Away from the cacophony of media headlines focused on tensions over tariffs and visas, a quiet event in Kuala Lumpur, where India and the United States signed a landmark defence agreement, showcased the strategic depth of the bilateral relationship. The ten-year framework agreement, signed by Defence Minister Rajnath Singh and his American counterpart Pete Hegseth, demonstrated that the ties between the world’s two largest democracies are strong enough to withstand any challenges and look beyond temporary irritants in the interest of their long-term strategic partnership. The provisions of the pact have a far-reaching impact, providing policy direction to the entire spectrum of the defence relationship. The signing of the agreement comes at a time when the two countries are engaged in hectic negotiations to finalise a trade deal. It showcases a renewed strategic convergence, outlining how they can jointly design and manufacture state-of-the-art weapons systems, carry out training exercises together, and deepen intelligence sharing. At a time when US President Donald Trump has singled out India for imposing highest import tariffs, attempted to arm-twist New Delhi to stop buying Russian oil, mocked the Indian economy and repeatedly embarrassed the country by claiming that he brokered peace between India and Pakistan after their conflict in May, it is heartening to see that the two sides are committed to deepen their defence partnership. The comprehensive policy roadmap provides a 10-year strategic blueprint, covering joint operations, research and development and military coordination to real-time intelligence sharing, and joint exercises.
The agreement is a big step towards a free, open, and rules-based Indo-Pacific and will serve as a bulwark against China’s aggression. The implications are huge. It could give Trump a compelling reason to rethink tariffs. India’s projected USD 50 billion US defence purchases create a defence trade parity and open gates for India to export Akash missiles to US allies like the Philippines and Vietnam. India could emerge as a manufacturing hub for the US arsenal. This will bypass China’s supply chains and turn India into a USD 100 billion-plus export hub by 2035. India will be able to access US satellite intel and airborne warning and control systems for real-time monitoring. More importantly, it signals India’s long-term commitment to bilateral friendship. However, there are attendant challenges too. For instance, India’s reliance on Russian defence products and its own aspirations to expand indigenous military production need to be balanced with its commitment to the US. But by keeping the broader foundations of the relationship intact and strong, India can rebuild an important partnership with more willing friends. The deal is considered a cornerstone for regional stability and strengthens India’s position as a key partner of the US in the Indo-Pacific. It seeks to strengthen the strategic partnership by focusing on deeper defenceindustrial collaboration, enhanced technological cooperation, increased information sharing and improved coordination between military forces.