OIS Curve Prices in Rate Hike by December on Persistent West Asia Worries

Srijita Bose

Nandinee Keluskar

July 24, 2026 at 8:25 AM IST

The West Asian Conflict and The Changing Face of The Principles of War

From AI-enabled warfare to strategic endurance, the West Asian conflict is forcing militaries to rethink how wars are fought without abandoning the timeless Principles of War.

Lt Gen Syed Ata Hasnain (Retd)

July 20, 2026 at 6:07 AM IST

Istock.com

Opinion

Khamenei’s Funeral and the Unravelling of the Islamabad MOU

Iran’s greatest act of military defiance is its rising threshold for misery, not missiles or drones; the Strait remains its only leverage in war.

Rajesh Ramachandran

July 10, 2026 at 1:23 PM IST

https://khamenei.ir/

No Victory Lap on a Smouldering Truce

Fresh US strikes on Iran show that the ceasefire is at best an interval in a wider conflict; India must stay alert, not relieved.

BasisPoint Groupthink

July 8, 2026 at 6:56 AM IST

istock.com

Geopolitics

A Coronation Disguised as a Funeral

Iran's elaborate entombment ceremony for Ali Khamenei may look like defiance aimed at Trump — it’s really about legitimising his son.

Bobby Ghosh

July 4, 2026 at 8:50 AM IST

https://khamenei.ir/

Why India Should Roll Back the Fuel Price Hike Immediately

With crude prices back to pre-war levels, the economic case for rolling back the fuel price hike has strengthened. An immediate rollback would help contain inflation, support household budgets and reinforce confidence in market-linked fuel pricing regime.

Rajesh Mahapatra

July 2, 2026 at 8:44 AM IST

istock.com

Rupee Nears Another Goldilocks Phase as External Risks Recede

Falling crude prices, stronger capital inflows and RBI measures are easing pressure on the rupee, setting the stage for a more stable USD/INR outlook.

Gaura Sen Gupta

June 30, 2026 at 5:58 AM IST

istock.com

Meeting China’s Militarisation of AI

China’s military AI push could reshape border, maritime and nuclear stability. India needs speed, scale and a sovereign defence-AI stack—at once.

Prakash Nanda

June 28, 2026 at 5:15 AM IST

Istock.com

Iran Says It Hit US-Linked Targets; Bahrain Reports Drone Attack

BasisPoint Insight

June 27, 2026 at 11:39 AM IST

Five Reasons Why Modi Should Attend Khamenei’s Funeral

When Modi visits Tehran, it would be an assertion of India’s standing in the world, still fighting forces of Anglo-American imperialism in the neighbourhood.

Rajesh Ramachandran

June 26, 2026 at 11:07 AM IST

wiki commons

The US-Iran Agreement Is a First Step

The US-Iran agreement has calmed markets. But can it withstand the political and economic challenges ahead?

Mohamed A. El-Erian

June 18, 2026 at 10:50 AM IST

Istock.com

The Morning Edge

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

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 18, 2026 at 2:14 AM IST

Federal Reserve

Market Wrap: Equities Extend Four-Day Rally; Rupee Hits Six-Week High

An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them

Dehuti Jani

June 17, 2026 at 12:09 PM IST

istock.com

Netanyahu Wanted This War; He’s Getting Trump’s Peace

The Israeli prime minister now faces the likelihood that the regime he swore to destroy will outlast him.

Bobby Ghosh

June 15, 2026 at 10:17 AM IST

Wikimedia Commons

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

The Morning Edge

Risk-On Rally Sweeps Asia as US-Iran Accord Raises Hopes of Regional Stability

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 15, 2026 at 1:44 AM IST

Kagenmi

The Morning Edge

Oil Slides, Equities Jump on Optimism Over US-Iran Peace Accord

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 12, 2026 at 1:30 AM IST

The Morning Edge

Risk-Off Mood Deepens as Fresh US-Iran Strikes Lift Oil, Inflation Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 11, 2026 at 1:30 AM IST

