The Tariff Tempest: Navigating the Trumpian Storm
Saturday, 9 August 2025
SHAKSPEAR RESSURCTED - TRUMP'S TARIFF TEMPEST!!!
Friday, 8 August 2025
Tariffs: The Art of Economic War Leaves India Reeling!!!
Trump’s Tariff Blitz: The Art of Economic War Leaves India Reeling!!!
Biswanath Bhattacharya
• Bending the World, Breaking India
Let’s set the stage: Trump’s tariff regime—once a modest 2.5%—has exploded to an average 20% across America’s trading spectrum, the highest in a century. China, Canada, the EU, and even Japan have felt the brunt. But instead of a tit-for-tat escalation, most have beaten a path to Washington with chequebooks in hand. Japan, eager to shield its manufacturing sector, inked a $550 billion investment promise for a 15% tariff reprieve. The EU, after months of wrangling, pledged $600 billion for similar mercy. Taiwan, staring down a 20% levy, is desperate to negotiate. The message is unmistakable: negotiate—or bleed.
Yet, when it comes to India, Trump’s approach is nothing short of punitive. A 50% tariff—doubling the already severe 25%—now hangs over $87 billion of Indian exports. Textiles, automotives, pharmaceuticals, seafood: no sector is spared. The rationale? India’s ongoing imports of Russian oil, a move that has infuriated Washington amid global efforts to isolate Moscow. But beneath the veneer of economic retaliation, a deeper game is afoot, one that intertwines trade, geopolitics, and the ever-present spectre of domestic American scandal.
• Wall Street Unmoved, Mumbai in Turmoil
If Trump’s intent was to shake markets, he failed—at least at home. The S&P 500 shrugged, the Dow Jones held steady, and investors cheered narrower trade deficits. But half a world away, the consequences are immediate and brutal. The BSE Sensex plummeted over 300 points within hours of the tariff announcement; the rupee, already fragile from pandemic aftershocks, sank further against the dollar. Exporters, especially in the small and medium enterprise (SME) sector, are bracing for order cancellations and razor-thin margins. Pharmaceutical giants, once heralded as the “pharmacy of the world,” now face headwinds in their largest market. The ripple effect threatens tens of thousands of jobs—a reality that no government press release can spin away.
• Scapegoat Diplomacy and the Shadow of Scandal
The irony is bitter. While India is cast as the villain for buying Russian oil, Europe and the U.S. continue their own quiet imports. The selective outrage reeks of hypocrisy, underscoring the double standards that define Trump’s foreign policy. India’s Ministry of External Affairs, unusually blunt in its statement, condemned the tariffs as “unfair, unjustified, and unreasonable.” The subtext: America’s energy security is non-negotiable, but India’s can be sacrificed at the altar of presidential ambition.
• The Human Cost: Exporters on the Brink
Scroll past the headlines and the real victims emerge: India’s exporters, caught in an economic crossfire with little recourse. The textile sector, already squeezed by rising global cotton prices, now faces a 50% tariff wall. Auto suppliers, struggling to recover from chip shortages and supply chain disruptions, must now contemplate shuttered factories. Even seafood exporters—whose shrimp and fish once graced American supermarket shelves—are staring down mass layoffs. The pharmaceutical industry, long a source of affordable generics for American consumers, faces regulatory scrutiny and higher costs.
Early estimates suggest India’s GDP could contract by as much as 0.6%, a figure that translates into hundreds of thousands of lost jobs and billions in evaporated income. For a country where exports drive nearly 20% of the economy, Trump’s tariffs are more than punitive—they are existential.
• India’s Counteroffensive: Pragmatism Over Posturing
The temptation for reciprocal tariffs is strong. Congress MP Shashi Tharoor has already called for a matching 50% duty on U.S. goods if negotiations stall. But India’s response, so far, is measured, even strategic. Instead of tit-for-tat escalation, the government is pursuing a multi-pronged strategy. Sectoral support for MSMEs (micro, small, and medium enterprises) is being ramped up, with tax breaks and emergency credit lines. Limited market access in dairy products is being dangled before American negotiators—a carrot to offset the stick. And perhaps most importantly, India is pivoting toward branding and niche markets, seeking to reduce dependency on price-sensitive exports vulnerable to tariff shocks.
