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EYE ON INDIA                                                         AUGUST 08, 2025       |  The Indian Eye                    7



        — the very issue that triggered Wash-                                                                    TOWARD A COORDINATED
        ington’s second wave of tariffs — as
        well as accelerating pending defence                                                                            RESPONSE?
        deliveries,  notably  the  S-400  air  de-                                                                    hile it is premature to pre-
        fence system. For Moscow, strength-                                                                           dict a formal BRICS re-
        ening ties with India is vital as West-                                                               Wsponse to Trump’s tariffs,
        ern sanctions continue to squeeze its                                                                 the diplomatic choreography of the
        economy;  for  New  Delhi,  Russian                                                                   past week hints at a converging strate-
        energy and defence supplies are inte-                                                                 gy. Modi’s talks with Lula, his upcom-
        gral to its strategic autonomy.                                                                       ing visit to China, Doval’s discussions
            Putin’s visit would follow Modi’s
        trip to Russia in July 2024, when both                                                                with Putin, and the expected Putin
                                                                                                              visit to India are all part of a dense
        leaders praised their “time-tested”                                                                   web of leader-level engagements that
        strategic partnership. The two  sides                                                                 could culminate in a more united
        maintain cooperation across a broad                                                                   BRICS economic front.
        spectrum — political, defence, nucle-                                                                     If  such coordination  materialis-
        ar energy, space, culture — and are                                                                   es, it might take the form of expand-
        actively exploring new avenues de-                                                                    ed intra-BRICS trade agreements,
        spite Western pressure.
                                                                                                              local currency settlements to bypass
                                                                                                              the dollar, joint infrastructure proj-
             MODI’S CHINA GAMBIT           Russia President Vladimir Putin meets India’s National Security Advisor Ajit Kumar Doval in   ects, and coordinated positions in the

                odi’s upcoming trip to China                     Moscow on Thursday (ANI)                     WTO and G20. Brazil and India’s
                                                                                                              interest in digital payment systems,
                is arguably the most striking
        Mdiplomatic development in  ness leaders, point to a practical fol-  Navarro bluntly accused India of “ab-  as shown in the PIX–UPI exchange,
                                                                                                              also opens the door for fintech col-
        this sequence. The SCO summit of-  low-through. The agenda will cover  ject refusal” to stop buying Russian   laboration that reduces  transaction
        fers him a multilateral platform, but  trade, defence, energy, critical miner-  oil. But by singling out India and Bra-  costs and dependency on Western
        the bilateral subtext is clear: India and  als, health, and digital inclusion — all  zil while leaving other major buyers,   financial systems.
        China are seeking to thaw relations  sectors where both countries can gain  like China and Türkiye, untouched,
        that have been frosty since the 2020  by pooling resources and reducing  the U.S. risks fostering a perception
        border clash. While major disputes  dependence on Western markets.  of selective punishment — and there-  CONCLUSION: A PIVOTAL
        remain unresolved, the prospect of                                  by encouraging solidarity among the     MONTH FOR BRICS
        greater economic coordination —                                     targeted states.
        particularly in the face of shared tariff   THE TRUMP DOCTRINE          For BRICS, this creates a polit-   he coming weeks will test
        threats from Washington — is driving       AND ITS RISKS            ical opportunity. The bloc can pres-   whether the current wave of
        a cautious rapprochement.                                           ent itself as a collective shield against  TU.S. tariffs becomes a cata-
            For Beijing, Modi’s visit is an     rump’s tariff policy is framed in  what it sees as arbitrary economic  lyst  for  deeper  BRICS  integration
        opportunity to signal that China re-    Washington as a matter of na-  measures, and as an advocate for re-  or merely another irritant in already
        mains central to Asia’s diplomatic  Ttional security, particularly re-  forming global trade rules to protect  complex international relations. Mo-
        architecture, even for countries that  garding energy purchases from Rus-  the sovereignty of emerging econo-  di’s dual engagement with Russia and
        have strategic differences. For India,  sia. White House trade adviser Peter  mies.                   China, Lula’s outreach to India, and
        engaging China while strengthening                                                                    Beijing’s criticism of U.S. trade policy
        ties with Russia and Brazil broadens                                                                  suggest a moment of rare alignment
        its manoeuvring space at a moment                                                                     in the group’s political calendars.
        when its U.S. relationship is under                                                                       Trump has warned that more
        strain.                                                                                               penalties could follow if BRICS
                                                                                                              members “align themselves with an-
            THE LULA–MODI SIGNAL                                                                              ti-American policies.” But the risk
                                                                                                              for Washington is that such pressure
              gainst this  backdrop, the                                                                      could accelerate precisely that align-
              Lula–Modi conversation gains                                                                    ment — knitting together a bloc of
        Astrategic weight. The two lead-                                                                      major economies that collectively
        ers are not only the political heads                                                                  represent a substantial share of glob-
        of their respective nations but also                                                                  al GDP, population, and natural re-
        the  voices of two continents with-                                                                   sources.
        in BRICS. Their call underscored a                                                                        As the SCO summit in Tianjin ap-
        shared vision for South–South coop-                                                                   proaches, and with Putin’s India visit
        eration  that  blends  trade  expansion                                                               on the horizon, BRICS may be on the
        with technological exchange, defence                                                                  verge of its most significant strategic
        coordination, and multilateral reform                                                                 convergence since its inception. The
        — including their long-standing cam-                                                                  Lula–Modi call, seemingly routine in
        paign for permanent seats on the UN                                                                   diplomatic terms, could, in hindsight,
        Security Council.                                                                                     be remembered as one of the early
            The agreement to expand the                                                                       markers of this shift — a sign that the
        Mercosur–India trade pact and the                                                                     Global South’s largest democracies
        plan  for  Vice  President  Geraldo       The Indian prime minister is likely to meet Chinese President Xi Jinping    are prepared to stand together, and
        Alckmin to visit India in October,                   at the SCO meeting in China next month           with their partners, against the tides
        accompanied by ministers and busi-                                                                    of unilateral economic coercion.


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