top of page

By:

Rahul Gokhale

28 November 2025 at 12:38:16 pm

Anchoring India’s Resilient Future

For nearly half a decade, the global geopolitical landscape has been stuck in a state of permanent turbulence. The protracted war in Ukraine, the protectionist tariff regimes of the Trump presidency, and the volatile escalation of hostilities between the United States, Israel, and Iran are no longer distant regional frictions. Their tremors have rewritten the global order and weaponized transnational supply chains. In today’s splintered global order, nations are ruthlessly prioritising...

Anchoring India’s Resilient Future

For nearly half a decade, the global geopolitical landscape has been stuck in a state of permanent turbulence. The protracted war in Ukraine, the protectionist tariff regimes of the Trump presidency, and the volatile escalation of hostilities between the United States, Israel, and Iran are no longer distant regional frictions. Their tremors have rewritten the global order and weaponized transnational supply chains. In today’s splintered global order, nations are ruthlessly prioritising domestic stability and resource security over collective international arrangements. India is no exception. It is against this volatile backdrop that Prime Minister Narendra Modi’s recent five-nation tour must be judged. The Gulf Realignment In an era dictated by the imperatives of energy transition, diversifying energy baskets is no longer a policy choice but a structural necessity. This explains the deliberate inclusion of both the UAE and Norway in the Prime Minister’s itinerary. But viewing the UAE purely through the narrow prism of crude oil reserves is to miss the deeper, more volatile geopolitical undercurrents reshaping the Gulf. The visit coincided with a historic inflection point in Gulf geopolitics: the UAE’s decision to exit OPEC. But the landscape has altered radically. With the rise of US shale production, OPEC’s market share has sharply declined. The UAE’s calculations are driven less by Washington and more by deep-seated friction with Saudi Arabia. Abu Dhabi had grown weary of Riyadh’s de facto dominance within OPEC, which stifled its capacity to expand independent production. In breaking away, the UAE has de-linked its energy policy from cartel politics. This regional realignment is also playing out in geo-economics: Abu Dhabi’s abrupt demand for Pakistan to repay a $3.2 billion loan - prompting a Saudi bailout - underscores the growing strategic distance between the two Gulf giants. Prime Minister Modi’s visit seeks to navigate these very fault lines to secure India’s long-term economic interests. For New Delhi, a decoupled UAE presents a unique window of opportunity. As Abu Dhabi scales up production outside the constraints of a cartel, it requires guaranteed, high-capacity markets and India offers the perfect economic counterparty to secure supplies at highly competitive rates. This visit marks Prime Minister Modi’s eighth tour of the UAE since 2015. The relationship has been institutionalised through the Comprehensive Strategic Partnership Agreement and the CEPA trade pact. While trade and investments dominated the public narrative, the true breakthrough of this visit lay in a profound restructuring of defence and energy infrastructure. The economic dividends of this relationship are already formidable. Bilateral trade has crossed $100 billion, while the UAE has emerged as a major foreign investor in India. Concurrently, the strategic landscape received an upgrade and the energy architecture was fundamentally re-risked. Last year, India imported 11 per cent of its crude requirements from the UAE. To insulate this vital supply chain from the perennial volatility of the Strait of Hormuz, Abu Dhabi is doubling its export capacity by 2027 via an additional pipeline to the port of Fujairah, enabling Indian vessels to bypass the choke point entirely. This is reinforced by ADNOC’s commitment to scale up its crude reserves within Indian facilities, effectively expanding India’s strategic petroleum reserves by roughly 70 per cent and providing New Delhi a cost-free cushion during global crises. Bolstering this maritime-industrial alignment is a new MoU to establish a $5-billion ship repair cluster at Vadinar, Gujarat. From Space to Semiconductor Sovereignty If the Gulf leg of the tour was about reinforcing traditional energy security, the tour of the Nordic nations looked firmly toward the future. In an era where the geopolitical premium is shifting from fossil fuels to green technology, artificial intelligence, and semiconductor supply chains, the Nordic states offer critical technological partnerships. New Delhi’s engagement with these nations has evolved beyond standard trade into high-tech collaborative frameworks. The Prime Minister’s participation in the India-Nordic Summit, which had been delayed following the security situation post the Pahalgam attack, underscores this shift. By visiting Norway, a major non-Gulf oil and natural gas exporter, the Prime Minister strategically diversified India’s energy dependency away from volatile West Asia supply chains while securing a long-term resource anchor under the newly implemented India-EFTA trade pact. New Delhi’s outreach to Stockholm and Amsterdam yielded high-value strategic dividends that seamlessly bridged space exploration, deep tech, and critical infrastructure. In Sweden, this materialized through a landmark collaboration between ISRO and the Swedish Institute of Space Physics for India’s upcoming Shukrayan Venus mission. This trust extends to hard security; following the exclusion of Chinese vendors from Sweden’s telecom networks, India has emerged as a reliable digital partner, while Swedish defence giant SAAB is already establishing India’s first 100 per cent FDI ‘Carl Gustav’ weapon manufacturing facility in Haryana. Meanwhile, the Netherlands leg masterfully balanced the cultural diplomacy of a returned Chola-era copper plate from Leiden University with hard-nosed techno-politics. The crown jewel of this engagement was Tata Electronics signing a pivotal agreement with ASML, the Dutch multinational holding a virtual global monopoly on advanced semiconductor photolithography. As Tata builds its $11-billion premier chip fabrication plant in Dholera, Gujarat, this alignment marks a major victory in India’s quest for semiconductor sovereignty amidst the intensifying US-China tech war. Against a backdrop of rising global volatility, Modi and his Italian counterpart Giorgia Meloni held comprehensive talks, elevating India-Italy relations to a Special Strategic Partnership. Alongside establishing a new defence industrial roadmap, the two nations committed to driving annual bilateral trade to €20 billion by 2029. Terrestrial Blueprint Modi’s visit to the iconic 32-kilometre-long Afsluitdijk dam underscores New Delhi’s intent to deploy Dutch water management expertise to de-risk its own ambitious Kalpsar project in Gujarat’s Gulf of Khambhat. Envisaged as a mega-scale, Rs. 85,000 to 90,000-crore coastal reservoir, the Kalpsar project aims to construct a 30-kilometre dam to establish a massive freshwater lake, combat critical land salinity, and pioneer tidal power generation. In a fractured world order where reliability is the ultimate currency, India has successfully positioned itself not just as a defensive actor safeguarding its immediate needs, but as a resilient, self-reliant pole in the emerging global architecture. (The writer is a political commentator. Views personal.)