There is talk, too, of leveraging India’s vast domestic market. As Western companies look to diversify away from China, India’s 1.4 billion consumers are an increasingly attractive alternative. The government is keen to turn adversity into opportunity, positioning India as an indispensable node in global supply chains. Whether this will be enough to offset the pain of lost exports remains uncertain.
• Geopolitics in the Age of Trump: Realignment or Rupture?
Trump’s tariff blitz is more than a trade war—it’s a recalibration of global power relationships. By forcing major economies to negotiate on his terms (and pocketing billions in the process), he has rewritten the rules of engagement. But such victories come with strings attached. America’s allies, battered but compliant, may play ball today—but resentment festers. The EU’s $600 billion pledge masks deep divisions over agricultural quotas and digital taxes. Japan’s $550 billion investment is a short-term fix for a long-term problem. Even China, after a flurry of negotiations, remains wary of Washington’s unpredictability.
For India, the stakes are even higher. Caught between its strategic partnership with the U.S. and its need for energy security, New Delhi faces choices that will shape its economic and diplomatic future. The tariff war is a test not just of resilience, but of vision—can India chart a course that preserves sovereignty without succumbing to isolation?
• Trump’s Win, India’s Wounds
As the dust settles, one truth becomes clear: Trump is winning, at least for now. America’s trade deficit is shrinking, foreign investment is pouring in, and global markets remain remarkably stable. But the price is paid not in Washington, but in Mumbai, New Delhi, and thousands of export-driven towns across India. The pain is immediate, the wound deep.
Whether Trump’s tariff blitz heralds a new era of American-led protectionism or is merely a volatile flashpoint in the annals of trade history remains to be seen. What is certain, however, is that India is left to pick up the pieces—an economic powerhouse knocked off balance by a president who plays hardball, and rarely loses.
In the end, Trump’s tariff strategy may be remembered as the moment America bent the world to its will. But for India, it marks a reckoning: a reminder that in the high-stakes game of global politics, even giants can bleed.
Thursday, 7 August 2025
Game of Tariffs - Trump Offensive & India's Passive Response
A Strategic Sabotage: The Tariff Offensive and India’s Mismanaged Diplomatic Script
By Dr. Suresh Deman
Honorary Director, Centre for Strategic Affairs, London
And India—rather than resisting—played along with theatre and illusion.
From Houston to Ahmedabad: The Optics of Deference
While the visuals suggested a deepening bond, the reality was far harsher: Trump imposed punitive tariffs, threatened sanctions for oil purchases from Russia, and continued to pressure India to buy American defense hardware—all while quietly expanding his own business interests in Indian cities like Pune and Mumbai. The asymmetry was glaring, yet largely unchallenged.
Game Theory in Geopolitics: A Repeated Prisoner’s Dilemma
This imbalance is best understood through the lens of game theory, particularly the repeated prisoner’s dilemma. In this framework, two players (India and the U.S.) repeatedly choose between cooperation (mutual benefit) or defection (one-sided gain).Trump’s tariffs, demands for defense deals, and threats of sanctions were consistent defections—moves that maximized U.S. gain at India's expense. India, instead of retaliating or leveraging multilateral forums, responded with continued cooperation, hoping to preserve long-term goodwill.
But in repeated games, if one player continues to defect while the other cooperates, it leads to a predictable outcome: the cooperating player is systematically exploited. India’s foreign policy, lacking credible retaliation mechanisms—like China’s critical mineral leverage—left it unable to shift the game dynamic. Trump was betting and bowling, while India was merely fielding, trying not to concede too many runs.
A Deal That Never Was
Trump’s negotiation style—“take my goods at 0%, buy my planes at 30%, invest in America, and shut up about sovereignty”—was not a diplomatic overture but an ultimatum. A deal under such conditions was structurally impossible. It was never about compromise; it was about coercion.
The Modi government, chasing photo-ops and slogans, misjudged this reality. Instead of recalibrating strategy, it continued the charade—burning diplomatic capital and public resources in a game rigged from the start.
