India is neutral in the Ukraine war, but its weapons reach Ukraine via European intermediaries. Here's how the Kashmir conflict between two nuclear powers could impact Ukraine's access to arms.
A worrying development - let's hope that the situation eases more, that these two nations work out a sensible solution - perhaps granting Kashmir independence?
It’s definitely a concerning situation. Kashmir has long been a source of tension, and the idea of granting independence could be one way to ease the conflict, but it would require careful negotiation and agreement from all parties involved. Ultimately, the hope is for a peaceful and sustainable solution that respects the rights and aspirations of the people in the region.
Only if India & Pakistan really want peace between them. An independent Kashmir would not pose a threat to either of the super powers, especially if a treaty required both parties to provide protection from China - but unfortunately I do not believe either country can be rational in this matter.
Apple's shift of iPhone assembly to India by 2026 was crucial for developing geopolitical risk strategies. TSMC's $165 billion US expansion enhances supply chain resilience but raises concerns about Taiwan's 'silicon shield.' The National Security Advisor stresses bringing critical technology back home. The EU is also boosting its semiconductor industry through the European Chips Act. The first iPhone was produced in June 2007, nearly 18 years ago. Similar geopolitical risks affect car and battery manufacturing, highlighting the need for resilient supply chains.
Great point! This is an important strategic initiative that shows how large tech companies are adapting to changes in global politics. Strengthening supply chains is not just an economic issue but also a matter of national security. Given the geopolitical risks, it’s crucial to have contingency plans in place.
Do you think these strategies are effective in reducing risks? Which other industries should pay closer attention to their supply chains?
One of the issues in this war is that media accuracy seems to have collapsed. Shahzed Ahmed of Dawn shows examples of headlines in Indian media outlets that are rather obviously and ludicrously false (https://www.dawn.com/news/1909699) I don't doubt that one could find examples of Pakistani media likewise making false claims. However, having seen how some Indian media handles Ukraine, it's pretty clear to me that standards in journalism have outright collapsed in India.
Journalism via Substack may have become necessary, but it's far from desirable.
A worrying development - let's hope that the situation eases more, that these two nations work out a sensible solution - perhaps granting Kashmir independence?
It’s definitely a concerning situation. Kashmir has long been a source of tension, and the idea of granting independence could be one way to ease the conflict, but it would require careful negotiation and agreement from all parties involved. Ultimately, the hope is for a peaceful and sustainable solution that respects the rights and aspirations of the people in the region.
Do you think this is a realistic development?
Only if India & Pakistan really want peace between them. An independent Kashmir would not pose a threat to either of the super powers, especially if a treaty required both parties to provide protection from China - but unfortunately I do not believe either country can be rational in this matter.
Apple's shift of iPhone assembly to India by 2026 was crucial for developing geopolitical risk strategies. TSMC's $165 billion US expansion enhances supply chain resilience but raises concerns about Taiwan's 'silicon shield.' The National Security Advisor stresses bringing critical technology back home. The EU is also boosting its semiconductor industry through the European Chips Act. The first iPhone was produced in June 2007, nearly 18 years ago. Similar geopolitical risks affect car and battery manufacturing, highlighting the need for resilient supply chains.
Read more: https://open.substack.com/pub/cashflowcollective/p/india-pakistan-ceasefire-a-turning
Great point! This is an important strategic initiative that shows how large tech companies are adapting to changes in global politics. Strengthening supply chains is not just an economic issue but also a matter of national security. Given the geopolitical risks, it’s crucial to have contingency plans in place.
Do you think these strategies are effective in reducing risks? Which other industries should pay closer attention to their supply chains?
One of the issues in this war is that media accuracy seems to have collapsed. Shahzed Ahmed of Dawn shows examples of headlines in Indian media outlets that are rather obviously and ludicrously false (https://www.dawn.com/news/1909699) I don't doubt that one could find examples of Pakistani media likewise making false claims. However, having seen how some Indian media handles Ukraine, it's pretty clear to me that standards in journalism have outright collapsed in India.
Journalism via Substack may have become necessary, but it's far from desirable.
Thank you for your thorough reporting!