Top Tweets for #Bipolarity

Trump the deal maker got Indo-US Trade Deal done with an expected 18% tariff rate, a Nuclear Deal with Iran (possible in works) however the broader thesis of Decline of US$ & alternate payment settlement systems by BRICS+ for trade remain intact. The US Reshoring ultimately requires a negotiated settlement with Russia (GSIB of Commodities), China (GSIB of Production) & India (GSIB Of Markets). He has got India in, Russia & China deals left for swift glide path towards a new monetary order rather than a sudden rupture. A monetary reset, the dollar debasement trade is the default option for US to inflate its debt down and reset its Industrial ecosystem. India will however hedge now, trade deals with UK, EU, NZ, Oman, and now USA put it in a unique position. RELOS, Nuclear, Energy agreements with Russian; Rafales with France; and energy with Canada also put it in a Sweet Spot. India’s deepening strategic engagement with UAE & Israel in Middle East put it as it at a distinct advantage having being able to play many sides without binding down into a Mutual Defence pact. Its ability to open more trade with China, yet be part of Pax Silica with USA; trade Oil in $ with US, Venezuela yet trade in Rouble with Russia. To Be also part of QUAD yet be part of #BRICS+ shows that Multi-Alignment strategy pursued by Modi Government works and India would play a critical role in balancing the two poles, yet trade with both. Participate in both supply chains while retaining its strategic autonomy. India’s rise as a power in the Global South shows that Countries cannot ignore it, thus it would end up playing a critical role in shaping a Multi-Polar world in Post Pax Americana world order. As we forecasted at #NitiShastra long back we are in now Cold War 2.0, Two Supply Chains, Two Systems be it commodities or rare earths or semiconductors or Autos or Pharma or Financial Payment Settlement Systems. While the world will see bi-polarity emerge between #USA & #China, you will see #MiddlePowers like #Russia #India #UAE #Saudis which will trade with both systems ! Thus making it #MultiPolarity in #BiPolarity ! The old unipolar order of #PaxAmericana is over !