Pavel Muravev/iStock.com

The Morning Edge

Asian Equities Advance Amid Fragile Iran-Israel Truce

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 9, 2026 at 1:45 AM IST

iStock.com

The Morning Edge

Global Equities Slide as Iran-Israel Tensions Rekindle Uncertainty

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 8, 2026 at 1:09 AM IST

iStock.com

The Morning Edge

Asian Markets Tumble on AI Selloff, West Asia Tensions

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 5, 2026 at 1:31 AM IST

istock.com

The Morning Edge

Geopolitical Risks Weigh on Equities as Oil Remains Elevated

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

June 4, 2026 at 1:37 AM IST

iStock.com

The Morning Edge

Asia Markets Rise as Iran Deal Hopes Lift Risk Appetite

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 21, 2026 at 2:04 AM IST

iStock.com

Bank Indonesia Has Chosen Currency Defence Over Comfort

The rupiah’s slide left Bank Indonesia with shrinking room for patience. The 50-bp hike is as much about credibility as inflation.

BasisPoint Groupthink

May 20, 2026 at 12:49 PM IST

Istock.com

India-UAE Embrace is a Security Handshake

India’s expanding strategic embrace of the UAE signals a deeper security role in West Asia, even as New Delhi attempts to preserve its delicate balancing act with Iran.

Rajesh Ramachandran

May 16, 2026 at 12:24 PM IST

Twitter/@narendramodi

Gold, the Rupee and India’s External Sector Déjà Vu

As balance-of-payments pressures intensify and the rupee weakens, policymakers once again appear to be searching for the easiest pressure valve without paralysing the productive economy.

Arvind Mayaram

May 14, 2026 at 2:58 PM IST

iStock.com

India Approves ₹375 Billion Scheme to Incentivise Coal Gasification Projects

BasisPoint Insight

May 13, 2026 at 1:10 PM IST

India’s External Sector Needs a New Compact with Global Capital

India’s external-sector debate needs to evolve beyond the old binary of safe CAD thresholds while also avoiding overly rigid distinctions between good and bad capital.

Duvvuri Subbarao

May 11, 2026 at 2:57 AM IST

iStock.com

From Firepower to Fragility

A pause in US-Iran hostilities calms markets briefly, but unresolved tensions, energy risks, and shifting power dynamics keep the geopolitical fault lines active.

Dhananjay Sinha

May 7, 2026 at 2:00 AM IST

iStock.com

Fertiliser Reforms Cannot Wait for Another Election to End or War to Begin

Subsidy distortions skew fertiliser use as the Iran conflict disrupts global supply chains, lifting input costs and making correction of India’s NPK imbalance more urgent

TK Arun

April 29, 2026 at 12:05 PM IST

Istock

RBI’s Malhotra May Be Preparing the Ground for Calibrated Rate Action

Focus on second-round effects and expectations hints at shallow, signalling-led rate hikes.

Kalyan Ram

April 21, 2026 at 7:47 AM IST

RBI

Iran’s Narrative Warfare Shows How Propaganda Scales Power

Iran’s campaign shows how narrative, rituals, and social media metrics can shift opinion, exposing weak counter-strategy and amplifying war fatigue.

Anand Venkatanarayanan

April 18, 2026 at 8:58 AM IST

Twitter/@araghchi

Hormuz Open for Commercial Shipping as Trump, Iran Signal Détente

BasisPoint Insight

April 17, 2026 at 2:04 PM IST

The Morning Edge

Asia Opens Higher as US-Iran Deal Optimism Lifts Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 16, 2026 at 1:26 AM IST

Foreign Ministry, Islamic Republic of Iran

Geopolitics

Stalled Talks, Iran Still Holds the Cards

Truce talks exposed fault lines, not convergence. With negotiations stalling and leverage intact, Iran appears better placed in this phase.

Rajesh Mahapatra

April 12, 2026 at 3:28 PM IST

Via WikiCommons

US Threatens Naval Blockade of Hormuz, Escalates Iran Standoff

BasisPoint Insight

April 12, 2026 at 2:22 PM IST

iStock.com

The Morning Edge

Asia Opens Subdued as Ceasefire Cracks Revive Oil, Inflation Concerns

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 9, 2026 at 1:36 AM IST

iStock.com

Hormuz Reset Redraws Power Lines in West Asia

A fragile US-Iran ceasefire signals a shift in Gulf power dynamics, currency flows, and strategic alignments, with implications far beyond oil markets

Rajesh Ramachandran

April 8, 2026 at 9:06 AM IST

Pavel Muravev/iStock.com

US and Iran Agree to Conditional Two-Week Ceasefire, Oil Prices Slide

US and Iran agree to a conditional two-week ceasefire tied to Strait of Hormuz access, easing tensions and triggering a sharp fall in global oil prices.

BasisPoint Insight

April 8, 2026 at 1:16 AM IST

iStock.com

The Morning Edge

Markets Rise Cautiously Amid Ongoing US-Iran Negotiations

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 7, 2026 at 1:58 AM IST

Geopolitics

Why Iran Is Beating America

The “asymmetric cost” model—a war the US starts will ultimately cost the other side far more—has proven vital to sustain the illusion of American invincibility and to limit domestic political resistance to US military adventurism. Now, Iran has broken it.

Brahma Chellaney

April 3, 2026 at 12:06 PM IST

WikiCommons

The Morning Edge

Asia Markets Turn Risk-off as Trump’s War Warning Jolts Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

April 2, 2026 at 2:00 AM IST

The Morning Edge

Risk Appetite Returns as Trump Signals Possible US Exit From War

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

BasisPoint Insight

April 1, 2026 at 1:46 AM IST

White House

America Should Beware of Economic Hubris

US economic dominance looks resilient, but war-driven inflation, financial risks, and slowing growth could expose the dangers of overconfidence in a shifting global landscape.

Mohamed A. El-Erian

March 31, 2026 at 4:35 AM IST

WikiCommons

The Global Economy's Many Chokepoints

In a highly decentralized and competitive network, investors are incentivized to optimize for efficiency rather than for resilience. This dynamic has produced a highly fragile global economy, owing to single points of failure that extend far beyond geographical bottlenecks like the Strait of Hormuz.

Michael Spence

March 29, 2026 at 4:19 AM IST

Via WikiCommons

Geopolitics

India’s Multi-Alignment Policy Faces Its Toughest Test Yet

The Iran conflict is forcing India to stress-test its multi-alignment strategy, balancing ties, asserting neutrality, and proving its geopolitical relevance.

Karan Mehrishi

March 27, 2026 at 6:01 AM IST

iStock.com

The Morning Edge

Risk aversion returns as Middle East tensions cloud markets despite strike pause

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 27, 2026 at 1:50 AM IST

White House

From the Iran Conflict to the Battle for Hormuz

As Trump signals peace while tensions escalate, the conflict risks shifting from brinkmanship to control over the Strait of Hormuz, with far-reaching implications.

Rajesh Mahapatra

March 25, 2026 at 6:36 AM IST

iStock.com

The Morning Edge

Markets Cheer Possible US-Iran Talks; Oil Prices Retreat

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 25, 2026 at 1:55 AM IST

White House

Be Wary of Gold Price Correction

Gold’s rally, inflated by a $700–1000 war risk premium, is colliding with rising yields, a stronger dollar and weak demand, raising the risk of a deeper correction.

G. Chandrashekhar

March 24, 2026 at 3:24 AM IST

iStock.com/rvimages

The Morning Edge

Asian Markets Rally as De-Escalation Hopes Trigger Risk-On Mood

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 24, 2026 at 1:51 AM IST

Trump Postpones Strikes on Iranian Energy Sites After “Productive” Talks With Tehran

BasisPoint Insight

March 23, 2026 at 11:37 AM IST

When Prices Break from the Map

The Iran conflict is fragmenting energy markets by route, not supply, creating persistent cost pressures and complicating the inflation outlook for importers.

Yield Scribe

March 23, 2026 at 4:28 AM IST

iStock.com

Opinion

How Many Faultlines Will the Iran War Leave Behind?

The Iran war may conclude, but its aftermath could reshape power balances, energy systems and global alignments, creating faultlines that outlast the conflict itself

TK Arun

March 19, 2026 at 8:34 AM IST

iStock.com

The Morning Edge

Asian Markets Mixed as Oil Near $100 Keeps Investors on Edge

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 16, 2026 at 1:57 AM IST

WikiCommons

India’s Services Edge in the Age of Geopolitical Turbulences

Oil shocks still rattle India’s economy, but a powerful services surplus is reshaping its external resilience and cushioning geopolitical turbulence.

Shilpashree Venkatesh

March 14, 2026 at 5:20 AM IST

iStock.com

Oil Shock From Iran Conflict May Test RBI’s Policy Comfort

A surge in crude prices and rupee weakness could complicate the RBI’s benign inflation outlook if the West Asia conflict proves prolonged.

Richard Fargose

March 13, 2026 at 2:26 AM IST

Poonam Gupta/LinkedIn

The Morning Edge

Oil Above $100 Weighs on Asia Stocks Amid Extended Hormuz Closure Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 13, 2026 at 1:49 AM IST

WikiCommons

The Morning Edge

Asian Stocks Rise as Oil Retreats on Strategic Reserve Talk

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 11, 2026 at 1:42 AM IST

WikiCommons

Geopolitics

Can the US Afford Trump's Iran War?

With the outlook for US employment and inflation already becoming increasingly grim, President Donald Trump's war of choice against Iran is bound to weaken public finances and the broader economy further, creating yet another reason for international investors to think twice about buying US debt. What ever happened to America First?

Desmond Lachman

March 10, 2026 at 3:56 PM IST

White House

The Morning Edge

Risk-On Returns to Asia as Trump Signals Iran Conflict May End Soon

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 10, 2026 at 1:49 AM IST

The Morning Edge

Asian Markets Tumble as Oil Surges Above $100 on Middle East Fears

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 9, 2026 at 1:51 AM IST

WikiCommons

The Morning Edge

Asian Markets Stage Relief Rally as Dollar, crude Oil Pull Back

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 5, 2026 at 1:48 AM IST

iStock.com

The Morning Edge

Oil Rises, Asian Stocks Sink as Strait of Hormuz Tensions Escalate

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 4, 2026 at 1:48 AM IST

US Navy

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

Geopolitics

Trump Announces Killing of Ayatollah Ali Khamenei, Vows Continued Strikes in Iran

Trump claims Iran’s Supreme Leader Ayatollah Ali Khamenei was killed in a US-Israel operation, vowing sustained strikes as Tehran confirms his death and regional tensions threaten to spiral.

BasisPoint Insight

March 1, 2026 at 2:41 AM IST

iStock.com

Geopolitics

US, Israel Strike Iran as Trump Urges Regime Collapse; Tehran Fires Back Across Gulf

US begins major strikes on Iran as Trump urges regime collapse, warns of annihilation and tells Iranians to seize control.

BasisPoint Insight

February 28, 2026 at 4:09 PM IST

White House

Geopolitics

US, Israel Launch Attack Against Iran: Reports

Iranian media reported explosions in Tehran, while sirens sounded across Israel in what the military described as a precautionary alert against possible missile retaliation.

BasisPoint Insight

February 28, 2026 at 7:10 AM IST

iStock.com

The Morning Edge

Risk Appetite Wavers After Nvidia Slide and Iran Talks Stall

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 27, 2026 at 1:37 AM IST

iStock.com

The Morning Edge

Asian Shares Gain on Tariff Ruling Relief, Uncertainty Persists

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 23, 2026 at 1:28 AM IST

The Supreme Court of the United States

The Morning Edge

Asian Markets Mixed as Iran Tensions and Hawkish Fed Weigh on Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 20, 2026 at 1:33 AM IST

iStock.com

The Morning Edge

Asia Edges Higher Amid AI Volatility and Easing Oil Prices

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 18, 2026 at 1:45 AM IST

iStock.com

The Morning Edge

Asia Stocks Shrug Off Fed Rate Jitters; Japan Leads Rally

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 12, 2026 at 1:23 AM IST

US Federal Reserve

The Morning Edge

Asian Markets Slip as Tech Rout Deepens, Risk-Off Mood Persists

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

February 5, 2026 at 1:50 AM IST

iStock.com

Why Fight for Oil When the Sun Shines Free?

As wars and economic shocks trace back to fossil fuels, a global shift to renewable energy could reshape geopolitics, easing conflicts and enabling lasting peace.

Nilanjan Banik

January 29, 2026 at 7:29 AM IST

Istock.com

The Morning Edge

Markets Tilt Risk-Off as Tariff Threats and Geopolitics Resurface

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

January 27, 2026 at 1:46 AM IST

White House

Opinion

Disengaging with Iran Only Sensible Way Out

US secondary tariffs put India–Iran trade in a bind, forcing New Delhi to weigh strategic ties against far larger economic exposure to the US market.

G. Chandrashekhar

January 14, 2026 at 7:33 AM IST

iStock.com

The Morning Edge

Asia Equites Gain in Selective Risk-On Trade Amid Global Uncertainty

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

January 14, 2026 at 1:56 AM IST

Via WikiCommons

The Morning Edge

Markets Tilt Risk-On as Equities Rise Despite Political and Geopolitical Noise

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

January 13, 2026 at 1:47 AM IST

Geopolitics

Iran’s Internal Turbulence and the Myth of Imminent Regime Change

Recurring protests in Iran revive predictions of collapse, but history, institutions, and security cohesion suggest a system under strain, not one on the brink.

Lt Gen Syed Ata Hasnain (Retd)

January 7, 2026 at 8:19 AM IST

iStock.com

Geopolitics

Venezuela, Power, and Precedent in the Western Hemisphere

India is expected to stick to cautious neutrality, wary of interventionist precedents but invested in stability, international law and predictable energy markets.

Lt Gen Syed Ata Hasnain (Retd)

January 4, 2026 at 5:04 AM IST

Geopolitics

The Middle East After Gaza: Strategic Stalemates and Uncertain Futures

As 2025 ends, the Middle East remains in flux—Gaza quiet but unresolved, Iran under strain, Gulf cautious, and global powers navigating a region where pauses don’t mean peace.

Lt Gen Syed Ata Hasnain (Retd)

December 16, 2025 at 3:57 AM IST

Jaber Jehad Badwan/Via WikiCommons

Short-Term US Waiver Offers India Little Relief at Chabahar Port: GTRI

Washington’s decision to renew India’s waiver for Iran’s Chabahar Port offers short-term relief but little progress. Despite its diplomatic gloss, the six-month exemption fails to dispel investor uncertainty or reignite India’s regional trade ambitions constrained by shifting US sanctions.

BasisPoint Insight

October 31, 2025 at 4:01 AM IST

Via WikiCommons

Saudi Insecurity, Pakistan’s Rebound: Reviewing Persian Gulf Security

If Riyadh’s fears over external threats and about US reliability are widely shared, Gulf monarchies outside of Saudi may begin to seek similar arrangements.

Lt Gen Syed Ata Hasnain (Retd)

September 23, 2025 at 9:55 AM IST

iStock.com

Proxy Warfare Loses Its Edge Against Sustained State Countermeasures

Iran’s and Pakistan’s reliance on proxy warfare is under strain as sustained, multi-domain responses expose its declining strategic value.

Lt Gen Syed Ata Hasnain (Retd)

June 30, 2025 at 8:16 AM IST

khamenei.ir/Via WikiCommons

Bombs And Drones Leave The Middle East In Flux

Israel's strikes on Iran mark a risky new phase in shadow warfare, testing deterrence, red lines, and the fragile balance in the Middle East.

Lt Gen Syed Ata Hasnain (Retd)

June 14, 2025 at 11:34 AM IST

Israel Strikes Iran Nuclear Targets; Global Markets Roil Amid Escalation Fears

BasisPoint Insight

June 13, 2025 at 2:10 AM IST

File photo

The Bureau

India Aug-Sep Rainfall Likely Below Normal as El Niño Strengthens

Bloomberg Defers Decision on India’s Inclusion in Global Aggregate Index

Split vote exposes growing inflation divide as Fed holds rates

DGFT's Restriction on Import of PVC Resin Will Raise Cost

Singapore Tightens, Indonesia Faces a Test

RBI Governor says FCNR(B) Inflow $32 Billion Since June Measures; Gilt Inflows Top $7 Billion: Report

US Reduces Tariff on India to 10%, Replaces Section 122 Tariffs with Permanent Forced-Labour Duties

OIS Curve Prices in Rate Hike by December on Persistent West Asia Worries

The Foster Mother of Lodhi Garden