Andrey Kortunov

Ph.D. in History, Expert of the Valdai Discussion Club

Short version

Over recent years, there have been growing concerns in Russia over India’s foreign policy being increasingly tilted towards the United States. The pivot is evidenced in a number of developments, ranging from the build-up of the once-stagnant four-party Quad partnership (featuring the U.S., India, Japan and Australia) to Washington’s expanded share in India’s weapons procurement. There are many reasons for New Delhi’s rapprochement with its overseas partner. The main point is clear, though: India’s mounting concerns over sustained economic and military rise in China, its close neighbor.

These developments have many experts in Russian and abroad to conclude that as the international system is all the more moving towards a new U.S.–China bipolarity, India’s leadership will have no realistic alternatives but embark on a closer rapprochement with Washington, while Russia will be forced to drift further towards Beijing. This will allegedly result, albeit not in the near future, in the official establishment of Russia–China and India–U.S. political and military alliances—or, as far as the latter case goes, in the Quad transforming into a multilateral alliance similar to the recently established AUKUS (between Australia, the UK and the U.S.).

Certainly, there can be no denial of the profound shifts India’s foreign policy has exhibited over the last two decades. It is equally evident, however, that New Delhi’s rapprochement with Washington has its limits. There appear to be at least five factors working against a full-fledged U.S.–India political and military alliance. Their cumulative influence throws into question whether such an alliance would be possible in the years or even decades to come. Moreover, these factors place quite specific constraints on the current mode of India–U.S. cooperation. In this vein, drawing direct parallels between India–U.S. and Russia–China relations seems rather improper: the latter partnership is free of the limitations inherent in the former.

India will have to take careful stock of its foreign policy priorities in the near future, revising the relations with regional and global partners and rivals that have been shaped over the last two decades or even longer. This process will primarily be informed by how the U.S.–China confrontation evolves as well as by developments in China’s policies towards India. Still, New Delhi’s foreign strategy will increasingly be influenced by the country’s domestic agenda—above all, by the new ideology under Prime Minister Narendra Modi.

What does all this mean for Russia? Most importantly, Russia does not have to panic as the India–U.S. cooperation is expanding in a number of areas. So far, this has not posed immediate threats to Moscow as it is largely a challenge for Beijing. The U.S. has been rather understanding in its attitude to Russia–India military-technical collaboration, believing it to be a form of balancing China’s dominance in Asia. Naturally, competition will further intensify on the markets that Russia prioritizes in India, with this competition not limited to military equipment, which is something Russia should be prepared for.

The changing rules of the global geopolitical game and the current diversification of New Delhi’s foreign policy priorities make it all the more urgent to explore new avenues in Russia–India partnership. Experts have long stressed that the current foundation for these relations is too narrow to create a solid fabric of social collaboration between the two nations. Biotechnologies, new energy, digital economy, higher education, transport logistics and tourism are but a partial list of the new opportunities that need to be carefully considered.

In a geopolitical sense, Moscow and New Delhi could lend each other a helping hand: New Delhi could do so in the India–U.S.–Russia triangle to become Moscow’s guide in the Indo-Pacific, while Moscow could do so in the Russia–China–India triangle by advancing the involvement of the other two in multilateral security and development projects in Eurasia. The international system slipping down towards a rigid bipolarity cannot align with the strategic interests of either Moscow or New Delhi while pushing them towards much closer collaboration. Provided both sides demonstrate due political will, patience and empathy, the Russia–India partnership could come to be one of the pillars of the continental and global order in the years to come.

Full version

Over recent years, there have been growing concerns in Russia over India’s foreign policy being increasingly tilted towards the United States. The pivot is evidenced in a number of developments, ranging from the build-up of the once-stagnant four-party Quad partnership (featuring the U.S., India, Japan and Australia) to Washington’s expanded share in India’s weapons procurement. There are many reasons for New Delhi’s rapprochement with its overseas partner. The main point is clear, though: India’s mounting concerns over sustained economic and military rise in China, its close neighbor.

While India could set out to single-handedly counterweigh China some fifty years ago, the situation today is that economic discrepancies and the military-strategical gap between the two great powers in Asia have widened so much that it is not possible to strike a balance within the foreseeable future, even in hypothetical terms. India needs powerful external leverage, one that could, if partially, offset New Delhi’s relative weakness in its bilateral ties with Beijing.

