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J-35A Deal Fuels Surge in Chinese Defence Stocks Amid Mega Pakistan Pact – by DEFENCE SECURITY ASIA

Shares of AVIC Shenyang Aircraft Corporation—the state-owned aerospace giant behind the carrier-capable J-35A stealth fighter—soared by the daily 10 percent limit in Shanghai, continuing a bullish trend now entering its third consecutive session.

J-35A
J-35A

(DEFENCE SECURITY ASIA) — Chinese defence stocks surged on Monday following Pakistan’s confirmation of a historic arms acquisition that includes the fifth-generation J-35A stealth fighter jet, redefining Islamabad’s future aerial warfare capabilities.

Shares of AVIC Shenyang Aircraft Corporation—the state-owned aerospace giant behind the carrier-capable J-35A stealth fighter—soared by the daily 10 percent limit in Shanghai, continuing a bullish trend now entering its third consecutive session.

The stock rally was mirrored by significant gains across China’s broader defence sector, including a 15 percent spike in Aerospace Nanhu Electronic Information Technology Co., amid growing investor confidence in the Chinese military-industrial complex’s expanding global footprint.

The broader market optimism extended gains across the Chinese defence sector, with shares of Aerospace Nanhu Electronic Information Technology surging by 15 percent, while Inner Mongolia First Machinery Group, Jiangxi Hongdu Aviation Industry, AVIC Heavy Machinery, and AVIC Chengdu Aircraft advanced between 2 percent and 4 percent.

Meanwhile, the Hang Seng China A Aerospace & Defence Index climbed close to 2 percent.

At the heart of the procurement package lies the J-35A stealth multirole fighter, the HQ-19 long-range anti-missile shield, and the KJ-500 Airborne Early Warning and Control (AEW&C) aircraft—systems that collectively position Pakistan to contest regional aerial superiority in a way never seen before.

This trilateral delivery of cutting-edge platforms comes at a time of acute military tension between nuclear-armed rivals Pakistan and India, and is emblematic of the deepening Beijing-Islamabad strategic convergence in the face of a rapidly evolving Indo-Pacific security landscape.

J-35A
J-35A

In an official announcement, the Pakistani government hailed the agreement as “a significant diplomatic and defence milestone under the leadership of Prime Minister Shehbaz Sharif,” adding that the incoming assets would “exponentially elevate the Pakistan Air Force’s capabilities and missile defence posture in accordance with the demands of modern high-intensity warfare.”

The deal also comes with a crucial economic lifeline—Islamabad has secured the deferment of a $3.7 billion Chinese loan, offering rare financial breathing room as Pakistan struggles with mounting external debt and a fragile economic outlook.

Chinese defence equities began their upward climb last month after Pakistan claimed that six Indian Air Force jets—including French-made Rafales—were shot down in a high-altitude engagement with J-10C fighters equipped with Chinese long-range air-to-air missiles.

The Shenyang-developed J-35A, featuring advanced stealth shaping, internal weapons bays, and a next-generation sensor fusion suite, is widely believed to be a carrier-capable export variant of China’s most advanced stealth jet—now poised to shift South Asia’s aerial balance.

Senior Pakistani defence officials have confirmed that the first batch of these fifth-generation fighters will be delivered within the coming months, marking Pakistan’s entry into the exclusive club of stealth fighter operators.

Under the terms of the agreement, Pakistan is slated to receive 40 J-35A airframes, becoming the first foreign operator of the aircraft and the second global user of a Chinese fifth-generation fighter platform after the J-20, which remains in service with the People’s Liberation Army Air Force (PLAAF).

“PAF pilots are currently undergoing training in China to operate and integrate the J-35A platform into frontline squadrons,” a senior Pakistani government official revealed in a statement to Janes, underscoring the rapid induction timeline.

HQ-19
HQ-19

Notably, Pakistan’s variant of the J-35A is expected to be armed with the formidable PL-17 long-range air-to-air missile, believed to have a range in excess of 400 kilometers and capable of neutralizing high-value aerial targets beyond visual range.

The PL-17—also known as the PL-XX—is reportedly equipped with a multi-mode seeker integrating active radar homing, infrared tracking, and satellite navigation, allowing mid-course retargeting and precision terminal engagement.

