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US midterm elections: What does Democratic sweep mean for Trump, India and the world?

The Democratic victory could create a more balanced political environment for the India-US relationship

Jayanth Jacob

The Democrats' takeover of both chambers of US Congress is more than an electoral setback for President Donald Trump. It highlights limits to his wider political influence, opens a new phase of institutional confrontation in Washington and raises some questions about the future direction of American foreign policy. For India, however, the results offer both an opportunity for a more balanced relationship and a warning against overdependence on Washington.

Why are these midterm results a political setback for Donald Trump?

President Donald Trump made the midterm elections a referendum on his presidency. He campaigned for Republican candidates, handpicked favourites, intervened in primaries and urged voters to endorse his political agenda. But the Democrats have captured both chambers of Congress, made major gains in gubernatorial contests and broken through several Republican strongholds. The geographical spread of their victories is particularly significant. Republican margins in rural Middle America have narrowed, while some of the gains Trump made among Latino voters in 2024 appear to have been reversed. The outcome suggests that the coalition which propelled Trump to the White House has not necessarily translated into durable support for Republican candidates across the country. Economic dissatisfaction has played an important role. Tariffs, rising fuel costs and the economic consequences of the war with Iran have given Democrats opportunities to challenge the administration's record.

Does the result suggest that Trumpism is losing its appeal?

It certainly exposes the limits of Trump's electoral appeal, although it would be premature to declare the decline of Trumpism. The Republican reversals in Texas, Iowa, Ohio, Kansas, North Carolina, South Carolina and Georgia point to a wider Democratic resurgence. In South Carolina, Annie Andrews defeated Darline Graham, the Trump-backed Republican contender, to capture a Senate seat Republicans had held since 1964. In Georgia, Mike Collins secured the Republican nomination with Trump's backing but subsequently lost to Jon Ossoff.

Republicans also failed to secure the expected advantage from redistricting in Florida, where Democrats won several seats despite boundaries being redrawn to favour the the GOP.

What changes in Washington now that Democrats control Congress?

The immediate consequence is a shift in the balance of power. Control of both chambers gives Democrats greater authority to scrutinise the administration, conduct investigations, challenge legislative priorities and use congressional oversight to hold the White House accountable during the final two years of Trump's presidency. The administration could face tougher questioning over tariff measures, immigration, executive orders, government spending and its handling of the war with Iran.

However, a Democratic majority does not mean that Trump has become a powerless president. The American political system separates executive and legislative authority. The president retains substantial powers over foreign policy, diplomacy, military decisions and the implementation of executive actions. Congress can restrict funding, legislate, investigate and exert political pressure. But overcoming a presidential veto generally requires a two-thirds majority in both chambers. Democrats will therefore have to distinguish between what they can block, what they can investigate and what they can realistically change.

Will the results change the trajectory of India-US relations?

Not really. But they could create a more balanced political environment for the relationship. India-US ties have experienced considerable strain under Trump, despite the strategic importance of their partnership. A yet-to-conclude trade agreement, tighter immigration restrictions, disagreements over India's purchases of Russian oil and Washington's approach towards Pakistan have complicated bilateral engagement.

The immediate test is trade. Differences over market access and other trade commitments await a political push. A Democratic-controlled Congress could increase scrutiny of the administration's tariff policies and its approach to international trade. However, it cannot independently negotiate or conclude a bilateral trade agreement on behalf of the executive branch.

For New Delhi, the more important possibility is that congressional oversight could restore some institutional predictability to a relationship that has increasingly been shaped by presidential interventions.

Will Indian professionals benefit from a Dem-controlled Congress?

Immigration is likely to remain one of the most sensitive issues in the bilateral relationship. The Trump administration's tightening of H-1B visa rules, including a $100,000 payment requirement for certain new petitions, has alarmed Indian professionals and technology companies dependent on skilled migration to the US. However, congressional control alone will not reverse executive actions. The deeper problem is that immigration reform has remained politically paralysed in Washington for decades. Congress has done little to address the structural problems in the immigration system over the past 25 years. The new fee requirement is also likely to face legal challenges over whether the executive branch has exceeded its authority. While administrations can impose fees to cover administrative costs, the legality of high charges is a separate question.

Could a Congress change policy on Russia and India's energy buy?

This is one area where New Delhi should not expect any immediate breakthrough. India's continued purchase of Russian oil and military equipment remains a source of friction with Washington. Yet the issue is not simply a Trump-versus-Democrats divide. In September, a substantial number of Democrats joined Republicans in endorsing trade restrictions against Moscow during a congressional vote on Russian sanctions. This suggests that pressure on Russia has bipartisan support in the US political establishment. The administration may continue to favour reducing dependence on Moscow while exercising diplomatic caution to avoid damaging relations with India. The larger lesson is that India's Russia policy will remain a difficult balancing act, regardless of which party controls Congress.

What about America's position in West Asia and the war with Iran?

The war with Iran adds to the uncertainty over the election outcome. Trump's foreign policy alienated several traditional allies and exposed Washington to the economic and strategic consequences of another conflict in the Middle East. Any further escalation could disrupt energy exports, destabilise shipping routes and increase global oil prices. Disruption in West Asia would have implications for inflation, the current account deficit, energy security and domestic economic stability. A Democratic Congress could demand greater accountability for the administration's military decisions, question the costs of the conflict and push for diplomatic alternatives.

Will US line on Pakistan change?

A major shift is unlikely in the immediate future. India has objected to American military assistance to Pakistan, including the $686 million sale of advanced military technology for Pakistan's F-16 aircraft. Washington, however, views its relationship with Islamabad through several lenses, including regional stability, counterterrorism and its wider security interests. Although Democrats may scrutinise the administration's military assistance decisions, there is little reason to assume that a change in congressional control will automatically resolve India's concerns.

Could a weakened Trump become more aggressive towards India?

This is perhaps the most unpredictable aspect. An electoral setback could encourage Trump to moderate his approach, seek compromises and focus on domestic political recovery. Such a possibility cannot be ruled out, although there is no reason to assume that India will become a principal target of Trump's political response.

What about the larger world order?

A more assertive Congress could introduce greater scrutiny into foreign policy, particularly over tariffs, military interventions, sanctions and relations with traditional allies. This could make US policymaking more institutionally contested and perhaps more predictable. The larger issue is the credibility of American leadership. Trump's transactional approach has already encouraged several countries to reassess their dependence on the US. The midterm results do not necessarily reverse that trend. Nor do they guarantee a return to the more predictable 'American internationalism’ associated with earlier administrations.

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