1/3 Did India Really Get a Raw Deal in Its Trade Pact with the US? Or was it pragmatic statecraft under real macroeconomic constraints?
#EconomicStatecraft
#EconomicStatecraft
BasisPointInsight.com - India–US Trade Deal: Pragmatic Statecraft, Not Diplomatic Surrender by R. Gurumurthy
India’s US trade deal looks asymmetric on paper, but macro constraints, capital dependence and geopolitics made acceptance rational statecraft, not surrender. by R. Gurumurthy, BasisPointInsight.com
basispointinsight.com
February 11, 2026 at 4:37 AM
1/3 Did India Really Get a Raw Deal in Its Trade Pact with the US? Or was it pragmatic statecraft under real macroeconomic constraints?
#EconomicStatecraft
#EconomicStatecraft
Sun Tzu’s “skill” is capacity, not bravado. In South Asia, economic depth—not rhetoric—decides deterrence.
#StrategicDeterrence #SouthAsia #EconomicStatecraft
Read Full Article: stratheia.com/the-real-arm...
#StrategicDeterrence #SouthAsia #EconomicStatecraft
Read Full Article: stratheia.com/the-real-arm...
February 8, 2026 at 3:37 PM
Sun Tzu’s “skill” is capacity, not bravado. In South Asia, economic depth—not rhetoric—decides deterrence.
#StrategicDeterrence #SouthAsia #EconomicStatecraft
Read Full Article: stratheia.com/the-real-arm...
#StrategicDeterrence #SouthAsia #EconomicStatecraft
Read Full Article: stratheia.com/the-real-arm...
Canada faces 50% US tariff threats over jet choices. This isn't just Trump; it's a centuries-old playbook of economic coercion, from 1954 Guatemala to today. 'Allies' are not exempt from pressure. #EconomicStatecraft
Read more: https://piaz.news/article/threats-and-tariffs-the-quiet-undermining-of-
Read more: https://piaz.news/article/threats-and-tariffs-the-quiet-undermining-of-
February 5, 2026 at 11:12 AM
Canada faces 50% US tariff threats over jet choices. This isn't just Trump; it's a centuries-old playbook of economic coercion, from 1954 Guatemala to today. 'Allies' are not exempt from pressure. #EconomicStatecraft
Read more: https://piaz.news/article/threats-and-tariffs-the-quiet-undermining-of-
Read more: https://piaz.news/article/threats-and-tariffs-the-quiet-undermining-of-
2/3 The Budget advances key sectors like semiconductors, green energy, and logistics, yet skirts deeper issues: unpredictable pricing regimes, fragile social protection, and a weakened Centre–State fiscal compact.
#EconomicStatecraft #FiscalPolicy
#EconomicStatecraft #FiscalPolicy
BasisPointInsight.com - Incremental Ambition in an Age Demanding Structural Reset by Arvind Mayaram
Budget shows discipline and selective ambition, but sidesteps pricing reform, social protection and the federal reset India needs for resilience. by Arvind Mayaram, BasisPointInsight.com
basispointinsight.com
February 4, 2026 at 5:01 AM
2/3 The Budget advances key sectors like semiconductors, green energy, and logistics, yet skirts deeper issues: unpredictable pricing regimes, fragile social protection, and a weakened Centre–State fiscal compact.
#EconomicStatecraft #FiscalPolicy
#EconomicStatecraft #FiscalPolicy
If sovereignty is missing, the Marshall analogy is branding. The GREAT Trust reads like redevelopment ahead of legitimacy—custodianship first, consent later.
#GazaReconstitution #TheGREATTrust #Custodianship #Sykes–Picot #Geopolitics #EconomicStatecraft #NotEasyButSimple
#GazaReconstitution #TheGREATTrust #Custodianship #Sykes–Picot #Geopolitics #EconomicStatecraft #NotEasyButSimple
Sykes–Picot With Spreadsheets
Marshall Plan Branding, Mandate Politics, And The GREAT Trust
napoleonscorporal.substack.com
February 3, 2026 at 6:45 PM
If sovereignty is missing, the Marshall analogy is branding. The GREAT Trust reads like redevelopment ahead of legitimacy—custodianship first, consent later.
