Economy Policy And Society
119 results
Burgenstock and the New Reality of Power in the Middle East
The US-Iran talks in Switzerland may have reduced the immediate risk of war. But they did little to alter the Middle East's underlying balance of power. Iran remains central to the region's strategic calculations, Israel's concerns remain unresolved, and American leverage appears more limited than many assumed.
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
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
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
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.
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
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
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Strategic Affairs & Geopolitics
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
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Strategic Affairs & Geopolitics
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
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Global Trade and Geoeconomics
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
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Global Trade and Geoeconomics
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
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Strategic Affairs & Geopolitics
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
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Global Trade and Geoeconomics
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
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Strategic Affairs & Geopolitics
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.
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Strategic Affairs & Geopolitics
A World Without Endgames
What prolonged global conflicts mean for Europe, China—and India’s narrowing strategic space.
VK
Vivek Y. Kelkar
Researcher, Analyst & Columnist on Geo-economics, Geopolitics and Sustainability
·Strategic Affairs & Geopolitics
The Year the World Learned to Live Without America
How Trump’s tariffs, Europe’s capitulation, China’s counter-moves and India’s narrowing room for manoeuvre reshaped the global order.
DN
Dinesh Narayanan
Independent journalist | Author of The RSS and The Making of The Deep Nation
·Strategic Affairs & Geopolitics
2025 in Review | Episode 5: India’s Strategic Tightrope in a Fragmenting World
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.
FF
Founding Fuel
·Strategic Affairs & Geopolitics
2025 in Review | Episode 4: Europe’s Year of Hard Choices
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
FF
Founding Fuel
·Strategic Affairs & Geopolitics
2025 in Review | Episode 3: America’s Year of Disruption
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
FF
Founding Fuel
·Strategic Affairs & Geopolitics
Who Will Win the MAGA Crown?
Three competing visions inside the MAGA movement—over AI, immigration and national sovereignty—may determine America’s technological doctrine for the next decade
SW
Sundeep Waslekar
President | Strategic Foresight Group
·Strategic Affairs & Geopolitics
2025 in Review | Episode 2: The Erosion of Global Norms & Accelerating AI
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.
FF
Founding Fuel
·Strategic Affairs & Geopolitics
2025 in Review | Episode 1: China and the Trumpian Reset
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
FF
Founding Fuel
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