering More S-400s Before Russia Finishes the Last Batch
Operation Sindoor proved the S-400 in combat, so India wants five more. Russia's own wartime production means the batteries just proven in battle may take as long to arrive as the ones still on order.
September 5, 2026 · 7 min read

Geopolitics
Turning Off Ad Trackers Won't Stop Data Brokers From Selling Soldiers' Locations
The Army just disabled ad tracking on its phones after commercial location data was used to target US troops. The data-broker marketplace that made that possible is still open for business, and India's own version of it is barely regulated yet.
September 5, 2026 · 7 min read

Geopolitics
The UN Voted 164 to 1 to Stop Shrinking Africa on the Map
The General Assembly voted 164 to 1 to move UN maps off a 450-year-old navigational projection that inflates the far north and shrinks the band around the equator, Africa included. Only the United States objected.
September 5, 2026 · 6 min read

Geopolitics
Pakistan Wrote Its Army Chief Lifetime Immunity Into the Constitution
Pakistan's parliament just gave one officer statutory command of the Army, Navy and Air Force. The constitutional amendment behind that reform also made the man holding the job immune from arrest and prosecution for as long as he lives.
September 5, 2026 · 7 min read

Geopolitics
The Supreme Court Cannot Order States to Raise Judges' Retirement Age
Seven states have agreed to keep their judicial officers working to 62. The Supreme Court cannot make the rest comply, and even full compliance would not fill a single one of India's 7,310 vacant judge posts.
September 4, 2026 · 7 min read

Geopolitics
India's Green Card Backlog Has Become a Permanent H-1B Status
An EB-2 green card petition filed for an Indian professional in 2026 faces a projected 179 year wait, in a category now listed as unavailable. What the queue actually delivers is not an eventual green card but indefinite permission to keep renewing an H-1B past its six year limit.
September 2, 2026 · 7 min read

Geopolitics
Kolkata and Mumbai Are Not Budgeted for the Sea Level Rise Threatening Them
A new UN report puts 14 million people in Kolkata, Mumbai and Dhaka at immediate risk of losing their homes to the sea. India's flagship coastal programs are budgeted for mangroves and erosion control, not the hard infrastructure the exposure implies.
September 2, 2026 · 7 min read

Geopolitics
India Rejects the Same Tribunal That Once Ruled in Its Favor
A day after a Hague tribunal ordered India to restore the Indus Waters Treaty, India rejected the ruling as illegal. The same kind of treaty tribunal ruled for India in 2013, and nobody called it illegal then.
September 1, 2026 · 6 min read

Geopolitics
Pakistan's Food Crisis Is a Wheat Crisis, Not a Currency Crisis
In July 2026 wheat prices jumped 78 percent while chicken and eggs got cheaper, and the rupee barely moved. That is a supply shock in one crop, not the currency-driven crisis it looks like.
September 1, 2026 · 6 min read

Geopolitics
India's Nuclear Expansion Is Capped by a Law, Not by Uranium Supply
India just signed a long-term uranium deal with Uzbekistan. The number that actually gates its nuclear ambitions was never tonnes of ore. It was a liability law India quietly rewrote eight months earlier.
August 30, 2026 · 7 min read

Geopolitics
UK Settlement Grants to Indians Rose 51 Percent as a Retroactive Rule Loomed
Indian nationals led every nationality for UK settlement and citizenship grants this year. A Home Office plan to almost triple the wait, applied with no grandfathering, looks like the real driver.
August 28, 2026 · 8 min read

Geopolitics
Indian Students Escaped the H-1B Fee Only to Face a CPT Crackdown
The $100,000 H-1B fee grabbed the headlines, but it never touched most Indian students already in the US, and a court vacated it anyway. The program a new ICE memo is squeezing is CPT, the work authorization that keeps America's largest international cohort earning while they study.
August 28, 2026 · 7 min read

Geopolitics
India Flagged 189 High-Risk Glacial Lakes and Commissioned a Warning System for None
Nepal's Tibet-border floods have killed hundreds and left nearly 300 Indians unaccounted for. India had the same disaster in Sikkim in 2023, and three years on has commissioned zero warning systems for any of its 189 flagged high-risk glacial lakes.
August 28, 2026 · 6 min read

Geopolitics
The India-China Border Mechanism Keeps Producing Meetings, Not a Map
The 25th round of India-China boundary talks added two hotlines and a promise to meet again in 2027. The delimitation channel both sides opened a year earlier resurfaces only as a promise to agree its own working rules.
August 27, 2026 · 6 min read

Geopolitics
One Family Ran Both Sides of a Rs 9 Crore Army Bid
Four separately registered companies won 18 of 33 Army tenders for bunker equipment by bidding against each other. Their own filings show they answer to one family.
August 27, 2026 · 6 min read

Geopolitics
Karnataka's Voter Roll Purge Trusts a Neighbor Over a Document
Karnataka's SIR draft roll flagged 45 percent of Greater Bengaluru's voters for review. The rule that decides who stays was never about a document, it was about whether the booth officer's knock got answered.
August 25, 2026 · 7 min read

Geopolitics
The Question That Took India's Top Court Twenty One Years Still Lacks a Majority
A nine-judge Supreme Court bench was convened to settle who counts as an industry under Indian labour law. Its reformulated answer commands the votes of only four of the nine judges who heard it.
August 23, 2026 · 7 min read

Geopolitics
Modi's Three Reels Reportedly Reached Almost Double India's Instagram Users
PM Modi told his Cabinet to post more Instagram reels. Three of his own then racked up a reach bigger than every Instagram user in India. The number underneath explains the gap.
August 22, 2026 · 7 min read

Geopolitics
India Has Five Fighter Jets Ready to Fly and No Engines to Put in Them
Five completed Tejas Mk-1A jets are sitting undelivered for want of an imported engine, the same bottleneck that has run through India's fighter program for over a decade.
August 22, 2026 · 7 min read

Geopolitics
India's Arms Imports Fell While Pakistan's Jumped 66 Percent
India's arms imports shrank in SIPRI's latest five-year window even as Pakistan's jumped 66 percent. That surge ran through just two suppliers, China and Turkiye, for whom Pakistan has quietly become an outsized customer in its own right.
August 20, 2026 · 7 min read

Geopolitics
PM-CARES Earned 534 Times More in Interest Than It Spent
PM-CARES was designed to move money fast in an emergency by sitting outside RTI and CAG oversight. The same design now removes any pressure to spend: it disbursed Rs 88 lakh of its Rs 8,452 crore corpus in FY2024-25 and earned 534 times as much in interest.
August 19, 2026 · 7 min read

Geopolitics
India Is Still the World's Second-Largest Arms Buyer After Six Import Ban Lists
Six rounds of import bans since 2020 have not dented India's global arms-import ranking. What actually moved was who India buys from, not how much it still buys.
August 19, 2026 · 7 min read

Geopolitics
The Supreme Court's Cash Order Targets Under a Tenth of What Elections Seize
The order forces cash above Rs 10 lakh to the income tax department. But cash was already under a tenth of what election squads seize, and it is a rounding error next to the legal welfare transfers no court order can touch.
August 18, 2026 · 7 min read

Geopolitics
PM CARES Earned Nearly as Much in Interest as It Raised in Donations
PM CARES' corpus grew by more than Rs 1,200 crore in FY24-25. Almost none of that came from donations, which fell for a third straight year, and nearly all of it came from interest on money the fund is no longer spending.
August 18, 2026 · 7 min read

Geopolitics
China's Arctic Route Swaps the Suez Chokepoint for a Russian One
Sea Legend's new weekly Arctic service halves the sailing time between China and Europe. China has not escaped chokepoint risk, it has moved it to a route Russia controls, and India has no equivalent shortcut.
August 16, 2026 · 7 min read

Geopolitics
Why Railways Leaves Over a Third of Its Amenities Budget Unspent
A fresh CAG audit found 89 percent of the railway stations it checked still fail on basics like water and toilets. What has not changed in five years is that Railways keeps leaving a third or more of its own amenities budget unspent.
August 16, 2026 · 7 min read

Geopolitics
India Took Four Years Just to Start Negotiating a Submarine Deal
The request for six new submarines went out in 2021. Formal contract talks didn't start until 2025, and the deal is still unsigned while India's existing fleet ages and the region rearms.
August 16, 2026 · 7 min read

