South Asia

South Asia refers to the Indian subcontinent,

which stretches from the Himalayas to the Indian Ocean. India is the dominant state here, with Pakistan in the west, Bangladesh in the east, Nepal and Bhutan in the Himalaya mountains and Sri Lanka in the south.

India is the second-largest country in the world by population. Due to higher fertility rates, it will surpass China before long.

The whole subcontinent was dominated by the British Empire until 1947. At India’s independence, Britain and New Delhi engineered a separation of the mostly Muslim Pakistan in the east and the west (today’s Bangladesh was then part of Pakistan) from the predominantly Hindu India. Under British supervision, a huge resettlement of millions of people between India and Pakistan was enforced. This, together with the arbitrary partition of Kashmir, is at the root of the conflict between India and Pakistan. More than 100 million Muslims still live in India.

India is also very concerned about China’s assertiveness. There are border disputes between the two countries in the Himalayas. India is strengthening its military and naval capabilities while Pakistan is aligning more closely with China. Islamabad considers the China-Pakistan Economic Corridor (CPEC) a strategic endeavor. The CPEC’s railways and highways link the western Chinese province of Xinjiang to the Pakistani port of Gwadar on the Indian Ocean. This corridor boosts China’s political and economic influence over Pakistan.

India struggles with a deficient public education system, excessive bureaucracy and poverty. The country, however, displays a certain political stability and has no food security issues. Pakistan’s problems are similar.

Do you require support or consulting on South Asia?

See our reports on South Asia

  • Report
  • Scenarios

India-Europe ties grow closer

The rise of China and the changes in U.S. policy brought by President Donald Trump have presented huge challenges for both Europe and India. Their interests align on some major issues, including international trade and combatting climate change. In the face of Brexit, India has also sought to bolster ties with other EU countries. While Indo-European cooperation is certain to increase, the question is by how much, and how fast.

Pramit Pal Chaudhuri
  • Report
  • Scenarios

Foreign policy during Modi’s second term

Indian Prime Minister Narendra Modi, who currently enjoys high levels of trust among world leaders, wants to make the most of this advantageous situation by simultaneously engaging with the U.S., China and other strategic geopolitical partners, in addition to fostering better relations with smaller South Asian neighbors.

Pramit Pal Chaudhuri
  • Report
  • Scenarios

Modi changes India’s Kashmir policy

For decades, India’s posture on the contested state of Jammu and Kashmir has been relatively stable, allowing autonomy in the region and seeking an agreement with Islamabad. Relations with Sunni Kashmiris have increasingly frayed, however, and Prime Minister Narendra Modi has begun to shift its policy radically. India has ended the region’s special status and is moving to reshape the political landscape there in its favor, risking a violent backlash, rising tensions with Pakistan, and diplomatic pressure.     

Pramit Pal Chaudhuri
  • Report
  • Scenarios

India readies to face Trump’s trade ire

As the U.S.-China trade dispute drags on, Washington is gearing up to turn the screws on another trade partner: India. Though the countries are allies, U.S. officials chafe at India’s protectionist policies. Sorting out this imbroglio will be among the Indian government’s top priorities – an escalatory tariff war could cripple the broader relationship.

Pramit Pal Chaudhuri