#GazaReconstitution #TheGREATTrust #Custodianship #Sykes–Picot #Geopolitics #EconomicStatecraft #NotEasyButSimple
#GazaReconstitution #TheGREATTrust #Custodianship #Sykes–Picot #Geopolitics #EconomicStatecraft #NotEasyButSimple
The UK’s China outreach reflects a delicate balance: pursuing economic growth without compromising national security or strategic commitments.
#NationalSecurity #EconomicStatecraft #ForeignPolicy
stratheia.com/uk-china-rel...
#NationalSecurity #EconomicStatecraft #ForeignPolicy
stratheia.com/uk-china-rel...
Uk-China Relations! - Stratheia
UK seeks post-Brexit trade revival through reengagement with China while balancing security concerns and its strained alliance with the US.
stratheia.com
January 31, 2026 at 7:00 PM
The UK’s China outreach reflects a delicate balance: pursuing economic growth without compromising national security or strategic commitments.
#NationalSecurity #EconomicStatecraft #ForeignPolicy
stratheia.com/uk-china-rel...
#NationalSecurity #EconomicStatecraft #ForeignPolicy
stratheia.com/uk-china-rel...
India’s dependence on Russian oil has exposed it to economic penalties and political pressure, undercutting claims of independent decision-making.
#EnergySecurity #RussiaIndia #EconomicStatecraft
stratheia.com/unravelling-...
#EnergySecurity #RussiaIndia #EconomicStatecraft
stratheia.com/unravelling-...
Unravelling the Myth of India’s Strategic Autonomy - Stratheia
India’s claim of strategic autonomy unravels as defence, energy, and geopolitical dependencies expose limits of independent action.
stratheia.com
January 23, 2026 at 11:00 PM
India’s dependence on Russian oil has exposed it to economic penalties and political pressure, undercutting claims of independent decision-making.
#EnergySecurity #RussiaIndia #EconomicStatecraft
stratheia.com/unravelling-...
#EnergySecurity #RussiaIndia #EconomicStatecraft
stratheia.com/unravelling-...
1/2 The real test of Budget 2026 isn’t the deficit number or capex headline. It’s whether India’s economic institutions are ready for sustained volatility—from tariff shocks and AI disruption to climate transition and an informal workforce.
#Budget2026 #BPIBudget #EconomicStatecraft #IndiaMacro
#Budget2026 #BPIBudget #EconomicStatecraft #IndiaMacro
January 22, 2026 at 4:32 AM
1/2 The real test of Budget 2026 isn’t the deficit number or capex headline. It’s whether India’s economic institutions are ready for sustained volatility—from tariff shocks and AI disruption to climate transition and an informal workforce.
#Budget2026 #BPIBudget #EconomicStatecraft #IndiaMacro
#Budget2026 #BPIBudget #EconomicStatecraft #IndiaMacro
Strategic partnerships without trade, connectivity, and infrastructure risk making India a balancing power—not a growth leader.
#StrategicPartnerships #Connectivity #EconomicStatecraft
stratheia.com/indias-act-e...
#StrategicPartnerships #Connectivity #EconomicStatecraft
stratheia.com/indias-act-e...
India’s Act East Policy in 2025: When It Turned China-Centric - Stratheia
India’s Act East Policy in 2025 shifted toward security and China containment, sidelining trade, connectivity, and economic cooperation.
stratheia.com
January 16, 2026 at 9:01 PM
Strategic partnerships without trade, connectivity, and infrastructure risk making India a balancing power—not a growth leader.
#StrategicPartnerships #Connectivity #EconomicStatecraft
stratheia.com/indias-act-e...
#StrategicPartnerships #Connectivity #EconomicStatecraft
stratheia.com/indias-act-e...
Economic ties don’t equal strategic immunity in an era of power-based competition.
#EconomicStatecraft #InternationalRelations #Geostrategy
stratheia.com/venezuela-an...
#EconomicStatecraft #InternationalRelations #Geostrategy
stratheia.com/venezuela-an...
Venezuela and the Shrinking Space for Diplomacy in the US-China Rivalry - Stratheia
Venezuela exposes the limits of diplomacy as US–China rivalry deepens and coercive power increasingly overrides engagement.
stratheia.com
January 11, 2026 at 11:00 PM
Economic ties don’t equal strategic immunity in an era of power-based competition.
#EconomicStatecraft #InternationalRelations #Geostrategy
stratheia.com/venezuela-an...
#EconomicStatecraft #InternationalRelations #Geostrategy
stratheia.com/venezuela-an...
