I write about how Indian firms sourcing from China and manufacturing for the world may get stuck between two contesting export controlsystems. They need 1. A protective instrument for Indian companies 2. Bilateral mechanisms with both 🇺🇸 & 🇨🇳 3. Public guidance from the GoI

India is on track to operationalise a series of major free trade agreements spanning some of the world's largest economies. But what if market access isn't the biggest challenge? Despite signing multiple FTAs over the years, utilisation rates remain low, manufacturing depth remains limited, and export outcomes have often fallen short of expectations. As India pursues ambitious export targets, a critical question emerges: can trade agreements alone drive competitiveness, investment, and industrial transformation—or does the real challenge lie closer to home? Read the full analysis by Rochelle Prakash and Dr. Deep Pal : Beyond Signing FTAs: What India's Trade Strategy Needs Next basispointinsight.com/Story/… @DeepPal_ #FTAs #TradePolicy #MakeInIndia #GlobalValueChains

Marco Rubio’s India visit showed where the India-US relationship now stands: important, necessary, but increasingly transactional. The visit delivered a critical minerals framework and a White House invitation for the Indian PM, but no settlement on tariffs or Russian oil. For India, the task is to deal with Washington as it is, not as it once was. Strategic autonomy must now translate into strategic leverage: deeper ties with Europe, Japan and the Gulf; stronger engagement with US institutions beyond the White House; and clearer pricing of concessions on energy, trade and market access. In the age of America First, goodwill is not enough. India needs hard bargaining. Read Deep Pal’s column for BasisPoint: What Rubio’s India Visit Really Signals basispointinsight.com/Story/… @DeepPal_ #Rubio #IndiaUS #Quad #StrategicAutonomy #Tariffs #RussianOil #Geopolitics #IndoPacific

What’s really at stake in the Trump-Xi meet? From trade deals to AI and Taiwan, Dr Deep Pal (@DeepPal_) breaks down high-stakes agenda. Watch to understand what both sides want. Watch Live: x.com/i/broadcasts/1mxPaLzmk…

Our recent #ClosedDoorRoundtable on "Advancing the Quad for Economic and Security Cooperation in the Indo-Pacific” brought together major stakeholders from the strategic and academic community. Key discussions focused on: - Strategic direction and institutional coherence of the #Quad - The U.S. Factor and External Strategic Pressures - Security Dynamics and #MaritimeCooperation in the Indo-Pacific - Economic Security, Supply Chains, and Critical Technologies The discussion also probed into critical and forward-looking questions: - What are the top three actionable priorities the Quad should focus on over the next 3-5 years? - How can the QUAD better integrate policy, industry, and strategic communities to deliver tangible outcomes? - What metrics or benchmarks should be used to assess the Quad’s effectiveness and credibility? @priyadarshi_crf | @AmbMoKumar | @seshadrichari | @sreeramchaulia | Dr. @DeepPal_ | @chintamani36 | Biren Nanda | Srabani Roy Choudhury | @Sri_Kondapalli | @Harpoonleader | @ArvindK52517723 | @dperi84 | @rahulmishr_ | @RishiGupta_JNU | @afaq1612 | @Saroj_Bishoyi25 | @HinaPande | @JyotsnaMehra | @DrCchaviVasisht #CRFEvent #Geopolitics #StrategicAffairs #EconomicSecurity #MaritimeSecurity #ThinkTank #India #Defence #ForeignPolicy #ChintanResearchFoundation

#WestAsiaTensions | #Islamabad Talks Fail; Trump Orders Hormuz Blockade Koan Advisory Group's @DeepPal_ to @CNBCTV18News - Naval blockades do not help the ceasefire situation - US aims to exit the war and shift focus on mid-term elections @_prashantnair @Nigel__Dsouza @Reematendulkar #CNBCTV18Market #IranWar #DonaldTrump #StraitOfHormuz youtu.be/TsK7NzX3EAA

ट्रंप की धमकी के बाद युद्ध और भड़केगा? होरमुज स्ट्रेट में नाकाबंदी के क्या हैं मायने? क्या जियो-पॉलिटिकल तनाव जारी रहेगा? देखिए Koan Advisory Group के डायरेक्ट (Geopolitics and Policy) के डॉ दीप पाल से खास चर्चा #IranUSWar #Trump #DonaldTrump @DeepPal_ @abhisheksatya @vksinha1992

