By Shanthie Mariet D’Souza, PhD, founder & president, Mantraya Institute for Strategic Studies (MISS)

New Delhi likely hopes that this phase of uncertainty is only temporary.
Shock and disappointment pervade policy circles in India following U.S. President Donald Trump’s decision to impose a 50 percent tariff on Indian exports to the United States. Although India has reacted cautiously with its “wait and watch” policy so far, it is expected that a more assertive response will emerge in the coming days and weeks. India and the United States have shared strong strategic ties for more than two decades. Despite highs and lows, the two countries have navigated their strategic partnership in the realm of security, space, trade, energy and technology. Trump’s tariff decision has the potential to derail a relationship built through years of negotiations and investment by both sides. READ MORE

• EGF Editor  |  Published on EGF: 12.08.2025  |  External Relations
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By Benyamin POGHOSYAN, PhD, Senior Research Fellow at the APRI Armenia
Lara SETRAKIAN, President, APRI Armenia

Political scientists and wider civil society from Armenia and Azerbaijan don’t often see eye to eye. After decades of war between the two countries their grievances run deep, with each side blaming the other for continued rounds of conflict. But experts in Yerevan and Baku can now agree on one thing: the meeting held in Abu Dhabi on July 10 between their heads of government was a moment of respite for the South Caucasus. After months without a major meeting between the two sides (the leaders met briefly at the margins of the European Political Community summit in Tirana in May), Abu Dhabi was able to host their most comprehensive gathering in known history, attended by representatives who cover all key aspects of the Armenia-Azerbaijan peace process. Still, expectations should be managed. The two sides may yet be very far from signing a peace agreement, though a draft was announced earlier this year. There are thorny issues, like border demarcation, that remain unresolved. And there are competing visions for how the future of transport links should evolve. Nonetheless, the Abu Dhabi meeting has revived the diplomatic track, giving new hope for peace and stability, while calming fears of an imminent outbreak of war. READ MORE

• EGF Editor  |  Published on EGF: 31.07.2025  |  External Relations
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By Shanthie Mariet D’Souza, PhD, founder & president, Mantraya Institute for Strategic Studies (MISS)

While the intention to reset China-India bilateral relations seems real, both the drivers and the outcomes need a careful analysis.
We live in a world of constant flux. Nations, over time, discover a variety of reasons – geopolitical or otherwise – to become friends or foes, based on their national interests. China-India relations aren’t immune from this truism. The trend in the past decade has seen the two neighbours embracing each other and then falling out. And after years of bickering and contestation, the time has come again for them to explore yet another round of engagement. Is the current rapprochement merely opportunistic and temporary? Or is it geared toward a long-term solution of their contestations driven by extraneous factors and geopolitical uncertainty?
On July 23, the 34th meeting of the Working Mechanism for Consultation and Coordination on China-India Border Affairs took place in New Delhi. The meeting discussed issues relating to strengthening border management and maintaining calm along their contested border. More concrete discussions on the “boundary question” are expected to be held when the special representatives of both countries meet for the 24th time later this year. READ MORE

• EGF Editor  |  Published on EGF: 31.07.2025  |  External Relations
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By Fuad Shahbazov, Baku-based independent regional security and defence analyst

The 12-day Israel-Iran war revealed new vulnerabilities in the Islamic Republic and increased tensions between Iran and its neighbour, Azerbaijan. In the aftermath of the strategic setback to Iranian nuclear and military facilities, Iran’s conservative political and security establishment began shifting focus toward perceived “close enemies” said to be complicit in the Israeli attacks. Among the primary targets of this narrative has been Iran’s northern neighbor, Azerbaijan, which Iranian state-run media and channels affiliated with the Islamic Revolutionary Guard Corps (IRGC) accused of providing “intelligence support to Israel” during the strikes on nuclear, military, and civilian sites. While Azerbaijani officials categorically denied any involvement in Israeli military operations and the Iranian government did not present concrete evidence supporting its claims, the media campaign renewed tensions between Tehran and Baku, undermining a period of cautious diplomatic stability that had followed earlier disputes over Armenia and other issues. Indeed, the Iranian criticism of a growing Azerbaijan-Israel alliance is not a new phenomenon and Azerbaijan’s ties with Israel have long been a source of discontent in Azerbaijan-Iran relations. READ MORE

• EGF Editor  |  Published on EGF: 31.07.2025  |  External Relations
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By Vusal GULIYEV, Policy Advisor at the Center of Analysis of International Relations and Head of Shanghai Office at AZEGLOB Consulting Group

The July 10 meeting in Abu Dhabi between Azerbaijani President Ilham Aliyev and Armenian Prime Minister Nikol Pashinyan has reinvigorated discussions on the long-sought Zangezur Corridor. Hosted by the United Arab Emirates as a neutral venue, the summit marked the first direct bilateral talks between the two leaders without mediators—a notable development given Russia’s traditional role in the South Caucasus peace process. While no final peace accord was signed, the talks were described as constructive, with extensive discussions on key sticking points, foremost among them the opening and development of the Zangezur Corridor. This 43-kilometer-long (around 26-mile-long) corridor—a proposed land route through Armenia’s Syunik province—is designed to link mainland Azerbaijan to its Nakhchivan exclave and then proceed onward to Türkiye. While short on immediate breakthroughs, the Abu Dhabi summit’s outcomes have nevertheless revived prospects for the corridor’s realization, notably by reaffirming a bilateral, results-oriented negotiation format and entertaining new ideas for its governance and security. READ MORE

