CHINA ARMS EXPORTS
Amit Shah on Pahalgam attack, Manipur crisis, China threat and Modi’s governance philosophy
Union Home Minister Amit Shah highlighted the Modi government's achievements over 11 years, emphasizing a zero-tolerance policy on terrorism by addressing root causes in Kashmir and Naxal areas. He noted unprecedented development in J&K, a strong response policy against cross-border terrorism, and significant economic growth, including increased FDI and infrastructure development.
Can Israel keep paying for its war with Iran? Defence experts say it goes at $725 million a day and...
Israel’s twin conflicts in Gaza and Iran have pushed its defence spending to historic highs, with the country now burning through over $725 million daily. Military operations have already cost $67.5 billion in Gaza alone, while the Iran war is adding billions more by the week. Strained budgets, shrinking growth forecasts, and soaring civilian compensation payments reveal the mounting toll. Defence now claims nearly 7% of GDP, sparking fears of long-term economic imbalance and the erosion of public welfare priorities.
Strait of Hormuz: Iran threatens world’s key oil lifeline that's just 33-km wide
Amid escalating tensions between Iran and Israel, the Strait of Hormuz, a critical global oil route, has become a focal point of concern. With potential disruptions threatening global energy markets, particularly for energy-dependent nations like India, the renewed threats to block the passage raise alarms about economic stability and supply chain vulnerabilities.
Why Adani’s $1.2 billion stake in Haifa Port is more than just business
Following an Iranian missile strike that damaged the Bazan oil refinery and heightened regional tensions, Adani Group's Haifa Port investment faces increased scrutiny. Despite denials of damage, the port's strategic importance to Israel and India's IMEC corridor plans underscores the risks of operating in a conflict zone.
G-7 eyes rare earth action plan as China’s magnet control raises alarm
G-7 nations are formulating an action plan to diversify critical mineral sourcing, aiming to reduce reliance on China. The initiative addresses concerns over supply chain vulnerabilities and seeks to bolster investment in responsible mining projects. China's export restrictions on rare earth elements have impacted various sectors, prompting G-7 to ensure economic stability and secure access to vital resources.
India may 'facilitate' magnet relief for auto cos as China keeps rare earth keys
The Indian government is intervening to help its auto industry secure rare earth magnets from China, as delays in approvals threaten manufacturing schedules. Companies have submitted end-user certificates, and industry representatives will visit China with government support to expedite the process. The situation is complicated by tense India-China relations, with potential production disruptions looming if approvals are not granted soon.
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Taiwan adds China's Huawei and SMIC to export control list
Taiwan has escalated its restrictions on technology exports to China by adding Huawei and SMIC to its export control list, alongside entities like the Taliban. This move requires Taiwanese companies to seek government approval before supplying any products to these firms.
Kashmir map row: Israel Military fixes J&K map error, posts correct version after criticism
The Israel Defense Forces (IDF) initially depicted Jammu and Kashmir as part of Pakistan in a map, triggering strong reactions from Indian netizens. The IDF acknowledged the error and issued a revised graphic showing Kashmir as Indian territory. However, discrepancies remain regarding the depiction of India's northeastern boundaries, even though India and Israel share strong military and trade relations.
Guest list for G7 summit tells of global challenges
As the G7 summit convenes in Canada, leaders from India, Ukraine, Mexico, South Africa, and South Korea are attending as guests, signaling the group's adaptation to global shifts. Despite a decline in the G7's share of world GDP, discussions will address critical issues like relations with China and Russia.
Rare earth, rarer nod: Indian firms’ magnet waitlist doubles in 2 weeks, sends industry into supply tailspin
The number of India-based companies awaiting rare earth magnet procurement licences from China has nearly doubled to 21. This delay, following China's new export regulations requiring end-user certificates, threatens production disruptions for Indian automobile manufacturers who rely on these magnets. Diplomatic efforts are underway to resolve the issue.
'Made in India' Chinese phones ring overseas
Chinese smartphone and electronics firms are now exporting from India. They are targeting West Asia, Africa, and the United States. This shift follows government encouragement and increased local production. Oppo and Realme have already earned significant foreign exchange. Hisense plans to export from India soon. Lenovo and Motorola are also expanding exports. This move reflects changing strategies and geopolitical factors.
Auto sector pushes 3-step plan to cut China dependence for rare earth magnets
Indian automakers are facing potential supply disruptions of rare earth magnets due to China's export controls, impacting production of critical components for both electric and conventional vehicles. To mitigate this, the industry has proposed a three-pronged strategy to the government, including local assembly incentives, recycling initiatives, and diversification of import sources.
We got rare in abundance
Grappling with export curbs on rare earth magnets from China, India must liberate itself by plugging into its critical minerals through policy and innovation. Neodymium may well be the alternate we need.
AI- The Immortal Warrior: How AI Has Enhanced Strategic Planning and Decision Making During Warfare.
AI is rapidly transforming modern warfare, evident in conflicts like Ukraine-Russia and Israel-Palestine, where AI systems enhance decision-making and target identification. Nations like the US and China are leveraging AI for threat detection and war-gaming. India is also integrating AI into its defense systems, but ethical concerns and risks of algorithmic bias remain critical challenges.
Oil prices down, markets assess US-China trade talks outcome
Oil prices experienced a slight dip early Wednesday as markets analyzed U.S.-China trade talk outcomes, awaiting President Trump's review. Concerns over weak Chinese oil demand and OPEC+ production increases are weighing on the market. While a trade truce framework offers some support, China's reduced oil imports and OPEC+'s rising output are adding downward pressure. Investors are now awaiting the U.S.
