Delhi's Geopolitical Chess: US-Pakistan Reset Explained

Observer Research Foundation September 8, 2025
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Observer Research Foundation

@orfdelhi

About

ORF’s aim is to encourage voices from all quarters, geographies and gender, both those that fall in and those that question dominant narratives. ORF seeks to lead and aid policy thinking towards building a strong and prosperous India in a fair and equitable world. It sees India as a country poised to play a leading role in the knowledge age — a role in which it shall be increasingly called upon to proactively ideate in order to shape global conversations, even as it sets course along its own trajectory of long-term sustainable growth. ORF helps discover and inform India’s choices. It carries Indian voices and ideas to forums shaping global debates. It provides non-partisan, independent, well-researched analyses and inputs to diverse decision-makers in governments, business communities, and academia and to civil society around the world. Our mandate is to conduct in-depth research, provide inclusive platforms and invest in tomorrow’s thought leaders today.

Video Description

The global order is currently buzzing with alignments and realignments. In the last few years, the indispensability of strong ties between the United States and India, owing to growing cleavages between Washington and Beijing was taken as the established status quo. But the return of Trump in January 2025 has shaken this up. Since the pause of Operation Sindoor with a ceasefire between India and Pakistan in May 2025, Washington’s growing embrace of Pakistan has raised concerns in India. Since then, Pakistan’s Army Chief has visited the United States twice. Both visits saw the invoking of grandiose statements- on nuclear sabre rattling and the mediation by the US President to cease hostilities between India and Pakistan, an assertion rejected by New Delhi. The US and Pakistan have resumed counterterrorism cooperation, even as Delhi bears the collateral damage of Trump’s efforts to end the war in Ukraine. Amidst these developments, some speculate re-hyphenation of India and Pakistan, others fear the worse – the US prioritizing Pakistan over India. What explains the recent thaw in ties between the US and Pakistan? Are we witnessing the US’s rehyphenating of India and Pakistan, or is the new administration resetting the bilateral equation with both countries? Can there be a structural shift in how Washington engages with Islamabad? What concerns does this raise for India, both in terms of its partnership with the US and Pakistan, particularly in the aftermath of Operation Sindoor? Coming in the backdrop of proposed sanctions and tariffs on India, what impact will it have on the strengthening of ties between the two sides – and will Pakistan tap on these differences to further its interests? Subscribe, follow, and engage with us: ORF YouTube: https://www.youtube.com/orfdelhi ORF Facebook: https://www.facebook.com/ORFOnline ORF Twitter: https://twitter.com/orfonline ORF Instagram: https://www.instagram.com/orfonline Raisina Dialogue Twitter: https://twitter.com/raisinadialogue Raisina Dialogue Instagram: https://www.instagram.com/raisinaofficial Raisina Dialogue Facebook: https://www.facebook.com/RaisinaDialogue

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