[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Surya Kanegaonkar [@suryakane](/creator/twitter/suryakane) on x 28.2K followers Created: 2025-07-03 20:08:43 UTC China’s India-containment policy fits into a broader economic and political context. Over the next two decades, if India realizes its ambitions to become a globally competitive manufacturing hub, China would suffer immeasurably. This, the Communist Party can ill afford given the potential downstream consequences on the country’s economy, social stability and international negotiating power. With an aging and shrinking demographic and major wealth erosion from the property crisis, China’s domestic consumption growth is now well past its peak. A widening structural imbalance between consumption and production means that China will increasingly depend on export revenues to finance its budget and deliver economic prosperity. As social welfare and pension liabilities mount at an exponential rate, Beijing’s coffers will face stress. Expenditure on domestic security and the military may also come under strain if export revenues are ceded to a competitor. China is therefore determined to stymie competition and lock in export market share. China’s trillion dollar trade surplus is down to two factors. The first is weak consumption, which the PBOC failed to revive with multiple rate cuts on savings accounts. The second is overcapacity. It drives companies to cut prices and flood international markets with the intent of staying afloat. Against this backdrop, profitability has collapsed. Beijing’s efforts to curb India’s rise stems from its serious domestic compulsions. If India get its house in order and shows real promise in competing comprehensively, it may well make China more inclined to take a range actions - from economic to military.  XXXXXX engagements  **Related Topics** [investment](/topic/investment) [iphone](/topic/iphone) [china](/topic/china) [india](/topic/india) [Post Link](https://x.com/suryakane/status/1940865309029646490)
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Surya Kanegaonkar @suryakane on x 28.2K followers
Created: 2025-07-03 20:08:43 UTC
China’s India-containment policy fits into a broader economic and political context. Over the next two decades, if India realizes its ambitions to become a globally competitive manufacturing hub, China would suffer immeasurably. This, the Communist Party can ill afford given the potential downstream consequences on the country’s economy, social stability and international negotiating power.
With an aging and shrinking demographic and major wealth erosion from the property crisis, China’s domestic consumption growth is now well past its peak. A widening structural imbalance between consumption and production means that China will increasingly depend on export revenues to finance its budget and deliver economic prosperity.
As social welfare and pension liabilities mount at an exponential rate, Beijing’s coffers will face stress. Expenditure on domestic security and the military may also come under strain if export revenues are ceded to a competitor. China is therefore determined to stymie competition and lock in export market share.
China’s trillion dollar trade surplus is down to two factors. The first is weak consumption, which the PBOC failed to revive with multiple rate cuts on savings accounts. The second is overcapacity. It drives companies to cut prices and flood international markets with the intent of staying afloat. Against this backdrop, profitability has collapsed. Beijing’s efforts to curb India’s rise stems from its serious domestic compulsions. If India get its house in order and shows real promise in competing comprehensively, it may well make China more inclined to take a range actions - from economic to military.
XXXXXX engagements
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