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Vivek Y Kelkar

Researcher And Analyst

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Tianjin notwithstanding, India will face major challenges as it seeks investments, markets

BUSINESS

Tianjin notwithstanding, India will face major challenges as it seeks investments, markets

Despite diplomatic camaraderie at the Shanghai Cooperation Organisation summit in Tianjin, India confronts mounting economic challenges as global trade fragments along geopolitical lines while competing for foreign investment in an increasingly complex world

In Russia-Ukraine peace deal talks, China wants a seat at the table

BUSINESS

In Russia-Ukraine peace deal talks, China wants a seat at the table

Beijing is taking a long-term view, as is its wont, and clearly pointing out that it not only has a role in any peace process in Ukraine, but its role cannot be underplayed

Global powers need to focus on the threat posed by nexus between the nuclear arms race and AI

BUSINESS

Global powers need to focus on the threat posed by nexus between the nuclear arms race and AI

Threat factors multiply when placed against the backdrop of power rivalries, the rise of middle power regional contestations and alignments, and the rising role of AI in warfare—both conventional and nuclear

US strategy to counter China’s mineral strengths is riddled with contradictions

BUSINESS

US strategy to counter China’s mineral strengths is riddled with contradictions

The dependency-driven vulnerabilities on China could be lessened if Washington would take a comprehensive, competitive industry vision-driven approach to the problem, involving some resource-rich allies

What does the EU-US trade deal mean for global trade uncertainty?

BUSINESS

What does the EU-US trade deal mean for global trade uncertainty?

The recent EU-US trade deal represents a strategic stability play that masks deeper vulnerabilities in global value chains, with China controlling over 40% of intermediate goods in key sectors while American consumers face additional costs

Is the EU overstretching its sanctions policy?

BUSINESS

Is the EU overstretching its sanctions policy?

The EU’s latest sanctions strategy reveals more about its geopolitical helplessness than its ability to shape the outcome of the Russia-Ukraine war

Can strategic realism in Asia drive India, China closer?

BUSINESS

Can strategic realism in Asia drive India, China closer?

Jaishankar’s recent Beijing visit underscores the high-stakes, high-wire act India must perform to balance economic realism with geopolitical rivalry in a shifting Asian order

Trump’s Vietnam tariff deal signals Asia’s vulnerability to US-China rivalry

BUSINESS

Trump’s Vietnam tariff deal signals Asia’s vulnerability to US-China rivalry

The crucial factor for Asia’s nation-states is to assess both their need for economic nationalism and security vulnerabilities—both economic and military

Europe’s bid for strategic autonomy faces twin hurdles: Trump’s tariffs and China’s clout

BUSINESS

Europe’s bid for strategic autonomy faces twin hurdles: Trump’s tariffs and China’s clout

The European Union’s quest for strategic autonomy is increasingly under strain, caught between an unpredictable US and an assertive China. As the trade landscape shifts, the bloc’s internal fractures and external dependencies are being laid bare

ASEAN is emerging as a vital cog in the global economy amid US-China rivalry

BUSINESS

ASEAN is emerging as a vital cog in the global economy amid US-China rivalry

Trump’s myopic view on trade deficits mars the future of transatlantic cooperation against China

BUSINESS

Trump’s myopic view on trade deficits mars the future of transatlantic cooperation against China

Trump’s latest tariff threat against the European Union exposes the fragile underpinnings of transatlantic trade. With mutual dependencies high and China lurking as a strategic rival, the US and EU face a tough test of economic diplomacy

US-China rivalry heats up in Gulf tech, defence deals

BUSINESS

US-China rivalry heats up in Gulf tech, defence deals

President Donald Trump’s recent trip to Saudi Arabia, the UAE, and Qatar marked a dramatic shift in US foreign policy—from values-driven diplomacy to pure transactionalism. Massive tech, defence, and mining deals highlight an intensifying US-China rivalry playing out in the Middle East

China-US trade war may have paused, but geopolitical rivalry hasn’t

BUSINESS

China-US trade war may have paused, but geopolitical rivalry hasn’t

Despite a 90-day tariff truce, the broader US-China trade conflict remains unresolved, with global trade splintering and strategic tensions on the rise

America scores big in Ukraine minerals deal, Europe left out

BUSINESS

America scores big in Ukraine minerals deal, Europe left out

A new US-Ukraine minerals deal is being touted as a strategic win, but the fine print suggests something deeper. It signals a shift in how the US is shaping post-war stakes, influence, and alliances — with Europe, Russia, and even Ukraine

Can global firms navigate the age of economic weaponisation?

BUSINESS

Can global firms navigate the age of economic weaponisation?

Multinational firms are facing a new era of complexity that could reshape how, and where, they invest

Long-term dilemmas await Asia caught in US-China tariff rivalry

BUSINESS

Long-term dilemmas await Asia caught in US-China tariff rivalry

India has diplomatic edge but cannot escape the threat from the US-China rivalry

The rare weapon in China’s economic arsenal

BUSINESS

The rare weapon in China’s economic arsenal

As tensions rise between Washington and Beijing, a quiet but powerful move is playing out in global supply chains. This isn’t just about tariffs or tweets—it’s about materials hidden in the gears of global innovation, from defence to electric vehicles. A new front in the US-China standoff has opened, and the implications are far-reaching

Trump’s tariffs signal a hard pivot to security-driven economic nationalism

BUSINESS

Trump’s tariffs signal a hard pivot to security-driven economic nationalism

Trump’s tariffs risk making China a bigger headache for Asia

BUSINESS

Trump’s tariffs risk making China a bigger headache for Asia

China’s territorial ambitions, weaponization of trade and burgeoning surplus are already causing trouble in the continent. Why US tariffs may make a bad situation worse

Shifting Sands in the Middle East: A new global power struggle emerges

BUSINESS

Shifting Sands in the Middle East: A new global power struggle emerges

The Middle East is once again at the centre of a high-stakes geopolitical chess game, with global powers vying for influence over a crisis that could reshape alliances and redefine the balance of power. As new strategies and alliances emerge, the unfolding scenario hints at a world where the traditional players might not hold all the cards

Can India handle the policy dilemmas thrown up by Trump, China and the EU?

BUSINESS

Can India handle the policy dilemmas thrown up by Trump, China and the EU?

Amid shifting global power dynamics, escalating tariff wars, and the evolving centrality of manufacturing, India finds itself at a crossroads. With opportunities to reshape its economic future and vulnerabilities to address, the path it chooses now could redefine its role in the geo-economic landscape

Can Europe rebuild its economic, military muscle?

BUSINESS

Can Europe rebuild its economic, military muscle?

Europe faces mounting security and economic challenges as it grapples with Donald Trump’s unpredictable policies, rising geopolitical tensions, and internal divisions. The EU’s proposed ReArm Europe Plan aims to rebuild defence capabilities while balancing economic resilience and green commitments

India’s FTA with the EU will face a Trump problem

BUSINESS

India’s FTA with the EU will face a Trump problem

The EU’s position is sticky after Trump has made America an unreliable ally

Trump leaves Europe’s future considerably weakened -- and uncertain

BUSINESS

Trump leaves Europe’s future considerably weakened -- and uncertain

America’s warming up to Russia is putting Europe in disarray

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