When domestic institutions weaken, external economic leverage can quietly begin to shape political choices — not through force, but through dependency and timing.
#EconomicStatecraft #Geopolitics #StrategicLeverage #SouthAsia
#EconomicStatecraft #Geopolitics #StrategicLeverage #SouthAsia
December 23, 2025 at 5:48 PM
When domestic institutions weaken, external economic leverage can quietly begin to shape political choices — not through force, but through dependency and timing.
#EconomicStatecraft #Geopolitics #StrategicLeverage #SouthAsia
#EconomicStatecraft #Geopolitics #StrategicLeverage #SouthAsia
Without credible economic alternatives, smaller states will gravitate toward the strongest influence. Strategic competition today is won through coordination, not confrontation.
#StrategicCompetition #EconomicStatecraft #GlobalOrder
stratheia.com/economic-sta...
#StrategicCompetition #EconomicStatecraft #GlobalOrder
stratheia.com/economic-sta...
Economic Statecraft and the New Geography of Power in Regional Politics - Stratheia
Modern strategic competition blends limited force, proxy conflict, and economic statecraft, quietly reshaping regional orders and redefining security.
stratheia.com
December 17, 2025 at 4:59 AM
Without credible economic alternatives, smaller states will gravitate toward the strongest influence. Strategic competition today is won through coordination, not confrontation.
#StrategicCompetition #EconomicStatecraft #GlobalOrder
stratheia.com/economic-sta...
#StrategicCompetition #EconomicStatecraft #GlobalOrder
stratheia.com/economic-sta...
Apply to our @ecpr.bsky.social General Conference section with Rainer Quitzow, Jojo Nem Singh, and @marcosiddi.bsky.social with your paper or panel proposal on #geoeconomics #economicstatecraft #cleanenergy #supplychains
🔗 for applications: ecpr.eu/MyEcpr/Forms...
The deadline is 5 January🗓️
🔗 for applications: ecpr.eu/MyEcpr/Forms...
The deadline is 5 January🗓️
December 13, 2025 at 9:09 AM
Apply to our @ecpr.bsky.social General Conference section with Rainer Quitzow, Jojo Nem Singh, and @marcosiddi.bsky.social with your paper or panel proposal on #geoeconomics #economicstatecraft #cleanenergy #supplychains
🔗 for applications: ecpr.eu/MyEcpr/Forms...
The deadline is 5 January🗓️
🔗 for applications: ecpr.eu/MyEcpr/Forms...
The deadline is 5 January🗓️
Strategic Decoupling: The New Great Separation
Globalization’s logic has inverted. Interdependence once stabilized; now it amplifies fragility.
Systems built for efficiency buckle under stress—and miscalculation thrives in silence.
#Strategy #Geopolitics #EconomicStatecraft #NotEasyButSimple
Globalization’s logic has inverted. Interdependence once stabilized; now it amplifies fragility.
Systems built for efficiency buckle under stress—and miscalculation thrives in silence.
#Strategy #Geopolitics #EconomicStatecraft #NotEasyButSimple
Strategic Decoupling: The New Great Separation
How the world’s economic interdependence became its own Gordian knot.
napoleonscorporal.substack.com
November 3, 2025 at 12:11 AM
Strategic Decoupling: The New Great Separation
Globalization’s logic has inverted. Interdependence once stabilized; now it amplifies fragility.
Systems built for efficiency buckle under stress—and miscalculation thrives in silence.
#Strategy #Geopolitics #EconomicStatecraft #NotEasyButSimple
Globalization’s logic has inverted. Interdependence once stabilized; now it amplifies fragility.
Systems built for efficiency buckle under stress—and miscalculation thrives in silence.
#Strategy #Geopolitics #EconomicStatecraft #NotEasyButSimple
Weaponization of the Dollar & The Rise of Crypto #crossborderpayments #USsanctions #economicstatecraft #assetseizure #FinancialSovereignty #dedollarization #reservecurrency #SWIFTsystem #geopoliticalrisk #cryptoadoption
Weaponization of the Dollar & The Rise of Crypto
You hear the phrase thrown around a lot lately, especially in financial news and on Twitter feeds: the weaponization of the dollar. It sounds dramatic, like something out of a…
investurns.com
November 2, 2025 at 5:44 AM
Weaponization of the Dollar & The Rise of Crypto #crossborderpayments #USsanctions #economicstatecraft #assetseizure #FinancialSovereignty #dedollarization #reservecurrency #SWIFTsystem #geopoliticalrisk #cryptoadoption
Trade is no longer just about commerce. It’s about alignment.