• EGF Editor  |  Published on EGF: 31.07.2025  |  External Relations
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By Vusal GULIYEV, Policy Advisor at the Center of Analysis of International Relations and Head of Shanghai Office at AZEGLOB Consulting Group

With the Middle Corridor emerging as a secure and strategic land- and sea-based trade route, major stakeholders are making extensive efforts to develop the necessary infrastructure for further modernization and digitalization of such a complex multimodal trans-regional pathway. Nevertheless, government-led digital transformation strategies have enabled the political leadership of the involved states to implement advanced digital solutions, seamlessly integrating multiple services and optimizing cargo flows within the Sino-European trade network in a secure and intelligent manner. To meet international market demands and strengthen integration into the global transport network, the development of technologically advanced facilities has become a top priority in ensuring both the resilience and sustainability of the Middle Corridor. As geopolitical and economic dynamics continue to evolve dramatically, a strategic focus on digital transformation, automation, and intergovernmental coordination will become increasingly instrumental in positioning the Middle Corridor as a key pillar of trans-Eurasian trade, reinforcing its role as a secure, efficient, and future-ready trade and transportation corridor. READ MORE

• EGF Editor  |  Published on EGF: 24.07.2025  |  Markets
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By Benyamin POGHOSYAN, PhD, Senior Research Fellow at the APRI Armenia

The June 2025 12-day Iran–Israel War and US military strikes targeting Iranian nuclear sites created shock waves in the Middle East and beyond. Iran and Israel exchanged strikes twice in 2024, but these were limited and mostly symbolic operations. While the war did not solve critical issues between Iran and Israel, and there is a possibility of another escalation, it demonstrated the volatile nature of Middle Eastern geopolitics, shaped by evolving balance of power. Armenia is a neighbour of Iran, and this fact alone is enough to mean that Armenia will be affected by any Iran–Israel confrontation. However, there are other factors that can amplify the implications for Armenia of a potential long-term war against Iran. READ MORE

• EGF Editor  |  Published on EGF: 24.07.2025  |  Security
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By Vasif HUSEYNOV, PhD, Head of Department, AIR Center, Adjunct Lecturer, ADA and Khazar Universities, Baku

On July 10, Armenian Prime Minister Nikol Pashinyan and Azerbaijani President Ilham Aliyev met in Abu Dhabi, marking a historic milestone in their ongoing peace process. This summit, as the first bilateral meeting in recent decades without the mediation of a major power, signalled a new phase of direct dialogue between Baku and Yerevan, and followed a format of relations proposed by Baku in December 2024. Unlike previous talks held in EU capitals or Moscow, the United Arab Emirates provided a neutral and geopolitically unaligned platform, enhancing the credibility and focus of the negotiations. The choice of Abu Dhabi, proposed by Azerbaijan, underscored a push for strategic autonomy and a departure from stalled, externally brokered talks that have historically struggled to deliver results. READ MORE

• EGF Editor  |  Published on EGF: 24.07.2025  |  External Relations
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By Vasif HUSEYNOV, PhD, Head of Department, AIR Center, Adjunct Lecturer, ADA and Khazar Universities, Baku

On June 27, Russian special forces conducted a violent raid in Ekaterinburg targeting ethnic Azerbaijanis. This sparked a significant escalation in tensions between Baku and Moscow, further straining an already fragile bilateral relationship. The operation, which focused on a group of Azerbaijanis suspected of murder in the early 2000s, resulted in the extrajudicial killing of two brothers, Ziyaddin and Huseyn Safarov, and injuries to several others, with nine individuals detained. According to Azerbaijani media, the raid involved brutal tactics, including beatings, electric shocks, and degrading treatment, prompting a fierce reaction from Baku. Azerbaijan’s Foreign Ministry issued a strong response, demanding a prompt investigation and prosecution of those responsible, and the country’s Prosecutor General launched a criminal case accusing Russian police of torturing and deliberately killing the brothers. Azerbaijani authorities and media have framed the incident as a deliberate act of ethnic violence, with the Prosecutor General’s office alleging that the brothers died from “post-traumatic shock” after severe beating”. READ MORE

• EGF Editor  |  Published on EGF: 09.07.2025  |  External Relations
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By Shanthie Mariet D’Souza, PhD, founder & president, Mantraya Institute for Strategic Studies (MISS)

A stronger EU-India partnership on technology transfer, climate finance, green transition, and sustainability can help bridge the North-South divide.
Among the host of commitments that found their way into the Leaders’ Statement during the visit of European Commission President Ursula von der Leyen to India in February 2025 was the need for greater cooperation across a number of areas pertaining to climate change. Indian Prime Minister Narendra Modi and von der Leyen also reaffirmed their commitment to promote “a free, open, peaceful and prosperous Indo-Pacific,” in the wake of the European Union joining the Indo-Pacific Oceans Initiative (IPOI) in 2023. Within the IPOI, an Indian initiative, climate change has been a significant area of focus. While the EU and India are working to address the challenges in their bilateral relations, including finalizing a much-delayed free trade agreement, climate cooperation in the Indo-Pacific can become a defining strategic initiative between the two. The prevailing heat waves in Europe and Indian cities, and its implications for livelihoods, economies, and conflict, make such cooperation even more necessary. READ MORE

• EGF Editor  |  Published on EGF: 09.07.2025  |  Energy
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