India's BRICS balancing act: Can Modi keep the bloc from becoming anti-Western?

Armed coexistence and managed competition
How India's ambassador to China describes the current state of India-China relations despite recent diplomatic gestures.
Mark

So Modi is hosting this summit right after seeing Xi and Putin in Kyrgyzstan. Why compress the meetings like that?

Mimi

It's about efficiency and signal. India holds the BRICS presidency for one year, and this is the capstone event. Seeing the leaders twice in two weeks shows India's centrality to the conversation, and it gives Modi multiple chances to shape outcomes.

Luke

But does it actually change anything? The source says India had to issue a unilateral statement on the Middle East because BRICS couldn't agree. That's a failure, not a success.

Mimi

It's both. India couldn't force consensus, but it did manage the moment diplomatically. That's what strategic autonomy looks like in practice—you can't always win, but you can control how you lose.

Mark

What's the actual tension between India and China right now?

Mimi

The border is still militarized despite the 2024 agreement. There's a $112 billion trade deficit. They disagree on market access. It's not a cold war, but it's not a partnership either.

Luke

So when the source says "armed coexistence," that's the actual state of play. Not a thaw, not a reset. Just... coexistence.

Mimi

Exactly. And Modi needs that to stay stable and predictable. He can't afford a crisis, but he also can't afford to look like he's surrendering to China.

Mark

What does India actually want BRICS to be?

Mimi

A platform where developing nations have more say in global governance. Reform of the UN, IMF, World Bank. Alternative payment systems that don't depend entirely on the dollar.

Luke

But not explicitly anti-Western?

Mimi

No. India is still dependent on the West for capital, technology, markets, security. It's trying to have both—stronger ties with Russia and China, but without breaking with the West.

Mark

Is that possible?

Luke

The source says it's getting harder. As great-power rivalry intensifies, the space for that kind of balancing shrinks. And if the US and China reach some kind of accommodation, India could get squeezed.

Mimi

Which is why this summit matters. It's Modi's last chance as BRICS president to shape the bloc before it potentially becomes something India doesn't want it to be.

  • Xi Jinping's first visit to India since 2019 arrives not as a thaw but as what diplomats quietly call 'armed coexistence' — border troops still face each other across a heavily militarized frontier, and a $112 billion trade deficit festers beneath the ceremonial handshakes.
  • BRICS has outgrown its original architecture: eleven members now include Iran and the UAE, nations on opposing sides of active conflicts, and the bloc's foreign ministers already failed to agree on a Middle East statement this year, forcing India to speak alone.
  • Modi's 'America Plus' strategy — deepening ties with Russia and China without breaking from Western markets, technology, and security — is becoming harder to sustain as great-power rivalry compresses the space available for neutrality.
  • India is pushing BRICS toward alternative cross-border payment systems and global institutional reform, but is deliberately framing this as resilience rather than de-dollarization, signaling it will not let the bloc become an anti-Western instrument.
  • The sharpest risk analysts identify is a potential US-China accommodation that leaves India exposed, or a BRICS that tilts so far toward Beijing that New Delhi is finally forced to choose a side it has spent decades refusing to name.

In New Delhi, Narendra Modi hosts Xi Jinping and Vladimir Putin for the 18th BRICS summit, staging a diplomatic performance that distills one of the oldest tensions in statecraft: how a rising power maintains its independence when the world's great forces press inward from every side. India's pursuit of strategic autonomy — cultivating ties with Russia and China while remaining anchored to Western capital and security — reflects a civilizational instinct to keep all doors open, even as the corridors between them narrow. The summit arrives at a moment when BRICS itself, expanded to eleven members with competing loyalties, strains under the weight of a world that increasingly demands allegiance over agility.

Narendra Modi is hosting one of the most consequential diplomatic moments of his tenure. This weekend in New Delhi, he welcomes Chinese President Xi Jinping — his first visit to India since 2019 — along with Vladimir Putin and the leaders of nine other nations for the 18th BRICS summit. The timing is pointed: Modi met both leaders just two weeks earlier at a Shanghai Cooperation Organisation gathering in Kyrgyzstan. Now they arrive in his capital as India's year-long BRICS presidency closes. The summit is meant to display India's ability to move between the world's great powers. It is also a test of whether Modi can prevent BRICS from becoming what he fears most: a bloc defined by opposition to the West and increasingly shaped by China.

India's approach, which analysts describe as 'America Plus,' is a careful architecture — reliance on Western capital, technology, and security partnerships, combined with strategic engagement with Russia and China. Former Indian ambassador to China Ashok Kantha frames this as the long-standing pursuit of strategic autonomy: a seat at multiple tables, beholden to none. But the balancing act is growing more difficult. The India-China relationship, despite a 2024 border patrol agreement that ended a four-year military standoff, remains what Kantha calls 'armed coexistence and managed competition.' Flights have resumed, pilgrimages reopened, some visa restrictions eased — yet the border stays heavily militarized and a trade deficit exceeding $112 billion continues to strain relations. Stabilization, Kantha cautions, should not be mistaken for a genuine reset.

BRICS itself has become a harder instrument to wield. Expanded from five founding members to eleven, the bloc now includes nations with fundamentally incompatible interests — Brazil and South Africa alongside Iran and the UAE, countries that have found themselves on opposing sides of regional conflicts. Earlier this year, BRICS foreign ministers could not agree on a joint Middle East statement, leaving India to issue a unilateral chair's summary. Analyst Harsh Pant of the Observer Research Foundation expects such fractures to multiply as the bloc attempts coordination across competing stakes.

