James Crabtree and Rudra Chaudhuri
Over the last decade, India has drawn ever closer to the United States, tentatively aligning itself with Washington as it continues to eschew formal alliances. This approach has paid off, securing U.S. investment, defense cooperation, and technological exchange, as well as the sense that the friendship between the world’s two largest democracies would only grow. Indian policymakers were mostly untroubled when Donald Trump returned to the White House this year. They assumed that Washington valued the partnership and that ties would only grow stronger, not least because of the apparent chemistry between Trump and Indian Prime Minister Narendra Modi during the president’s first term.
But now, India must reassess its American gamble. Since the summer, Trump has departed from the policy of recent U.S. administrations and sought to pressure India. He increased tariffs to 50 percent on India in August, ostensibly as a penalty for its ongoing purchases of Russian oil. And he agreed to a raft of deals with India’s neighbor and rival, Pakistan, irking Indian officials. In apparent response, Modi attended the Shanghai Cooperation Organization summit in Tianjin in September 2025, where he met with Russian President Vladimir Putin and Chinese leader Xi Jinping; his presence made it seem as if India were aligning with U.S. competitors. Putin will be visiting New Delhi this week, where his meeting with Modi risks giving the same impression.
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