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India
OpinionAsia Opinion
Gaurav Kumar

Opinion | Is India fuelling an arms race in Asia or closing a deterrence gap?

The challenge for New Delhi is to solve its deterrence shortfall without letting competition harden into permanent confrontation

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Indian soldiers take part in a military drill during a media tour ahead of India’s Independence Day, near the Line of Control that divides India and Pakistan at Sunderbani, Jammu and Kashmir, India, on August 12, 2025. Photo: AP
In 2025, India approved a number of major defence packages, together worth US$30 billion. Such rapid procurement approvals are relatively rare by Indian standards. However, what they signal to the region will depend less on such announcements and more on actual outcomes.
To some observers, especially after India’s four-day clash with Pakistan during what the former called “Operation Sindoor” last May, the surge appears to mark the start of a regional arms race. That interpretation is understandable. Yet it risks missing a more consequential issue.

The issue is not whether India is spending more, but whether it is correcting a deterrence shortfall or feeding Asia’s accelerating cycle of competitive rearmament.

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The Indian intent is clearer after Operation Sindoor exposed weaknesses in Indian defences, including drone technology, air power and decision making.

While Pakistan is obviously worried about India’s military efforts, Pakistan does not need to match India platform for platform. It has long pursued a less costly Chinese-made arsenal that is difficult to deter, alongside escalation management. The aim is not conventional victory but to keep India uncertain, politically constrained and tactically reactive while increasing the odds that New Delhi pauses before it climbs the ladder.

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If successful, Pakistan can effectively tie down India’s attention and force it to spread finite resources across two fronts, as New Delhi tries to manage a border contest with China and expand its role in the Indian Ocean.
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