Peter Harrell outlines the Trump administration's evolving approach to tariffs and their implications for U.S.-India trade relations. The discussion covers the impact of proposed reciprocal tariffs, which could significantly affect Indian exports, and explores opportunities for India to leverage cooperation with the U.S. on Chinese overcapacity as a strategic bargaining tool.

The conversation also delves into India’s EV policy aimed at attracting Tesla, its semiconductor supply chain challenges amid U.S. scrutiny of Chinese exports, and the potential for India to benefit from a collective tariff approach with the U.S. and the EU against Chinese overcapacity.

Episode Contributors

Peter Harrell is a nonresident fellow at the Carnegie Endowment for International Peace. He also serves as an attorney advising companies and investors on international legal, regulatory, and geopolitical risks. As a member of Carnegie’s American Statecraft program, Harrell’s research focuses on issues of U.S. domestic economic competitiveness, trade policy, and the use of economic tools in U.S. foreign policy.

Konark Bhandari is a research fellow with the Technology and Society Program at Carnegie India, focusing on U.S.-India relations, trade policy, and emerging technologies.

Additional Readings

The U.S.–India Initiative on Critical and Emerging Technology (iCET) from 2022 to 2025: Assessment, Learnings, and the Way Forward by Rudra Chaudhuri and Konark Bhandari. 

The Geopolitics of the Semiconductor Industry and India’s Place in It by Konark Bhandari.

Time to Reset the U.S. Trade Agenda by Peter Harrell.

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

This episode explores the trajectory of India-U.S. relations as Donald Trump embarks on his second term as president. Arun K. Singh provides a detailed analysis of the highs and lows during Trump’s first administration. He highlights major milestones like the revival of the Quad, the recognition of India as a major defense partner, and the Strategic Trade Authorization-1 that enabled advanced technology access. Simultaneously, he addresses challenges such as tariffs, trade deficits, and immigration policies that strained the partnership.

Looking ahead, the discussion focuses on the implications of Trump’s "America First" approach, the complexities of U.S.-China competition, and its ripple effects on India. The episode unpacks the importance of the Quad framework, technology partnerships under the iCET, and defense cooperation as pillars of bilateral engagement. Ambassador Singh also reflects on Trump's political signaling, unpredictability, and how India can leverage its strong ties with the U.S. to address mutual challenges in trade, technology, and the Indo-Pacific region.

Episode Contributors

Arun K. Singh is a nonresident senior fellow at Carnegie India. Singh has extensive experience across the globe, including as India’s ambassador to the United States, Israel, and France.

Vrinda Sahai is a research assistant and program coordinator with the Security Studies Program at Carnegie India. 

Additional Readings

Bridging East and West: India’s Pursuit of Stability Amid China, Russia, and U.S. Dynamics by Rudra Chaudhuri, Vijay Gokhale, D. B. Venkatesh Varma. 

The U.S.–India Initiative on Critical and Emerging Technology (iCET) from 2022 to 2025: Assessment, Learnings, and the Way Forward by Rudra Chaudhuri, Konark Bhandari. 

New Grammar of India-U.S. Relations by Rudra Chaudhuri. 

India-U.S. Relations Beyond the Modi-Biden Dynamic by Arun K. Singh. 


#IndiaUSRelations #TrumpSecondTerm #QuadRevival #StrategicPartnership #iCET #IndoPacific #USChinaCompetition #DefenseCooperation

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

This episode unpacks several critical issues shaping the future of Syria and its broader regional impact. Gaddam Dharmendra provides a historical context to Syria’s crisis, beginning with the Arab Spring, the civil war, and the consolidation of Bashar al-Assad’s regime with the support of Iran and Russia. He sheds light on the structural weaknesses in Syria's economy and governance that led to its fragmentation and the rise of Hayat Tahrir al-Sham (HTS) as a significant player in the ongoing political transition.

The conversation also delves into the role of international actors in shaping Syria’s future:

Regional Players: The ambitions of Gulf Cooperation Council countries, Iran, Turkey, and Israel as they position themselves in a post-Assad Syria.

Global Powers: The recalibration of policies by Russia, China, the European Union, and the United States amid Syria's evolving dynamics.

Dharmendra examines the cautious optimism surrounding Syria’s future, particularly in relation to reconstruction efforts, refugee repatriation, and governance under the HTS. He also highlights India’s interests in ensuring regional stability, given its strategic partnerships with the Gulf Cooperation Council (GCC) countries, Iran, and Israel, alongside its vast diaspora and economic engagements in West Asia.