Geopolitics
Pakistan's Public Has Already Picked China, Pact or Not
Delhi's press calls the new Turkiye-Pakistan-Saudi pact a fresh security threat. Its combined military budget barely outspends India's own, and Pakistan's public had already picked China long before the pact was signed.
August 15, 2026 · 7 min read

Geopolitics
Why India's Trade Boom With the US Reads as a China Tariff-Evasion Risk
A White House report puts India in Tier 1 of a new China tariff-evasion risk list, alongside Japan and Canada, six months after the US cut India's own tariff to court the same trade growth now under suspicion.
August 14, 2026 · 7 min read

Geopolitics
India's Caste Census Is Legally Barred From Ever Reaching a Courtroom
The Centre has notified a 40-question Census 2027 form that counts caste nationwide for the first time since 1931, alongside Aadhaar, voter ID and a Covid-19 vaccination field. Section 15 of the Census Act means none of that data can ever reach a courtroom as evidence.
August 14, 2026 · 7 min read
Geopolitics
India's New Predator Drones Share a Vulnerability the US Just Confirmed in Iran
The US Air Force has lost roughly a quarter of its Reaper fleet fighting Iran. India just signed a $4 billion deal for the same manufacturer's drone family, to fly near a heavily defended border with China.
August 14, 2026 · 6 min read

Geopolitics
Canada Recorded the Most Attacks on Indian Nationals, Not the US
MEA data tabled in the Rajya Sabha on 23 July 2026 show Canada, not the US, recorded the most reported attacks on Indian nationals between 2021 and 2025. Set against Canada's own hate crime numbers, the MEA's tally is a small fraction of the total.
August 14, 2026 · 7 min read

Geopolitics
Parliament Just Curbed the Mineral Tax Power States Won in Court
The Supreme Court gave states up to 12 years to collect mineral tax dues stretching back to 2005. Parliament's mining law amendment writes off whatever states have not collected yet, and lets the Centre keep what is already banked.
August 13, 2026 · 8 min read

Geopolitics
The Group India Blames for the Red Fort Blast Isn't on the UN's List
India's investigators formally blamed an Al-Qaida affiliate for the Red Fort blast. The UN's own most recent terrorism report, filed three months earlier, pointed to a different group entirely, and has never separately listed the one India blames.
August 13, 2026 · 7 min read

Geopolitics
Russia Is Now Importing the Fuel Its Own Crude Was Refined Into
Ukrainian drone strikes have crippled Russian refining so badly that Moscow is buying finished gasoline from the same Indian refiners it sells discounted crude to.
August 12, 2026 · 6 min read

Geopolitics
The $100,000 H-1B Fee Missed the Route Indian Graduates Already Use
OPT, the visa status most Indian STEM graduates use before they ever touch an H-1B, has never carried a fee at all. Washington's next $100,000 proposal is the first attempt to close that gap.
August 3, 2026 · 6 min read

Geopolitics
America's Scarcest Missile Interceptor Is Also Its Slowest to Build
The Pentagon is asking Congress for $18.2 billion to refill the interceptors the Iran war used up. The Patriot line can be rebuilt fast; THAAD's own fix is already funded too, but it does not land until 2032.
August 2, 2026 · 7 min read

Geopolitics
Turkey's Fighter Jet Flew Eight Years Before Its Real Engine Will
AMCA's stalled engine talks read like proof India is behind on fighter jets. The US's F-47 and Turkey's KAAN show the wait for a real engine is the industry norm, not an Indian problem.
July 31, 2026 · 7 min read

Geopolitics
Chip Export Bans Missed the Channel China Used for Military AI
Reuters found Chinese military researchers training defense AI on distilled outputs from OpenAI's and Anthropic's models. Washington's chip embargo was built to stop a hardware transfer; this one needed no hardware at all.
July 31, 2026 · 7 min read

Geopolitics
India Has One Medical Seat for Every 17 NEET Aspirants
Dharmendra Pradhan resigned days after a NEET paper leak set off weeks of street protest. The reform charter that ended the standoff fixes the leak's optics, not the seat math behind it.
July 26, 2026 · 5 min read

Geopolitics
India's Fix for Paper Leaks Is a Court System Already Drowning in Its Own Cases
After a leaked exam paper forced India to cancel and rerun NEET-UG 2026, the government is routing prosecutions to its Fast Track Special Courts. Those courts already have 2,44,479 cases pending and cleared fewer than half of what they registered in 2025.
July 25, 2026 · 7 min read