Can Your System Withstand Growth Without Breaking?

A system that only works in good weather is not a system; it’s a rehearsal.


In agriculture, you don’t just plant and hope. You test the soil and ask, Can it support new crops?  Will it retain moisture under heat? Does it erode easily?

But in business, we rarely test our systems that way. We build SOPs, hire people, launch tools, and assume we’re ready for the next phase.  Until something unexpected hits, like a sudden scale spike, a team shuffle, or a key client shift. And the system, despite its polish, buckles because it was never tested in anything but good weather.

 

The real resilience check

Over the last three articles, we’ve covered:

  • Smooth systems turning brittle (Rahul’s cement trap)

  • Emotional subsidies that keep systems falsely stable (my little dig at founders everywhere)

  • Tech tools showing up without design clarity (Karna’s tools moment)


So what’s left? - The soil test, or that quiet but firm audit of:

  • Can our system hold when the rhythm breaks?

  • Do we rely on “superstar individuals” or sustainable flows?

  • Do our processes adapt, or do they only work when life cooperates?

This isn’t a dramatic transformation but a durability scan.

 

A tale of two launches

One of our clients, a logistics tech firm, was expanding from two cities to four.

With the same SOPs, software, and people, city A was successful; however, there was chaos in city B. The reason: In city A, the local team had created invisible buffers:

  • A dispatcher who doubled as a quick trainer

  • A shared doc where odd delivery cases were logged

  • A morning huddle that wasn’t in the handbook

City B did everything by the book — and that was the problem. They followed the system, but unlike City A, they never enriched the soil.

 

Before you run the soil test

Before you run the test, you must ask, Are you willing to see what you’ve ignored? Because many founders don’t want a soil test, they want validation. They want someone to say, "Yes, your system is strong." But here’s the truth: the strongest systems we’ve seen were never confident; they were curious. They didn’t wait for friction to appear; they simulated and welcomed it. They had rituals like:

  • "What did we patch last week that we haven’t fixed?"

  • "Where are we pretending we have a fallback, but in reality, we just have Amol?"

  • "If we grow 10X, what snaps first?"


These aren’t strategy questions — they’re questions of humility. Because the hard truth is this: growth doesn’t break systems; it exposes what was never built into them. That’s your real soil test … not how fast the plant grows, but whether the roots knew how to spread without being told. Only after that do you run the test. You don’t need a strategy offsite or a dashboard upgrade. You need friction.


  1. Simulate stress without real damage.

Ask: “What happens if our top 2 performers go on leave together?”


  1. Strip away the tools for a day.

See what your system knows, what your people remember, and what gets lost.


  1. Interview your edge cases.

Find that one operations executive who knows 17 workarounds and that account manager who adjusted the script for a fussy client. Document their knowledge.


  1. Swap two roles temporarily.

Just for 48 hours. Let the cracks emerge. Then fix the system, not the people.


Resilience is a system trait, not a team trait.

Too often, we say, "That team is strong," "She handles everything." But we forget that the real test of resilience isn’t how well a person copes but whether the system absorbs the hit. Resilient systems don’t panic when one part fails, offer fallback flows without permission, or even let teams rest without guilt. That’s the soil you want, because what you plant next depends entirely on what you’ve been quietly enriching.

 

One Last Question to Carry Forward

If nothing changed in your business for the next 3 months … no crises, no hires, no fires … would your system still improve? If the answer is no, then the soil is dry. It’s not feeding your future but just holding your present.

Let’s change that.


(The author is Co-founder at PPS Consulting and a business operations advisor. She helps businesses across sectors and geographies improve execution through global best practices. She could be reached at rashmi@ppsconsulting.biz)

1 Comment


One of the best reads I had....Those 4 points in the end are something Orgs should endeavour to face the mirror.


Indeed insightful

Like
bottom of page