Under other circumstances, Russia could have played this role. However, there are currently no politicians in New Delhi who cherish the hopes they once laid in their partners from Moscow. With Russia still putting a premium on a privileged partnership with India and Russia’s most recent sway in either Moscow or New Delhi. Yet, even if we suppose this is the case, we should not forget the significant cooperation momentum accumulated over seven decades of successful partnership between Moscow and New Delhi. This is particularly relevant for military-technical cooperation, where Russia remains India’s principal partner.

It is crucial for Russia and India alike not to lose their traditional partners in Asia as the two promote their cooperation with China. Yet, there is every reason to believe that it will be easier for Moscow in this matter to find common ground with Beijing than for New Delhi to reach certain understanding with Washington. This can be evidenced by the simple fact that Beijing is far more restrained than Washington in imposing unilateral sanctions and that China’s sanctions, unlike those of the U.S., are not explicitly extra-territorial. Nonetheless, seeking to strike and maintain the optimum balances between the diverse directions of bilateral relations remains an important objective for Russia’s foreign policy in Eurasia and one that has not fully been attained.

How reliable are U.S. security guarantees?

Recently, especially in the wake of the U.S. withdrawal from Afghanistan, there have been growing doubts in Asia, let alone in India, over how reliable are the security guarantees Washington offers to its allies and partners. There is reason to believe that the U.S. will not be willing to come to the aid of its friends amid a major crisis, particularly if this entailed significant risks and potential costs for the U.S.

Even if U.S.–India relations were upgraded to the level of an allied partnership, it is far from apparent that Washington would be ready to extend direct military support to New Delhi in the event of another escalation of the India–China border conflict. An even less likely scenario is that the U.S. would decisively endorse India should it a military confrontation with Pakistan play out. As an example of America’s “low profile” in such matters, we could cite its extremely cautious reaction to the acute crisis between Russia and Turkey in November 2015 after the Turkish Air Forces downed a Russian ground attack aircraft over the Syrian-Turkish border.

In the meantime, if Beijing somehow succeeds in resolving the long-standing problem of “unification with Taiwan” on terms acceptable to Beijing, China will have additional capabilities to put pressure on India—both along the lines of China–India confrontation in the East and at the “Pakistani theater” in the West. The balance of power in the U.S.–China confrontation in East Asia is evolving over time, and not in Washington’s favor. This means that the “final solution” to the Taiwan issue, when and if it so happens, will undermine the credibility of U.S. security guarantees in the Indian and Pacific oceans all the more. Therefore, if India were seeking allied relations with Washington at this stage, it would be forced to relinquish part of its sovereignty without receiving any adequate compensation in return.

In this respect, we should note that Russia tends to associate the notion of “the Indo-Pacific” with U.S. endeavors to preserve its strategic hegemony in the Pacific and Indian oceans in the face of China’s growing power. However, India has a somewhat different perspective on this, believing “the Indo-Pacific” to be an opportunity to expand its political and economic presence east of the Strait of Malacca. As far as this standpoint goes, the central place in the emergent mega-region is assigned to the ASEAN nations rather than to the U.S. Obviously, India will not give up on fostering closer ties with its numerous partners in the Asia-Pacific, ranging from Japan and South Korea to the north up to Australia and New Zealand to the south, and this will be the case regardless of developments and the final outcome of the U.S.–China confrontation. This cooperation follows its own logic and has its own dynamics, which is independent of external factors.

Unlike New Delhi, Moscow needs no external security guarantees as it is quite capable of maintaining strategic parity with the U.S. or any other potential adversary on its own. For this reason, the issue of how reliable China’s security guarantees could be has never been on the agenda of Russia–China relations; consequently, the position Moscow enjoys in its relations with Beijing is preferable to that of New Delhi in its relations with Washington.

China is no less important a partner for India than the U.S.

Economic confrontation between the United States and China as well as enhanced state control of China’s economy present, as the moment arises, additional opportunities for Indian businesses. Yet, no matter how important India–U.S. trade and economic relations are for New Delhi, they remain far from serene. There are a number of problems here, stemming from the fact that India is essentially a rather closed economy. These were first broached by the Trump Administration, and they remain on President Biden’s agenda. India has its own grievances in trade and investment vis-a-vis the U.S., with New Delhi preferring to seek arrangements with the EU rather than the U.S. in some of the areas important for India. In this regard, Indian authors note that the current U.S. strategy in India provides no operational alternatives to economic cooperation between India and China and entails no significant programs for the U.S. to assist in modernizing India’s economy. During Trump’s presidency, U.S.–India relations were supposed to be rendered “self-repaying,” and this has not changed under Joe Biden in any principal terms.

