DeepDownAnalysis Profile picture
Jul 25, 2025 10 tweets 5 min read Read on X
Imagine watching the great game of South Asia unfold.

PM Modi arrives in Malé on July 25, wins over a Maldives once flirting with “India Out,” unveiling a $565 million credit line and fast‑track FTA talks.

just as Pakistan’s army chief Asim Munir lands in Beijing only to be publicly rebuked by China over attacks on its nationals working on BRI.

With China scrambling to secure its faltering investments in Pakistan, India’s strategic reset in Maldives is more than diplomacy—it’s a strategic power play. Let’s unpack each move tweet by tweet.Image
Modi touches down in Male (July 25)—signaling a dramatic turnaround in Delhi‑Male relations. India rolled out a $565 million credit line, fast‑tracked FTA talks, and virtually inaugurated upgrades at Hanimadhoo Airport.

President Muizzu, elected in 2023 with a “China-first” mandate, now stands before a reset. This isn’t charm; it’s financial leverage and soft‑power calibrated to shift Maldives back into India’s orbit—just when China’s influence looked ascendant.

India is playing strong cards at economic speed, making the Maldives pivot more calculation than coincidence.Image
China thought it had Maldives locked via debt: roughly 70% of GDP‑level debt tied to Chinese projects, from bridges to housing complexes.

Under Muizzu, military pacts and survey vessels deepened that grip. But as economic strain ballooned, India's timely aid and trade momentum positioned it to reclaim narrative control.

The Maldives shift is less about naval ships and more about smart diplomacy timed to financial stress. India wins by being responsive, practical, and reliable—outmaneuvering high‑tension Chinese grandstanding.Image
Meanwhile, in Beijing, Pakistan Army Chief Asim Munir arrives for his first China visit since the May 2025 India‑Pakistan clashes.

Instead of praise, he gets a public dressing‑down: Foreign Minister Wang Yi demands Islamabad ensure security for Chinese workers and BRI projects, citing deadly attacks in Karachi and Shangla.

It’s a rare display of Chinese frustration—“iron‑clad friendship” rhetoric strained by broken promises and bloodshed. China’s patience with Pakistan’s lack of control is wearing thin—providing India a strategic window.Image
Pakistan’s local protests targeting Chinese engineers on BRI sites expose Islamabad’s fragility.

After multiple attacks, China is pushing Pakistan to deploy its own security forces. Meanwhile, Munir had to reassure Beijing that the “brotherhood” endures despite mounting risks.

The incident shows how China’s ambitious projects are vulnerable when host states fail to deliver security. India, watching all this, will push its narrative: we do infrastructure, protect people, and don't flinch when instability strikes.

China's problem is not just killings of it workers..Image
... but the centralisation of power with Munir and Munir selling Pakistani assets to US.

China has been long eying Pakistani resources when Pakistan starts to default on loans.

This is now going out of hands for China.

So Asim Munir has been thrashed in words by Chinese FM. Image
Pakistan’s Munir is sniffing for global support. He’s been to the U.S., had a White House lunch with Trump, and is negotiating Chinese stealth jets and tech.

But Delhi sees this as inconsistent and transactional because of above said reasons.

India instead is quietly deepening ties with Maldives, Sri Lanka. Rather than flip between patron‑states, India is building enduring regional trust—and infrastructure that delivers.

When China’s alliance partner falters, India shows it can fill the gap with stability, not rhetoric.Image
If you think US is strategically moving to Pakistan, You are wrong.

Trump is seeing Pakistan as a business opportunity.

They have banned another terror group TRF as terror org.

It will put pressure on IMF to not release loan and ultimately crypto fund comes into play.

India has indicated US how trade deals would be done by signing FTA with UK and UK also indicated US who is the next power.
Maldives thing is again assertion of who is the boss in Indian ocean.

Modi was welcomed by Moizzu with red carpet. This is not as simple when China was behind in pushing India out a year back.

So what's the bottom line: Image
Bottom line: Modi’s Maldives visit—it’s not symbolic. It’s a power move.

At the same time, China’s relationship with Pakistan teeters under security failures and public rebukes. India is weaving a contrasting narrative: steady, effective, and future‑focused statecraft.

As regional faultlines deepen, New Delhi is reshaping the playing field—not through threats, but through performance.

Watch this space: South Asia’s chessboard is being quietly redrawn. India is making sure it’s leading the game with trust, not debt dependency.Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with DeepDownAnalysis

DeepDownAnalysis Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @deepdownanlyz

Dec 16, 2025
Tariffs were supposed to kill India’s exports.

The economy was declared “dead”.

Trump raised duties.