We’re witnessing the rise of multipolar trade blocs—reshaping tariffs, supply chains, & global power.
📉 Are you ready?
📖 Read more: tmgstrategicadvisors.substack.com
#Geopolitics #TradePolicy #EconomicStatecraft #TMGStrategicAdvisors
We’re witnessing the rise of multipolar trade blocs—reshaping tariffs, supply chains, & global power.
📉 Are you ready?
📖 Read more: tmgstrategicadvisors.substack.com
#Geopolitics #TradePolicy #EconomicStatecraft #TMGStrategicAdvisors
The McClain Group (TMG) Strategic Advisors, LLC | TMG Strategic Advisors, LLC | Substack
The McClain Group (TMG) Strategic Advisors, LLC is a strategic advisory firm operating at the nexus of national policy, enterprise security, and global risk. Click to read The McClain Group (TMG) Stra...
tmgstrategicadvisors.substack.com
July 8, 2025 at 4:37 PM
Trade is no longer just about commerce. It’s about alignment.
We’re witnessing the rise of multipolar trade blocs—reshaping tariffs, supply chains, & global power.
📉 Are you ready?
📖 Read more: tmgstrategicadvisors.substack.com
#Geopolitics #TradePolicy #EconomicStatecraft #TMGStrategicAdvisors
We’re witnessing the rise of multipolar trade blocs—reshaping tariffs, supply chains, & global power.
📉 Are you ready?
📖 Read more: tmgstrategicadvisors.substack.com
#Geopolitics #TradePolicy #EconomicStatecraft #TMGStrategicAdvisors
Thrilled to be joining the faculty of Helsinki Geoeconomics Week 2025, where I’ll deliver the opening keynote on “How to Survive and Thrive in Times of Geoeconomic Disruption.”
More at: www.geoeconomics.fi
#HGW25 #Geoeconomics #EconomicStatecraft #FinancialSovereignty
More at: www.geoeconomics.fi
#HGW25 #Geoeconomics #EconomicStatecraft #FinancialSovereignty
June 2, 2025 at 9:41 AM
Thrilled to be joining the faculty of Helsinki Geoeconomics Week 2025, where I’ll deliver the opening keynote on “How to Survive and Thrive in Times of Geoeconomic Disruption.”
More at: www.geoeconomics.fi
#HGW25 #Geoeconomics #EconomicStatecraft #FinancialSovereignty
More at: www.geoeconomics.fi
#HGW25 #Geoeconomics #EconomicStatecraft #FinancialSovereignty
The U.S. is Entering the Sovereign Wealth Game—What Does It Mean for National Power?
#EconomicStatecraft #SovereignWealthFund #NationalSecurity #AI #Finance #Geopolitics #InvestmentStrategy
www.linkedin.com/pulse/rise-s...
#EconomicStatecraft #SovereignWealthFund #NationalSecurity #AI #Finance #Geopolitics #InvestmentStrategy
www.linkedin.com/pulse/rise-s...
The Rise of Sovereign Wealth Funds: Economic Power, National Security, and the U.S. Dilemma
On February 3, 2025, the Trump Administration signed an executive order calling for the establishment of a United States Sovereign Wealth Fund (SWF). This historic move has set the stage for a transfo...
www.linkedin.com
March 5, 2025 at 9:39 PM
The U.S. is Entering the Sovereign Wealth Game—What Does It Mean for National Power?
#EconomicStatecraft #SovereignWealthFund #NationalSecurity #AI #Finance #Geopolitics #InvestmentStrategy
www.linkedin.com/pulse/rise-s...
#EconomicStatecraft #SovereignWealthFund #NationalSecurity #AI #Finance #Geopolitics #InvestmentStrategy
www.linkedin.com/pulse/rise-s...
The U.S. Just Imposed a 25% Tariff on Mexico & Canada—What Happens Next?
