Briefing 3: The US - Europe - Russia - China - India dynamic
Security and economic realism determine much of today’s trade. The third and final in a three-part series to set context for the Masterclass on Geopolitics and Global Trade
Vivek Y. Kelkar
Researcher, Analyst & Columnist
on Geo-economics, Geopolitics and Sustainability
Vivek Y. Kelkar is a researcher, analyst, and columnist working at the intersection of geo-economics, geopolitics, and sustainability. His work explores global power shifts, strategy, trade transitions, and the geopolitics of climate-related systemic risk—integrating political economy with emerging trends across China, Southeast Asia, and the Middle East. He also writes for Moneycontrol, Modern Diplomat, Asia Times, and The Spectator.
Vivek brings extensive global management experience in M&A, strategy, brand and stakeholder management, and sustainability, alongside deep involvement in media.
He is a Visiting Faculty at IIM-Indore, and has delivered conference papers and participated in expert panels with institutions like the Institute of Chinese Studies, India, besides moderating at online forums.
Vivek holds an MA in International Political Economy from the University of Sheffield and an MBA from Ashridge Business School.
My contributions
18 articles written
Briefing 2: India and the Indo-Pacific
Geopolitics, geo-economics and India’s positioning in the region. The second in a three-part series to set context for the Masterclass on Geopolitics and Global Trade
Briefing 1: How a fragmented world will impact trade & corporate strategy
The first in a three-part series to set context for the Masterclass on Geopolitics and Global Trade
The shape of the world in the next five years
Fires of war are burning in several parts of the world. And the US-China hegemonic rivalry is now real. But even amidst the uncertainty there are clear signals about how geo-economics and geopolitics could shape up. Part 1 in this 3-part series dives into the paradoxes that will shape supply chains and geo-economics
The multi-layered alliances shaping geopolitics
Two clear blocs are emerging, one led by the US, the other by China. However, it’s not another Cold War. Part 2 in a 3-part series on the shape of the world in the next 5 years
The future of hegemony: Asymmetric cooperation
In a complexly layered world, neither the US nor China will be an absolute hegemon. The final in a 3-part series on the shape of the world in the next 5 years
A dangerous tit-for-tat game is afoot in the Middle East
The US, China and Russia are entangled in a complex way. And the rising tensions in the region are already disrupting shipping and the oil trade
Is Africa swapping out Europe for China?
The political economy calculus in Africa is changing. Any China-EU rivalry in Africa will only benefit the continent. The fifth column in our Year End Special series on making sense of the biggest economic and geopolitical shifts and what they signal