Strategic Drift and Eroded Autonomy
India’s once-prized strategic autonomy has been slowly eroded. Its relationship with Russia—a historic pillar of foreign policy—has been reduced to transactional oil and arms deals conducted under U.S. scrutiny. Despite Russia’s willingness to develop new BRICS financial mechanisms and de-dollarised trade, India remained passive, hedging instead of leading.
Meanwhile, China—with its 40% savings rate, dominant state-owned enterprises, and aggressive diversification into Southeast Asia—has built the kind of strategic leverage India lacks. Xi Jinping’s outreach to Vietnam, Indonesia, and even Japan and South Korea shows a multipronged, long-term vision. India, by contrast, has clung to the hope that balancing multiple powers without making commitments would suffice.
U.S. Foreign Policy and Global Risk
The Trump-era U.S. foreign policy was a mix of isolationism and brinkmanship. Nuclear arms control treaties were discarded. Trade was weaponised. Allies were humiliated. This strategy—epitomised by the tariff blitz against India—elevated unpredictability into doctrine.
India, rather than asserting leadership in non-aligned nuclear diplomacy or WTO reform, largely capitulated—reaffirming its role as a rule-taker, not a rule-maker.
Diaspora Mirage and Partisan Traps
The Indian diaspora in the U.S., swayed by identity and visibility, offered vocal support to Trump, mistaking proximity for influence. Their blind loyalty, captured in Modi’s slogan in Houston, overlooked the structural damage Trump's policies inflicted on India’s economy and global standing. Diaspora euphoria replaced strategic clarity.
Institutional Breakdown: Where Is the Foreign Ministry?
Foreign Minister S. Jaishankar—once seen as the brain of Indian diplomacy—has been sidelined. India’s external affairs apparatus has become a stage for statecraft-as-spectacle. Strategic thinking has been replaced with PR management.
The absence of institutional checks and the over-centralisation of foreign policy in the Prime Minister’s Office has eroded India’s credibility. Allies are unsure, adversaries emboldened.
Silence Is Not Strategy
Since 2014, Prime Minister Modi has not held a single unscripted press conference. This isn’t just a political oddity—it’s a democratic liability. In moments of crisis, public accountability is not optional. As tariffs bite, supply chains strain, and alliances wobble, India needs clarity—not charisma.
A press conference is not a threat—it is a necessity. India’s electorate, business community, and global partners deserve real answers, not choreographed monologues.
Time for Strategic Reset
If India is to reclaim agency, it must shift gears:
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End passive diplomacy: Recalibrate foreign policy toward Eurasia, diversify alliances, and leverage BRICS platforms to shape global norms.
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Play strategically: Use multilateral forums like the WTO to challenge tariff aggression and trade coercion.
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Build economic leverage: Invest in critical technologies and supply chains to reduce dependency and enhance bargaining power.
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Restore institutional diplomacy: Empower professional diplomats and reduce personality-driven foreign policy.
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Demand leadership accountability: The Prime Minister must face the press—and the people—with courage and transparency.
Final Reckoning: Speak or Be Sidelined
Trump’s tariff war was not about trade. It was about testing India’s resolve. India failed that test—not because of weak fundamentals, but because of weak strategy and silence.
In the repeated prisoner’s dilemma of global diplomacy, consistent cooperation without consequences for defection ensures permanent disadvantage. India must break that cycle—not with anger, but with clarity, cohesion, and courage.
The unipolar world is gone. What comes next will be defined not by slogans but by substance.
The time for the theatre is over. Prime Minister Modi must speak—not in applause lines, but in strategy.
Dr. Suresh Deman is Honorary Director at the Centre for Strategic Affairs, London. He has served as a consultant to UNEP and UNCTAD and writes on global economics, diplomacy, and democratic governance.
Monday, 4 August 2025
Jeffrey Sachs and the Search for a Safer World
Jeffrey Sachs and the Search for a Safer World
To be an enemy of the United States is dangerous, but to be a friend is fatal
In this wide-ranging, candid
exchange, Sachs brought not just knowledge but conviction. His “Sachs Doctrine”
stands diametrically opposed to the so-called “Washington Consensus.” Rather
than dictate terms from a single capital, Sachs argues for adherence to a global
consensus, forged in 2015 through the Sustainable Development Goals (SDGs)
and the Paris Agreement. But that consensus, he warns, is crumbling, led by the
very nation that once claimed to champion international norms: the United
States.
