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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

Vivek Y. Kelkar is a researcher, analyst, and columnist working at the intersection of geo-economics, geopolitics, and sustainability. His work explores global power shifts, strategy, trade transitions, and the geopolitics of climate-related systemic risk—integrating political economy with emerging trends across China, Southeast Asia, and the Middle East. He also writes for Moneycontrol, Modern Diplomat, Asia Times, and The Spectator.

Vivek brings extensive global management experience in M&A, strategy, brand and stakeholder management, and sustainability, alongside deep involvement in media.

He is a Visiting Faculty at IIM-Indore, and has delivered conference papers and participated in expert panels with institutions like the Institute of Chinese Studies, India, besides moderating at online forums.

Vivek holds an MA in International Political Economy from the University of Sheffield and an MBA from Ashridge Business School.

My Work

How Iran Is Turning the Global Economy Into a Battlefield
·Economy, Policy & Society

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.

VK
Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

The US–Israel War on Iran: The Risks to India’s Strategic Hedging
·Economy, Policy & Society

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.

VK
Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

The US–Israel War on Iran: Energy, Power and Regional Disruption
·Economy, Policy & Society

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.

VK
Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

Tariffs Are the Noise. Realignment Is the Signal
·Economy, Policy & Society

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

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

America’s Iran Trap Is Closing
·Economy, Policy & Society

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

VK
Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

A World Without Endgames
·Economy, Policy & Society

A World Without Endgames

What prolonged global conflicts mean for Europe, China—and India’s narrowing strategic space.

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

From Gaza to Doha:How Israel’s Strike on Qatar Shook the Middle East
·Economy, Policy & Society

From Gaza to Doha:How Israel’s Strike on Qatar Shook the Middle East

Israel’s strike on Qatar has triggered a dangerous new phase in the Middle East — exposing Washington’s conflicting roles as ally and broker

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

Trump's Tariff Gambit and the Global Trade Dilemma
·Economy, Policy & Society

Trump's Tariff Gambit and the Global Trade Dilemma

In the Indo-Pacific, America’s transactionalism collides with its strategic incoherence—posing hard choices for its partners

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

Trump’s hardball tactics to extract minerals & peace in Ukraine
·Economy, Policy & Society

Trump’s hardball tactics to extract minerals & peace in Ukraine

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?

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

Briefing 3: The US - Europe - Russia - China - India dynamic
·Economy, Policy & Society

Briefing 3: The US - Europe - Russia - China - India dynamic

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

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

Briefing 2: India and the Indo-Pacific
·Economy, Policy & Society

Briefing 2: India and the Indo-Pacific

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

VK
Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

The shape of the world in the next five years
·Economy, Policy & Society

The shape of the world in the next five years

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

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

The multi-layered alliances shaping geopolitics
·Economy, Policy & Society

The multi-layered alliances shaping geopolitics

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

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Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

The future of hegemony: Asymmetric cooperation
·Economy, Policy & Society

The future of hegemony: Asymmetric cooperation

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

VK
Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability

A dangerous tit-for-tat game is afoot in the Middle East
·Economy, Policy & Society

A dangerous tit-for-tat game is afoot in the Middle East

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

VK
Vivek Y. Kelkar

Vivek Y. Kelkar

Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability