Nice song 😃

Important (and surprising) details on China’s negotiation tactics from USG officials in today’s FT. Doesn’t look like the US is about to back down, but we will see: - “In August, Li Chenggang previewed many of China’s current lines of attack that played out over the last week.

Algorithms and Empires: The New Frontline of the U.S.–China Techno-Economic War, by #NitiShastra open.substack.com/pub/nitishastr…

1/9 WSJ: "According to the people close to Beijing’s decision-making process, Xi’s hard-line strategy is based on the belief that Trump will ultimately fold and offer concessions rather than deploy Washington’s own significant leverage." wsj.com/world/china/ch… via The Wall Street Journal

Looks like the US govt just had a divine revelation, you can't decouple from China by onshoring manufacturing to the US, simply because you don't have the manpower. Ta-da 🎉 That's why you need ally-shoring, to build a parallel supply chain where India plays a key role. 🤷

Suddenly they need their allies again.

Indian Prime Minister Narendra Modi and his party have kept India on track for economic growth and becoming a great power. Achieving succession and consolidating power will be necessary to fulfill his ambitions for India. Read the new Bismarck Analysis Brief (link below):

China’s biggest mistake never play your ace card so early in the game. Now the house will decide your fate. Rare Earths are not rare actually & many countries will over next few years will ebb at that monopoly of refining and processing rare earths. For sure India wants to

“Now it’s clear: China hawks were right all along.” No hubris from me here. We’ve been perpetually thrown under the bus for the past 5 years. It’s been a slog. I hope we are finally getting to a better place on China policy. thetimes.com/comment/column…

Narendra Modi is Steering India Towards Great Power Status brief.bismarckanalysis.com/p/narendra-mod… The Indian prime minister and his party have kept India on track for economic growth. Achieving succession and consolidating power will be necessary to fulfill his ambitions for India By Samo Burja

Pakistani getting belt treatment "Warning to Pakistani chief Asim munir"

#WATCH | Delhi: Defence Secretary of India, Rajesh Kumar Singh says "... From a strategic and policy perspective, we all realise the supremacy of air power in the recent conflicts from Operation Sindoor to the Russia-Ukraine conflict and Israel-Hamas. Operations are becoming more

Indian refiners are preparing to shift away from Russian oil, with a drop in purchases possible from December given orders for November have already been placed, the sources with knowledge of the matter said. m.economictimes.com/industry/energ…

"So, Trump is in a tight corner. This suits India. However, both India and the US need to find an off-ramp to move past the obstacles and settle the deal. Right at this moment, with China giving Trump a taste of his own medicine and the US president facing significant dissent

My Podcast with Aadi Achint 🇮🇳 youtube.com/live/5yqTV58pG…

But 7-0 saar. We shot down Rafales saar!

F-35s Dogfight Russian-Built Su-30MKI Fighters in New Arabian Sea Exercises militarywatchmagazine.com/article/f35s-d… The Indian Air Force deployed eight Su-30MKI fighters, four Jaguar attack jets, and an A-50 AEW&C system, which engaged six F-35B fighters that operated from the carrier.

Pakistani Prime Minister couldn’t be a bigger shoe shiner- FACTS

wsj.com/opinion/jensen…

From Wall Street Journal Opinion: Scott Bessent might find it easier to rally the world against China’s rare-earth stranglehold if President Trump weren’t also hitting our allies with tariffs on.wsj.com/47aFRPl