Geopolitics
Education's Share of India's Spending Kept Falling Even as the Money Grew
Dharmendra Pradhan resigned as India's education minister this week, forced out by weeks of protest over the NEET-UG paper leak. The system he ran had been losing budget ground to health, and to its own funding target, for years before the leak.
July 25, 2026 · 8 min read

Geopolitics
India Promised Fast-Track Courts Before and Still Fell 65 Short
PM Modi's new fast-track courts for exam paper leaks follow the same script as a 2019 scheme for rape and POCSO cases. Six years and one target cut later, that scheme is still 65 courts short.
July 23, 2026 · 7 min read

Geopolitics
Canada's Pakistan Visit Just Made India's Water Treaty a Multilateral Problem
Pakistan used Canada's first Islamabad visit by a foreign minister in twenty years to publicly ask Ottawa to help revive the Indus Waters Treaty. India has always called that dispute strictly bilateral.
July 21, 2026 · 7 min read

Geopolitics
India's Biggest Medical Exam Cannot Tell A Real Answer Sheet From A Fake One
NTA says every disputed OMR case it has reviewed since the NEET-UG 2026 result matches its own record, and blames AI-faked images for the rest. The same agency spent May chasing a real leak inside its own exam.
July 20, 2026 · 7 min read

Geopolitics
The New Student Visa Rule Turns a Backlog Into a Ban Risk
DHS has replaced open-ended student status with a fixed expiry date, and moved the trigger for unlawful presence from a judge's finding to an officer's discovery, against a visa-extension backlog the department admits already exists.
July 19, 2026 · 7 min read

Geopolitics
South India's Fertility Decline Is About to Cost It Parliament Seats
For fifty years India froze its Parliament seat map to reward states for slowing population growth. As delimitation returns to Parliament this month, that reward is turning into a penalty for the states that actually succeeded.
July 18, 2026 · 8 min read

Geopolitics
India Runs Its Biggest Trade Deficit With the Country It Trusts Least
Most of the world now views China more favorably than the US. India is one of only six holdouts, and by wide margins, even as its largest trade deficit with any country runs with China.
July 17, 2026 · 7 min read

Geopolitics
Private Firms' Share of India's Defence Exports Is Nearly Double Their Share of Output
India's private defence firms now supply 45 percent of the country's arms exports, nearly double their 24 percent share of total output. That gap says the missile sector is opening to fill an order book abroad, not a shortfall at home.
July 12, 2026 · 7 min read

Geopolitics
The Senate Revived a Bill That Could Tax All of India's US Exports at 500 Percent
US Senate leaders and the Trump administration agreed on July 10, 2026 to revive a bill that could tax India's entire US export basket at 500 percent over Russian oil purchases, and this time the president gets only one waiver.
July 11, 2026 · 8 min read

Geopolitics
How Close Must India's Submarines Sail to Strike
China just tested a submarine missile that can reach up to 10,000 kilometers. India's operational one reaches 750, forcing its boats close to shore to fire at all.
July 8, 2026 · 7 min read

Geopolitics
Russia Still Has to Approve Every BrahMos Sale India Makes
Indonesia has just become BrahMos's third export customer, in a deal Indian sources put at around $630 million. But the missile is built through a joint venture that is still 49.5 percent Russian, so Moscow signs off on every sale.
July 7, 2026 · 6 min read

Geopolitics
The Navy Wants Three Times as Many Agniveers as Agnipath Allows
India's Navy is reportedly asking to keep about 75% of its first Agniveer batch, and the Army and Air Force near 50%. Agnipath's founding pitch was built on keeping a quarter.
July 6, 2026 · 7 min read

Geopolitics
India's Newest Defence Approval Is Its Smallest in a Year
The Defence Acquisition Council cleared Rs 52,000 crore on 3 July 2026, the smallest of its last five sign-offs, in a fiscal year where only a third of approved value has turned into signed contracts.
July 3, 2026 · 7 min read

Geopolitics
Vietnam and Mexico Caught China's Departing Capital, Not India
China's foreign investment is genuinely collapsing, but the popular 'China plus one' story names the wrong winner. India's own inflows fell in the very years the capital was supposedly rerouting there, while Vietnam and Mexico caught what actually moved.
July 3, 2026 · 6 min read