Raghuram Rajan said Pakistan played it smart and got the better deal.
Reality check:

After 8.2% GDP growth for last quarter, India surpassed all predictions with its exports in November.

India’s exports jumped 19% to $38.13B in November. Exports to the US surged 22.6% YoY and 10% MoM.

Pakistan’s exports to the US fell ~15% in the same month.

Turns out noise does not move trade. Strategy does.

Thread. 👇Image
Image
November 2025 changed the debate. Merchandise exports jumped 19% YoY to $38.13B, and total exports (goods + services) hit $73.99B.

India’s export growth was not narrow. It was broad-based.

Major drivers in November 2025:
• Engineering goods +23.76%
• Electronic goods +38.96%
• Gems and jewellery +27.80%
• Drugs and pharmaceuticals +20.91%
• Petroleum products +11.65%

This matters because many of these sectors are either higher value or less tariff-sensitive.

The merchandise trade deficit slumped from a record ~$41.7B in October to $24.53B in November — far better than market estimates.

India’s exports to the U.S. rose 22.6% in November to $6.98 billion, which is even higher than its exports of $6.31 billion in the prior month.

India’s exports to the U.S. were down 8.6% in October and 11.9% in September.

India’s exports of goods and services for November were up 15.52% at $73.99 billion.

Those are not small moves: they show exports rose while imports eased, tightening external balances in one month.Image
Image
US TRADE: REBOUND DESPITE HIGH TARIFFS

India’s merchandise goods trade deficit, which had touched a record high of roughly $41.7 billion in October, shrank to $24.5 billion in November, beating a Reuters poll estimate of $32 billion.

Even with US duties increased (extra 25% in Aug, taking some lines to ~50%), exports to the US rose ~22.6% in November to ~$6.98B, reversing falls in September-October.

That rebound came from shifting product mix and higher-value shipments rather than volume-led commodity pushes. In short: tariffs raised costs, but exporters changed what and how they sold.Image
Image
Read 8 tweets
Dec 8, 2025
IndiGo Chaos was planned well in advance in May 2025.

It was designed to bring Govt to its toes.

DGCA and Civil Aviation were never the target of this chaos.

Air India crash was the starting point.

It is part of a complicated geo politcal battle.

Read this till the end.Image
Turkish connection:

IndiGo codeshares to 40+ European/US points via Turkish; reciprocal for Turkish on Indian routes.

Turkish airline is the major partner.

The major shareholder of Turkish Airlines is the Türkiye Wealth Fund (Turkish Wealth Fund), which holds approximately 49.12% of the company's shares.

This fund's chairman is President Erdogan.

Turkey has been the biggest logistical and political supporter of Pakistan during Op Sindoor.

Along with Pakistan Turkey also lost credibility of its drones and business due to India cancelling contracts for Turkish companies and Indians bycotting Turkey in different forms.

Before Air India crash on June 12, explosives...Image
were found on Turkish Airlines flight surprise check in India a week prior to deadly crash.

Remember India suspended contracts of Celebi Airport Services India Private Limited. Erdogan's duaghter is a major share holder there.

After the deadly crash there were reports of Air India facing trouble, emergency landing and so on.

It created mistrust among people and passengers prefered IndiGo more.

Now comes the second twist in the tail.

Is Turkey the one behind all this? Answer is yes but not alone.

It is again just a front to do the execution.

Remember....Image
Read 7 tweets
Nov 10, 2025
Something is not adding up.

Large scale GPS spoofing reporting coupled of days back.

ISI operatives arrested in Gujarat.

Now tons of explosives found with doctors in Faridabad.

What if the GPS “spoofing” around Delhi Airport last week wasn’t just a random tech glitch… but part of a larger counterintelligence game?Image
Image
The timing is too sharp to ignore because:
1. Visit of Israeli PM Netanyahu
2. Visit of Russian President Putin in December.
3. Preceded by Series of NOTAMs across India
4. Now back to back arrests and 2900KG explosive

In recent days, Indira Gandhi International Airport (IGIA), Delhi’s busiest hub, saw an unusual spike in navigation disturbances. Articulated in news reports: fake GPS signals — a phenomenon called “spoofing” — misled aircraft position systems within roughly 60 nautical miles of the airport.

At the same time, the main runway’s Instrument Landing System (ILS) had been temporarily withdrawn for upgrading to Category III status — meaning aircraft were more reliant than usual on satellite-based navigation.

Put together: a scenario where normal defences were weaker — and something tested India’s air-domain resilience.Image
What exactly was going wrong? Spoofing differs from jamming: instead of blocking signals, fake GPS transmissions make receivers believe they are somewhere they aren’t.

