AI generated Economic Times Courtesy: The Economic Times
2 September 2026

China and Economic D-Day vs. Iran

“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.

Canadian Prime Minister, Mark Carney, with Indian Prime Minister, Narendra Modi Courtesy: PTI
6 August 2026

India-Canada on a positive reset

There is a positive reset in India-Canada relations, and this is being strengthened through cooperation in security, trade and education ties. Both countries believe in the strategic value of the Indo-Pacific, and both have been at the receiving end of rough geopolitical treatment by the U.S. They see their salvation in putting the past behind them and deepening bilateral relations.

the jerusalem post Courtesy: The Jerusalem Post
16 July 2026

The gulf in the Gulf

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.

Website articles  (3) Courtesy: Gateway House
9 July 2026

The missing pillar of India’s sovereign AI

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.

Kenny Holston  AP Courtesy: Kenny Holston / AP
4 June 2026

China trumps the U.S.?

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.

Website articles  - 2026-05-21T164114.205 Courtesy: X/@IndiainZimbabwe
21 May 2026

India-Africa: taking stock before the summit

Africa is central to India’s foreign policy, a priority expected to be reaffirmed at the upcoming India–Africa Forum Summit. The much-anticipated event will focus on deepening economic partnerships and expanding strategic cooperation. Ahead of the summit, it is necessary to take stock of the current state of the continental engagement, particularly in trade, investment, technology, and capacity-building.

Website articles  (95) Courtesy: Gateway House
14 May 2026

Stacking up the India-Africa summits

The Fourth India-Africa Forum Summit (IAFS-IV) will take place in New Delhi from May 28-31, 2026. It is being held at a time when Africa has actively engaged with several other major partners, placing high expectations on India. Over the last 18 years, the India-Africa partnership has had ambitious goals and some outcomes across diplomacy, trade, education, capacity building, health, and infrastructure development. This will deepen.

Website articles  (92) Courtesy: Gateway House
7 May 2026

India’s quest for sovereign AI

India is moving from “digital adoption” to “digital swaraj,” a demand for technological self-reliance. The national discourse is shifting from data sovereignty to broader technological sovereignty. India’s goal is a hybrid model where global innovation meets local control and digital services that align with domestic needs. If successful, this model could offer the Global South an alternative to both U.S. private-led and Chinese state-led digital systems.

Website articles  (91) Courtesy: PIB
7 May 2026

Strengthening Africa’s security architecture

Africa has been increasingly drawn into conflicts and faces difficulty in preventing or managing them. At the Fourth India-Africa Forum Summit to be held on May 28-31, India can announce assistance to the continent in capacity-building in training, logistics, and technology. India-Africa defence industrial cooperation, particularly in affordable equipment and maintenance capabilities tailored to African conditions, will align with its evolving needs.

Website articles  (90) Courtesy: Gateway House
7 May 2026

The Smackover blueprint

The Smackover Formation in south Arkansas and east Texas holds vast reserves of lithium — the critical mineral powering electric vehicles, energy storage systems, and data centres. If successfully tapped, those reserves could drastically reduce America's dependence on China. Arkansas has a stable, proven, predictable regulatory and statutory framework and familiarity with the production process. Policymakers in India would be wise to follow developments closely.