Such capability would grant Pakistan’s stealth fleet the ability to engage Indian AWACS, refuelling tankers, and electronic warfare aircraft while remaining well outside the threat envelope of India’s Su-30MKI and Rafale fighters.

Pakistan’s interest in the J-35A dates back to 2024, when Air Chief Marshal Zaheer Ahmad Babar publicly confirmed its prospective induction, stating, “Negotiations are underway for the acquisition of the J-35A, which will soon become a vital component of the Pakistan Air Force.”

Augmenting this aerial leap, the HQ-19 long-range ballistic missile interceptor system is also part of the package, designed to neutralize intermediate-range and intercontinental ballistic missile threats at altitudes ranging from 70 to 150 kilometers.

Dubbed the “Chinese THAAD,” the HQ-19 shares conceptual lineage with the U.S. Terminal High Altitude Area Defense (THAAD) system and employs a “hit-to-kill” kinetic kill vehicle to eliminate targets via direct impact rather than explosive warheads.

This advanced shield arrives as Pakistan seeks to counterbalance India’s growing inventory of stand-off weapons, including the air-launched SCALP-EG cruise missile and the supersonic BrahMos—a capability reportedly used during the recent spike in hostilities.

Developed by China Aerospace Science and Technology Corporation (CASC) under Project 863, the HQ-19 uses an AESA-equipped X-band radar with a tracking range exceeding 1,000 kilometers, supporting exoatmospheric engagement against high-speed threats.

HQ-19
HQ-19

Estimates suggest the HQ-19 has an interception envelope extending up to 3,000 kilometers in range and over 150 kilometers in altitude—enabling it to intercept re-entry vehicles and hypersonic glide vehicles during their terminal descent phase.

Its integration into Pakistan’s layered missile defence architecture represents a substantial strategic deterrent against Indian missile supremacy and a major leap in South Asia’s evolving missile race.

Also forming a critical element of this defence trifecta is the Shaanxi KJ-500 AEW&C aircraft, derived from the Y-9 tactical airlifter and equipped with a tri-panel AESA radar within a fixed dorsal radome for seamless 360-degree surveillance.

Unlike its predecessor, the KJ-200 “balance beam” variant, the KJ-500 boasts enhanced electronic intelligence (ELINT) and Electronic Support Measures (ESM) capabilities, enabling real-time signal interception and threat classification over extended ranges.

The aircraft’s radar system can track up to 100 airborne targets simultaneously at ranges approaching 470 kilometers, including low-RCS targets such as stealth fighters and high-speed missiles.

With a maximum takeoff weight of 77 tonnes and a 12-hour loiter endurance, the KJ-500 is powered by four WJ-6C turboprop engines and has an operational range of 5,700 kilometers—making it ideal for continuous airborne command over both land and maritime theatres.

Unlike the heavier KJ-2000, the KJ-500’s smaller footprint allows deployment from austere and semi-prepared airfields—offering significant operational flexibility in contested zones such as Gilgit-Baltistan, Balochistan, or Gwadar.

Pakistan is expected to deploy the KJ-500 in close coordination with its JF-17 Block III, J-10C, and J-35A fleets—creating a tightly integrated air combat network with extended detection, command, and kill-chain closure capabilities.

KJ-500 AEWC
KJ-500 AEWC

There are three known variants of the platform: the baseline KJ-500 for PLAAF, the KJ-500H for Chinese naval aviation, and the KJ-500A with in-flight refuelling capacity—any of which could potentially be tailored for Pakistani operatio

Taken together, the J-35A stealth jets, HQ-19 anti-missile system, and KJ-500 AEW&C aircraft represent Pakistan’s most significant force modernization package in decades—signalling a decisive shift toward fifth-generation warfare readiness.

Strategically, the procurement solidifies China’s position as Pakistan’s most trusted military partner, with over 81 percent of Pakistan’s arms imports now sourced from Beijing—an alignment that increasingly counters U.S. and Indian influence in the region.

