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: 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: 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: 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: @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.
Courtesy: Gateway House
The West Asian conflict is raising questions about Iran’s performance. Tehran appeared well-prepared, having expanded its low-cost drone and missile capabilities. It also widened the conflict by targeting U.S. bases in the Gulf. The key lesson is that eliminating leadership does not guarantee regime change. The conflict underscores that modern warfare depends not just on battlefield gains, but also on economic resilience, trade leverage, and technological strength.
Courtesy: Gateway House
Following the U.S.–Iran ceasefire and partial reopening of the Strait of Hormuz, energy flows may resume, but uncertainty persists. Robin Mills, CEO of Qamar Energy, and Amit Bhandari, Senior Fellow on Energy, Investments and Connectivity, Gateway House, note that Iran will retain leverage and will continue influencing prices and supply chains. Natural gas shortages will further disrupt fertiliser production and fuel inflation world-wide.
Courtesy: Presidential Communications Office
The West Asia conflict has disrupted global stability, impacting ASEAN economies and diplomacy. As chair, the Philippines balances its alliance with the U.S. and regional neutrality, while Indonesia and Malaysia reflect domestic support for Arab states. With energy shocks, remittance risks, and inflation rising, ASEAN’s limited influence is evident. Has ASEAN once again been drawn into a vortex of crises beyond its control?
Courtesy: AFR
The Persian Gulf conflict has already impacted India’s oil imports and financial security. However, India has not created meaningful options to protect itself from oil shocks over the last decade – and such shocks will continue. Now is the time for India to make equity investments in oil and gas companies in stable economies like the U.S., Canada and Australia, to protect itself from future energy crises.
Courtesy: AFP
It is important to take an objective review of PM Modi’s visit to Jerusalem and its implications for India’s security. New Delhi will have to demonstrate its strategic autonomy by managing heterogeneous and often contrapuntal relationships and strike a balance in its ties with the U.S. and Israel on the one hand and Iran and the Arab world on the other hand.