#USIranPeaceTalks | US & Iranian Delegations In Islamabad For Peace Negotiations Koan Advisory Group's @DeepPal_ to @CNBCTV18News * India has a vested interest in global commerce returning to the way things were * India's Crude and LPG demands require Qatar & other suppliers to return to normalcy @ArchanaaSolanki #CNBCTV18Market #CNBCTV18News #WestAsiaConflict #WestAsia #USIranWar #IsraelIranWar #IranWar #Iran #HormuzStrait #StraitOfHormuz

#USIranPeaceTalks | US & Iranian Delegations In Islamabad For Peace Negotiations Koan Advisory Group's @DeepPal_ to @CNBCTV18News * Three things in focus for both sides— takeaways for their respective domestic audiences, the Strait of Hormuz question & the future of energy supply Politeia Research Foundation's Sanjay Pulipaka says * By naming their contingent #Minab168 and honouring the children aboard their plane, Iran has claimed the moral high ground and has better optics than the US @ArchanaaSolanki #CNBCTV18Market #CNBCTV18News #WestAsiaConflict #WestAsia #USIranWar #IsraelIranWar #IranWar #Iran #HormuzStrait #StraitOfHormuz

While many foreign policy observers may have faced whiplash from the perception that Indian policy had shifted from the “west to the east” and possibly back to the west, the shifts are less perceptible if you consider India’s decades-old policy of strategic autonomy and balance. The visit to China for the SCO had been expected for months, after the Xi-Modi meeting in Kazan on the sidelines of the BRICS summit in October 2024 had restarted ties. In that sense, the Modi-Xi meeting was simply an attempt to normalise ties after years of serious tensions, and the Modi-Xi-Putin chat, would have been more significant if followed by a revival of formal Russia-India-China talks.

As #India engages more closely with #China, I write about what India should watch out for, and how it can avoid being outmanoeuvred by focusing on strategic engagement directly with key Chinese companies. indianexpress.com/article/op…

My colleague and I examine the ideal structure of India's economic relations with the great powers, in light of the recent US-China deal, in today's Mint:

It has been a privilege to work on this research on the impact of violence on the lives of citizens along the India Pakistan border with these two fine scholars @SuryaValliappan and @SahebSChadha. We hope we have been able to do justice to the voices of these communities.

Four U.S. Senators have introduced a bill to facilitate the development of a whole-of-government strategy for nuclear cooperation and nuclear exports, dubbing India an "ally or partner nation" and seeks to further the US-India civ nuke deal. Full text: foreign.senate.gov/imo/media…

Public Affairs Forum of India (PAFI) is pleased to announce its 12th Annual Forum, taking place on September 18-19, 2025 in New Delhi. This event promises to be a dynamic platform for sharing insights, best practices, and innovative ideas that will drive positive change in the public affairs landscape. Mark your calendars and Register Now at : pafi.in/12th-annual-forum-re… Log on to pafi.in for more information. @Ajaybis | @capitalcalculus | @Amb__ArunKSingh | @DilipChenoy | @LuisMirandaDots | @navdeepsuri | @RajivKumar1 | @SanjayBaru2019 | @tkarun | @khannaajay | @TSVishwanath1 | @ishteyaqueamjad | @meditatingmuse | @Chetankrishna | @DeepshikhaD | @shivithukral | @MedhaGK | @Harishkrishnan | @DeepPal_ | @lakshmikanchaan | @raajpaahuja | @ssafaya

Join us tomorrow for a super topical discussion on the way forward for the 🇮🇳🇺🇸 relationship under the new administration. Featuring @Amb__ArunKSingh @suhasinih and Rajeev Kher, former Secretary of Commerce. Register for details: pafi.in/pafi-dialogue-regist…

India is all set to get its first national security semiconductor fabrication plant that will supply chips to the US armed forces, its allied militaries, and Indian defence forces, reports @prashantktm hindustantimes.com/india-new…

Cricket history jokes are the best.

⏰ Less than 10 days to go! 📑 More information pafi.in 📝Register here: For more details : pafi.in/11th-annual-forum-re… @khannaajay @DeepshikhaD @Chetankrishna @MedhaGK @shivithukral @TSVishwanath1 @lakshmikanchaan @ishteyaqueamjad