Courtesy: Council on Foreign Relations
The absence of panic in the energy markets despite the renewed U.S.-Iran fighting indicates a well-supplied oil market in the longer term. That means stability for energy short countries like India in the long term. In the short term, however, India will be impacted by other disruptions, such as the increased use of sanctions.
Courtesy: Business Post
The AI industry in the U.S. is on a high, with three major upcoming public offerings on the table from Anthropic, Open AI and Space X hogging the attention and news. But users are increasingly concerned about costs, and developers are rushing to raise capital. When the effervescence abates, a reduced appetite for AI stocks may eventually see investors return to emerging markets. Can India benefit?
Courtesy: Somaliland Presidential Office
Israel’s recognition of Somaliland as an independent state in December 2025 is not merely a diplomatic gesture toward a long-marginalised polity; it is a strategic act with implications for Somalia’s territorial integrity, regional security dynamics, great-power competition, and the evolving politics of recognition in a fractured international order.
Courtesy: News on Air
In the shifting sands of contemporary geopolitics, terms such as ‘fluid multipolarity’, ‘multiplexity’, ‘tripolarity’, and ‘bipolarity with multipolar characteristics’ are replacing the old dogmas and orders. But what is driving the world today? How does India plan to protect its vital interests in the current age of ongoing polycrisis? The road ahead is challenging, marked by risks and uncertainty.
Courtesy: Reuters
China’s attempt to discipline Japan over Japanese Prime Minister Takaichi’s statement on a Chinese attack on Taiwan threatening Japan’s security, may instead strengthen the very alliances Beijing hoped to fracture. By using symbolic economic instruments, invoking the UNSC, and amplifying nationalist messaging while avoiding mass public mobilisation, China signals displeasure without risking internal instability. Yet these same measures push Japan ever deeper into U.S.-aligned networks.
Courtesy: Kyodo News
The rise of Sanae Takaichi, Japan’s first female prime minister with firm conservative credentials, carries both symbolic weight and political controversy. Her early decisions suggest clarity of intention but also highlight the structural weaknesses and diplomatic sensitivities that will shape her tenure. To keep her ratings high, she has to stabilise her minority government at home, and manage the China, U.S. and ASEAN relationships with tact.
Courtesy: Gateway House
A slowdown of the Chinese economy, and the shift, particularly by MNCs, from China to other more competitive locations has opened up business opportunities for latecomers to supply chains in the developing world. Evidence suggests that Southeast Asia and some South Asian countries like India, Sri Lanka, Bangladesh, could be beneficiaries of the supply chain shift, particularly in labour-intensive segments.
Courtesy: Gateway House
Geopolitics is increasingly intertwined with the economic destiny of South Asia. Even before the U.S. tariffs were rolled out, growing polycrises had hit the global economy, which has been struggling since the pandemic. South Asia seems a relatively bright spark of regional trade and growth. This paper analyses South Asia’s trade architecture in the backdrop of a sluggish world economy in the 2020s, and makes recommendations for closer regional economic integration.
Courtesy:
Chinese state media and other outlets are increasingly using disinformation to undermine Taiwan's political stability, sway public opinion, and erode national unity. The government in Taipei mitigates this threat by employing a range of high- and low-tech solutions. Other countries will benefit by using the Taiwan model to fortify their democratic institutions and enhance their readiness against an advanced arsenal of disinformation tools.
Courtesy: Amazon India
In his new book, former Indian Foreign Secretary and Ambassador to China, Vijay Gokhale analyzes how newly independent India navigated Anglo-American competition and the Cold War ideologies of China in the 1940s and 1950s. The author focuses on key events from the recognition of the Peoples’ Republic of China to the two Taiwan Straits crises. His insights of the period resonate with today's U.S.-China rivalry, and highlights India's evolving role in the Indo-Pacific.