The recent conflict between India and Pakistan offers a unique opportunity to assess the effectiveness of Chinese military technology against established Western systems. Pakistan's claims of using Chinese-made J-10C fighter jets to shoot down Indian aircraft, including Rafales, have led to a surge in Chinese defense stocks.
China is Pakistan's primary arms supplier, providing 81% of its imported weapons over the past five years (SIPRI data). This includes fighter jets, missiles, and air-defense systems, making any India-Pakistan conflict a significant test of Chinese military exports.
The conflict highlights the broader geopolitical realignment in the region, with China challenging American influence. India has strengthened ties with the US, while Pakistan has deepened its relationship with China, becoming a key player in the Belt and Road Initiative. This shift is reflected in their respective arms purchases, with India relying increasingly on Western suppliers and Pakistan on China.
While Pakistan claims a victory, India has not acknowledged losses. The situation is further complicated by unconfirmed reports of losses on both sides, and varying analyses about the reasons behind any potential losses. The conflict offers valuable data on the capabilities of Chinese-made J-10C fighters versus French-made Rafales and other Western systems, and may influence future arms sales.
The outcomes, regardless of confirmation, are likely to significantly impact the global arms market. The perceived success of Chinese weaponry could boost its international appeal, particularly in markets previously dominated by Western or Russian suppliers. Conversely, any shortcomings could damage China's reputation as a reliable arms supplier.
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