This high-stakes arms deal reaffirms Pakistan’s evolving doctrine of integrated, multi-domain warfare and highlights Beijing’s ambitions to export fifth-generation dominance well beyond the Western Pacific.

— DEFENCE SECURITY ASIA

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Pak Fighter Jet JF-17 Thunder Access To Israel | Indian Media Shocked | KHOJI TV

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Nirendra Modi, the Butcher of 5000 Gujrat Muslim & Christians wants to come to America

Mr. Modi Wants to Come to America

by VIJAY PRASHAD

At one end of Delhi, in the verdant campus of Jawaharlal Nehru University, scholars gathered to update one another on the current trends in Historical Materialism. At the other end of Delhi, in Ashok Hotel, on April 4 Nehru’s grandson, Rahul Gandhi, delivered the keynote address at the Confederation of Indian Industry (CII), the conference of Historical Accumulation. Gandhi said little except that he is pledged to the poor – it is what is expected of the Gandhi family, whose rhetorical liberalism is so scripted that its absence is noted rather than its presence. There was little about the fact that one in four Indians goes to bed every night hungry with no expectation that they will eat the next day. With a population of over a billion, that’s a very large number of people (almost the entire population of the United States).

The Indian general election is slated for next year. Gandhi’s speech to the business bloc had an eye to the ballot box, which means of course with a hand out to Big Business, which finances the entire process. “His ideas are brilliant,” said the CII’s head Adi Godrej, whose name is shared with one of India’s most powerful business houses, the Godrej Group, and who is personally worth $9 billion. “We should work in unison for greater progress,” Godrej said, indicating that the Captains of Industry have been happy with Gandhi’s party and are not keen to rock the boat.

Rahul Bajaj, head of the Bajaj Group and personally worth $3.4 billion, is the grandson of the legendary follower of M. K. Gandhi, Jamnalal Bajaj. Rahul Bajaj is very close to Rahul Gandhi’s Congress Party so his enthusiasm for the uncrowned king is to be expected. Nevertheless the mushiness came alongside a pointed barb at India’s main opposition party, the BJP and its putative leader, Narendra Modi. “I support the one who will be a good democratic leader rather than someone who is very dictatorial.”

The Dictator

Bajaj, who has many business ventures in Gujarat, points his finger at the current Chief Minister of Gujarat, Narendra Modi. Modi has been at the helm in that state since 2001. The following year, in 2002, Modi presided over the mass killing of Muslims by his party’s mass outfits, many of whom had honed their teeth in the anti-Christian violence in the Dangs region of Gujarat since 1998. A thirty-year old agricultural laborer, Jamuna Bhen, told Human Rights Watch about the incidents in her town on December 25, 1998. “The Hindus removed the ornamentation from our church. They threatened us by saying that they will set the church house on fire. Then they started taking down roof tiles. There were one hundred to 200 people who came from other villages. They said, ‘We will burn everything.’ We begged them not to. We said, ‘Don’t do this,’ and said we will become Hindus.”

An eerie similarity comes from the stories of 2002. Abdul Aziz, age 25, from Chartoda Kabristan, told Human Rights watch that on the afternoon of February 28, 2002, his brother was coming home from work. The police claimed a curfew was on in the town. “A crowd gathered to attack. The police was leading the crowd. They were 15125371looting and people followed, looting and burning behind them. The crowd was shouting, ‘Go to Pakistan. If you want to stay here become Hindu.’ The police very clearly aimed at my brother and fired at him.” He died not long afterwards.

The judicial process for both the anti-Christian violence in Dangs and the anti-Muslim violence across Gujarat has run aground. Investigations seem conclusive, but the courts seem unable to proceed to sentences. The most serious charge, that Modi stoked and abetted the violence, has not proceeded far enough. Modi’s hands are stained with the events, with the Special Investigation Team offering evidence of Modi’s complicity. Nevertheless, the Supreme Court decided not to act, offering “no criminal case against Narendra Modi.”

