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Sunday, March 15, 2026
TopicBloomberg Opinion

Topic: Bloomberg Opinion

India wants to fit into value chains, not own them. MAGA shouldn’t think it’s China

Speaking in New Delhi last week, Deputy Secretary of State Christopher Landau warned that “we will not make the same mistakes with India that we did with China 20 years ago.”

America is ignoring lessons from Vietnam to Iraq

The least likely outcome of Trump's latest campaign is a stable, peaceful Iran. The most plausible is chaos, and more misery for the Iranians.

A ship attack has shaken Asia’s faith in the US

Why should the US care? Because in the end, as its wrangle with Britain this week should have reminded them, America still needs bases, friendly ports, & overfly rights.

Iran could be a ‘forever war’ if the Kurds join the fight

The US has turned to the Kurds whenever it has needed allies on ground— in Iraq, in Syria, & now perhaps in Iran. Rarely has it worked out well, either for them or the region.

This isn’t an energy crisis— at least not yet

Current oil & gas prices, compared to previous crises, are within ranges that, in the past, had been considered normal.

This oil shock hits differently for the US

While the 1970s and 2022 shocks supercharged US inflation, a sustained conflict with Iran would primarily hit the American economy through slower growth.

India’s risks in the Iran conflict go way beyond oil

Exports to the UAE, Gulf remittances and shipping are at risk as the Strait of Hormuz is closed. A weaker rupee, and soaring gold liabilities could stoke inflation.

Iran strikes will be nasty for oil prices but not a shock

The Middle East isn’t about to trigger an oil shock. It may be a wobble, perhaps a tremor, it may even get nasty, but the economy isn’t heading into recession.

To trade coders for Legos, India needs a better deal

Since politicians are actively promoting AI tokens over human intelligence, they must open other pathways for students. Let today’s 6 million code-writing jobs shrink.

‘The EU should allow industry losers to die, not pick winners’

'Instead of fighting over quotas & rules, officials should roll up their sleeves & think honestly about where the EU has a fighting chance of competing over the next decade.'

On Camera

Gulf conflict pushes Dubai diamond traders to eye Surat for rough stone auctions. But there are hurdles

Industry leaders say India’s complicated customs process and GST levies are deterrents for traders to come to Surat for auctions.

Supreme Leader Mojtaba, the man Iran must keep alive & the secret force ‘tasked with it’—all about NOPO

The Nirouyeh Vijeh Pasdaran Velayat, or NOPO, was the only force Ali Khamenei trusted.It was founded in 1991 and is more feared than the Revolutionary Guards.

Peaceful power transfers followed uprisings in India’s neighbourhood. It’s a sign of mature democracies

Rating democracies is a tricky business. I am only using the simple metric of who in the Indian subcontinent has had the most peaceful, stable, normal political transitions and continuity.