Is a Shift Underway in India’s Foreign Policy

Context

  • PM Narendra Modi attended the Shanghai Cooperation Organisation (SCO) summit in Tianjin (September 1, 2025), alongside Russian President Vladimir Putin and Chinese President Xi Jinping.

  • The summit showcased India’s balancing act amid growing global tensions between the West and Eurasian powers.

  • India’s longstanding strategic autonomy policy is being tested by current geo-economic and military developments.


Key Developments at the SCO Summit

Photograph of Troika

  • The image of Modi, Xi, and Putin together garnered worldwide attention.

  • It raised concerns in the West, especially in the U.S., over India’s perceived shift towards Russia and China.

Statements from Leaders

  • Xi promoted a “Global Governance Initiative”.

  • Modi advocated for “civilisational dialogue” among SCO nations.

  • The SCO declaration criticised “coercive, unilateral” economic actions, seen as a response to U.S. tariffs and sanctions.


India–China Relations

Modi-Xi Meeting

  • First bilateral meeting since the Galwan clash in 2020.

  • Xi described India and China as “partners, not rivals”.

  • India softened its stance on linking border normalisation with broader diplomatic engagement.

  • Agreed to:

    • Discuss border issues via Special Representatives (Wang Yi & Ajit Doval).

    • Resume flights, visa facilitation, and the Kailash Manasarovar Yatra.

    • Resolve trade-related disputes.


India–Russia–China Dynamics

  • The trilateral interaction did not yet formalise a new strategic axis but signalled openness for dialogue.

  • Modi’s gesture of leading Putin toward Xi symbolically reinforced India’s diplomatic flexibility.


India–U.S. Relations and Reactions

U.S. Reaction

  • President Trump mocked the troika, suggesting India and Russia were “lost” to China.

  • Trade adviser Navarro criticised India’s closeness to Russia and China.

  • Some U.S. commentators accused India of siding with Russia in the Ukraine conflict – dismissed by India as misleading.

Conciliatory Turnaround

  • By the end of the week, Trump softened his stance, calling India a “special partner”.

  • Modi reciprocated, acknowledging a “positive assessment” of Indo-U.S. relations.

Ongoing Issues

  • Disputes remain over:

    • Russian oil imports.

    • Tariff hikes (50% by the U.S.).

    • Access to agriculture and dairy markets.

  • Military cooperation and dialogue continue despite political rhetoric.


Broader Strategic Implications

Strategic Autonomy

  • India’s actions reflect its longstanding policy of balancing relations with multiple powers rather than aligning exclusively with one bloc.

  • The SCO participation was long planned and aimed at stabilising ties post-Galwan.

Western Pressure vs Eurasian Outreach

  • The U.S.’s tariff and sanction measures push India towards Eurasian platforms like SCO and BRICS.

  • India aims to preserve energy access, trade opportunities, and diplomatic flexibility.

Looking Forward

  • Upcoming meetings:

    • UN General Assembly – Jaishankar’s visit to the U.S.

    • Potential Quad summit in India with Trump’s visit.

  • Future talks may shape compromises on trade, sanctions, and security cooperation.

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