The US Visa

Pressure from concerned Indian Americans and from Christian groups on the US State Department in 2005 laid the basis for the US government to deny Modi’s application to come and address a trade body in Florida. The previous year, in 2004, Modi’s political party, the BJP, had lost the general elections and gone into the political wilderness. The Congress-led UPA coalition was in power, and seemed eager for a close entente with the US government (this would mature into the US-India Civil Nuclear Agreement of 2005, close commercial ties fostered by the new Congress government and George W. Bush’s visit to India in 2006). Bush’s evangelicalism had given support to a 1998 Congressional body, the United States Commission on International Religious Freedom, whose members included those genuinely concerned about religious bigotry overseas and those (like Richard Land) who are religious bigots against non-evangelical Christians. A conjuncture of disparate interests coalesed to work against Modi’s visa (disclosure: I was involved in this as well as part of the Coalition Against Genocide. I wrote about this in Counterpunch on March 9, 2005, “Get Modi: A State Terrorist Visits American Hoteliers”). Modi’s visa was denied. He has since then not traveled to the US.

The conjuncture has shifted. The Congress-led UPA coalition has been weakened by a series of corruption allegations, and by a realization amongst sections of the Indian electorate that their economic woes are less karmic and more capitalistic. The BJP chomps at the bit to return to power. Their standbearer in all likelihood will be Modi. That is why the US State Department’s Victoria Nuland, on April 4, said that Modi is “welcome to apply” for a visa. A Republican Congressional delegation was recently in Gujarat. Nuland described their purpose as a way to “help support a strengthening of business to business ties, of people to people ties across India, in Gujarat.” It is business, the process of accumulation, that defines US priorities – given a change in the wind, the US is willing to hastily reconsider its policy to Modi.

It is well worth going back to a meeting that Modi had with US Consul General in Mumbai, Michael Owen, on November 16, 2006 (in the Wikileaks cache). Modi grumbled that the entire fracas over the visa denial was the work of “fringe NGOs” and those with “an axe to grind.” He wanted to talk about his accomplishments in office, mainly increased funds for infrastructure and easier licensing for investment. Owen said that he agreed with these “positive accomplishments,” but said that these do not diminish “the importance of holding people accountable” for the violence of 2002. “A visibly annoyed Modi launched a spirited defense consisting of accusations of USG meddling, attacks on US human rights abuses in Abu Ghraib and elsewhere, and allegations that Muslims were better off in Gujarat than anywhere else in India.” Modi said that there was no chance of an apology.

Why was Modi interested in the US government’s estimation? Obviously he was eager for business relations with US capital, but there was more to it than that. Owen asked BJP parliamentarian Vallabh Kathiria if Modi was interested in a national role, namely to be Prime Minister. “Kathiria responded with a broad smile and vigorous head waggle,” wrote Owen. From 2006, at least, Modi has lobbied the US behind the scenes for a clean chit – eager to remove this issue from the table as he tried to morph from being seen as the Milosevic of Gujarat to the Lee Kwan Yew of Gujarat.

It tells you something about the state of Indian politics that the man who sounded sane to US Consul General Owen was the descendent of a royal family, the Wankaner’s of Gujarat, Digvijay Sinh. He told Owen that Modi could not be the Prime Minister because he “lacks the polish and refinement.” What others might call Modi’s dictatorial tendencies is sniffed downward by sections of the elite as simply the brash ways of the villageois. It is a common view amongst the businessmen at the CII. Both the Congress and the BJP are willing to line the pockets of the private firms. But Gandhi is more refined than Modi, which is what gives him the edge in the sweepstakes of class bias. He is part of what Sinh, in another context, called the “cream of society.”

But there is no need to pity Modi. His dictatorialness is rooted in his ideology and not in his personality or his class background. He is an adherent of Old Fascism dressed up in the cloak of Business. On the last day of the Gujarat Assembly a few days ago, the Comptroller and Auditor General submitted its report which showed that the Modi government had been involved in corrupt deals that lost the exchequer above Rs. 13.11 billion – close to $300 million. Old fashion crony capitalism that is favored by the CII members when they don’t have the microphones on. The US government’s vacillation is motivated entirely by the saliva generated by these numbers. All talk of morals and justice, of religious freedom and good governance go out the window when a sack of dollars sits by the front door.

 

Vijay Prashad’s new book, The Poorer Nations: A Possible History of the Global South, is out this month from Verso Books.

 

 

 

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