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

This episode unpacks several key issues that shape India’s role on the global stage. As India navigates the path to re-establishing stability along its contested border with China, Gokhale and Varma analyze what the recent BRICS Summit outcomes and new patrolling agreements mean for India-China relations. They also explore the broader implications of India’s balancing act between the U.S. and Russia, especially in the context of the Ukraine crisis and India’s role as a potential communicator.

The conversation touches on India's long-term approach to its partnership with the U.S., considering the upcoming U.S. elections and shared interests in technology and energy. Additionally, our experts reflect on the complexities of India-China economic integration, highlighting the need to manage dependencies in critical sectors while building alternative supply chains. Together, these insights provide a nuanced perspective on India's diplomatic strategies in an increasingly multipolar world.

Episode Contributors

Vijay Gokhale is a nonresident senior fellow at Carnegie India and a former Indian Foreign Secretary. He has served as India’s ambassador to China and Germany, with extensive expertise in Indo-Pacific affairs, Chinese politics, and diplomacy.

D.B. Venkatesh Varma is a distinguished fellow at the Vivekananda International Foundation and has served as India’s ambassador to Russia and the Conference on Disarmament in Geneva. He brings deep experience in India’s security and defense policies.

Additional Readings

Stabilizing the Border: A Possible Way Ahead in the Post-Galwan Situation by Vijay Gokhale

A Conversation with His Excellency Dr. S. Jaishankar, India’s External Affairs Minister by Mariano-Florentino (Tino) Cuéllar

Crosswinds: Nehru, Zhou and the Anglo-American Competition over China by Vijay Gokhale

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

India's lunar exploration journey began with Chandrayaan-1, which marked a significant milestone in 2008 by becoming the first Indian mission to orbit the moon. This mission also contributed to the discovery of water ice on the moon, catalyzing renewed global interest in lunar exploration. India has since built on this success with subsequent Chandrayaan missions, most recently Chandrayaan-3, which achieved a successful soft landing on the moon.

In this episode, Jatan Mehta discusses the strategic importance of lunar exploration for India and how Chandrayaan-3 has provided India with a solid foundation for future missions. He emphasizes that while India has made significant progress, it still lags behind space giants like China in terms of capabilities and resources. However, India's increasing participation in international collaborations, such as the U.S.-led Artemis Accords and the LUPEX mission with Japan, positions it well for future advancements in lunar exploration.

The discussion also touches on the challenges of lunar exploration, including the technical difficulties of landing on the moon and the uncertainties surrounding lunar resources like water ice. As nations compete for access to the moon's South Pole, Jatan explains that there is still much to learn about the actual accessibility of these resources.

Furthermore, Jatan highlights the role of private space companies and the growing interest in international partnerships. He mentions how India's collaboration with NASA and Japan could enhance its lunar capabilities, and the potential for India's private sector to contribute to global lunar missions.

Episode Contributors

Jatan Mehta is a globally published independent space writer and the author of Moon Monday, the world’s only newsletter dedicated to covering lunar exploration developments from around the globe. He also writes Indian Space Progress, a monthly report contextualizing the progress of India’s increasingly relevant space capabilities in the global arena. He has also been an Editorial Consultant for space organizations globally.

Tejas Bharadwaj is a research analyst with the Technology and Society Program at Carnegie India. He focuses on space law and policies and also works on areas related to applications of artificial intelligence and autonomy in the military domain and U.S-India export controls. Tejas is also part of the group that works in convening Carnegie India’s annual flagship event, the “Global Technology Summit” co-organized with the Ministry of External Affairs, Government of India.

Additional Readings

Moon Monday Blog by Jatan Mehta 
Chandrayaan Missions - ISRO
Artemis Accords
China's Lunar Exploration Program
NASA's CLPS Program

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

The Modi-Biden era is characterized by a profound deepening of ties between India and the U.S., with significant cooperation in critical and emerging technologies, enhanced defense partnerships, and strengthened diplomatic ties. Arun K. Singh discusses initiatives such as the iCET and the INDUS-X, which bolster the partnership, particularly in high-tech sectors like artificial intelligence, biotechnology, and defense. The conversation also covers strategic challenges and alignments, particularly concerning China and the broader Indo-Pacific region.

Throughout the episode, Singh articulates the nuanced shifts in policy and perspective shaping the relationship since the early 2000s. From nuclear agreements to the recent developments under the Quad framework, the dialogue illuminates the collaborative efforts defining current U.S.-India ties. The discussion not only explores strategic imperatives but also delves into the personal dynamics between leaders, highlighting their pivotal role in bilateral engagements. The episode underscores the complexities and strategic considerations that continue to drive the India-U.S. relationship forward in the face of global challenges.

