By Udaibir Das and Wayne Byres
After 50 years, the Basel Committee’s standards are crucial for maintaining global financial stability.
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 Udaibir Das and Wayne Byres
After 50 years, the Basel Committee’s standards are crucial for maintaining global financial stability.
By Udaibir Das
The current global economic and capital market conditions necessitate reassessing conventional portfolio construction and risk management practices.
By Udaibir Das
Multilateral reform remains complex and demands patience to ensure that the process is transparent and inclusive.
By Dhruva Jaishankar
At a basic level, India’s large diaspora in the US and a shared sense of democracy continue to contribute to deepening India-US relations.
By Jeffrey D. Bean and Stephen Ezell
The United States has taken several key steps that we advocated. Foremost was passing the CHIPS and Science Act with bipartisan Congressional support in August 2022, which included appropriations of $52.7 billion for the CHIPS Act.
By Udaibir Das
Africa stands on the precipice of a financial renaissance, poised to redefine its influence in the global investment sphere.
By Sadiq Amini
A choice hasn’t been made, but non-Taliban stakeholders are eager for a policy change.
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