India is finally being forced to face the music.
Trump has been absolutely tearing into India lately. Why? Because New Delhi refuses to simply roll over in their ongoing tariff dispute. So, in classic Trump fashion, he's gone on the offensive with both words and actions, branding India a “dead economy” and slapping a hefty 25% tariff on its goods. But India didn't flinch. When they stood their ground and insisted on continuing to buy Russian oil, Trump took to social media on August 4th to double down: “India is not only buying massive amounts of Russian Oil, they are then, for much of the Oil purchased, selling it on the Open Market for big profits. They don't care how many people in Ukraine are being killed by the Russian War Machine.” And he added, "Because of this, I will be substantially raising the Tariff paid by India to the USA."
The Hubris of "New India"
Telling India to surrender just doesn't sit right with the image Prime Minister Modi’s government has built for itself. Since Modi’s Bharatiya Janata Party (BJP) swept into power in 2014, Hindu nationalism has exploded, becoming the dominant political force and seeping into every corner of Indian life. This has cultivated a powerful sense of national self-confidence, a belief that India is always winning. At its core, this is a religious-based nationalism hell-bent on forging a powerful Hindu state. Back in 2017, Modi laid out his grand vision for a “New India,” boldly proclaiming that the country would be a fully developed country by 2047.
When the first Trump administration came to town in 2017, its anti-China rhetoric clearly emboldened India. Economically, New Delhi launched its ambitious "Production Linked Incentive" in 2021, aiming to boost manufacturing to 25% of its economy by 2025 and directly challenge the "Made in China" powerhouse. But, thanks to India's notorious inefficiency, its manufacturing share of GDP actually shrank, falling from 16% in 2015 to a mere 13% today. Politically, things have been just as tense, with border clashes against China escalating since the June 2020 standoff in the Galwan Valley. You have to ask: without Washington egging them on, would India have been so keen to keep poking the dragon?
When "Win-ology" Masters Collide
Modi’s government has perfected its own unique doctrine of "win-ology"—a political strategy where they declare victory regardless of the actual outcome. It's quite something to behold. Take the recent air battles with Pakistan, for example. Using Chinese-made J-10CE fighters, Pakistan managed to shoot down five Indian warplanes, including three French-made Rafales. A stunning defeat, right? Not in India. They refused to admit defeat and instead threw a massive, nationwide "victory" party. As if that wasn't enough, they dispatched at least five diplomatic missions to spread the news of their “triumph”.
But when a “Win-ology Master” like Modi runs into the undisputed “Win-ology Grandmaster,” Donald Trump, the game changes completely.
Modi loves to boast about being great pals with Trump, but it’s clear Trump isn't buying it. President Biden was happy to encourage Apple to shift its production from China to India, but Trump wants those factories back in the USA, period. Biden didn't seem to mind India’s high tariffs and trade barriers, but Trump demands zero tariffs on American goods from everyone. As Trump himself would say, only he gets to impose tariffs on you – you don’t get to impose tariffs on him. He’s got to win, period. With Modi refusing to back down, Trump unleashed his latest barrage. You can almost hear the frustration in New Delhi: “But… I went after China for you! Why are you attacking me?!”
Pot, Meet Kettle: India Calls Out Western Hypocrisy
While Modi himself has stayed quiet, wisely avoiding a direct confrontation with Trump, his Ministry of External Affairs dropped a blistering statement on August 4th, calling out the US and Europe for their blatant hypocrisy.
First, they pointed out that it was America who pushed them to buy Russian oil in the first place. The ministry stated: “India began importing from Russia because traditional supplies were diverted to Europe after the outbreak of the conflict. The United States at that time actively encouraged such imports by India for strengthening global energy markets stability.” So, did the Biden administration indeed encourage this to prevent oil prices from skyrocketing and fueling global inflation? It certainly seems so. Honestly, America, encouraging a country to do something and then savaging them for it? What kind of twisted game is that?
Second, India accused its critics of having their own skeletons in the closet. The ministry argued that its imports were about securing affordable energy for its people, adding: “However, it is revealing that the very nations criticizing India are themselves indulging in trade with Russia. Unlike our case, such trade is not even a vital national compulsion.”
To back this up, they presented the figures, starting with the EU. In 2024, EU-Russia goods trade hit €67.5 billion, with another €17.2 billion in services in 2023—far more than India's trade with Russia. Europe also imported a record 16.5 million tons of Russian LNG in 2024. Then they turned to the US, noting its continued imports of Russian uranium, palladium, fertilizer, and chemicals. The message from New Delhi is crystal clear: “You’re all still buying from Russia, so why are you singling us out?”
A Cautionary Tale for Hong Kong
Let's be honest, India's comeback is sharp and it exposes America's glaring double standards. But in Trump's world, India isn't China; it simply lacks the power to truly hit back. If you don't bow down, he'll just keep swinging until you do.
And this brings us to the real lesson here. If a rising superpower of 1.4 billion people like India can be so easily used and then discarded by the United States—simply because China is the only rival America can't seem to handle—then why on earth would Hong Kong’s opposition, who have long looked to Washington for support against Beijing, believe they would be treated any differently? On what grounds do they think they stand a chance of outplaying Beijing when their supposed ally is this fickle? They would do well to watch what is happening to India very, very closely.
Lo Wing-hung
Bastille Commentary
** The blog article is the sole responsibility of the author and does not represent the position of our company. **