Episode Contributors 

Arun K. Singh is a nonresident senior fellow at Carnegie India. Singh has extensive experience across the globe, including as India’s ambassador to the United States, Israel, and France. Throughout his distinguished career in the Indian Foreign Service, he has served during pivotal periods in key global capitals and was instrumental in shaping India’s policies, notably the continued progress in the U.S.-India relationship, India’s closer ties to Israel, and the formulation and implementation of India’s policies related to Afghanistan, Pakistan, and Iran, including in the period following 9/11.

Rudra Chaudhuri is the director of Carnegie India. His research focuses on the diplomatic history of South Asia, contemporary security issues, and the important role of emerging technologies and digital public infrastructure in diplomacy, statecraft, and development. 

Readings:

The Modi-Biden Dynamic for Next Steps in India-U.S. Relations by Arun K. Singh 

The U.S.-India Initiative on Critical and Emerging Technology (iCET): The Way Forward by Rudra Chaudhuri, Konark Bhandari, and Ashima Singh

A Quad Initiative on Digital Public Infrastructure by Rudra Chaudhuri and Aadya Gupta

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

There has been a significant transformation in Europe-China relations over the past decade, with a shift from economic optimism to cautious de-risking. While Europe has sought partnerships with China, particularly in industrial and technological sectors, there are increasing concerns about economic dependencies that may be leveraged by Beijing for political gain. The Russia-Ukraine war has further complicated the dynamic, as China’s support for Russia has created divisions within Europe regarding how to engage with China moving forward.

In this episode, Janka Oertel explains the key drivers behind Europe’s changing relationship with China and the ongoing debates in European policy circles about how to reduce dependencies on Chinese goods, technology, and investments without completely decoupling. She emphasizes that de-risking is not a simple, one-size-fits-all strategy but rather a complex process that varies across European countries and industries.

The episode also discusses how China has sought to deepen relationships with countries in Eastern Europe and the Western Balkans, providing investments through the Belt and Road Initiative (BRI) to gain access to EU markets. Oertel notes that while some EU countries have welcomed Chinese investments, others are growing increasingly wary of Beijing’s intentions.

The conversation touches on how Europe is looking to collaborate with India and the Global South as part of its broader strategy to diversify partnerships and reduce its reliance on China. The discussion highlights the importance of political will on both sides to make the EU-India relationship a cornerstone of future European foreign policy.

Episode Contributors:

Janka Oertel is the Director of the Asia Program at the European Council on Foreign Relations (ECFR). Her research focuses on EU-China relations, US-China relations, Asia-Pacific security, and emerging technologies. She is the author of "End of the China Illusion: How We Must Deal with Beijing's Claim to Power."

Shibani Mehta is a senior research analyst with the Security Studies Program at Carnegie India. Her research focuses on the India-China boundary dispute with the purpose of analyzing India’s foreign and security policy decision-making. She also writes extensively on South Asian regional dynamics and minilaterals in the Indo-Pacific.

Additional Readings:

• The End of Germany’s China illusion With Janka Oertel by Janka Oertel
• EU-China Relations: De-Risking or De-Coupling—the Future of the EU Strategy Towards China: https://www.europarl.europa.eu/RegData/etudes/STUD/2024/754446/EXPO_STU(2024)754446_EN.pdf
• European Commission’s 2019 Strategic Outlook on China: https://commission.europa.eu/system/files/2019-03/communication-eu-china-a-strategic-outlook.pdf
• "China's New International Paradigm: Security First" by Helena Legarda: https://merics.org/en/chinas-new-international-paradigm-security-first
• "This isn't a new weapon, it is a new world"—three things Oppenheimer tells us about tech. https://www.ias.edu/news/video-2024-public-policy-lecture

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

There are many factors that have led to China's more assertive foreign policy, especially under Xi Jinping. In this episode, Helena Legarda discusses the centralization of power within the Chinese Communist Party (CCP) and how this has influenced China's strategic ambitions on the global stage. She also highlights the increasing role of the People's Liberation Army (PLA) in defense diplomacy and how various domestic agencies, including think tanks and local governments, contribute to shaping China’s foreign policy.

The conversation also touches on the CCP's reliance on nationalism as a source of legitimacy, especially in the face of economic challenges. Helena discusses how this heightened nationalism impacts China's foreign relations and the challenges it poses for the international community.

