Strategic Geography
🇮🇳India
India plays three roles at once — alternative manufacturing base, talent exporter, and independent strategic actor — and they frequently pull against each other. This section analyzes India's actual choices in supply chain restructuring and energy procurement.
3 analyses
Oil Tankers Bound for India: How the Russia-Ukraine War Turns Energy Sanctions into Great Power Leverage
The Russia-Ukraine war and Western sanctions have redirected global oil flows. By absorbing discounted Russian crude, India transforms an energy crisis into geopolitical leverage. This article analyzes India's energy decisions, refining capabilities, and strategic autonomy.
The Price of the Silicon Alliance: Pax Silica, the MATCH Act, and the New Reality of Tech Sovereignty
The emergence of Pax Silica marks a deeper industrial realignment in U.S. technology alliance policies. Explore how tools like the MATCH Act force export control convergence, and how allies like the EU, India, and Taiwan build policy firewalls to preserve their tech sovereignty.
The Ebbing Outsourcing Dividend: How India's GCCs Are Redefining Taiwan's Landscape of Collaboration and Competition
The slump in Indian IT outsourcing stocks highlights a legacy model under re-evaluation. However, India is repositioning itself structurally via Global Capability Centers (GCCs), transforming from mere outsourcing contractors into critical nodes for core enterprise capabilities, R&D, and AI deployment.