India's priorities for the summit — greater weight for developing-country concerns, reform of the UN, IMF, and World Bank, and easier cross-border payments in national currencies — are framed carefully. Modi's government has been deliberate in not presenting these as challenges to dollar dominance, but as resilience: more options for developing nations, not a declaration of financial war on the West. The distinction is a signal that India will not allow BRICS to become an anti-Western vehicle.

Yet the pressure to drift in that direction is intensifying. Strategic analyst C. Raja Mohan warns that a possible US-China accommodation could leave India exposed, while Russia's deepening dependence on Beijing is reshaping Eurasian power in ways that may not serve New Delhi. The Delhi summit will reveal the limits of Modi's diplomatic reach — whether India can advance its vision for BRICS while keeping the bloc from becoming either a Chinese instrument or an ideological front. In a world where the space between great powers is shrinking, the answer will define how much room India has left to maneuver.

Narendra Modi is about to host one of the most delicate diplomatic performances of his tenure. This weekend in New Delhi, he will welcome Chinese President Xi Jinping—the first time Xi has set foot in India since 2019—along with Russian President Vladimir Putin and the leaders of nine other nations for the 18th BRICS summit. The timing is compressed and deliberate: Modi saw both Xi and Putin just two weeks earlier at a Shanghai Cooperation Organisation meeting in Kyrgyzstan. Now he is seeing them again, in his own capital, as India's year-long presidency of BRICS draws to a close. The summit is meant to showcase India's diplomatic reach and its ability to navigate between the world's great powers. But it is also a test of whether Modi can keep BRICS from becoming what he fears most: a bloc defined by opposition to the West, and one increasingly dominated by China.

India's strategy, as analysts describe it, is neither simple alignment with the West nor simple alignment against it. It is what one strategic affairs expert calls "America Plus"—a careful dependence on Western capital, technology, markets, and security partnerships, combined with deepening ties to Russia and China for strategic reasons. This is not new thinking for New Delhi. Former Indian ambassador to China Ashok Kantha explains that engagement with BRICS and other regional groupings has long been part of India's pursuit of what it calls strategic autonomy: a seat at multiple tables, the ability to pursue its own interests without being locked into any single relationship. The problem is that this balancing act is becoming harder to maintain.

The India-China relationship, which forms the foundation of BRICS dynamics, is strained. In 2024, the two countries reached a border patrol agreement that ended a four-year military standoff along their disputed frontier. International flights have resumed. The Kailash Mansarovar pilgrimage has reopened. Some visa restrictions have eased. But these gestures mask deeper fractures. India reports a trade deficit with China exceeding $112 billion. The two nations argue over market access. The border remains heavily militarized. Kantha describes the relationship not as a thaw but as "armed coexistence and managed competition." The Modi-Xi meeting will be watched for signs that trade and investment disputes might ease, but Kantha cautions against mistaking stabilization for a genuine reset. India needs China to be predictable, but it cannot afford to lower its guard.

BRICS itself has become a harder instrument for India to wield. The bloc has grown from five founding members to eleven, adding nations with fundamentally different interests and relationships with the United States. Brazil, South Africa, Indonesia, and Egypt sit alongside Iran and the United Arab Emirates—countries that have found themselves on opposing sides of regional conflicts. Earlier this year, BRICS foreign ministers could not agree on a joint statement about the Middle East crisis, forcing India to issue a unilateral chair's statement instead. With Iran's President Masoud Pezeshkian expected at the Delhi summit, this divide is likely to resurface. Harsh Pant, a foreign policy analyst at the Observer Research Foundation, notes that such disagreements will probably become more common as BRICS tries to coordinate on issues where members have competing stakes.

India's own priorities for BRICS reflect its broader diplomatic calculation. New Delhi wants the bloc to give greater weight to developing-country concerns and to push for reform of global institutions like the United Nations, IMF, and World Bank. It has been pushing for easier cross-border payments between BRICS members and greater use of national currencies in international trade. But Modi's government has been careful—deliberately careful—not to frame this as an attempt to replace the US dollar or create a common BRICS currency. The goal, as Pant explains it, is not de-dollarization but resilience: alternatives to dollar-based arrangements that give developing nations more options without directly challenging American financial dominance. This distinction matters because it signals that India does not want BRICS to become a vehicle for anti-Western strategy.

Yet the pressure to move in that direction is real. As great-power rivalry intensifies, India's balancing act becomes more precarious. Strategic affairs analyst C. Raja Mohan warns that a US-China accommodation could leave India exposed, while Russia's growing dependence on China is shifting the balance of power in Eurasia in ways that may not favor New Delhi. A BRICS that tilts toward China, or one that becomes explicitly anti-Western, could force India to choose sides in ways it has spent decades avoiding. The Delhi summit will reveal the limits of Modi's diplomatic skill. Can he advance India's priorities for BRICS—greater voice for developing nations, reformed global institutions, alternative payment mechanisms—while preventing the bloc from becoming either a Chinese instrument or an anti-Western platform? The answer will shape not just BRICS but India's room to maneuver in a world where the space between great powers is shrinking.

The border remains heavily militarized and major differences over trade, investment and security remain. India needs a stable and predictable relationship with China, but without lowering its guard.
— Ashok Kantha, former Indian ambassador to China
India remains dependent on the West for capital, technology, markets and security, while deepening ties with Russia and China for strategic reasons.
— C. Raja Mohan, strategic affairs analyst
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