America’s One-Man Show:
Governance by Decree
The heart of Sachs's alarm lies in
what he calls America’s “one-man show.” The U.S. president, through executive
orders cloaked in emergency powers, has declared trade wars and foreign policy
shifts without debate or Congressional oversight. Sachs notes that the U.S.
Constitution’s carefully constructed system of checks and balances is now being
bypassed. The result? Governance by fiat. “If we had the Indian Supreme Court,”
Sachs quipped, “I wouldn’t worry.” But the American judiciary, in his view, may
not have the courage—or independence—to hold the presidency accountable.
Divide, Conquer, and Use: The
Empire’s Playbook
On Ukraine, Taiwan, and the U.S.
War Machine
The war in Ukraine, Sachs argued,
was avoidable. It stems, in his telling, not from unprovoked aggression but
from decades of NATO expansion right to Russia’s borders. “I was there,” he
said, recalling his time as an advisor to President Gorbachev. “The U.S.
promised not to expand NATO—and then lied.”
Could Trump end the war?
Possibly, Sachs admitted. “If he simply says NATO won’t expand to Ukraine, it’s
over.” But the political will for peace, Sachs suggests, is secondary to the
U.S. drive for global military presence, from Ukraine to Taiwan. “If Taiwan
thinks the U.S. will save it, God help us,” he warned. Echoing the lessons of
Ukraine, Sachs described U.S. promises as “fatal” for small nations caught in
the crossfire of empire.
India’s Role: From Balancer to
Peacemaker
What then is India’s place in
this unfolding drama? Sachs sees India as a stabilizing force and a natural
candidate for permanent membership on the U.N. Security Council. He has a
suggestion—one he offers as a “little secret”: “Ask China to support your seat.
It’s good for India, it’s good for China, and it’s good for the world.”
In a time of global volatility,
Sachs finds hope in India’s democracy, its peaceful elections, and its message
at the G20: “The world is one family.” With 600 million voters
participating in a largely peaceful election, India has demonstrated the kind
of civic strength that Sachs believes is sorely missing in many Western
capitals.
Can Globalization Survive
American Neurosis?
Sachs is not anti-American. He is
an American who believes his country has lost its way. “The U.S. expected to be
number one forever,” he said. “It’s a neurosis. And it will come to resent
India too, once you overtake it.” But the rise of Asia, led by India and China,
is not a threat—it is the inevitable correction of centuries of distortion.
Sachs implores these nations to work together, settle differences, and avoid
being drawn into proxy conflicts for declining powers.
On AI, Peace, and the Future
In a final flourish, Sachs even
found time to endorse artificial intelligence, specifically for its ability to
show both sides of an argument. “ChatGPT,” he said, “would give you a
better answer than the U.N. Security Council. At least it shows multiple
perspectives. Unlike Washington, where there’s only one narrative.”
This wasn’t just wit. It was a
message: If we start by listening to one another, we may yet avoid catastrophe.
The Final Note: A Prescription
for a World in Crisis
Jeffrey Sachs is not offering a
conspiracy theory. He is offering a deeply informed analysis drawn from decades
of experience advising leaders across continents. He is calling for a return to
diplomacy, humility, and multilateralism in a time when bombs and executive
orders dominate the headlines.
This conversation—this Saxophone—was
not just a performance. It was a call to reason and to action.
In a world teetering between cooperation and collapse, Sachs’ message resonates like a clear note in the din of geopolitics: There is still time to choose peace.
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Saturday, 2 August 2025
India’s Foreign Policy Folly: Learning the Wrong Lessons from the West
India’s Foreign Policy Folly: Learning the Wrong Lessons from the West
Wednesday, 30 July 2025
A LOVE LETTER AMIDST WAR - INDIA_PAKISTAN
In the Shadow of Mustard Fields: A Love Letter Amidst War!!!
