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Understanding China, Geopolitics, Business Ethics Education

IIM Indore, India
Joined March 2019
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My piece in today's @htTweets: 'Dichotomy in Xi's China: Discipline vs efficiency' Can tighter Party discipline improve governance without undermining local initiative, policy feedback and adaptability? #iimindore #China #XiJinping #FifthPlenum #HindustanTimes
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Pleasure to participate in the 19th #AICCS at Nagaland University, Lumami. Theme: “AI, Emerging Technologies, and Ethics in the Global South: India–China Perspectives.” My intervention: India's AI Imperative—From Adoption to Indigenous Capability. #IndiaAI #ChinaStudies
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Can Xi Jinping's China reconcile political discipline with economic dynamism? As the Communist Party of China convenes its Fifth Plenum, an important question concerns the relationship between political centralisation and economic initiative.
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Under Xi Jinping, Party supervision and political discipline have become increasingly important features of governance. Yet China's economic vitality also depends on local experimentation, entrepreneurial confidence and flexibility in economic decision-making.
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China's industrial strength contrasts with weak domestic demand and mounting trade pressures. Can technological competitiveness deliver sustainable growth? My article in @livemint examines this dilemma and its global implications. [Link]:livemint.com/opinion/online-…
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What happens to India if the US and China learn to compete and coexist simultaneously? One consequence may be visible in China+1. US-China tensions can create opportunities for India, but they will not automatically deliver investment.
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As rivalry becomes more managed, firms may become increasingly selective about what they move out of China and where they move it. Geopolitics can create the opening. It cannot substitute for industrial capability.
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My recent op-ed in The Hindu | “The paradox of de-Sinification in global production” Factories can move. Industrial ecosystems are much harder to relocate.
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As firms diversify production beyond China, the deeper question is whether supplier networks, specialised capabilities, skills and industrial know-how can move with them.
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Two recent pieces on Xi Jinping’s US visit and what it tells us about the changing US-China relationship: In The Indian Express | Why the Trump-Xi bonhomie doesn’t mean an end to US-China rivalry In Moneycontrol | The new US-China equilibrium
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The common argument: this is not détente. Strategic competition remains intense, but Washington and Beijing are increasingly trying to manage it — combining rivalry with negotiation, deterrence with dialogue, and economic coercion with continuing interdependence.
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China’s push into brain-computer interfaces and Japan’s diversification in satellite connectivity point to a larger shift: countries are trying to anticipate technological dependencies before they become strategic vulnerabilities.
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My latest in Mint: India’s China dilemma is not simply about reducing imports. China Shock 2.0 is increasingly a capability shock.
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My latest essay in The Interpreter looks at three responses to geopolitical fragmentation: Japanese firms → diversification Chinese firms → localisation SpaceX → de-Sinification I use 'de-Sinification' to mean removing Chinese inputs from the supply chain itself.
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Geopolitics is in the boardroom. But awareness is not capability. In my new @FoundingF essay titled 'Making Geopolitics a Business Capability' I propose a 4S framework for firms
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See where critical dependencies and hidden chokepoints lie. Secure what matters enough to justify a resilience premium. Shape the firm’s footprint and organisation as markets fragment. Seize the opportunities that fragmentation itself creates.
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Privileged to address the Senior Command Course at the Army War College, Mhow, on “From Chokepoints to Chips: Geoeconomics in Contemporary Strategic Competition.” #iimindore #armywarcollege #Geoeconomics #Geopolitics #NationalSecurity
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From Hormuz to critical minerals and semiconductors, my talk explored how strategic chokepoints are increasingly found not only in geography, but also in economic and technological networks. Geoeconomics expands the instruments of geopolitical competition
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My latest in The Hindu BusinessLine: “Many facets of strategic dependence.” Geopolitical risk is no longer just about where firms produce or source. Vulnerabilities can lie in technology, specialized capabilities, IP, data, platforms, and algorithms.
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My latest in The Hindu: The India-U.S. partnership is entering a new phase. Strategic convergence over China will remain important, but the relationship will increasingly depend on strategic complementarity, capability, and mutual strategic value.
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My latest article in @businessline: How National Security Shapes Business Strategy Why geopolitics is becoming central to corporate strategy—and why resilience is the new competitive advantage.
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My latest article in @EastAsiaForum: "China's Changing Vision of Globalization" The piece argues that Beijing has never viewed globalization as an end in itself, but as a means to build national capabilities, technological strength, and strategic autonomy. Link in comments
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My latest in @TheTribune: China's New AI Diplomacy China's launch of the World AI Cooperation Organization (WAICO) at WAIC signals a strategic shift—and carries important implications for the Global South and India. 🔗 Link in comments. #AI #China #AIGovernance #WAIC
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My latest in @AsiaTimesOnline: How China's Rise Changed the Logic of Globalization Why has a China that benefited enormously from globalization become increasingly concerned with dependence and strategic vulnerability? Link: asiatimes.com/2026/07/how-ch…
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