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The Indian Air Force pilot comes from the cockpit of Rafale during an induction ceremony at the Ambala Air Force station in Ambala, 10, 2020.
Prakash Singh | AFP | Getty pictures
This report is from CNBC’s “India” newsletter, which is in a timely, deep news and market description to large enterprises behind the advanced powerful news and meteoric rise. You can subscribe here.
India is already the best arms importer in the world, but this does not stop the country without strengthening its defense abilities. New Delhi plans to spend about $ 200 billion Next 10 years about changing and modernizing the soldier.
This raises an important question: Why is India rush to decline on weapons and fighter jets? This thinks that Pakistan is a neighbor and a long time opponent. However, foreign policy analysts say the trigger is in the east of India – especially China.
Yoopolytic tensions, which are high in the Indian Ocean of India and Beijing in the Indian Ocean, contributed to the protection of India to seek the protection for beef. India and China are also locked in a technology competition that experts have increased growing tensions between two growing tensions.
“Pravin Krishna, Pravin Krishna, Pravin Krishna, Pravin Krishna, Pravin Krishna,” Pravin Krishna, “Pravin Krishna, CNBC’s Professor of Johns Hopkins, CNBC.
The highest of Beijing’s subcontinent waters is the most relevant concern.
“China has made the point that the Indian Ocean is not the Indian ocean,” he said.
Chaudhari is to build aircraft carriers, which will be placed in the Indian Ocean, according to Indian Navy intelligence. Beijing also has a full marine base in Djibouti, a country in the east of the African continent, which is drilling.
In this background, Indian Prime Minister Narendra Modi, US President Donald Trump met in the White House Two weeks ago Where the two leaders approved the efforts to strengthen US-Indian defense relations.
Modi signed up to India Get more US defense equipmentIncluding additional heavy armored vehicles, drones and fighter jets.
“This can announce the new Trump leadership less than a month, the United States and India defense sector.”
The purchase of US defense equipment is also a way, the new Delhi can be seen as the U.S.-Indian trade deficiency, the key to Trump.
Boeing From 2017 to India in India, India, Investment Bank TD Cowen, Trump in the estimates of the Cowen Washington Research Group proposed Indian Lockheed Martin’s most modern SuperSonic Lockheed Martin entry into F-35 fighter jets.
India is not a technical military uniqué in the country and is currently in the buyer of Russian equipment, not technically fit for India F-35.
If Trump is an exception, the analysts say it will be a great victory for India, although others are difficult to see if it happened. According to Reuters, India’s Foreign Minister Vikram Egypt He spoke to journalists at the beginning of this month He added that the United States has been “in the proposal stage” proposed to sell F-35, that the process of obtaining the obtaining process.
“We believe that the use of India from Russia’s military systems,” Roman Schweizer, aerospace and defense policy analyst told CNBC for CNBC.
Regardless of the result of the F-35 deal, India’s defense costs are expected to remain strong. In general Jpmorgan India’s capital expenditures estimates that every year will increase by 8% every year from 2024 to 2026.
“The growth in India’s Defense Capex is managed by its geopolitical and security considerations,” Atul Tiwari, infrastructure, industrial and utilities wrote to customers on Monday.
However, experts claim that India is still a long way to go to the main opponent and the game caught with China. With official numbers, China’s military and defense budgets are currently growing in three layers of India due to Eurasia.
Capacity restrictions in the United States can complicate the plans to double the India’s defense equipment.
“Limited investment in production … The US defense industry base is facing potential restriction and extended delivery time.
Hariharan, over time, pressure will increase to be more than India, because the pressure will increase in the “to make in India’s” policies that prioritize local production of weapons and government. Hindustan AeronauticsBharat Electronics and Zen Technologies, JPMorgan notes, the largest players in the growing defense sector of India appeared as three.
India became the best to buy from foreign nations and what equipment in the house is increasingly aware.
In 2023 General Electric Signed partnership collaboration Reactive engines with India’s Hindustan Aeronautics. The agreement, which was approved by the US Congress, covered the transfer of construction technology to India.
Sources close to the Indian government, shared a topic discussed between the transfer of technology transfers and India’s last visit to Modi and Trump.
“India, inside the country can find other ways to transfer technology and produce equipment … The delivery period will be accelerated,” he said, “he asked not to be named due to the authority to talk about the issue.
Johns Hopkins University, Krishna, India’s desire to move away from foreign weapons and investing a lot of investments.
Passion for expanding India’s defense abilities and protect the settlement from new threats can make him a more attractive partner America and Russian companies – a dance between the forces of the competition world, which should be balanced in a violent way.
The European Union wants India to reduce its tariffs. As part of the Discussions on the Indian-EU free trade agreement, The block wants Delhin to reduce “very high tariffs” On goods like wines, spirits and cars, a high-ranking official said. However, the EU should not be “for one” of the tariffs, as the levels of development of different countries work with the Gulf and faced unique problems in their economies, he said. EU President Ursula Von Der Leien will be in India on February 27 and February 28 and will meet with the Prime Minister Narendra Modi.
Negotiations related to the India-UK Free Trade Agreement are good. There is only a Several issues in the beginning of FTA may be summed upThe British Business and Trade Secretary Jonathan Reynolds reported only CNBC-TV18 in CNBC-TV18. However, the Reynolds said that it will not offer a specific schedule for the agreement, but also the goods and services, but also to work in both countries, there will be a comprehensive agreement with lower obstacles.
The life of India’s Tesla may not be smooth sailing. Tesla, India, Indian Prime Minister Narendra Modi and Tesla CEO CEO Narendra Modi and Tesla CEO said that vehicles were discovered in India. But there is a home company Any plan to create factories in India still need to be announced Despite the Push of Modi, as the application of a new home tariff policy.
Deepselaek causes a stream from Indian capital. The Chinese artificial intelligence company, both in the market and the country, and the country’s shares in the lower seasons, the lower section of January 26%. Money should come together – often, this The opponent from developing markets left India. Subcontinent slowing economy also contributes to the sharply correction of the stock exchange in recent months.
Indian stocks continued to be in a negative area this week. February 27, on February 27 at 12:30, Benchmark Oily 50 The index was 0.09, the wider sensex index was flat.
The assessment fell to 6.701% of the bonds of the 10-year Indian government.
This week, the head of the capital research head in CNBC TV, Alita Suresh, India’s Macquarie capital Indian special funds are more protective tradingPay attention to the information technology sector and select pharmaceutical companies and financial companies with “evaluation support”. On the other hand, there are risks due to the expense expectations of the consumer in the field of consumer and in the industrial segment.
Meanwhile, after the release of DeepSeek, The focus on artificial intelligence spotted to the victims of the programKunal Vora, BNP Paribas and India’s capital research manager. “Indian companies can play a very important role there, especially India Rupee, especially India Rupee, it will provide cheaper services for external buyers, it is also an Indian Rupee depreciation.
India’s economic growth figures will be the center of the week. Meanwhile, the Inflation Report of the US and European Central Bank provides innovations related to price growth and interest rates in advanced economies.
February 28: India the end of December a quarter household productIndex for January to January of US Private Consumables
March 3: PMI Production Production for February for February 3, Flash Flash Inflation for February
March 4: Japan’s job information for January, consumer confidence for February
March 5: Indian HSBC Composite PMI USA ISM services for February for February PMI
March 6: Eurozone Interest Rate Decision