Saheb and Suyash begin by laying out where the PLA stands today in terms of its strengths, weaknesses, and the factors driving its evolution. While the PLA has made major strides in modernizing across land, air, sea, space, and cyber, it still struggles with issues like deep-rooted corruption, a lack of well-trained personnel, and delays in meeting its own ambitious goals.

The discussion dives into how the PLA is preparing for a potential Taiwan contingency through new mobilization efforts, localized recruitment (especially in border regions like Tibet), and more frequent joint military exercises. Suyash argues that despite these efforts, the PLA still isn’t ready for a full-scale operation anytime soon. 

They also examine China’s changing nuclear posture, including its gradual shift toward a “launch on warning” approach. Even though both India and China adhere to no-first-use policies, new developments in missile systems and strategic signaling are quietly reshaping the region’s security dynamics.

Finally, the episode looks at what all this means for India. With growing military capabilities on both sides, we may be entering a period of “armed coexistence”—a tense, yet controlled standoff that defines the new normal along the India–China border.

Episode Contributors

Suyash Desai is a nonresident fellow at the Foreign Policy Research Institute (FPRI) and a political scientist specializing in China’s defense, foreign policies, and nuclear strategy. His research focuses on Chinese military affairs, security and foreign policy issues, nuclear strategy, India-China relations, and strategic and security developments in East Asia and the Indo-Pacific region. 

Saheb Singh Chadha is a senior research analyst in the Security Studies Program at Carnegie India. His research focuses on China’s foreign and security policies, India-China relations, and India’s military modernization. He is broadly interested in the geopolitics of South Asia and the Indo-Pacific.

Additional Readings

Views From Taipei: Essays by Young Indian Scholars on China by Vijay Gokhale, Suyash Desai, Amit Kumar, and Aadil Brar

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 conversation, Saheb and Amit examine the three major structural dilemmas facing China’s economy: a persistently low domestic consumption rate of around 40 percent of GDP, making China an outlier among large economies; the Chinese state’s reluctance to adopt fiscal stimulus due to its ideological opposition to welfarism; and a sharp slowdown in real estate investment that has had ripple effects across the broader economy. They also discuss how China’s enduring trade surpluses, particularly with the U.S., EU, and India are generating international pushback. Despite high trade volumes, Amit highlights the limited nature of Chinese investment in India, noting that economic outreach from China is driven less by genuine market interest and more by geopolitical calculations. 

The episode further explores why China’s engagement with regions like Africa, Latin America, and Southeast Asia cannot substitute for the demand found in Western markets. The episode also looks at how India’s large and growing consumer market could make it a prime destination for companies relocating under the China Plus One strategy, even if Chinese firms themselves remain reluctant to invest directly. Finally, the discussion draws a clear line between China’s diplomatic messaging and its actual economic practices, revealing a gap that continues to shape global perceptions.

Episode Contributors

Amit Kumar is a Staff Research Analyst at the China desk of the Indo-Pacific Studies Programme. With a broader focus on China, he studies issues at the intersection of the economy, technology and security. His work encompasses writings on the Chinese economy, domestic politics, foreign policy, and India-China trade and security issues. 

Saheb Singh Chadha is a senior research analyst in the Security Studies Program at Carnegie India. His research focuses on China’s foreign and security policies, India-China relations, and India’s military modernization. He is broadly interested in the geopolitics of South Asia and the Indo-Pacific.

Suggested Readings

Views From Taipei: Essays by Young Indian Scholars on China by Vijay Gokhale, Suyash Desai, Amit Kumar, and Aadil Brar

Review of Foreign Direct Investment (FDI) policy for curbing opportunistic takeovers/acquisitions of Indian companies due to the current COVID-19 pandemic by Ministry of Commerce & Industry 

De-risking India’s Trade with China: Identifying Strategic and Critical Vulnerabilities by Amit Kumar

China isn't Ready to Shift to a Consumption-Driven Economy by Amit Kumar

Is India Warming up to Chinese Investment? By Amit Kumar

China’s Economy: What Everyone Needs to Know by Arthur R. Kroeber

China’s Western Horizon: Beijing and the New Geopolitics of Eurasia by Daniel S. Markey

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 conversation delves into the shifting contours of global space governance, touching on the rise of dual-use technologies, the importance of transparency and norms in space activities, and the need for trusted partnerships. Samson outlines how India and the U.S. can work together to ensure space remains a stable and secure domain, citing examples from recent dialogues and space exercises. This episode underscores the importance of rules-based order in space and the benefits of integrating space cooperation into broader diplomatic frameworks of both countries, including under the Quad and the U.S.-India strategic tech and defence partnership.

