Analysis

Briefs

89 briefs · page 8 of 8

• 2026-07-02 · updated 2026-07-03

  India–China resume delimitation talks: dialogue widens, the dispute holds

  A fresh round of India–China talks turned "forward-looking" on boundary delimitation and LAC management, with both sides tying border calm to normalising the wider relationship — even as border infrastructure-building continues and the underlying territorial claim stays untouched.

• 2026-07-03

  Operation Sindoor: casualty disclosure becomes a parliamentary dispute

  Defence coverage is dominated not by the anniversary commemoration of Operation Sindoor but by a dispute over what was disclosed about the operation's military casualties. The opposition has moved a breach-of-privilege notice alleging Parliament was misled; the government denies withholding information. This brief reads the contest and its notably domestic footprint.

• Topic · maintained 2026-07-03

  India's semiconductor strategy: the state of play

  India is spending heavily to build a domestic semiconductor industry it has never had — betting large state incentives that it can move from chip design, where it is already strong, into assembly and fabrication, where it is not. This is the maintained topic brief on where that effort stands and what still has to be proven.

• Topic · maintained 2026-07-03

  India's strategic autonomy: the state of play

  Strategic autonomy — India's refusal to bind itself to any single power bloc — is being stress-tested by a more transactional Washington that wants sharper alignment, even as India's dependence on Russian arms and its live rivalry with China make hedging a structural necessity. This is the maintained topic brief on how India is holding the line and where it strains.

• 2026-07-02

  RBI holds the repo rate: a growth-supportive pause under an inflation watch

  The Reserve Bank of India's Monetary Policy Committee left the policy repo rate unchanged, keeping a growth-supportive stance while flagging the inflation outlook. This brief reads the decision as a hold that buys optionality rather than a turn in the cycle.