Read my analysis here:
#TradePolicy #GlobalMarkets #SupplyChain #Tariffs #Manufacturing #RetailIndustry #EnergySector #Agriculture #Finance #BusinessStrategy #Geopolitics #Inflation #EconomicStatecraft #Geoeconomics
Read my analysis here:
#TradePolicy #GlobalMarkets #SupplyChain #Tariffs #Manufacturing #RetailIndustry #EnergySector #Agriculture #Finance #BusinessStrategy #Geopolitics #Inflation #EconomicStatecraft #Geoeconomics
The Economic Ripple Effects of the U.S. 25% Tariff on Mexico and Canada
On March 3, 2025, the United States imposed a sweeping 25% tariff on all imports from Mexico and Canada—its two largest trading partners. In response, Canada retaliated with counter-tariffs targeting ...
www.linkedin.com
March 4, 2025 at 6:00 PM
The U.S. Just Imposed a 25% Tariff on Mexico & Canada—What Happens Next?
Read my analysis here:
#TradePolicy #GlobalMarkets #SupplyChain #Tariffs #Manufacturing #RetailIndustry #EnergySector #Agriculture #Finance #BusinessStrategy #Geopolitics #Inflation #EconomicStatecraft #Geoeconomics
Read my analysis here:
#TradePolicy #GlobalMarkets #SupplyChain #Tariffs #Manufacturing #RetailIndustry #EnergySector #Agriculture #Finance #BusinessStrategy #Geopolitics #Inflation #EconomicStatecraft #Geoeconomics
A must-read by @himself.bsky.social. As he notes: “The one area in which Trump shows unwavering determination is his enmity toward technical expertise.” The odds are excellent that Trump will subvert the coercive economic tools he loves to brandish.
In a review of “Dollars and Dominion” by Mary Bridges and “Chokepoints” by Edward Fishman, @himself.bsky.social discusses Washington’s mastery of economic coercion—and how the incoming Trump administration could shape U.S. economic security policy.
December 24, 2024 at 12:49 PM
Last week, GRI hosted the 3rd annual Gates Forum, led by W&M Chancellor Robert M. Gates. Focused on U.S. #sanctions and #economicstatecraft, it brought together leaders across sectors. A report on #bipartisan policy options is coming soon. Read the full research volume here: ow.ly/iJqu50Uq7WH.
December 12, 2024 at 7:00 PM
Last week, GRI hosted the 3rd annual Gates Forum, led by W&M Chancellor Robert M. Gates. Focused on U.S. #sanctions and #economicstatecraft, it brought together leaders across sectors. A report on #bipartisan policy options is coming soon. Read the full research volume here: ow.ly/iJqu50Uq7WH.
If you are interested in #Sanctions, #EconomicStatecraft, #Tariffs, or #USFP, see the research volume above. CC: @stephenwertheim.bsky.social, @agathedemarais.bsky.social, @stephanie-baker.bsky.social, @cnwillis.bsky.social, @vivianchang36.bsky.social, @jimgoldgeier.bsky.social 3/3
December 11, 2024 at 9:43 PM
If you are interested in #Sanctions, #EconomicStatecraft, #Tariffs, or #USFP, see the research volume above. CC: @stephenwertheim.bsky.social, @agathedemarais.bsky.social, @stephanie-baker.bsky.social, @cnwillis.bsky.social, @vivianchang36.bsky.social, @jimgoldgeier.bsky.social 3/3
⚠️New #article online!
💎How will the #PRC’s strategic control over critical mineral & technology supply chains impact #Europe's #decarbonisation efforts?
⛓ www.tandfonline.com/doi/full/10....
✒️@johnfseaman @IFRI_
#criticalrawmaterials #economicstatecraft #geoeconomics #China
💎How will the #PRC’s strategic control over critical mineral & technology supply chains impact #Europe's #decarbonisation efforts?
⛓ www.tandfonline.com/doi/full/10....
✒️@johnfseaman @IFRI_
#criticalrawmaterials #economicstatecraft #geoeconomics #China
September 12, 2024 at 8:25 AM
⚠️New #article online!
💎How will the #PRC’s strategic control over critical mineral & technology supply chains impact #Europe's #decarbonisation efforts?
⛓ www.tandfonline.com/doi/full/10....
✒️@johnfseaman @IFRI_
#criticalrawmaterials #economicstatecraft #geoeconomics #China
💎How will the #PRC’s strategic control over critical mineral & technology supply chains impact #Europe's #decarbonisation efforts?
⛓ www.tandfonline.com/doi/full/10....
✒️@johnfseaman @IFRI_
#criticalrawmaterials #economicstatecraft #geoeconomics #China