Biswanath Bhattacharya
One afternoon, as golden sunlight filtered through the latticework of teak leaves, I strolled beneath the canopy, lost in thought. The air was perfumed with earth and distant gun oil. A voice beckoned from among the trees—a Sikh 2nd lieutenant, his beard thick and his eyes kind, reclining against the bark as if seeking refuge from the world’s troubles. He was a friend to us, the teachers and the students, and his presence was as reassuring as the steady rhythm of the monsoon. He waved me over and, with a conspiratorial smile, pressed a folded paper into my hand. “Read this, sir,” he urged, his eyes gleaming with something both bright and vulnerable.
The letter was a whisper from another world—neat, feminine handwriting, delicate as the veins of a leaf. It began, “My dearest Harjeet,” and was signed with all the tenderness of a spring breeze: “Your Paramita.” Embarrassment flickered in my chest, chased by curiosity—why offer up one’s private heart to another, unless the burden of love was too heavy to bear alone?
“It is from my fiancĂ©e,” he explained, his voice a river running deep with longing. “She lives far away in Punjab. Our wedding was meant for this year, but war has shuffled the cards of fate. Each week she writes, and I answer. She is the sun to my sky, sir—the kindest, wisest soul I know. A teacher, like those of NCI, she brings English to the lips of little girls and poetry to their hearts. She is music itself, sir, and I am hers.”
His words spilt forth, bright as fireworks against the night, and I found myself swept up in their light. Here was a man in love, yet shackled by the demands of duty—a soul straddling two worlds: one built of devotion, the other of danger. In the crucible of war, Paramita’s letters were his amulet, casting a circle of hope against the encroaching darkness.
“She sent me this, too,” he said, producing a wristwatch as if unveiling a relic. The leather strap was supple as devotion, the silver dial gleaming with promise. On the back, a tender engraving: “To Harjeet, with love, Paramita.” Tears threatened my composure—a lump blooming in my throat like a stone dropped into still water. The watch was more than metal and glass; it was a timekeeper for their hearts, ticking away the moments until reunion, or perhaps until farewell.
“She writes that she loves me more than life itself,” he breathed, voice trembling between pride and sorrow. “She prays for me, waits for me, trusts me. Every day, she hopes.” His face was a canvas of contradictions: happiness and grief, gratitude and anxiety, hope and dread—a man balanced on the sharp edge of fate.
“Sir, if I fall—should I not return—promise me you’ll write to her. Tell her I loved her, till the very end. Tell her I died for her, for our land. Tell her I am sorry, and that her happiness is my last wish. Promise you’ll carry my words to her heart.”
His eyes, wide as dusk, searched mine for the assurance he needed. The oath I swore then was forged in the quiet forge of friendship, hammered by empathy and respect. “Yes, Harjeet,” I whispered, “I give you my word. But I pray you will need no messenger. I hope you return, marry her, and wrap the years around you both like a silken shawl. May peace return, and may you walk together in sunlight once more.”
His smile was a sunrise, fragile and luminous. He embraced me, urging me to watch over the school, the teachers, the children, the trees—all the little worlds that war threatened to swallow. “I will come back, sir. For her. For you.”
Fragments of Paramita’s letter floated through my mind—stories of running together through mustard fields, memories like sheets of gold unfurling beneath the June sun, the air a river of molten honey. The thrill of it rang through me like the clear note of a flute. She spun tales of sugarcane groves where ghosts wandered the wind, spirits caught in the sweet cages of stalks, tallying their silent numbers against the living—souls weighed down by the laws of men, by the unseen hands of distant emperors.
By the end, my cheeks were damp with tears that shimmered like morning dew. The officer, too, was weeping quietly—two hearts adrift on tides of longing and fear. I was young then, scarcely beyond the threshold of adolescence, and in that hour I learned the true shape of love—a force that could make the bravest warrior weep.
I promised to meet him again the next day. But when I arrived, he was gone, swept away with his unit toward the border, into the maw of uncertainty. I watched them vanish, each step echoing into the unknown. Night fell, and with it, the thunder of artillery—a requiem for dreams left unfinished. Perhaps our young Lochinvar had been summoned to the final field, his fate sealed by the indifferent dice of war.
