Oil’s Peace Dividend Is Real But No Return To Pre-War Situation
By K Raveendran The US-Iran deal marks a genuine easing of one of the most dangerous geopolitical shocks to hit the energy market, but it should not be mistaken for a reset button. The immediate risk of a military breakdown has declined, and that matters for every stakeholder: Washington, Tehran, Gulf producers, Asian importers, shipping […]
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By K Raveendran Escalating hostilities between the United States, Israel and Iran are rapidly transforming a regional confrontation into a global economic and geopolitical crisis, raising the spectre of what many analysts are beginning to describe as a Third Gulf War. Tehran’s early warning that Washington might possess the ability to ignite the conflict but […]


By K Raveendran The political sparring between Narendra Modi and Rahul Gandhi has entered a sharper and more consequential phase, with the balance of advantage appearing to tilt towards the Leader of the Opposition after an unexpected judicial intervention in the United States cast doubt on the durability of Donald Trump’s tariff regime. The rhetorical […]
By K Raveendran The unfolding political narrative around the Indo-US trade treaty has done more than spark debate on tariffs, market access and diplomatic alignment: it has reshaped the contours of India’s domestic political landscape, particularly by elevating Rahul Gandhi’s stature as the principal opposition leader. The Modi government has positioned the trade agreement as […]


