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Indialog @indialog-substack.bsky.social · 05/11/2025

Trends in India's RE landscape, 2014-2025. 🔗 indialog.substack.com/p/trends-in-...

Indialog @indialog-substack.bsky.social · 13/09/2025

3/ Operationalising health in NDCs: "A more holistic integration can be possible by including elements of mitigation, loss & damage, financing, monitoring & implementation, & governance." Highly recommend subscribing to climate+health if you work on #climate #health or #development

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Indialog @indialog-substack.bsky.social · 13/09/2025

2/ Health in NDCs: "Poorer & more climate-vulnerable countries tend to have a society-centric approach to developing NDCs, integrating health while advocating for tech transfer, sustainable dev & climate finance." 🔗http://bit.ly/4nylKRV

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Indialog @indialog-substack.bsky.social · 13/09/2025

1/ Really insightful piece by @tdeol.bsky.social on how NDCs can be a helpful entry point to properly integrate health in the climate change response: bit.ly/4nylKRV

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Indialog @indialog-substack.bsky.social · 12/09/2025

3/ - Chinese investments incl 60 projects exceeding $1 billion - The database catalogues 461 green tech mfg projects announced from 2011 to 2025 (first half) + consists of low carbon tech such as batteries, electric buses, NEVs, solar, wind & more bit.ly/3Ih0pxc

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Indialog @indialog-substack.bsky.social · 12/09/2025

2/ Key points: - Chinese firms have pledged at least $227 billion across green mfg projects - Investments surged post 2022, w 387 projects (80% of the total) launched since then - ASEAN hosts the most projects + in 2024, the MENA region's share jumped to 20% of all new deals

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Indialog @indialog-substack.bsky.social · 12/09/2025

/ The teams at Net Zero Industrial Policy Lab & the Watson School at Brown (Mathias Larsen & Xiaokang Xue) published an excellent report on the scale and scope of Chinese clean-tech manufacturing investments overseas: bit.ly/3Ih0pxc

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Indialog @indialog-substack.bsky.social · 11/09/2025

12/ 2 articles on the thaw (?) in 🇮🇳🇺🇸 ties point to extensive outreach. Suhasini Haidar & TCA Sharad Raghavan report on the Ind Amb to USA's work & high level outreach to Sec. Rubio + K. P. Nayar mentions a conv bw Pres Trump a private Indian citizen (???).

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Indialog @indialog-substack.bsky.social · 01/09/2025

5/ Latest in Indialog: key voices on 🇮🇳🇨🇳 ties as PM Modi visits China for the first time in 7 years as India's ties with 🇺🇸 are strained: indialog.substack.com/p/views-onfr...

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Indialog @indialog-substack.bsky.social · 26/08/2025

11/ 2 diff outlets cite "Indian diplomatic experts" stating that Pres. Trump attempted to call PM Modi multiple times in search of a compromise & that PM Modi has "refused to take the calls." x.com/thorstenbenn... & asia.nikkei.com/spotlight/co...

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Indialog @indialog-substack.bsky.social · 30/07/2025

10/ Resharing my interview with @dsmarkey.bsky.social & @ethrelkeld.bsky.social. We covered a lot of ground on the past & possible futures of the India-US rln and it is imp to underline a key point from the conv: Indian officials should expect a lot more uncertainty. 🔗 bsky.app/profile/shre...

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Indialog @indialog-substack.bsky.social · 18/07/2025

4/ Naushad Forbes on the importance of funding firms: "The right R&D pipeline in firms will act as a pull on the public research system like no other. It is inadequate investment in innovation and R&D by Indian industry that is the single factor hindering our national innovation system."

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Indialog @indialog-substack.bsky.social · 16/07/2025

4/ Former FS & China scholar Shyam Saran: "In discussions relating to econ relations, one Chinese interlocutor said that India should realise that "China can do without India, but India could not do without China," pointing to its inability to do without Chinese intermediate & components."

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Indialog @indialog-substack.bsky.social · 07/07/2025

3/ How are Indian institutions placed? The top ranking org is the Indian Institute of Science (a +100 years old public institute that was initially set up by Jamsetji Tata) at #205. Of the top 25 Indian institutes in this list, only two are private firms -- the rest are all state institutions:

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Indialog @indialog-substack.bsky.social · 07/07/2025

2/ One of the most striking things about going through this data is the rise of Chinese (& Asian) orgs. Contrast the top 10 'Research Leading' institutes list from 2016 and 2025: In 2016, there was only one 🇨🇳 institute in the top 10. By 2025, this number had jumped to eight out of 10.

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Indialog @indialog-substack.bsky.social · 07/07/2025

1/ Latest in Indialog: indialog.substack.com/p/state-of-r... Using the 2025 @nature.com Index to examine the R&D landscape and explore two questions: 1) how are Indian institutions placed in the index? and 2) how has China performed over the past decade?

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Indialog @indialog-substack.bsky.social · 17/06/2025

9/ Sharp piece in @foreignaffairs.com by Ashley Tellis @carnegieendowment.org: "Although India has grown in economic strength over the last two decades, it is not growing fast enough to balance China, let alone the United States, even in the long term." www.foreignaffairs.com/india/indias...

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Indialog @indialog-substack.bsky.social · 14/06/2025

8/ Amb. Arun K. Singh (former Amb to 🇺🇸) argues that three Ts - TRUST, tariffs, Trump - in the India-US reln need to be tended to. Also points out the reported depletions in the US NSC (in-charge of TRUST) & the awkward optics (for 🇮🇳) of the ongoing trade talks -- carnegieindia.org/posts/2025/0...

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Indialog @indialog-substack.bsky.social · 09/06/2025

7/ Students from 🇮🇳 & 🇨🇳 account for more than half of all US international students: www.ft.com/content/65b4...

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Indialog @indialog-substack.bsky.social · 12/04/2025

6/ Interesting comments by 🇮🇳 FM Dr. Jaishankar at Carnegie India’s Global Tech Summit on 🇮🇳🇺🇸 trade talks: high degree of urgency in New Delhi, quick responses by DC & 🇮🇳 has conducted more rounds of talks w 🇺🇸 in last 6 weeks than w 🇪🇺 in 2 years — 🔗 www.bloomberg.com/news/article...

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Indialog @indialog-substack.bsky.social · 31/03/2025

5/ Pres. Trump threatens secondary sanctions on 🇷🇺 amid tensions around 🇷🇺🇺🇦 ceasefire talks -- “anybody buying oil from 🇷🇺 will not be able to sell their product, any product, not just oil, into the 🇺🇸" bit.ly/4iWPsOE 🇮🇳 imported $48.6bn of 🇷🇺 crude oil in 2023: bit.ly/41QdFzY

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Indialog @indialog-substack.bsky.social · 28/03/2025

3/ On the changing India-China relationship and the role played by the United States: "India is now motivated to prepare for the worst-case scenario, mitigating Trump-related risks by seeking reconciliation with China." Keji Mao in @scmpnews.bsky.social 🔗 www.scmp.com/opinion/asia...

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Indialog @indialog-substack.bsky.social · 27/03/2025

4/ IND & US have sped up tariff & trade talks ahead of Apr. 2 deadline: Amiti Sen reports for The Hindu BusinessLine ➖ US wants major tariff cuts on cars, bikes, alcohol, agri products ➖ IND reportedly agrees to a phased tariff red plan ➖ Tariff cuts for US may cover many industrial goods

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Indialog @indialog-substack.bsky.social · 17/03/2025

3/ Knock-on effects of the US admin making steep cuts to international aid programs: Johns Hopkins University loses $800 mil in funding over several years - leads to layoffs in 44 countries - impacts a program that improves HIV outcomes in 🇮🇳 🔗: www.nytimes.com/2025/03/13/u...

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Indialog @indialog-substack.bsky.social · 12/03/2025

2/ Import tariff cuts offered by GoI were "considered inadequate" bc the 🇺🇸 wants "steep concessions in almost all areas, incl agri products." Lang from this Amiti Sen report is striking: consultations are being held in 🇮🇳 on the "extent of market openings the industry & farm sectors can handle."

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Indialog @indialog-substack.bsky.social · 11/03/2025

1/ Thread to keep track of 🇮🇳🇺🇸 ties under Trump 2.0. Starting w this FT piece by @johnreedwrites.ft.com, Andres Schipani & Haohsiang Ko: bit.ly/3DxVIN4 US ultimatums have prompted a "broader realignment on trade by New Delhi" & analysts note 🇮🇳's "meeker" trade stance vis-a-vis the US.

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Indialog @indialog-substack.bsky.social · 10/03/2025

"Even as 🇨🇳's overall econ faces headwinds, the smaller slice represented by high-tech industries will still present strategic problems for 🇺🇸... it's critical to avoid conflating an economically slowing 🇨🇳 with an industrially & technologically weaker 🇨🇳." @gdp1985.bsky.social 🔗 bit.ly/41QgKQi

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Indialog @indialog-substack.bsky.social · 09/03/2025

Some ways in which the 🇮🇳 govt can deal with 🇺🇸 on trade: - highlighting the subisidized US agri sector - underlining the tariff-related concessions already made - publicly responding to trade-related rhetoric from the Trump admin More on the India-US trade reln for Indialog: bit.ly/41CFytO

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Indialog @indialog-substack.bsky.social · 06/03/2025

Thread on India-China ties. Will (hopefully) cover natsec issues, econ ties, and everything in between. 1/ McKinsey report finds that "India is becoming increasingly dependent on upstream imports from China for goods that are then exported to markets such as the US and Europe."

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Indialog @indialog-substack.bsky.social · 25/02/2025

14/ The interview is chockful of insights on 🇺🇸 policy in the SA region. Read the interview to understand how U.S. foreign policy towards 🇮🇳🇵🇰🇦🇫🇱🇰🇳🇵🇲🇻🇧🇹🇧🇩 might fare under Trump 2.0: bit.ly/43bOEA3

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Indialog @indialog-substack.bsky.social · 25/02/2025

13/ This is the third interview where I discuss foreign & public policy issues critical to India with experts. The first was with Ajay Srivastava (bit.ly/3QxBANU) on 🇮🇳🇨🇳 trade ties & the second with @rohanmukherjee.bsky.social on India, the international order, & the UN (bit.ly/3XfTloV).

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Indialog @indialog-substack.bsky.social · 25/02/2025

12/ The concluding section also has a comprehensive reading list for anyone interested in reading up on 🇺🇸 domestic and foreign policy, Trump, 🇮🇳's foreign policy & its ties w 🇺🇸 & 🇨🇳, and more >>

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Indialog @indialog-substack.bsky.social · 25/02/2025

11/ The conv ends w @dsmarkey.bsky.social's emphasis on the sheer uncertainty that will accompany Trump 2.0 in terms of foreign & domestic policy. He also makes an interesting point re. the coalition that undergirds the 🇨🇳 consensus in the USA at the moment (a "fairly stable" one) --

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Indialog @indialog-substack.bsky.social · 25/02/2025

10/ On 🇺🇸🇵🇰 ties @dsmarkey.bsky.social states: "Pakistan needs to understand where, if at all, it fits into an American strategic vision. No one has had an answer to that question."

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Indialog @indialog-substack.bsky.social · 25/02/2025

9/ On 🇺🇸 ties w 🇵🇰 & 🇦🇫, @ethrelkeld.bsky.social argues that 🇦🇫 won't be high on the priority list & w no 🇺🇸 presence in🇦🇫, 🇵🇰 & 🇨🇳 are fairly aligned w the gap between 🇵🇰 & 🇺🇸 only increasing. + the CT threat (currently restricted to the 🇵🇰🇦🇫 border area) could be an issue for 🇺🇸.

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Indialog @indialog-substack.bsky.social · 25/02/2025

8/ On how 🇺🇸🇮🇳 ties will fare under Trump 2.0, @dsmarkey.bsky.social notes that in the absence of major policy docs, personnel is key & here he points out admin members like Mike Waltz [NSA & former 🇮🇳 caucus leader] & Marco Rubio [Secretary of State who introduced a 🇺🇸🇮🇳 defense coop bill in 2024].

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Indialog @indialog-substack.bsky.social · 25/02/2025

7/ On 🇺🇸 ties w 🇧🇩🇧🇹🇲🇻🇳🇵🇱🇰 & the broader SA region, @ethrelkeld.bsky.social notes that the two dominant threads were 🇺🇸 withdrawal from 🇦🇫 & the emerging geopolitical competition w 🇨🇳. This was also a period when the Trump admin took a "very hard line against CPEC [China-Pakistan Economic Corridor]."

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Indialog @indialog-substack.bsky.social · 25/02/2025

6/ On 🇺🇸 ties w 🇧🇩🇧🇹🇲🇻🇳🇵🇱🇰, @dsmarkey.bsky.social notes that for Trump 1.0, these countries weren't a priority. Per @dsmarkey.bsky.social the "Trump era marked the beginning stages of a reaction to 🇨🇳's BRI" & 🇺🇸 ties w others were seen through this geopolitical frame.

