China-India Brief

The China-India Brief is a monthly digest focusing on the relationship between Asia’s two biggest powers. The Brief provides readers with a key summary of current news articles, reports, analyses, commentaries, and journal articles published in English on the China-India relationship

The AI Race: Positioning India and China in a Multipolar Tech World

By Sameer Patil and Sauradeep Bag

The Artificial Intelligence (AI) landscape is evolving rapidly, and 2025 began with a seismic shift: the launch of DeepSeek, a Chinese AI model that disrupted the American-dominated AI space. Its emergence was particularly significant, as it was developed despite US trade and tech restrictions, proving that AI innovation is no longer confined to regions with unrestricted access to cutting-edge hardware. This breakthrough lowers barriers to entry, signalling that other nations may soon follow suit, building their own AI ecosystems independent of traditional tech powerhouses.

The China Factor in India’s Supercharged Battery Ambitions: Dependency and Opportunity

By Daniel Balazs and Xinyue Hu

On February 1, 2025, India’s Finance Minister Nirmala Sitharaman proposed to exempt certain lithium-ion (li-ion) battery related raw materials—cobalt powder and waste, lead, zinc, among others—and equipment from customs duty. These are recent steps among a set of government-backed measures aimed at localising li-ion battery manufacturing in India. As the Indian government steps up these efforts, it has to account for external dependencies. As a central player in global battery supply chains, China is a key source of battery-related raw materials, equipment, and technology for India. This means that China is simultaneously a source of opportunity and vulnerability to India’s battery ambitions. To cope with this situation and pursue its state goals, India must rely on China while also reducing dependence on it.

The China Factor in India’s Supercharged Battery Ambitions: Dependency and Opportunity

By Daniel Balazs and Xinyue Hu

On February 1, 2025, India’s Finance Minister Nirmala Sitharaman proposed to exempt certain lithium-ion (li-ion) battery related raw materials—cobalt powder and waste, lead, zinc, among others—and equipment from customs duty. These are recent steps among a set of government-backed measures aimed at localising li-ion battery manufacturing in India. As the Indian government steps up these efforts, it has to account for external dependencies. As a central player in global battery supply chains, China is a key source of battery-related raw materials, equipment, and technology for India. This means that China is simultaneously a source of opportunity and vulnerability to India’s battery ambitions. To cope with this situation and pursue its state goals, India must rely on China while also reducing dependence on it.

 

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