'It will take a long time to recover from the impact of this war.'
India is the only significant power that all parties trust, or at least do not distrust, notes former defence secretary Ajay Kumar.
A source familiar with US Treasury Secretary Scott Bessent's thinking revealed on Saturday that the department "intends to utilise all available authorities to make Iranian assets accessible for rebuilding and repair efforts related to any future damage inflicted by Iran."
The Gulf countries on Monday welcomed a peace deal reached between the US and Iran to end their conflict and called for protection of maritime routes and freedom of international navigation, including the uninterrupted flow of traffic through the Strait of Hormuz.
India has expressed firm opposition to attacks on merchant shipping amidst the ongoing Iran conflict, revealing that several Indian nationals have died or are missing due to these incidents. The nation also called for restraint, de-escalation, and prioritising civilian safety in the region.
Iran's Supreme Leader Ayatollah Ali Khamenei claims a new chapter is emerging in the Persian Gulf due to the 'shameful failure' of the United States in the region, citing shifting regional dynamics and weakening foreign influence.
Khamenei urged the pilgrims for unity and called on them to pray for "the liberation of Palestine and Al-Aqsa Mosque, the alleviation of the great hardships afflicting Muslims, and the attainment of ultimate victory against global arrogance."
Prem Panicker's Must Read Blog On The Gulf War.
Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
The rupee recovered to 95.18 against the US dollar after hitting an all-time intra-day low of 95.44. The recovery was supported by possible RBI intervention amid renewed Gulf tensions and rising crude oil prices.
This is the time for India to plan forward fully, with the goal of Atmanirbharata, and energy security. The Persian Gulf is no longer a reliable source, points out Rajeev Srinivasan.
India significantly increased its crude oil imports from Russia and the United Arab Emirates in June, securing supplies as the Strait of Hormuz began to reopen, with Russian barrels remaining attractive due to discounts and UAE supplies offsetting earlier uncertainties.
Iran has strongly criticised US plans to impose a blockade on its ports, warning that maritime security across the Persian Gulf region would be jeopardised if its own security is threatened.
Donald Trump has escalated rhetoric against Iran by posting AI-generated images and videos depicting US military strikes, warning Tehran that time is running out to secure a ceasefire agreement.
'If movement remains stalled for three to four months, more than 300,000 recruitments from India could be affected.'
'We are getting used to the constant alerts to take shelter, listening to sonic booms from jets flying above us, hearing news of neighbouring ports being targeted, and being the only ship in the terminal.'
The Directorate General of Shipping has advised Indian maritime agencies to restrict the deployment of seafarers to conflict areas following a US military strike that killed three Indian crew members off the Oman coast. India has also protested the attack, which occurred amidst heightened tensions in the Gulf region.
Egypt, Pakistan, Saudi Arabia and Turkey met in Islamabad in what analysts say is the formal opening of a new diplomatic formation that could reshape the post-war regional order. Their immediate goal is a ceasefire; their larger ambition is to ensure that neither Iran nor Israel emerges from this war in a dominant position. Pakistan's foreign minister then flew directly to Beijing and mooted a Chinese role as guarantor of any eventual agreement. Prem Panicker continues his must read daily blog on the Gulf War.
Data reveals a disturbing trend of Indian worker deaths abroad, particularly in Gulf nations, alongside numerous complaints of exploitation and labour rights violations.
'Refiners may soon be forced to adjust operations, curtailing runs as product exports stall and directing output solely to domestic markets.'
External Affairs Minister S Jaishankar lodged a strong protest with US Secretary of State Marco Rubio over US Navy attacks in the Gulf that killed three Indian mariners. India also summoned the US Charge d'Affaires in New Delhi regarding the incident.
US President Donald Trump has lauded India as an 'essential partner' and 'trusted ally' in addressing regional challenges, particularly its 'big role' in West Asia peace efforts, following discussions with Prime Minister Narendra Modi at the G7 Summit.
