Breaking Ranks: The UAE, Saudi Arabia, and the Unravelling of Gulf Consensus

As the UAE exits OPEC, long-simmering economic and strategic divergences with Saudi Arabia begin to reshape Gulf politics and energy markets

The System Holds, Until It Doesn’t

From the Gulf to global markets, events appear to move toward rupture and then stop short. The reason lies not in restraint, but in the invisible architecture of the system itself.

The System China Built, and India Has Yet to Understand

We Passed the Exam. We Failed the Economy

On how India built its education system faster than it built the economy to absorb it

Built to Move, Designed to Stop

Why India’s systems keep interrupting its own momentum

The War in Iran: The Illusion of Decisive Force

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.

The Economy We Have, Not the One We Imagined

Why the Gulf crisis may be India’s moment for the next phase of reform

How Iran Is Turning the Global Economy Into a Battlefield

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.

The US–Israel War on Iran: The Risks to India’s Strategic Hedging

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.

The US–Israel War on Iran: Energy, Power and Regional Disruption

Energy chokepoints, proxy escalation and great-power recalibration are reshaping the Gulf and unsettling the global order. Part I of a two-part series.

Tariffs Are the Noise. Realignment Is the Signal

Even if Trump’s tariffs disappear, the forces reshaping global trade—geopolitics, security concerns and reconfigured regional blocs—are here to stay

India’s Trade Deals and the New Meaning of Strategic Autonomy

What India’s agreements with the US and EU reveal about power, policy space, and calibrated accommodation

India Is Asking the Wrong Question About AI

Why India’s AI moment will be decided less by models—and more by how intelligence is applied, governed, and trusted

Trendspotting 2026: India Cannot App Its Way to Prosperity

Another 50 tech IPOs won’t build a middle class

Between Jugaad and Destiny: India’s Missing Medium Term

Why a civilisation that thinks in eternity still struggles to plan in decades

America’s Iran Trap Is Closing

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

Trade Is the New Geopolitics—and India Must Learn to Play It

Why India’s future power will be shaped less by diplomacy and more by trade architecture

Iran at the Brink: Five Scenarios That Could Reshape the Region

Economic collapse, political revolt and great-power rivalry converge in Iran’s most dangerous moment in decades.

Rivers, Bronzes and the Architecture of Ambition

What the Chola trail reveals about power, systems, memory, and coffee

The Ecology of Engagement: What Madhav Gadgil Taught Us to See

From sacred groves to the Western Ghats, Gadgil’s work rebuilt the bridge between science and lived experience.