At the same time, trade turnover between India and China is growing rapidly, as are China’s investments in India. For sure, India limits the access that Chinese companies may have to sensitive sectors of India’s economy (for instance, to the new generation of telecommunication networks). On the whole, though, the volume of economic ties between China and India is comparable to that between India and the U.S. In 2020, India exported $49bn worth of goods to the U.S. (17.9% of its total exports) and $19bn worth to China (6.89%). Yet, this year’s imports from China totaled $58bn (15.9%), while those from the U.S. stood at $26bn (7.23% of all Indian imports). In many aspects, India’s and China’s economies organically complement each other, which means that economic rapprochement between the two great Asian powers will subsist, even if political tensions between New Delhi and Beijing are still there.

India has to interact with China in the “shared neighborhood” countries, in one way or another. Although these interactions are primarily those of rivalry, there are pockets of cooperation in them, too. India’s leadership cannot but be apprehensive about China’s large-scale military aid programs to the neighboring Myanmar and Bangladesh as well as about China’s increasingly visible presence in the Maldives, Sri Lanka and Nepal. However, this is exactly the kind of Eurasian reality that has to be reckoned with. The U.S. can no longer replace China as the principal economic actor in South and Southeast Asia, nor can Washington reverse China’s expanding military-technical cooperation with many countries in the region. Therefore, India will inevitably have to account for China’s presence in subregions that are of crucial importance to New Delhi.

A settlement of India–China border disputes in the foreseeable future appears quite unlikely. We cannot, however, rule out the possibility of a stabilized situation and eased tensions, with a range of confidence-building measures implemented in the military area. If this happens, the current incentives to reinforce India–U.S. military cooperation will inevitably lose momentum. A broader détente or a reset in India–China relations cannot entirely be left out of account, and these developments would launch a de-fragmentation of the Eurasian continent that would be bound to end in a radical shrinking of America’s role as an arbiter and a balancer in Eurasian affairs.

For Russia, the economic heft of the U.S., its main strategic opponent, is far less considerable as compared to that of China vis-a-vis India. The share of trade with the U.S. in Russia’s overall foreign trade has never been significant, and it has been the European Union, not the U.S., that has served as the principal source of FDI, new technologies and practices. What this probably means is that China should outweigh the United States in its capabilities to use economic leverage. Once again, we would like to stress that China tends to more restrained than the U.S. in using unilateral sanctions, although this instrument is still present in China’s foreign policy toolbox as has been demonstrated by Beijing’s refusal to purchase Australian coal. It should also be noted that Moscow is forced to reckon with Washington’s significant influence in its neighboring states (Ukraine and Georgia), just as India has to take into account Beijing’s standing in the states of South Asia (Sri Lanka and Myanmar).

What does this mean for Russia?

The above prompts the conclusion that India will have to take careful stock of its foreign policy priorities in the near future, revising the relations with regional and global partners and rivals that have been shaped over the last two decades or even longer. This process will primarily be informed by how the U.S.–China confrontation evolves as well as by developments in China’s policies towards India. Still, New Delhi’s foreign strategy will increasingly be influenced by the country’s domestic agenda—above all, by the new ideology under Prime Minister Narendra Modi.

What does all this mean for Russia? Most importantly, Russia does not have to panic as the India–U.S. cooperation is expanding in a number of areas. So far, this has not posed immediate threats to Moscow as it is largely a challenge for Beijing. The U.S. has been rather understanding in its attitude to Russia–India military-technical collaboration, believing it to be a form of balancing China’s dominance in Asia. Naturally, competition will further intensify on the markets that Russia prioritizes in India, with this competition not limited to military equipment, which is something Russia should be prepared for.

The changing rules of the global geopolitical game and the current diversification of New Delhi’s foreign policy priorities make it all the more urgent to explore new avenues in Russia–India partnership. Experts have long stressed that the current foundation for these relations is too narrow to create a solid fabric of social collaboration between the two nations. Biotechnologies, new energy, digital economy, higher education, transport logistics and tourism are but a partial list of the new opportunities that need to be carefully considered.

In a geopolitical sense, Moscow and New Delhi could lend each other a helping hand: New Delhi could do so in the India–U.S.–Russia triangle to become Moscow’s guide in the Indo-Pacific, while Moscow could do so in the Russia–China–India triangle by advancing the involvement of the other two in multilateral security and development projects in Eurasia. The international system slipping down towards a rigid bipolarity cannot align with the strategic interests of either Moscow or New Delhi while pushing them towards much closer collaboration. Provided both sides demonstrate due political will, patience and empathy, the Russia–India partnership could come to be one of the pillars of the continental and global order in the years to come.