Courtesy: The Economic Times
“Economic D-Day”, recently announced by the U.S. Trump administration, will put additional sanctions on any party which facilitates any activity with Iran. India, Iraq, Turkey, and the UAE could be affected. But ironically China, the biggest supporter of Iran’s regime, may be off the hook given the deep mutual over-reliance with the U.S. and the risk that further sanctions on China could put the global financial system in jeopardy.
Courtesy: India's World
Prime Minister Tarique Rahman’s Bangladesh Nationalist Party will complete six months in office in August. His country faces multiple crises, with the Gulf War straining Bangladesh’s economy. In a sharp departure from previous practice, Rahman chose China for his first state visit even as anti-India rhetoric continued in Dhaka. It shouldn’t surprise, says Bangladesh’s departing High Commissioner to India, M. Riaz Hamidullah, speaking exclusively to Gateway House’s Nayanima Basu.
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: The Jerusalem Post
The ongoing conflict in the Gulf has created tremendous change. Israel is deeply scarred by the October 7 attacks. Iran retains the ability to go nuclear despite U.S.-Israel attacks. China’s assistance to Iran through intelligence and the supply of parts and chemicals for missiles has been noticed. New formations of countries - either interlocutors, participants or victims of the war – are generating an alphabet soup of influencers.
Courtesy: Gateway House
India’s sovereign AI strategy prioritises chips, compute, data, models, and talent, but overlooks a critical pillar: energy security. As AI-driven electricity demand surges globally and the IndiaAI Mission rapidly expands computing capacity, reliable power is becoming a defining constraint on AI ambitions. Energy security must therefore be recognised as a core pillar of India’s sovereign AI strategy, not merely as supporting infrastructure.
Courtesy: Nayanima Basu
The arrival of the sacred Piprahwa relics in Leh in May 2026 was more than a religious event; it was a powerful act of cultural reclamation and civilisational diplomacy. Linked to the Buddha’s Sakya clan, the relics reaffirm India’s place as the birthplace of Buddhism while sending a strong signal to China. As Beijing increasingly politicises Tibetan Buddhism and the Dalai Lama’s succession, this heritage carries growing geopolitical significance.
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: Kenny Holston / AP
President Donald Trump’s May 13-15 visit to China was set against the backdrop of the ongoing U.S.-Israel-Iran conflict. Though the agenda was an economic one, Beijing used the occasion to project itself as a stabilising power, urging dialogue between Washington and Tehran. The visit did produce agreements on trade and investment, but the absence of a joint statement and differing priorities exposed persistent tensions. In this tale of two visits, China seems to have trumped the U.S.
Courtesy: DD India
BRICS is too significant to ignore but too fragmented to drive meaningful change for the developing world. The West Asia conflict, U.S. tariff threats over de-dollarisation, UNSC reform divisions, and the presence of regional rivals has exposed its internal strains. Will India’s ongoing 2026 chairship rise above the contradictions, and manage to turn BRICS from a reactive forum into a more assertive and credible global force?
Courtesy: Global Times
The Quad Foreign Ministers’ Meeting, held in New Delhi on May 26, highlighted both the progress and uncertainties surrounding the grouping. Significantly, it reaffirmed U.S. engagement. While the Quad has expanded its agenda and provided some concrete outcomes, the all-important Leaders’ Summit is still not visible – a worry for India’s prolonged chairship since 2024.