Pakistan once again picks arms over 'aam aadmi'
Pakistan's new budget for fiscal year 2025-26 prioritizes defense with a 20% increase in spending, despite shrinking the overall budget by 7%. The nation, still recovering from an economic crisis and relying on loans, aims for 4.2% growth and reduced inflation while navigating IMF constraints and trade challenges. This allocation occurs amid regional growth outpacing Pakistan and ongoing economic vulnerabilities.
India's technical textiles power play: NTTM & PLI are flipping the script
India's technical textiles sector is undergoing a significant transformation, driven by government initiatives like the National Technical Textiles Mission (NTTM) and the Production Linked Incentive (PLI) scheme. These efforts aim to boost domestic manufacturing, innovation, and exports, positioning India as a global hub.
China's defence stocks jump up to 10% led by AVIC Shenyang as Pakistan announces arms purchase
Chinese defence stocks rallied after Pakistan announced plans to buy 40 J-35 stealth fighter jets, marking China’s first export of the fifth-generation aircraft. AVIC Shenyang surged 10%, with broader sector gains following the major arms deal.
Chinese defense companies soar as Pakistan touts arms purchase
Chinese defense stocks surged following Pakistan's announcement of a major arms purchase, including the advanced J-35 stealth fighter jet. This deal marks China's first export of the fifth-generation fighter, enhancing Pakistan's defense capabilities amid ongoing tensions with India. Indonesia is also considering Chinese J-10 jets, signaling a potential shift in arms procurement.
50% off J-35A fighter jets! China’s half-price stealth deal to Pakistan ignites online backlash, user says 'we pay the price'
China’s reported plan to deliver 30 J-35A stealth fighters to Pakistan at a 50% discount by August 2025 has set off a storm on Chinese social media. Citizens have criticised the move as reckless, citing Pakistan’s financial instability and unpaid defence bills. With the J-35 yet to enter Chinese service, many are questioning why Beijing is prioritising a “charity sale” to a cash-strapped neighbour.
China says willing to improve communication with countries on rare earth controls
China said it has approved some rare earth export requests and aims to refine its approval process. The move comes as India faces growing shortages, with recent export requests reportedly denied.
Thaw in levy land: Donald Trump, Xi Jinping clear air over rare earths
Trump acknowledged on Thursday the trade relationship with China had gotten "a little off track" but said now "we're in very good shape with China and the trade deal." He posted earlier on social media that there "should no longer be any questions respecting the complexity of Rare Earth products."
'India Inc well positioned to handle tariff, geopolitical challenges; capex to be measured'
Moody's and Icra Ratings suggest Indian enterprises are well-prepared to navigate tariffs and geopolitical tensions, though investment decisions will be cautious. Government initiatives are expected to bolster domestic demand, offsetting global headwinds. While some sectors face challenges, infrastructure and urban consumption are poised for growth, requiring substantial investments to meet net-zero targets.
India’s GDP is rising — now boost Def-ex, Cap-ex, and R&D-ex
India's economic ascent requires strategic investments in defense, R&D, and natural resources to overcome unfavorable global conditions. Increasing defense spending, boosting R&D, and securing domestic mineral resources are crucial for self-sufficiency and sustained growth. By prioritizing these areas, India can navigate geopolitical challenges and achieve rapid economic advancement.
US F-35 stealth fighter has a 'kill switch', but it's controlled by China and not America
The F-35 fighter jet's effectiveness is under threat. China's dominance in rare earth elements gives it a potential 'kill switch' over US military technology. This includes the F-35, future F-47 fighters, submarines, destroyers, drones and missiles. The US relies heavily on China for these critical materials. China has already restricted exports of some elements.
BrahMos just got its best export sales pitch
India's BrahMos missile receives praise after Operation Sindoor. Pakistan's Prime Minister Shehbaz Sharif admits BrahMos caught them off guard. The missile struck military bases deep inside Pakistan. BrahMos is jointly developed with Russia and manufactured in India. India is in talks to export BrahMos to Indonesia and Vietnam. An advanced version of the missile is under development in Uttar Pradesh.
China’s deafening silence on arms sent to Pakistan comes amid desi roar of Indian firepower
India’s recent Operation Sindoor against Pakistan has put China’s military exports to Pakistan under a real combat test. Pakistan relies heavily on Chinese weapons, including J-10C jets and advanced missile systems, while India uses Western-supplied Rafale jets and indigenous weapons. The conflict highlights the shifting defence alliances in South Asia and raises questions about the effectiveness of Chinese arms in actual warfare. Official Chinese denials contrast with clear evidence of Beijing’s deep military ties with Islamabad. This clash signals a changing balance of power in the region.
Target locked: India’s homebuilt weapons outclass Chinese imports
Operation Sindoor wasn’t just a battlefield success for India—it was a decisive demonstration of homegrown military strength. While Pakistan fielded Chinese-made weapons and struggled, India relied on its indigenously developed systems under Make in India and Atmanirbhar Bharat. According to military expert John Spencer, India’s sovereign arsenal proved superior. The campaign signalled not only military dominance but also a shift in global defence credibility. Indian defence firms soared in the markets, while Chinese firms saw sharp declines as their weapons underperformed.
A lesson from China’s defence tech
India needs to prepare for challenges from China's advanced defense technology. China aims to challenge the US and is rapidly developing its military capabilities. India must boost domestic defense production and collaborate with other countries. The focus should be on technological superiority and joint ventures. Government of India needs to involve IT companies and startups in defense research.
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