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

Asian Equities Decline as Energy Shock Weighs on Sentiment

HDFC Bank Moves to Calm Governance Concerns; RBI Too Assures Stability

Family Offices Turn Cautious as Private Credit Risks Mount: Moody’s Analytics

Trade Gap Narrows Sequentially, but Oil Risks Loom Large: QuantEco

Rising Imports Seen Pushing India’s 2025-26 Trade Deficit to Nearly $120 Billion: GTRI

Indian Exports Face Scrutiny in New US Forced-Labour Probe

India's Wheat Warning: Why the Government's Rabi Numbers May Be Wrong and What El Niño Could Do Next

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