Modi’s China Reset Is Just Wishful Thinking

There’s an old joke in India: Our prime minister always knows where the camera is. So when pictures emerged from the Shanghai Cooperation Organisation summit in Tianjin of Narendra Modi holding hands with China’s Xi Jinping and Russia’s Vladimir Putin, there is no question that this was a considered, deliberate choice — a statement that India will give the authoritarians to its north yet another chance to show that they are worthy of trust.

This is a massive policy shift in a relatively short time. Just five years ago, Chinese and Indian soldiers were killing each other on the frozen heights of the Himalayan border they dispute. They stayed eyeball-to-eyeball while New Delhi slowly cut connections with Beijing — banning Chinese investment, throwing out TikTok, and cultivating an independent constituency in the Global South. Indian diplomacy presented the country as looking outward to the “Indo-Pacific,” a vast maritime area defined to include the US, instead of to a “Eurasia” dominated by continental powers like Russia and China.

If Modi now wants to reach out a hand to the leaders of Eurasia, one might assume it is entirely because India has been insulted and rejected by the US — laden with higher tariffs than almost all its peers, and continually needled by President Donald Trump’s advisers and officials.

But that isn’t the entire story. It isn’t even the main reason. An attempted rapprochement with China has been likely for some time. Officials were publicly arguing, well before Trump was re-elected, that India’s hard line on Chinese investment and trade was hurting its attempts to attract manufacturing investment. Supply lines, skilled trainers, and subcontractors — of the sort that Apple Inc., for example, would require — could only relocate to India with Beijing’s co-operation.

India’s shift marks the end of a hopeful period, during which some expected that reducing China’s hold over the world economy could be accomplished unilaterally, through wholesale cuts to trade or investment. Nobody attempted to go further down that path than New Delhi, and now it has been forced to reverse course.