At IGIA, while ILS was offline for upgrade, aircraft were relying on RNP (Required Navigation Performance) which depends on GPS. Once GPS signals started getting manipulated up to 60 nm out, authorities flagged the risk. The gap between ground-aids and satellite-aids became a vulnerability — one that apparently adversaries or non-state actors tested.

There are many possibilities of what's going on behind the scene:Image
Read 6 tweets
Nov 7, 2025
Alarm bells at Delhi Airport.🚨

Something unusual happening since last few days.

400 flights were ground for 2 hours.

Is "failed attempt" duringSCO summit on Modi still in action?

In the past few days, pilots arriving into IGI have reported odd GNSS behaviour: their navigation systems showing incorrect positions, altitudes or paths — clear signs of GPS spoofing, where fake satellite signals are beamed to confuse aircraft.

This is far more serious than a routine tech glitch: when approach paths are compromised, aircraft must divert or go manual...Image
Image
increasing workload for controllers, raising safety risk.

Add to this that IGI already had a partially limited landing system (ILS upgrade ongoing) and an easterly wind change forcing arrivals from the Dwarka side, and you get a perfect storm.

The message: the skies over India’s busiest airport just got a lot more hazardous not just from weather, but from cyber-physical interference.

WAS A VVIP THE TARGET — OR WAS IT A MESSAGE?
Delhi was handling heavy VVIP and election-related air movements (Bihar) with choppers, charters, and security flights crisscrossing the same corridors.

Combine that with a sudden string of spoof events and an ATC messaging failure that delayed hundreds of flights, and you have the anatomy of an intimidation campaign: create fear, force movement, paralyze decision-making.

We have every right to ask whether this was a message aimed at our leadership — recall the recent reporting and heated speculation around assassination plots and suspicious foreign footprints at international forums.

Allegations exist in the public domain; investigators must follow these leads openly, not petulantly dismiss them. Treat this as potential state-level coercion by hostile proxies until proven otherwise.

THE NEW BATTLEFIELD IS SIGNALS — NOT JUST STRIPES.Image
Read 4 tweets
Oct 15, 2025
Pakistan's Afghanistan Crisis: What Orchestrated it?

To eliminate TTP chief?

Absolutely NOT.

Then?

There are multiple factors including Op Sindoor.

This conflict can go longer than what it seems.

Read this thread till the end.Image
Image
Pakistan’s cross-border strikes into Afghanistan can't be understood simply as counterterrorism.

Domestically, Islamabad is facing escalating unrest among the Baloch and Pashtun populations protests, demands for rights, accusations of enforced disappearances, economic neglect.

The army’s image, once almost uncontested, is under pressure as the primary “institution” holding the country together.

By projecting external threats, the civil-military complex seeks to reassert its indispensability.

The Afghan front ....Image
...becomes the dramatic stage for showing “we are protecting the nation,” even as discontent grows at home in structurally marginalized regions.

There is also a palpable desire in Pakistani leadership to demonstrate loyalty to Washington.

The talk of reclaiming Bagram Airbase by the US under Trump has drawn regional concern. By engaging in high-stakes military operations in Afghanistan, Pakistan appears to be indicating that it is still a willing security partner, able to act militarily, share intelligence, and tighten cross-border pressure.

In doing so, Islamabad may hope for political, financial, intelligence or diplomatic rewards from the US. The base issue is symbolic of US strategic priorities in South Asia and China’s growing influence.Image
Read 12 tweets
Oct 12, 2025
Pakistan is about to serve POJK on platter to India.

Modi-Shah-Doval had pressed panic button back in 2019.
Dont forget Doval's work in China.

Pahalgam Attack and Op Sindoor made it worse.

Read this thread to understand how Greed, Power and Religion making Pakistan explode👇Image
Image
Pakistan is breaking from within.

Economic collapse, militant violence, and political greed have torn apart what once held it together.

Religion no longer unites, the army no longer commands respect, and foreign powers are pulling its strings.

The fall began in 2019 when India revoked Article 370. That single act shattered Pakistan’s Kashmir dream and stripped its ideological core.

Since then, every desperate move to regain relevance has only dragged it deeper into isolation and internal decay.Image
The 2019 abrogation of Article 370 ended Pakistan’s moral claim over Kashmir.

Decades of propaganda collapsed overnight. The country that built its identity on “Kashmir Banega Pakistan” was left speechless.

Even Muslim nations like the UAE and Saudi Arabia chose trade with India over solidarity with Pakistan.

That humiliation cracked the myth that Islam alone could sustain national unity.

From that moment, Pakistan began its slow implosion. It was no longer the voice of the Muslim world, just another struggling state seeking attention in global politics.Image
Read 16 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(