Author name: Shruti Kapil

Why India is a Critical Geopolitical Partner for the United States

Author: Shruti kapil, researcher – Security and mutual dependence desk. Over the past decade, the United States and India, the world’s two largest democracies, have forged a strategic partnership shaped by shifting global dynamics. India’s increasing significance in United States foreign policy can be attributed to three key factors: its emergence as one of the fastest-growing economies, positioning itself as a leader of the Global South; the expanding influence of China in the region; and the shared democratic values that unite the world’s largest and oldest democracies. India and the United States have a comprehensive global strategic partnership, and this relationship will continue to receive bipartisan support whatever the outcome of next week’s election.  Historical context     The India-US relationship has seen it all – the good, bad and ugly. The Cold War era had strategic divergences between the two countries. The 1971 India-Pakistan war had a significant impact on India-US relations because, despite the evidence of atrocities committed by the Pakistani Army against its own citizens in East Pakistan (now Bangladesh), the Nixon administration supported Islamabad.    This led India to forge even closer ties with the Soviet Union, which culminated in a 20-year Treaty of Friendship and Cooperation. The relationship hit a new low when the US imposed sanctions on India after its 1998 nuclear tests. However, as the new millennium approached, the relationship between the two countries began to shift, gradually changing course amid the ever-shifting tides of geopolitics.    In 2016 the US designated India as a “major defence partner”. This relationship has deepened with the 2+2 dialogues that began in 2018, and several defence agreements signed including the Logistics Exchange Memorandum of Agreement (LEMOA), the Communications Compatibility and Security Agreement (COMCASA) and the Basic Exchange and Cooperation Agreement (BECA) in 2020 which facilitates the exchange of geospatial intelligence. These agreements have established a foundation for defence cooperation, further strengthened by joint military exercises and intelligence sharing. India and the US have evolved significantly, transforming from estranged democracies into comprehensive strategic partners.     India’s growing economic power  In 2023, India overtook China as the most populous country in the world. China had its first negative population growth in 60 years while India is growing at 1%. A generation from now India’s working population is expected to be 50 percent larger than China’s. India’s demographic profile is of a young, tech-savvy, English-speaking workforce and with a strong work ethic. China has an ageing population like the US and that poses challenges to its economic and social structures. According to the IMF, China will grow at 3-4% while India will grow at 6-7%. Overall, India’s growth prospects look positive for the next 10-15 years.  With the world’s largest population, the fourth largest stock market, the highest growth rate among large countries, substantial foreign investment inflows, the rise of start-ups, key player in global AI ecosystem and digital India initiatives, India is expected to grow dramatically during the next 30 years. Also, as the world’s largest democracy, India offers greater stability, unlike its authoritarian neighbour. This stability is a distinct advantage for India which the US highly values.  The economic triangle of India, China and the US encompasses multiple facets – trade, investment and strategic concerns. In 2022, U.S.-India trade reached $191 billion, nearly double the level of 2014. The US was India’s largest trading partner in 2021-22 and 2022-23 and has been the primary source of FDI for the second year in a row. The trade dynamics show a $37 billion trade surplus in India’s favour, mostly due to the progress in areas of technology and manufacturing.   When it comes to the India-China economic relationship, imports from China have continued to grow unabated. In 2023, China overtook the US to become India’s number one trading partner. The situation has resulted in a trade deficit of $85 billion for India, meaning India is heavily dependent on Chinese manufacturing. Similarly, in 2022, the US trade deficit in goods and services with China reached $367 billion, marking the highest deficit in all its bilateral trade relationships. The India-US economic ties are a strategic alternative to India’s dependence on Chinese imports, as the US is also trying to reduce its dependence on China. India can play an important geopolitical role for the US by providing an opportunity to de-risk from China’s manufacturing sector. India’s ability to balance relations with both China and the United States will be critical to its long-term economic independence and position on the global stage.   Rising Chinese influence in Indo-Pacific   The Indo-Pacific is of immense strategic importance because of its critical sea trade routes which connect the Middle East, Africa and East Asia to Europe and the US. The Indo-Pacific region, spanning from India to the western Pacific, is inhabited by over 3.5 billion people and has a combined GDP exceeding $20 trillion. These routes facilitate most of the world’s oil trade and a third of global trade. There are choke points along this route that if blocked could disrupt the global economy. Moreover, this region has three of the world’s biggest economies—China, India and Japan—and seven of the largest militaries.  India’s 9000 miles of land borders limit cross-border trade due to political, security, and difficult terrain issues. This makes the Indian Ocean region crucial as a key driver of India’s future economic growth. The importance of the Indian Ocean Region to India is multifaceted: geography, energy, trade routes, natural resources, sea lines of communication, security concerns and regional geopolitics. Given these factors, Prime Minister Narendra Modi has made the Indian Ocean Region a priority which is evident from India’s maritime initiative—Security and Growth for All in the Region (SAGAR).  China’s aggressive expansionism poses a serious challenge to India, stretched to both land and maritime domains in the Indo-Pacific region.  China’s territorial ambitions have led to regional instability, directly impacting India’s interests—from the contested border and the violent 2020 clashes between Indian and Chinese forces to Beijing’s claims over Arunachal Pradesh and encroachments into Bhutan and Nepal. And China’s