History is rarely decided by who has the biggest weapons, but by who has the better process. The same rule applies to investing, says Ramalingam Kalirajan.
The United States has redirected 48 vessels in the Persian Gulf, particularly in the Strait of Hormuz, over the past 20 days amid ongoing enforcement actions related to restrictions on Iranian maritime assets by the US Navy.
Much will depend on how the protagonists use the current interlude to work proactively for the beginning of a durable settlement or, on the contrary, prepare for a new round of escalation, points out Ambassador M K Bhadrakumar.
It may now be time to question the price India is paying for Israel's disregard of the serious undermining of India's energy security, asserts former foreign secretary Shyam Saran.
Iran's Islamic Revolutionary Guard Corps (IRGC) has claimed to have targeted and destroyed hangars of F-35 fighter jets and struck 21 American air and naval bases across West Asia and the Gulf region, including the US Army's command and control centre at the Al-Azraq base in Jordan and the US Fifth Fleet headquarters in Bahrain.
The US Central Command (CENTCOM) confirmed striking the Guinea-Bissau-flagged oil tanker MT Jalveer, carrying 20 Indian seafarers, in the Gulf of Oman for allegedly violating the US blockade against Iran. This incident marks the third commercial vessel attacked by US forces in the region this week, with three Indian seafarers previously losing their lives in an attack on the MT Settebello.
The Asian Team Squash Championship, scheduled to be held in Islamabad in April, has been postponed due to the ongoing conflict in the Gulf region.
'In India, there is this first generation migrant, say from a small village in UP. He didn't go to the Gulf to buy a big house but make the life of his family better.' 'He may have paid 1 lakh rupees to an agent to go to the Gulf. Imagine what will happen to him and his family if he has to come back. He and his family will become poor again.' 'He went to the Gulf to come out of poverty, but this war will make his family trapped in poverty once again.'
Mohanlal's highly anticipated film Drishyam 3 has been postponed from its initial April 2 release to May 21, coinciding with the actor's birthday, due to ongoing war tensions in the Gulf region and the upcoming Kerala elections.
'We thought everything will be back to normal within one month. Now it's four months and still a final solution is miles away.'
West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears.
There are roughly 2,000 ships stranded in the Persian Gulf, carrying more than 20,000 seafarers, according to the International Maritime Organisation, as quoted by The Wall Street Journal.
The reopening of the Strait of Hormuz, following a ceasefire agreement between the US and Iran, is expected to significantly ease India's crude oil supply risks, lower freight costs, and reduce inflationary pressures, as global oil prices have already dropped.
Info Edge (India) shares fell 2.9 per cent after the company reported muted growth in recruitment billings for Q4 FY26, leading brokerages to expect impacted operating performance and potential margin contraction.
Iran has dismissed US President Donald Trump's assertion that Iran was responsible for a drone attack on Indian ships in the Strait of Hormuz as 'simply baseless'. The Iranian embassy stated that Trump's comments were an attempt to deflect attention from recent US military strikes on merchant vessels in the Gulf of Oman, which resulted in the deaths of three Indian mariners.
The United States and Iran have reached an agreement in principle to immediately and permanently halt all military operations, lift sanctions, and work towards a comprehensive final agreement within 60 days, including a significant reconstruction package for Iran.
Nepal is actively involved in rescuing its citizens from Gulf countries due to escalating tensions in West Asia, with thousands registering to return home. The government is committed to ensuring the safety of Nepalese citizens in the region and has formed an Emergency Response Team to manage the crisis.
The question is no longer whether the war will expand. It has. The next few days will tell us whether the war stabilises around Hormuz or whether the Strait itself becomes the trigger for a far larger rupture. What to watch for over the next 48 hours is simple: Any move by the US toward direct naval control of the Strait; any credible Iranian attempt to disrupt or mine shipping lanes and, critically, whether energy infrastructure in the Gulf continues to be targeted.If those lines are crossed in tandem, the war will no longer be containable within the region.
