The US policy paper rejects Pakistan, calling India an ally against China that will increase trade


 The United States has unveiled a new National Security Strategy that places India and the Quad at the heart of Washington’s Indo-Pacific framework, even at a time when economic frictions continue between New Delhi and Washington. Despite disagreements over tariffs, H-1B visa restrictions, and anti-immigration political rhetoric in the US under President Donald Trump, the strategy makes clear that India is now viewed as indispensable to America’s long-term regional objectives.

The document reflects an era in which US policymakers can no longer afford to approach India solely through the prism of development aid or Cold War-era dynamics. Instead, India is cast as a rising global power and a critical balancing force to China’s growing influence. In contrast, Pakistan receives almost no attention — mentioned only once, and even that in connection with Trump’s controversial boast about wars he claims to have ended. This marks a sharp departure from decades in which Islamabad featured prominently in US strategic planning.

Released on December 4, the National Security Strategy devotes extensive focus to Asia, repeatedly identifying China as the primary strategic challenge to US interests. The strategy underscores that the Indo-Pacific already generates nearly half of global GDP in purchasing power parity terms and is poised to become the central geopolitical and economic theatre of the 21st century. Against this backdrop, strengthening ties with India is framed as essential, not optional.

In a section titled Asia: Win the Economic Future, Prevent Military Confrontation, the strategy explicitly calls for a deeper commercial and security relationship with India. It states that the US must “continue to improve commercial (and other) relations with India” and emphasises that Washington expects New Delhi to play a larger security role across the Indo-Pacific, especially through regular and structured cooperation within the Quad — the grouping of the US, India, Japan, and Australia.

The strategy goes further than past US documents by arguing that preventing military conflict in the region will require a strong deterrent posture, a revitalised domestic defence manufacturing base, and greater military investment not only from the US but also from regional partners. Rather than pushing for large multilateral treaties, Washington urges alliances strengthened through flexible partnerships capable of countering coercive Chinese actions, particularly in the South China Sea and strategic chokepoints along key shipping routes.

The Quad is presented not just as a diplomatic coalition but as an operational mechanism capable of securing maritime trade routes, aligning defence supply chains, conducting joint military exercises, and cooperating on strategic technologies such as semiconductors. The strategy also highlights non-military initiatives — including vaccine diplomacy, infrastructure investment, and critical minerals cooperation — as building blocks for deeper integration and interoperability.

This elevated role for India and the Quad is directly tied to mounting tensions with China. The document accuses Beijing of attempting to reshape global systems through economic coercion, expansionist territorial claims, and military intimidation. It warns that unchecked Chinese dominance could undermine democratic institutions, fracture global supply chains, and threaten free movement of commerce.

By placing India at the forefront of its Indo-Pacific playbook, the US signals that a long-term and broad-based partnership with New Delhi is now central to American strategic thinking. The strategy opens space for expanded defence cooperation, more aggressive technology partnerships, and even the possibility of renewed trade negotiations — areas that were previously stalled due to bilateral friction.

As China rapidly expands its naval footprint and escalates its territorial claims, Washington’s bet is that a stronger India and a more active Quad will be key to keeping sea lanes open, especially those that carry nearly half of global commercial shipping. In essence, the document marks a decisive pivot: for the United States, the path to shaping the future of the Indo-Pacific runs through India and its partnerships.


 

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