117 results
As the UAE exits OPEC, long-simmering economic and strategic divergences with Saudi Arabia begin to reshape Gulf politics and energy markets
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
One month in, the limits of conventional military power are being laid bare. As a “dual chokehold” on global energy flows emerges, the old security umbrella of the Gulf states is being dismantled. It is forcing a permanent re-pricing of both regional and global risk.
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
As the conflict with the United States and Israel intensifies, Iran’s new leadership is signalling a prolonged confrontation—one that combines conventional warfare with pressure on global energy flows and supply chains.
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Energy dependence, remittance flows and trade corridors reveal how deeply India’s economy is tied to stability in West Asia. Part II of a two-part series.
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Energy chokepoints, proxy escalation and great-power recalibration are reshaping the Gulf and unsettling the global order. Part I of a two-part series.
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Even if Trump’s tariffs disappear, the forces reshaping global trade—geopolitics, security concerns and reconfigured regional blocs—are here to stay
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
What India’s agreements with the US and EU reveal about power, policy space, and calibrated accommodation
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Carrier strike groups, nuclear deadlines and a brittle regime in Tehran are converging on a moment where Washington may discover that every move—strike, sabotage or restraint—ends in escalation
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Why India’s future power will be shaped less by diplomacy and more by trade architecture
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Economic collapse, political revolt and great-power rivalry converge in Iran’s most dangerous moment in decades.
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
What prolonged global conflicts mean for Europe, China—and India’s narrowing strategic space.
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
How Trump’s tariffs, Europe’s capitulation, China’s counter-moves and India’s narrowing room for manoeuvre reshaped the global order.
Dinesh Narayanan
Independent journalist | Author of The RSS and The Making of The Deep Nation
Ambassador Shyam Saran on a post-American order, a slowing China, and how India must balance room for manoeuvre with hard-headed realism on Russia, the US and China.
Founding Fuel
Europe entered 2025 already strained by war, fractured politics, and economic anxiety. As Philippe Le Corre explains, this was the year when three pressures collided—an unending war in Ukraine, a drastically altered transatlantic dynamic under Trump 2.0, and a more openly competitive China
Founding Fuel
Justin Logan of the Cato Institute on how Trump’s second term reshaped global trade, defense alignments, and America’s domestic equilibrium—and why the turbulence may be far from over
Founding Fuel
Three competing visions inside the MAGA movement—over AI, immigration and national sovereignty—may determine America’s technological doctrine for the next decade
Sundeep Waslekar
President | Strategic Foresight Group
Sundeep Waslekar, president of Strategic Foresight Group, on a West in turmoil, an international order in free fall, and an AI race racing ahead of rules.
Founding Fuel
How does China see the Trumpian reset of the global order? What's really happening inside its domestic economy? And are we seeing signs of a thaw with India? A conversation with Chinese economist Prof. Yao Yang
Founding Fuel
Tariffs were designed for a world of steel and sugar. They’re hopelessly out of sync with the quantum-entangled world of semiconductors
Shishir Prasad
Senior Business Journalist
Israel’s strike on Qatar has triggered a dangerous new phase in the Middle East — exposing Washington’s conflicting roles as ally and broker
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
In the Indo-Pacific, America’s transactionalism collides with its strategic incoherence—posing hard choices for its partners
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Ukraine’s critical minerals deal with the US hangs on the edge of a precipice. Will it be a harbinger of peace with Russia? Or a deal too complex for even Trump to swing?