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Jammu & Kashmir elections: A demonstration of India’s democratic spirit

Author: Shruti kapil, researcher – Security and mutual dependence desk. October 8 was a watershed moment for Jammu and Kashmir as the election results were announced following six years of direct rule from Delhi. A week later, on October 13, the President’s Rule was revoked, enabling formation of government elected by the people of J&K. The three-phase election was held from September 18 to October 1, and 90 assembly members were elected. This was the first election in a decade and came after the historic abrogation of Article 370, which led to a drastic shift in the political landscape of the region.  Exit polls had predicted a hung assembly and independent candidates making a significant impact. However, the Jammu and Kashmir National Conference (JKNC) and Indian National Congress (INC) achieved a majority and crossed the halfway mark. Independent candidates failed to make a mark in these elections.  Omar Abdullah, the president of the National Conference, was sworn in as the Chief Minister (CM) of the Union Territory of Jammu and Kashmir on October 16th in Srinagar. He has served as a CM of Jammu and Kashmir from 2009 to 2014. However, this is a new beginning, as Jammu and Kashmir is now a Union Territory with limited powers of the new CM.  The Election Commission recorded a 63% overall turnout in the 2024 Jammu and Kashmir elections, with 64% male, 63% female, and 38% third gender. While this is a big jump from the 58% in this year’s Assembly elections, it is still below the 65% in the 2014 elections, which shows a slight decline in voting over the last decade, but overall participation remains robust.  In the 2014 Jammu & Kashmir elections, only 28 women contested out of 831 candidates across 87 seats. In 2024, 44 women are in the fray out of 908 nominations, a 57% increase. While progress is slow, it’s steady. In these elections, three women have won—Shagun Parihar from the BJP and Sakina Itoo and Shamima Firdous from the JKNC—highlighting a growing, if gradual, presence of women in J&K politics.  Figure 1: 2024 J&K assembly elections party-wise results. Data sourced from the Election Commission of India (ECI) website.  Figure 2: 2014 and 2024 J&K Assembly elections party-wise results. Source: ECI  Above in figures 1 and 2 are tables depicting how each party performed in this year’s election compared to the 2014 elections. While direct comparison is difficult due to delimitation changes that changed the constituency boundaries and voter distribution, the data gives a broader view of how national and regional parties performed in these two electoral cycles.   Figure 3: Vote share of major parties in J&K Assembly elections from 1996 to 2024. Source: ECI.  The graph above shows how the vote share of major parties in the Jammu & Kashmir Assembly elections has shifted from 1996 to 2024. BJP is steadily increasing its vote share. Though BJP secured 25% of the votes and JKNC 23%, JKNC has won more seats. This reflects a curious imbalance in the electoral outcome.    This anomaly is because of the ‘first-past-the-post’ (FPTP) system like in the UK, where the candidate with the most votes in a constituency wins the seat regardless of overall vote share. This often leads to odd results where a party with fewer total votes can win more seats, leaving voters questioning if the outcome truly reflects the will of the people.  For instance, in the 2014 J&K elections, the BJP contested 33 seats in Kashmir and received 2.5% of the votes. In 2024, they reduced their candidates to 19 and secured 5.8% of the votes but failed to win a single seat. This raises questions if the FPTP system is accurately translating voter preferences into political representation, as a party’s growing popularity may not translate into actual power— leaving room to question how well the system reflects the people’s true choices.  The 2024 J&K elections revealed sharp regional divisions. JKNC won 35 of 47 seats in Muslim majority Kashmir, and the BJP won 29 of 43 seats in Hindu majority Jammu.   The regional political priorities were contrasting—Kashmir was focused on the restoration of Article 370 while Jammu was focused on security and the fight against cross-border terrorism. Jammu was relatively peaceful, but in the last few years, it has seen a rise in militant attacks as insurgents have shifted their focus to Jammu after the abrogation of Article 370. Despite these threats, voter turnout in Jammu was strong, indicating the region’s resolve in the face of challenges to stability. No major violence was reported, which is a noteworthy change from 170 violent incidents recorded in the 2014 elections.  Another noteworthy change was extremists and separatists embracing the democratic process. They not only voted but also contested the elections. While this signals progress as those who boycotted elections are now participating in the democratic process, it also raises concerns. The inclusion of separatist elements in the mainstream can amplify their ideology and challenge the Indian state’s efforts to maintain peace and stability in Jammu and Kashmir.   Early signs are positive. Candidates linked to banned Jamaat-e-Islami and similar ideologies received minimal support in these elections, indicating the electorate is moving away from extremism and towards peace and development.  International observers should be clear: the road ahead for Jammu and Kashmir is unchartered and challenging. As a Union Territory, there are two authorities in charge: the Omar Abdullah-led state government, in charge of state affairs, and the Lieutenant Governor, in charge of public order, law enforcement, and bureaucracy. The differing views of these two governments further complicate the situation and may lead to governance challenges that can affect the functioning of the state.  The new government in J&K faces a daunting task to deliver on its promise of restoring Article 370, an issue closely tied to the Kashmiri identity. Restoration of Article 370 was the main agenda of most regional parties in the election campaign, as it resonates deeply with a section of the Muslim electorate. However, the