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Indialog @indialog-substack.bsky.social · 25/02/2025

5/ On 🇺🇸🇵🇰 @ethrelkeld.bsky.social notes the dramatic changes in the rln, alongside changes in 🇺🇸🇦🇫 ties & she also highlighted how the first Trump admin approached the Balakot issue. @dsmarkey.bsky.social notes that this was an imp time for 🇺🇸🇵🇰 as a lot of the 2017 era policies remain in place.

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Indialog @indialog-substack.bsky.social · 25/02/2025

4/ Given this background, I asked @dsmarkey.bsky.social & @ethrelkeld.bsky.social for their insights on 🇮🇳🇺🇸 ties during Trump 1.0. A key theme in their answers? The role 🇨🇳 played in accelerating the 🇮🇳🇺🇸 convergence --

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Indialog @indialog-substack.bsky.social · 25/02/2025

3/ Wrt to others in the region: At the time, the withdrawal of 🇺🇸 troops from 🇦🇫 was the priority which ended up negatively impacting 🇺🇸🇵🇰 ties [see the 2018 tweet by Trump]. Per Alyssa Ayres, in South Asia, the first Trump admin's policies closely hewed to prior ones: bit.ly/3X89jS4

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Indialog @indialog-substack.bsky.social · 25/02/2025

2/ For context: During Trump 1.0, 🇮🇳🇺🇸 defense ties 🚀 w tensions emanating from trade & immigration-related issues. Richard Rossow has a succinct briefer on this for @csis.org: bit.ly/3D0TtSh

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Indialog @indialog-substack.bsky.social · 25/02/2025

1/ PM Modi & Pres. Donald Trump recently concluded their 1st bilateral meeting (following Trump's re-election). To understand how 🇺🇸 ties with 🇮🇳🇵🇰🇦🇫 & other SA states will fare under Trump 2.0, I spoke w @dsmarkey.bsky.social & @ethrelkeld.bsky.social for Indialog: bit.ly/43bOEA3. Short thread -

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Indialog @indialog-substack.bsky.social · 28/01/2025

Treasury Sec Bessant pushing for new universal tariffs on US imports at 2.5 % per this @financialtimes.com report. Prez Trump recently threatened duties on semiconductors, metals & pharma goods. Overview of 🇮🇳's top exports to 🇺🇸 (via OEC data, @cesifoti.bsky.social, Atlas of Economic Complexity) >>

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Indialog @indialog-substack.bsky.social · 21/01/2025

🇮🇳 govt. to work with Trump admin to "identify & take back all its citizens residing illegally in the US" to avoid a trade war & hope that the 🇺🇸 govt. will "protect legal immigration channels used by its citizens."

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Indialog @indialog-substack.bsky.social · 19/01/2025

Dr. @jayatighosh.bsky.social explains how the decline in the proportion of unpaid women workers is "almost completely explained by the increase in self-employment" & more on the recent labour force data released by the govt: www.theindiaforum.in/economy/what...

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Indialog @indialog-substack.bsky.social · 08/01/2025

Key data points (all data for 2021) from bit.ly/3PmgTnE -- % of account penetration in 🇮🇳: 78% % that made a deposit 2+ a month: 12% % that made a withdrawal 2+ a month: 18% % that made or received a digital payment in last 1 yr: 45% [last 3 data points for those w/ a financial account]

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Indialog @indialog-substack.bsky.social · 08/01/2025

Fascinating paper by Suyash Rai "The approach that the govt. in 🇮🇳 took to scale-up direct benefit transfers led to a lot of wastage of inputs, 100s of millions of accounts that were opened & maintained are not used, and many more are not regularly used." bit.ly/3PmgTnE

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Indialog @indialog-substack.bsky.social · 03/01/2025

For my newsletter Indialog [indialog.substack.com] I asked scholars: what works on 🇮🇳 & the subcontinent stood out to you in 2024? See what @milanv.bsky.social @paliwalavi.bsky.social @pstaniland.bsky.social, Ananya Sharma, Shivshankar Menon & others recommend: indialog.substack.com/p/2024-highl...

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Indialog @indialog-substack.bsky.social · 21/11/2024

Resurrecting this thread on weekly updates from Indialog (indialog.substack.com). India Last Week #27 incl. a paper on demonetization's impact on firm-level exports, an article on the increasing 🇮🇳-🇨🇳 trade gap, @kabirtaneja.bsky.social on India's increased engagement with the Taliban & more >>

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