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: AFP
India signed on to two deals on critical minerals in May: one was the launch of the Quad Critical Minerals Initiative and the other a new bilateral India–U.S. framework on critical minerals. Both highlight the deep concerns over China’s dominance of global supply chains. For India, specifically, these initiatives will advance its ambitions in green energy. Collectively, the QUAD members have differing priorities. Can those be sustained long-term, for success?
Courtesy: KNN
The UAE’s recent exit from OPEC, and the U.S. push to sell more oil to India are markers of a new order in the oil world with demand security at a premium. As a major oil importer, India must respond to it smartly. It must develop deeper partnerships with both the UAE and U.S., and a new financial ecosystem and benchmarks for the new order.
Courtesy: X/@IndiainZimbabwe
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.
Courtesy: Gateway House
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.
Courtesy: Gateway House
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.
Courtesy: PIB
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.
Courtesy: Gateway House
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.
Courtesy: @DrJaishankar/X
South Korea and India have much in common – both are Indo-Pacific players, oil importers and business-oriented economies. Yet, despite the ubiquitious and successful presence of Korean companies in India’s markets, the political relationship has been weak, and underperformed. The recent state visit by South Korean President Lee Jae-myung to India along with a slew of economic and strategic agreements signed, is an effort to recalibrate the relationship.