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Landmark Elections in Jammu & Kashmir Begin: What’s at Stake and Why It Matters

Author: Shruti kapil, researcher and mutual dependence desk. The ongoing assembly elections in Jammu and Kashmir (J&K) are not just another political event; they symbolise a turning point in the region’s history. Scheduled to take place in three phases on September 18th, September 25th, and October 1st, these elections are the first since the abrogation of Article 370 in 2019, marking several important changes. This will be the first election held in J&K as a Union Territory, the first without Ladakh, which is now a separate Union Territory, and the first following the completion of the delimitation process. The results, expected on October 8th, are poised to shape the region’s future, making this election especially critical.  Since Article 370 was revoked, J&K’s political landscape has experienced substantial shifts. The region lost its special status, which had granted autonomy with its own Constitution, property rights exclusive to “permanent residents,” and preferential rights in education and employment. Additionally, the state was split into two Union Territories—Jammu and Kashmir, and Ladakh—leading to structural changes that make the upcoming election a key moment to measure public sentiment in this new political environment.  One of the most impactful changes post-abrogation was the delimitation of electoral constituencies. Delimitation refers to the process of redrawing the boundaries of constituencies to ensure equal representation based on population. This process hadn’t taken place in J&K since 1995. The Jammu and Kashmir Reorganization Act of 2019 mandated the creation of additional assembly seats, and as a result, seven new seats were added—six in Jammu and one in Kashmir—altering the political balance. This redistribution is expected to benefit Jammu, which many felt was historically underrepresented.  Despite criticism from regional parties, the delimitation process aims to ensure equal population representation in elections, reinforcing a key aspect of democracy.   Before 2019, J&K’s Assembly had 87 seats: 37 in Jammu, 46 in Kashmir, and 4 in Ladakh, with 24 seats reserved for Pakistan-occupied Kashmir (PoJK) that remained vacant. Following the delimitation, the J&K Assembly now holds 90 seats—43 for Jammu and 47 for Kashmir—after Ladakh was removed. The redistribution is expected to significantly impact the power dynamics between the two regions.    With around 8.8 million eligible voters, including over 93,000 new voters, turnout is anticipated to be strong. The first phase of the assembly elections on September 18 concluded peacefully, recording a 61% turnout across 24 constituencies. Despite a recent surge in terror attacks, Jammu saw notably high participation, while South Kashmir, once known as a hotbed of militancy and previously prone to boycotts, showed up at the polls. Higher voter participation was observed compared to the 60% turnout in the first phase of the 2014 elections, building anticipation for the upcoming two phases.  Political parties in J&K are divided over Article 370. The National Conference (NC), led by Farooq and Omar Abdullah, and the People’s Democratic Party (PDP) under Mehbooba Mufti, both favour the restoration of Article 370 and statehood. These regional parties argue that the abrogation undermined J&K’s identity and autonomy. On the other side, the Bharatiya Janata Party (BJP) champions the removal of Article 370, claiming it has integrated J&K more fully into India and brought positive changes in governance and development. The Indian National Congress (INC), aligned with NC, is silent on the abrogation. Newer entrants, such as the Apni Party focus on pragmatic governance, with their stances on Article 370 more nuanced.  The table above outlines the key political parties in Jammu and Kashmir, highlighting their stances on Article 370 and the main agendas featured in their manifestos.  This election will also see the Sikh community, traditionally underrepresented, fielding independent candidates for the first time, while former separatists and members of Jamaat-e-Islami*, who historically boycotted elections, are now participating, signalling a significant shift in local politics.   Economic development is a priority for most parties in this election. Despite achieving a 5.7% growth rate from 2014-2022, unemployment, especially among educated youth, is a major concern, with the rate standing at 18.3%, much higher than the national average of 8%. Infrastructure improvements, particularly in road connectivity and electricity, are also central issues, along with addressing agricultural challenges and the rising problem of drug abuse.   As these elections unfold, it remains to be seen how the electorate will respond to the changes that have reshaped their region. The absence of boycott calls, which were common during elections, and the overall improvement in law and order suggest that J&K is entering a new phase of political engagement. While many challenges remain, this election offers an opportunity for the people of Jammu and Kashmir to chart a course towards stability, prosperity, and lasting peace. * Jamaat-e-Islami, formed in the early 1950s, is a socio-political and religious group known for its separatist stance and history of electoral boycotts. It remains controversial and was banned by the Indian government for alleged links with the militant outfit Hizbul Mujahideen.  

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Understanding Kashmir Post-370: Assessing Security Trends

Author: Shruti Kapil, Researcher and Mutual Dependence desk. We are pleased to share an in-depth analysis of the significant changes in Jammu and Kashmir following the abrogation of Article 370. This briefing paper examines the security situation and progress in the region, especially in light of recent attacks on Hindu pilgrims, security personnel, and other civilians that have drawn global attention. Authored by Shruti Kapil, the paper delves into the historical, cultural, and geopolitical aspects of Jammu and Kashmir. It offers a detailed look at the region’s security landscape and socio-economic conditions following the legislative change on August 5, 2019. The analysis also emphasizes the delicate balance between security measures and human rights, the importance of transparent governance, and the necessity for inclusive economic development. Additionally, it highlights the role of international diplomacy in shaping global narratives and securing support for India’s position on Kashmir. For a comprehensive understanding of these critical developments, please follow the link to view the full paper here.

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Navigating the Minefield: Misinformation and disinformation in Indian elections

