US-Iran Peace Deal Offers Relief, and Lessons for India

The deal could lower energy costs, ease inflationary pressures and support the rupee; but for India, it offers insight on negotiating with any major power from a position of confidence.

Ajay Srivastava

June 15, 2026 at 8:19 AM IST

istock.com

Beyond Signing FTAs: What India's Trade Strategy Needs Next

India is poised to operationalise multiple FTAs. But with low rates and industrial policy misaligned with trade objectives, agreements alone may not be enough.

Rochelle Prakash

Deep Pal

June 8, 2026 at 6:51 AM IST

Istock.com

Geopolitics

Why There Will be No Single Model of Future War?

Future wars may not follow one template as Ukraine, Gaza and Gulf tensions show theatre-specific conflicts shaped by geography, technology, politics and national resilience today.

Lt Gen Syed Ata Hasnain (Retd)

June 3, 2026 at 12:18 PM IST

Istock.com

Tariffs, Trade Wars and the Climate Cost of Economic Fragmentation

Trade fragmentation under Trump 2.0 is not merely an economic setback. It quietly accelerates emissions, disrupts green incentives, and unravels climate progress.

Anshuman Gupta

May 29, 2026 at 6:07 AM IST

istock.com

India Must Resist EU, US Pressure on Data Exclusivity in Farm-Chemicals

India built a $4.4 billion agrochemical export industry on the back of generic manufacturing. Now, TRIPS-plus pressure from the West threatens to redraw the rules — with serious consequences for farmers, MSMEs, and India's trade balance.

Ajay Srivastava

May 11, 2026 at 9:57 AM IST

istock.com

American Mania and the Drift Toward Strategic Hubris

A culture wired for competition and expansion may explain why American power often slides from confident leadership into strategic overreach.

R. Gurumurthy

March 7, 2026 at 3:02 PM IST

iStock.com

US Treasury Secretary Says Allowed India to Buy Russian Crude Oil for 30 Days

BasisPoint Insight

March 6, 2026 at 3:32 AM IST

The Strait of Hormuz on Edge and India’s Fiscal Reckoning

With Iran at war and Hormuz under threat, energy, fertiliser and fiscal risks are rising fast. Geopolitics is now embedded in price.

Yield Scribe

March 3, 2026 at 12:43 PM IST

Pavel Muravev/iStock.com

Geopolitics

How Bombing Iran May Blow Back on America

The fact that Donald Trump could unleash the immense power of the US military against Iran with brazen disregard for facts and law will only embolden him to use such powers again.

Aziz Huq

March 3, 2026 at 4:09 AM IST

Tasnim News Agency/Via Wikicommons

Oil Shock Arithmetic Under a Wider West Asia Conflict

A widening US-Iran conflict raises oil, inflation and CAD risks for India, with fiscal trade-offs sharpening if crude sustains above $65 per barrel.

Madhavi Arora

March 1, 2026 at 5:46 PM IST

iStock.com

Geopolitics

Trump’s Risky War of Choice in Iran

Once again, the US has opted to make a massive strategic commitment in the Middle East. But while it takes only one side to begin a war, it takes two to end it – and Iran now has a vote in how big this conflict becomes and how long it continues.

Richard Haass

March 1, 2026 at 2:12 PM IST

Kremlin

Iran Crisis Threatens Global Oil Flow and India

Iran is unlikely to resemble Venezuela-style regime collapse scenarios. Iran’s political system rests on powerful parallel institutions — the clerical establishment, the Islamic Revolutionary Guard Corps, and entrenched nationalist sentiment — making rapid external regime engineering improbable.

Ajay Srivastava

March 1, 2026 at 12:15 PM IST

Pavel Muravev/iStock.com

Geopolitics

Escalation Pathways and Strategic Risk in the Middle East

After the reported killing of Iran’s supreme leader, the conflict shifts from deterrence to strategic shock, raising urgent questions over containment and escalation pathways.

Lt Gen Syed Ata Hasnain (Retd)

March 1, 2026 at 7:27 AM IST

IRGC ARMY

Briefing

Future to be Authored, Not Avoided by Probabilistic Pessimism

By assigning high odds to global disorder, the Economic Survey risked framing uncertainty as paralysis. Public policy must govern the future, not hedge it.

V Thiagarajan

January 31, 2026 at 3:57 PM IST

The Bureau

Fed Holds Rates, but Warsh Debut Delivers Hawkish Reset

US-Iran Interim Accord Takes Effect, Hormuz Prioritised

Asian Markets Mixed as Hawkish Fed Offsets Relief From US-Iran Deal

Silver Imports Plunge After Duty Hike and Import Restrictions: GTRI

Gold Imports Remain Strong Despite Sharp Duty Hike: GTRI

The Central Banking Desk: BoJ Hits 1% As Fed Gets Oil Reprieve

India May WPI Inflation Surges to 9.68% Under New Series

US-Iran Peace Deal Offers Relief, and Lessons for India

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk