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Analysis and research on India: 13 articles so far, newest first, from The Geopolitical Economist's coverage of South Asia.
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Research brief · South Asia
Are Indians Protesting More? Yes. Here Is the Evidence.
Every count of protests that exists for India points the same way. The ACLED event record shows demonstrations up by half since 2016 and at a record in 2024 to 2026. The police's own count of agitations was rising before that. A catalogue of 217 major protests since 2000 shows the rate doubling since the late 2010s. The protests are also more peaceful than a decade ago. What has fallen is rioting, which is a different thing.
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Analysis · South Asia
Why AI Power Will Be Claimed in the Next Thirty Months, and by Whom
India and Russia cannot win the race for capacity. They can contest the race for standing, and standing has a shorter clock.
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Analysis · Russia & Eurasia
The Price Cap Didn't Stop Russian Oil. It Created a Toll Booth.
The price cap was meant to cut Russia's revenue while keeping its oil on the market. Its enforcement built a parallel shipping system whose costs are shared unevenly by exporters, shipowners, insurers, traders and refiners.
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Analysis · South Asia
The Cost of Partition: What the Subcontinent Lost in 1947
What was the economic, political and social price of dividing an integrated subcontinent?
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Opinion · South Asia
What If We Were Not Enemies?
Pakistan and India: two neighbours spending too much energy on each other, while poverty waits at the door
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Analysis · South Asia
Grid, Factory, and the Shared Sovereignty Problem: India-Israel Convergence in Electrical, Automation, and Robotics Technology
India's manufacturing scale without design-and-verification depth, and Israel's design-and-verification depth without manufacturing scale, are mirror-image versions of the same incomplete sovereignty position. Converging them is not merely good industrial policy.
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Analysis · South Asia
Bangladesh's BRICS Absence Was About More Than Protocol
Dhaka's no-show in New Delhi exposed a narrowing strategic space between BRICS-style financial autonomy and new U.S.-linked economic-security commitments.
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Analysis · Indo-Pacific
Why India and China Secretly Want the Dollar to Survive
The bloc's two biggest economies hold trillions in dollar assets, and their rivalry makes a shared alternative even less likely.
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Analysis · South Asia
China’s Water Bomb Has Exploded in Nepal — and the World Is Silent
Climate change broke the mountain, but China’s upstream secrecy and the world’s silence turned disaster into catastrophe.
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Analysis · Russia & Eurasia
The World Is Moving Toward a Food Crisis. Russia Could Be the Last Resort.
War, fertiliser shortages, export restrictions and El Niño are breaking the global food chain
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Analysis
The Biggest El Niño Since 1877 Could Hit Harder
This time, we have 18 months’ warning — and still no plan.
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Analysis · South Asia
India-Pakistan: The Next Major War?
5 ways India can respond to the terrorist attack by Pakistan
