BUSINESS
War risk premium returns as Gulf conflict casts shadow on energy markets
Roughly 20 percent of global oil and a similar share of LNG transit the Strait of Hormuz between Iran and Oman. Any sustained disruption would transmit price shocks globally within days
BUSINESS
Beyond the Headlines: Why the US Supreme Court's tariff ruling makes global trade more volatile
The US Supreme Court has delivered a significant legal blow to Donald Trump's tariff authority, but by forcing a pivot to new, untested legal justifications, the ruling paradoxically deepens the uncertainty facing global trade and multinational firms
BUSINESS
Is the dollar under pressure from trade fragmentation, renminbi’s gradual rise?
However, exchange-rate weakness alone does not determine reserve status; institutional depth, capital mobility and geopolitical alignment matter more
BUSINESS
Beyond Tariffs: India’s US trade deal is a strategic hedge, not a pivot
In signing a new trade framework with the US, India has prioritised risk management and strategic autonomy over a decisive geopolitical realignment
BUSINESS
Tariffs, oil and leverage: India's calculated play in the US trade talks
India's measured response to Trump's tariff announcement reveals a sophisticated strategy of using trade as geopolitical leverage while protecting strategic autonomy
BUSINESS
Trade as Strategy: Why the India–EU FTA belongs to today’s age of geoeconomics
The FTA provides India with institutionalised access to a large, affluent and potentially alternative market, while offering EU a partner willing to resist Trumpian caprice
BUSINESS
Canada's China EV Deal: A Pacific pivot that splinters Trump's Hemisphere strategy
Prime Minister Mark Carney's new trade agreement with Beijing, reversing punitive tariffs on Chinese electric vehicles, is less a technocratic fix and more a calculated geopolitical hedge—one that fractures the US vision of a unified Western Hemisphere and reasserts Canadian agency
BUSINESS
Trump’s Greenland Gambit: Sovereignty, minerals and the unravelling of alliances
By demanding ownership of Greenland and threatening invasion, Trump is transforming a stable ally into a strategic asset—and risking the very Western alliance he claims to secure
BUSINESS
Iran unrest injects volatility into global fault lines
As widespread protests challenge Tehran's regime, the resulting instability risks escalating into regional conflict and drawing in world powers, exposing the fragility of the current world order
WORLD
Russia, Ukraine and the dangerous geometry of a premature peace deal
The gap between US policy, Russian intent, and China’s long-term strategy is the most important strategic variable shaping the conflict’s future
BUSINESS
China’s export pivot is posing new risks for Asia’s supply chains
Data emerging from ASEAN, South Korea, and Japan underline deeper implications beyond China’s expanding export volumes
BUSINESS
The US National Security Strategy signals a new pivot: Asia must now hedge
The new US National Security Strategy marks a significant shift in American foreign policy, prioritizing the Western Hemisphere while signalling that Asian allies must shoulder greater responsibility for regional security
TECHNOLOGY
Can India emerge as a counterweight to China in rare earth landscape?
Beijing knows that uncertainty is better than prohibition when controlling supply chains
BUSINESS
Ukraine peace push a test of global power hierarchy
The US, Europe and China are key factors to any peace deal between Russia and Ukraine, which makes it difficult to keep everyone happy
BUSINESS
Copper is the next strategic battleground and China has the advantage
Copper is currently China’s game in geopolitics, but it need not be so for long
BUSINESS
The US is wooing Central Asia under the shadow of China, Russia
Several trade, diplomatic, and mineral deals have been announced. A new global race for critical minerals is now on. But challenges abound
POLITICS
Beijing is winning the Asia-Pacific
China is moving with strategic intent in the region, bringing countries closer with its regional integration efforts, while the US’ focus on tactical deals may see it lose out in the long run
POLITICS
Short War, Long Shadows: Afghanistan, Pakistan, and a new flashpoint
Any attempt to reconcile Pakistan, and curb its insurgencies and terror groups using economic statecraft, is difficult—possibly futile—as China’s experience has shown
BUSINESS
Escalation in US-China trade war poses major risks to world economy
BUSINESS
A durable peace in the Middle-East remains a mirage
The key problem in the Middle East is the dichotomy between the economic and national security needs of its nation-states and the underlying ideological attitudes of its populace
WORLD
US sanctions on Chabahar Port are a gain for China
The Trump administration's decision to revoke sanctions exemptions on Iran's Chabahar port reveals a troubling pattern of strategic incoherence that may ultimately benefit China while undermining America's long-term interests in Central Asia
BUSINESS
The Arab Summit's restraint masks a seismic shift in Middle East power dynamics
An emergency Arab-Islamic summit has condemned Israel's actions against Hamas leadership while Gulf states activate joint defence mechanisms, putting US diplomatic influence and Middle East stability at a critical crossroads
BUSINESS
What China needs to become an economic hegemon
Are Beijing and the CCP able to or willing to play the vital role that the US has often played in the global economy — absorbing global surpluses with relatively open 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