Additionally, the conversation explores the evolving relationship between Europe and China, particularly the European Union's strategy of "de-risking" rather than decoupling from China. Legarda provides insights into how Europe’s changing stance towards China might influence global geopolitics and the role that countries like India could play in this new strategic environment.

How does China balance its ambitions for global leadership with the growing challenges at home? What role does defense diplomacy play in China's foreign policy? And how are global powers like the EU and India adjusting to China's rising influence?

Episode Contributors

Helena Legarda is a lead analyst with MERICS. Her research focuses on China’s defense and foreign policies, including their domestic sources and drivers, and their geopolitical impact. Prior to joining MERICS she gained professional experience at the Delegation of the European Union to China and at research and advisory firm China Policy in Beijing. 

Shibani Mehta is a senior research analyst with the Security Studies Program at Carnegie India. Her research focuses on the India-China boundary dispute with the purpose of analyzing India’s foreign and security policy decision-making. She also writes extensively on South Asian regional dynamics and minilaterals in the Indo-Pacific.

Additional Readings:

The Xi Jinping Doctrine of China’s International Relations by Feng Zhang

China’s New International Paradigm: Security First by Helena Legarda 

"Comprehensive National Security" Unleashed: How Xi's approach Shapes China's Policies at Home and Abroad by Katja Drinhausen and Helena Legarda 

EU-China Relations: De-Risking or De-Coupling − The Future of the EU Strategy Towards China 

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

In this special 5th-anniversary episode of Interpreting India, the Carnegie India team reflects on five years of insightful conversations that have shaped the podcast. With over 100 episodes produced, the podcast has consistently explored crucial topics influencing India and the world, from technology and geopolitics to economic policies and urban governance.

The episode features reflections from various hosts who discuss their favorite episodes, the most impactful discussions, and the enduring themes that have resonated with the audience. The hosts also share their plans for the future, aiming to delve even deeper into the issues that matter most, with more extended and in-depth conversations.

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

The episode provides an in-depth analysis of the structural challenges that led to the slowdown in private investment in India from 2011, highlighting the impact of policy uncertainty, weak rule of law, and central planning on business confidence. Ajay Shah advocates for broader policy reforms that enhance the institutional environment, making it more conducive to private sector participation in the economy.

He also discusses the strategic importance of fiscal discipline in the context of India's economic challenges. He emphasizes the need for a prudent approach to deficit management, arguing that a flexible fiscal policy, which adapts to economic cycles, is more suitable for India than rigid deficit targets. The discussion also explores the role of infrastructure investments, questioning whether the current government-led infrastructure push effectively addresses the deeper issues of private sector investment and economic growth.

Additionally, Shah touches upon the ongoing debate around tax policy, particularly the potential overhaul of India's direct tax code and the implications of capital gains taxation. He underscores the importance of aligning tax policy with the broader goal of promoting capital formation and economic growth in India.

How can India balance fiscal discipline with the need for economic growth? What are the underlying reasons for the private sector's reluctance to invest in India? How can tax policy reforms contribute to India's economic objectives?

Additional Readings 

In Service of the Republic: The Art and Science of Economic Policy by Vijay Kelkar and Ajay Shah

Foreign Investors Under Stress: Evidence from India by Ila Patnaik, Ajay Shah, and Nirvikar Singh

Scale Economies, Product Differentiation, and the Pattern of Trade by Paul Krugman

The Case for Trade Barriers Against Chinese Imports by Ila Patnaik and Ajay Shah

The State of the Economy by Ajay Shah

Government Programs Have a Limited Impact on Employment by Ajay Shah 

Where Has All the Infrastructure Gone? | Episode 55 | Everything is Everything

Strategic Thinking on Fiscal Policy by Ajay Shah 

Where Has All the Infrastructure Gone? | Episode 55 | Everything is Everything

Episode Contributors: 

Ajay Shah is a senior research fellow and co-founder of XKDR Forum. He has held positions at the Centre for Monitoring Indian Economy (CMIE), the Indira Gandhi Institute for Development Research (IGIDR), the Department of Economic Affairs at the Ministry of Finance, and the National Institute for Public Finance and Policy (NIPFP). His research lies at the intersection of economics, law, and public administration.

Suyash Rai is a deputy director and fellow at Carnegie India. His research focuses on the political economy of economic reforms, and the performance of public institutions in India. His current research looks at the financial sector, the fiscal system, and the infrastructure sector.

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.