WORLD
OPINION | Trump-Xi Talks: Short-term truce, long-term friction
The cessation of trade hostilities covered just recent measures. China’s official stance was a candid “occasional friction is normal”. US’ need to contain China’s expanding capability makes conflict in economic and technological domains inevitable
BUSINESS
US-China trade war leaves India confronting three negative spillovers
Export controls which cause collateral damage, deliberate targeting of Indian industry by China and the overarching problem of securitization of cross-border trade pose problems. To offset these challenges, Indian diplomacy needs to work along with industry in a more coherent and effective way
BUSINESS
India gains semiconductor momentum but the policy mix can be even better
To sustain the current momentum, India’s domestic policies must complement its foreign policy efforts to leverage the benefits of the geopolitical shift from China. Policy and regulatory certainty are the linchpin for attracting investment
BUSINESS
Biden-Xi Summit: Challenge is to continue US-China engagements despite tensions
There are deep and fundamental differences and stressors between the US and China that preclude any major breakthroughs or a new detente or a grand bargain coming out of the Xi-Biden meeting. A commitment to continued engagement, as has been happening in the run-up to this meeting between both sides, and reviving military-to-military dialogue would be a good outcome
BUSINESS
Growing US-China chip rivalry presents India with its geopolitical moment
Tightening US controls on China India an opportunity to break into the ’s semiconductor industry’s global value chain. But there are significant disincentives for chipmakers to set up operations in India
