INDIA CHINA Connect

India's Operation Sindoor, launched in response to the Pahalgam terror attack, marks a pivotal shift in its counter-terrorism strategy. Prime Minister Narendra Modi declared a "new normal," treating terror acts from Pakistan as acts of war.

The $54 billion BPO industry is transforming, driven by AI, particularly Agentic AI, which enables independent decision-making. This shift moves beyond cost efficiency to AI-driven ecosystems integrating automation, analytics, and human empathy.

India’s growing manufacturing ecosystem remains crucial to Apple’s strategy despite geopolitical pressures shaping global trade dynamics.

India and the US are navigating intricate trade negotiations aimed at mutual benefits. External Affairs Minister S. Jaishankar cautioned against premature conclusions, while President Trump noted India's significant tariff reduction offer.

The 2025 Kantar BrandZ report reveals the Global Top 100 brands have grown by $9.3 trillion since 2006, reaching $10.7 trillion. US brands dominate, holding 82% of the value, while Chinese brands have doubled their share to 6%, and European brands have declined to 7%.

China has launched 12 satellites as part of the Three-Body Computing Constellation, aiming to establish a space-based computing system rivaling Earth’s most powerful supercomputers.

Canadian Prime Minister Mark Carney announced a major Cabinet reshuffle, appointing Anita Anand as foreign minister and retaining key figures like François-Philippe Champagne as finance minister.

A May 2025 Bank of America survey reveals India as the top investment destination in Asia-Pacific, overtaking Japan and leaving China third. Investor sentiment shifted from 13% underweight in March to 42% overweight in May, driven by India's economic stability, diverse stock market, and government initiatives like the PLI scheme.

India is set to dominate the global rice market in 2025-26, exporting 24 million tonnes and capturing 40% of the market. Favorable monsoon forecasts and record-high production of 121 million tonnes for 2024-25 support this outlook.

India has achieved significant progress in maternal and child health, as reported in the SRS 2021. Key health indicators such as Maternal Mortality Ratio (MMR), Infant Mortality Rate (IMR), Neonatal Mortality Rate (NMR), and Under-Five Mortality Rate (U5MR) show steady declines.

Ajay Banga, World Bank President, highlights India’s five-year window to capitalize on shifting global supply chains due to China+1.

Domestic institutional investors (DIIs) now hold a larger stake in India’s top 500 companies than foreign institutional investors (FIIs), marking a historic shift in market ownership.