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What Trade Patterns Reveal About South Asia’s Economic Future

One of the most striking features of South Asian trade is how little the region trades internally. Intra-regional trade within South Asia remains among the lowest in the world relative to geographic proximity. Political tensions — especially between India and Pakistan — have prevented the emergence of a deeply integrated regional production system comparable to ASEAN or the European Union.  This is a major missed opportunity.

The West Asia Conflict: Challenging Times for Indian Economy

Scarcity of cooking fuel is pushing people, particularly across South Asia, toward hunger. Livelihoods have been lost among the large unorganised labour force while thousands of self-employed street vendors, smaller restaurants and eateries are being forced to close shop, facing a scary, insecure future. For middle class households across India, everyday snacks like the samosa or dosa have become scarce because of shortage and high prices of cooking gas cylinders.

New EU Medicines Law Could Impact FTA With India

India is one of the world’s largest suppliers of generic medicines and APIs to Europe. If the EU begins favouring “Made in EU” pharmaceutical production through procurement preferences, subsidies or state aid, Indian drug manufacturers could face reduced access to EU public procurement contracts and tougher supply-chain resilience requirements.

Caught in Geopolitical Quagmire, West Asia Crisis Looms Large Over Indian Supply and Demand Metrics

India’s pharma export market has been affected as India supplies medicines to more than 200 countries. Supply chain interruption not only hurts Indian producers but also creates medicine scarcity in the US, UK, and African markets that highly depend on Indian generics. From the logistics end, re-routing of cargo away from conflict-ridden corridors such as the Red Sea and Strait of Hormuz has increased freight insurance premiums, distressing Indian exporters who function on lean cost structures.

More on Geoeconomics, Trade and Development

A long tactical mind game has begun for control of Indo Pacific

A new, long and potentially ugly physical and mind games have begun, where conventional and tactical firepower alone would not guarantee long term success and acceptance

Post Taiwan crisis, China gets edgy over Tibet and Himalayan security

With no diplomatic ties with Bhutan, prevailing border tensions with India and a changing geo-strategic sphere in Nepal, China's Himalayan neighbourhood security is critically tied to safeguarding Tibet

The Chinese ‘spy’ ship that raised Indian eyebrows; and this may not be the last

Ever since Sri Lanka leased Hambantota port to China, both India and the US have flagged their concerns that this may eventually lead to it becoming a hub for the PLA Navy in the Indian Ocean

India remains a strategic bulwark in checking China’s rising power

Both Sri Lanka and Bangladesh remain crucial in the eyes of New Delhi and Washington in denying further incursions by Beijing, underscored by the scramble for reassertion of American influence and ties with both nations

A must-read book for scholars and others to understand India-China dynamics

One particular observation that gets highlighted, although not explicitly stated as such by the author, is the huge clout and influence wielded by some key diplomats and political advisers who seem to have literally hijacked the formulation of policy and response to this, complex relationship during the Nehru years

China's strategic missteps can have dangerous consequences for Indo Pacifc region

Beijing should be wise enough in realizing the dangerous impact of its using pugnacious responses to Pelosi’s visit that can risk greater backfiring from its strategic adversaries in the future

With eye on China, India's armed forces incorporate AI systems in three services

In view of China’s build-up all along the Line of Actual Control (LAC) till Arunachal Pradesh, it is just as well that India is pursuing efforts to equip its armed forces with AI-backed systems

Pelosi’s Taiwan trip: upholding values of democracy over autocracy

A new spectrum of tactical competition has begun in the Indo Pacific, and it requires more than threats and deterrence to determine the path and pattern of the conflict; it needs wisdom and strategic foresight by all the players in playing both the short and long game with both conventional and new tools of war and diplomacy

Sharpening China Watch: Indian Army seeks to up language and knowledge expertise on China

The Indian Army’s notification in July 2022 inviting applications from persons fluent in Mandarin to properly communicate with the Chinese military along the Line of Actual Control (LAC) is a beginning in fulfilling a decades-long important requirement

Can the US help Taipei escape Beijing’s claws?

Regardless of future leadership transitions in Washington, the pivot to the Indo-Pacific will be here to stay in safeguarding America’s status quo and primacy, writes Collins Chong Yew Keat for South Asia Monitor

‘Opaque’ loans from China caused the crisis in Sri Lanka, says USAID chief

Interestingly, despite gaining significant influence and footprint in Sri Lanka, China’s failure to assist the crisis-hit country has left analysts baffled about Beijing’s thought process. The restructuring of loans, which Colombo sought repeatedly, was ignored by China

Indian policy towards China needs to change: offence is the best form of defence

During the military commanders' meeting, the Indian side asked for the PLA to move back from all the “friction points”, which is a euphemism for "intrusions" used by India to avoid acknowledging it has lost control of some 1,000 sq km of territory during the 2020 Chinese aggression. For the same reason, India keeps asking of more military-to-military talks, with each round continuing 12-13 hours without any progress, writes Lt Gen P.C. Katoch (retd) for South Asia Monitor

India, Israel, US, UAE launch Middle East Quad I2U2

The I2U2 is an attempt to replicate in a different environment the Indo-Pacific Quad of India, the US, Japan and Australia, the goal of which is developing a bulwark of democracies against China

Targeting China Inc: Challenges of reducing India’s dependence on China

The punitive mood against Chinese firms is not reflected in a diminishing dependence on Chinese goods on the trade front or telecom technology. The dragon remains one of our largest trade partners, writes N. Chandra Mohan for South Asia Monitor

Involve Japan in enhancing India-Bangladesh connectivity, unlocking potential of India’s Northeast

Apart from engaging in projects for upgrading India highways that go all the way till the Bangladesh border, Japan could also collaborate with India in the constantly deferred Agartala (India)-Akhaura (Bangladesh) rail link, something that provides scope for Indo-Japan collaboration under India’s Act East Policy and Japan’s Free and Open Indo-Pacific Strategy, writes Prarthana Sen for South Asia Monitor