"He's (Modi) either appeasing hardliners at home or deliberately signaling to Pakistan in an effort to strengthen India's hand in future discussions," said Vikram J Singh, a former Obama Administration official who served in key positions in State Department, playing an important role in shaping its Af-Pak policy and later in the Defense Department.
"If the latter, it could backfire but be viewed as worth the risk," cautioned Singh, vice president, national security and international policy at the Center for American Progress, a top US think-tank based in Washington DC.
However, Singh felt Modi's deeper challenge is ensuring India has the allegiance of the majority of Kashmiris rather than growing resentment and resistance, much as Pakistan needs the Baluch to have a stake in the Pakistani state.
"In the long term, the local people matter more to long term stability than do the far right political and chattering class. Appeasing hardliners for political ends leads to bad policy outcomes," Singh said in response to a question.
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"The reference to Balochistan in this year's Independence Day speech certainly signals a change in tone in the Modi government's Pakistan policy," said Lisa Curtis of The Heritage Foundation, a top Americana think-tank, which is considered close to the Republican establishment.
While the previous Manmohan Singh government persevered with dialogue in the face of terrorist attacks, it can be argued that such forbearance paid few dividends for India, she said.
"Still, it's unlikely that the Balochistan reference heralds any significant new actions on the ground by India. Modi seems instead to be laying down a marker that his government will be less patient than its predecessor when it comes to Pakistani terrorist provocations," Curtis said.
Refusing to be drawn in the Kashmir debate, State Department Spokesperson Elizabeth Trudeau told reporters at a news conference on Monday, "Our position, as you well know, on Kashmir has not changed. The pace, the scope, the character of any discussions in Kashmir is for the two sides to determine," she said.