Episode Contributors

Victoria Samson is the Chief Director for Space Security and Stability at the Secure World Foundation, with over 25 years of experience in military space and security issues. She has served as a senior analyst at the Center for Defense Information and is a leading voice in advancing norms of responsible space behavior.

Tejas Bharadwaj is a senior 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.

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.

Episode Notes

Lt Gen P. R. Shankar outlines the evolution of India’s defense industry and how it is nurturing a growing ecosystem of indigenous production. He highlights that India’s armed forces have always been adequately equipped for national defense, the key question being whether it can develop a defence industry that would enable it to act as a regional power.

The discussion explores the historical structure of India’s defence sector, traditionally dominated by public sector organizations such as the Defence Research and Development Organisation (DRDO). It traces the gradual but significant entry of private players into the defence industry, marking a shift towards a more diversified and dynamic ecosystem. Gen. Shankar emphasizes that meaningful reform in procurement processes does not necessarily require more rules; rather clarity of intent, domain expertise, and better coordination among the armed forces, bureaucracy, political leadership, and industry. A key highlight of the episode is the artillery modernization program, which serves as a successful case study of long-term strategic planning and sustained execution, offering valuable lessons for other sectors and weapon systems. The conversation also delves into the relevance of international defense partnerships for deeper co-development and interoperability. Finally, broader reforms such as the introduction of positive indigenization lists, a more robust export policy, and the inclusion of startups and academic institutions like the Indian Institutes of Technology, are seen as critical to strengthening India’s defense industry. 

Episode Contributors

Lt Gen P.R. Shankar (Retd.) is the former Director General of Artillery in the Indian Army and currently a professor in the Aerospace Department at IIT Madras. He has played a key role in India’s artillery modernization and frequently writes on strategic and defense issues. He also runs a YouTube channel, Gunner’s Shot, focusing on defense and geopolitical affairs.

Saheb Singh Chadha is a senior research analyst in the Security Studies Program at Carnegie India. His research focuses on China’s foreign and security policies, India-China relations, and India’s military modernization. He is broadly interested in the geopolitics of South Asia and the Indo-Pacific. He is also a researcher on a project examining the nature and dynamics of cross-border violence and its impact on civilian communities.

Further reading:

1. The Indigenisation of India’s Defence Industry by Dhruva Jaishankar.
2. Framework to restrict Chinese components in military drones submitted to defence ministry by Smruti Deshpande
3. CCS clears mega deal for big indigenous artillery guns by Rajat Pandit
4. Indian defence firms need to invest more in innovations and R&D to keep pace with global standards: Report
5. Defence Procurement Overhaul: MoD Aims To Cut Delays, Faster Acquisitions
6. https://pib.gov.in/PressReleseDetailm.aspx?PRID=2114546®=3&lang=1
7. https://www.business-standard.com/external-affairs-defence-security/news/indian-defence-exports-from-brahmos-to-akash-who-are-the-major-buyers-124102800396_1.html 

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.

Anirudh Suri outlines the current AI landscape, discussing how the U.S. and China dominate the AI space while other nations, including India, strive to carve their own niches. The discussion focuses on India's AI strategy, which has emphasized well on compute resources and the procurement of GPUs. However, Suri argues that India's AI ambitions will remain incomplete unless equal emphasis is placed on talent, data, and R&D.

Key challenges in these areas include the migration of top AI talent, the lack of proprietary data for Indian researchers, and insufficient investment in AI R&D. The conversation also explores potential solutions, such as creating AI research hubs, encouraging data-sharing frameworks, and fostering international partnerships to accelerate AI innovation.

Episode Contributors

Anirudh Suri is a nonresident scholar with Carnegie India. His interests lie at the intersection of technology and geopolitics, climate, and strategic affairs. He is currently exploring how India is carving and cementing its role in the global tech ecosystem and the role climate technology can play in addressing the global climate challenge.

Shatakratu Sahu is a senior research analyst and senior program manager with the Technology and Society program at Carnegie India. His research focuses on issues of emerging technologies and regulation of technologies. His current research interests include digital public infrastructure, artificial intelligence, and platform regulation issues of content moderation and algorithmic accountability. 

Additional Readings

The Missing Pieces in India’s AI Puzzle: Talent, Data, and R&D by Anirudh Suri
India’s Advance on AI Regulation by Amlan Mohanty, Shatakratu Sahu
India’s Opportunity at the AI Action Summit by Shatakratu Sahu
India’s Way Ahead on AI – What Should We Look Out For? by Konark Bhandari

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.

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.