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
15 takeaways from Part 2 of the two-part Masterclass series with former foreign secretary Shyam Saran
Founding Fuel
17 takeaways on the new dynamics in geopolitics and geoeconomics, especially after Donald Trump’s inauguration as US president, the shifting sands in the Middle East with conflict and informal fragile truce, and the big decadal shifts
Founding Fuel
The defining challenges for India as it tries to balance demands from the US administration, and its own Asian backyard, which is increasingly coming under the dragon’s shadow
Dinesh Narayanan
Independent journalist | Author of The RSS and The Making of The Deep Nation
Six industries to watch as the complicated relationship between the two countries in geopolitics extends to technology too
N S Ramnath
Senior Editor | Founding Fuel
The ghosts of the past will continue to haunt long into the future
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Even as Trump signed a flurry of executive orders, the tensely awaited tariff orders were conspicuous by their absence
Dinesh Narayanan
Independent journalist | Author of The RSS and The Making of The Deep Nation
The big powers are escalating the AI race, but some scientists fear that the technology will spin out of human control
Sundeep Waslekar
President | Strategic Foresight Group
Insights from The Economist’s report ‘The World Ahead 2025’
D Shivakumar
Operating Partner | Advent International
What are the implications of the US-China rivalry for companies, global trade and India in particular? The Masterclass is a culmination of a weeklong curated learning experience
Founding Fuel
Security and economic realism determine much of today’s trade. The third and final in a three-part series to set context for the Masterclass on Geopolitics and Global Trade
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Geopolitics, geo-economics and India’s positioning in the region. The second in a three-part series to set context for the Masterclass on Geopolitics and Global Trade
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
The first in a three-part series to set context for the Masterclass on Geopolitics and Global Trade
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
With Bangladesh wobbly, India is now surrounded by unstable states with restive populations and fidgety militaries
Dinesh Narayanan
Independent journalist | Author of The RSS and The Making of The Deep Nation
Fires of war are burning in several parts of the world. And the US-China hegemonic rivalry is now real. But even amidst the uncertainty there are clear signals about how geo-economics and geopolitics could shape up. Part 1 in this 3-part series dives into the paradoxes that will shape supply chains and geo-economics
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
Two clear blocs are emerging, one led by the US, the other by China. However, it’s not another Cold War. Part 2 in a 3-part series on the shape of the world in the next 5 years
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
In a complexly layered world, neither the US nor China will be an absolute hegemon. The final in a 3-part series on the shape of the world in the next 5 years
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
The US, China and Russia are entangled in a complex way. And the rising tensions in the region are already disrupting shipping and the oil trade
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
A stellar panel unpacks the primary drivers of complex change facing the world: The implications of elections in more than half the democratic world; the US-China rivalry and the economic disruptions of their mutual de-risking; assessing Global South as a tangible international entity; and more
Founding Fuel
China may have already stolen a march with its massive financing, infra investments and deals to access natural resources and stranglehold on markets across the developing world. Yet India may still have some aces up its sleeve. The sixth and final column in our Year End Special series on making sense of the biggest economic and geopolitical shifts and what they signal
Pramit Pal Chaudhuri
South Asia head | Eurasia Group
The political economy calculus in Africa is changing. Any China-EU rivalry in Africa will only benefit the continent. The fifth column in our Year End Special series on making sense of the biggest economic and geopolitical shifts and what they signal
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
And does China have the capability to increasingly dominate this space? The fourth column in our Year End Special series on making sense of the biggest economic and geopolitical shifts and what they signal
Kanti Prasad Bajpai
Visiting Professor, Ashoka University | Emeritus Professor, Lee Kuan Yew School of Public Policy, National University of Singapore
Neither of them wants an economic MAD (mutually assured destruction), and this is a tactical pause. This is the third column in our Year End Special series on making sense of the biggest economic and geopolitical shifts and what they signal
G Venkat Raman
Professor, Humanities and Social Sciences | Indian Institute of Management, Indore
Europe is caught between the left and right, antisemitism and Islamophobia, accepting asylum seekers and pushing back boats. The time for a delicate balancing act may be over. This is the second column in our Year End Special series on making sense of the biggest economic and geopolitical shifts and what they signal
Sir Graham Watson
Distinguished Visiting Fellow | University of Toronto - Munk School of Global Affairs & Public Policy
The existential threat to human civilization is not from wars, but from nuclear disaster and climate change. This is the first in our Year End Special series on making sense of the biggest economic and geopolitical shifts and what they signal
Sundeep Waslekar
President | Strategic Foresight Group
What does the war mean for the world? A discussion with Sundeep Waslekar
Founding Fuel
Book Review: ‘After Tiananmen: The Rise of China’ by Vijay Gokhale
Jabin T. Jacob
Associate Professor, Department of International Relations and Governance Studies | Shiv Nadar University
A top-class panel of experts decodes the world of opportunity and risk on multiple fronts
Founding Fuel
Eight experts from various fields list the defining events of the year and their impact
Founding Fuel
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Much of the conversation around AI focuses on tools and productivity. This series looks deeper: at how AI is reshaping organisational architecture—how decisions are made, how knowledge flows, and how work itself is organised.
Stories that place the Middle East’s conflicts in a wider global, historical and cultural context.
Reflective travelogues on attention, place, and inner change.
Essays and conversations on AI, institutions, and scale in India.
A curated selection on leadership under uncertainty.
Personal essays on work, learning, and the inner life.