In the quiet that followed, I found myself wishing for Paramita’s next life to hold him close once more. For isn’t life the blossom, and love its honey? To be loved deeply is to find strength; to love deeply is to discover courage. Love is the pulse that grants us true life, the only treasure we never tire of giving or receiving.
As I pen these words, my eyes are once again pools of memory, brimming with tears that catch the fractured light. The eyes—those fathomless oceans—harbor stories too sacred for the tongue, tides of longing swirling in their depths. Every tear, a pearl cradling the universe in its fragile curve, glimmers with the ache of absence and the radiance of love cherished. These tears, these silent jewels, are born of agony and hope, binding together what was lost and what endures.
And so, in the shadow of mustard fields and the echo of promises, this story drifts—an unspoken letter, folded within the heart, waiting for peace, for reunion, for dawn.
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Monday, 28 July 2025
THREE TRILLION ECONOMY – YET MONSOON FLOODS UNCONTROLLED!
HEADLINE: THREE TRILLION ECONOMY – YET MONSOON FLOODS UNCONTROLLED!
India’s Development Tale Drowned in Drain Water – Jagatpura a Case in Point
JAIPUR | SPECIAL REPORT – India boasts a $3.7 trillion economy, rockets into space, builds bullet trains, and signs mega defence deals. Politicians from both the Congress and BJP thump chests over GDP growth numbers — from 9.5% highs in 2009 to current IMF forecasts painting India as a global growth engine. But come monsoon, this ‘rising superpower’ collapses under rainwater and neglect
Welcome to Jagatpura, Jaipur — a rapidly urbanising neighbourhood that resembles a war zone every July. Incessant rains have flooded over 37 homes, drowned vehicles, cut off access to basic services, and forced children and the elderly to wade through knee-deep sewage. “Every monsoon, we relive the same nightmare. We pay taxes, but the roads pay us back with broken promises,” says a frustrated resident.Despite decades of alternating Congress and BJP rule, and despite India's celebrated economic leap, the lived reality for ordinary citizens has changed little. Jagatpura is not an isolated case — it is the mirror India must dare to face.
GDP Rises, But So Do Waters
The 2004–2014 UPA era was celebrated for growth, but ended with GDP dipping to 4%. BJP, since 2014, has continued the rhetoric, garnished with global praise from the IMF and World Bank, partly to project a counterbalance to China. But on the ground, the floodwaters speak a different truth. Nobel laureate Amartya Sen once called India’s growth “jobless” — but he may as well have called it “hopeless” for those who drown in preventable disasters.
A "Hell for the Poor" – Broken Promises, Broken Roads
The Jagatpura catastrophe exemplifies what many Indians experience every monsoon: poor planning, blocked drains, and negligent urbanisation. A cluster of 12 newly built skyscrapers for railway employees, dangerously close to the railway platform, now poses a risk of collapse in heavy rains. Despite court stays, media coverage, representations to JDA, Chief Ministers, and ministers, the response from the authorities has been a resounding silence.
“It’s not waterlogging — it’s State apathy flooding our lives,” a resident laments, pointing toward overflowing drains and cracked roads. The area has turned into a breeding ground for disease, and the safety of children and elderly is severely compromised.
China Fixed It in the 70s – Why Can’t India in 2025?
India-China comparisons are misleading. While India struggles with drainage, China conquered natural disasters, achieved mass literacy, and provided free healthcare fifty years ago. Today, India builds smart cities — but can't build drains in a posh Jaipur locality.
In response to an American friend’s query — "How is life in India?" — my honest reply was, “Heaven for the rich, hell for the poor.” That line may now need updating: It’s hell even for the middle class when the skies open.
Enough is Enough – Time to Drain the Corruption
What keeps Jagatpura underwater is not rain but systemic corruption and official inertia. Nothing moves without “material incentives,” say residents, and the Jaipur Development Authority (JDA) has allegedly turned a blind eye to repeated pleas and protests.
The government must act now. Urban planning cannot be a joke in the age of climate change. Safety is not a privilege — it is a right. If a $3 trillion economy cannot ensure drainage and basic infrastructure, what is the growth for, and for whom?
For further updates, photos, and citizen videos from Jagatpura, follow our special coverage on social media @IndiaUndrenched.