Author: Shruti Kapil, Associate Security & Mutual dependence Summary: the 2024 General Elections in India have been labeled the ‘AI elections’. There is growing evidence of both opportunities for political parties and threats to the information ecosystem, with a careful balance required between government regulations, innovation and fostering individual responsibility through education. The 2024 general elections in India are being labeled as the ‘AI elections,’ with artificial intelligence (AI) playing a significant role in campaign strategies. With nearly 986 million voters, 751 million internet users, along with a digital literacy rate of 61 percent in urban areas and only 25 percent in rural regions, the impact of AI presents an unprecedented challenge. The World Economic Forum has identified misinformation and disinformation as India’s top threat for 2024. Additionally, a survey conducted by the digital rights organization Social & Media Matters found that nearly 80 percent of India’s first-time voters are bombarded with fake news on prominent social media platforms. With 462 million active social media users in India, the concerns regarding the dissemination of misleading information are profound. Such content holds the power to influence voting behavior, compromise electoral integrity, and even incite civil unrest. Numerous instances have highlighted the impact of AI on elections, presenting both opportunities and threats. From AI-generated calls to translated political speeches, to encounters with manipulated videos targeting political figures, the spectrum of AI applications in elections is vast. The central question remains: how can we harness AI for constructive purposes while mitigating its potential negative repercussions on democratic processes? Generative AI has demonstrated significant potential in voter outreach, particularly through telephone communication. For instance, Polymath Solutions, an AI firm based in Ajmer, is conducting a pilot project wherein local politicians interact with voters through AI-generated calls, addressing their concerns in real-time. Similarly, the Bharatiya Janata Party (BJP) utilized an AI tool named Bhashini to dub and translate Prime Minister Narendra Modi’s speech for Tamil-speaking audiences, highlighting AI’s positive impact in overcoming language barriers. Bhashini functions as an AI-powered language translation system, enabling conversations among speakers of diverse Indian languages. This tool has received mixed reactions, with concerns raised about the potential manipulation of content. While AI undeniably offers significant advantages in political campaigns, such as cost reduction, labor-saving, and broader reach, its potential for facilitating misinformation, disinformation, and deepfakes cannot be ignored. Instances of fake news and deepfakes targeting politicians and celebrities, such as actors Amir Khan and Ranveer Singh criticizing PM Modi, underscore the profound impact of AI-driven threats on elections. Similarly, a video purportedly featuring Home Minister Amit Shah announcing changes in reservations stirred controversy, only to be later exposed as edited. There have been instances where deceased politicians were digitally resurrected using AI for political campaigns, leading to voters being misled by these messages. Despite their deceptive nature, these videos garnered millions of views after going viral. Misinformation not only misleads people and undermines trust in the information they encounter but also serves as a convenient excuse for individuals to dismiss authentic content as fabricated or AI-generated. In response to these challenges, the Election Commission of India (ECI) warned political parties against using AI to create deepfake content, mandating removal within three hours of notification. However, delays in removal underscore the need for specific laws to address AI and deepfake technology and deter misinformation. The Ministry of Electronics and Information Technology (MeitY) has issued its first formal guidance on AI models and tools. On March 15, 2024, MeitY retracted a contentious advisory that previously required AI firms to obtain government approval before making their products available online in India. The new advisory eliminates this requirement, instead emphasizing the importance of transparency, content moderation, consent mechanisms, and the identification of deepfakes. The goal is to ensure responsible AI deployment, protect electoral integrity, and enhance user awareness and empowerment. Many in the tech industry criticized the advisory for its ambiguity and its potential to hinder AI innovation. There is a fear that stringent regulations may prompt AI startups to relocate to countries with more favorable regulatory environments. While the advisories represent a positive step forward in an area previously uncharted, their ambiguity has sparked unease within the tech community. India currently lacks a dedicated legislative framework for overseeing the development and deployment of AI technologies, a necessity given the rapid and unpredictable evolution of AI. To address these concerns and provide much-needed clarity, the government is anticipated to unveil a draft AI regulation framework in July. AI-driven threats such as misinformation, disinformation, and fake news transcend borders, impacting all countries and necessitating a transnational solution. The AI Safety Summit 2023 in the UK marked a significant step in uniting nations to understand and explore potential solutions. India and 27 other nations, including the UK, US, and EU, signed a joint declaration committing to collaborative efforts in assessing AI-related risks. Increased international collaboration is essential, not only for driving innovation and progress in AI but also for comprehending its effects on humanity and developing AI solutions to address them. Just as innovation in advancing AI models is encouraged, there should also be incentives for developing AI to mitigate threats posed by AI, thus contributing to a safer global environment. As 80 countries gear up for elections in 2024 amid the looming threats of misinformation and disinformation, empowering the public becomes imperative. Central to countering misleading content is fostering a psychological “herd immunity” through educational initiatives, nurturing critical thinking skills, and encouraging responsible sharing of information online. While governments and tech giants hold pivotal roles, individual users must also shoulder the responsibility for their actions in the digital realm.

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