Edited Volume
By Dhruva Jaishankar, Anit Mukherjee, Anirban Sarma, Mannat Jaspal, Nilanjan Ghosh, and Sunaina Kumar
Editors: Sharon Stirling and Eszter Karacsony
Special Report No. 7
By Piyush Verma, Medha Prasanna, Caroline Arkalji, Erlijn Van Genuchten, and Siddharth Sharma
By Udaibir Das
Global financial institutions continue to frame the 2026 outlook for emerging markets through a familiar cyclical lens. The consensus assumes U.S. monetary easing, a softer dollar and a modest global slowdown will favor local-currency assets, credible disinflation paths and balance-sheet repair. This narrative is historically grounded and internally coherent. It is also increasingly insufficient.
By Medha Prasanna
Without intentional strategies to strengthen energy infrastructure, the Global South will remain largely a consumer of AI technologies.
By Andreas Kuehn & Alexandra Paulus
Governments and industry have become increasingly aware of the security risk that software supply chains can cause if not managed properly.
By Dhruva Jaishankar
The Global South thus represents a strategic opening for India, both to advance its own development objectives and the cause of multilateral institutional reform.
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