By Udaibir Das
How should China refine its financial reform strategy to better align with its economic ambitions and responsibilities?
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
How should China refine its financial reform strategy to better align with its economic ambitions and responsibilities?
By Sadiq Amini
With the Taliban's return to power, Afghanistan is prone to rise of international terrorist groups just three years after the United States' withdrawal.
By Udaibir Das
The decisions from the 20th National Congress and the Third Plenum collectively represent significant strides in reinforcing the financial sector’s role as China recalibrates its growth model.
By Udaibir Das
The UK is poised to make a significant impact with the National Wealth Fund (NWF), a fund designed to spearhead its green transition and support sustainable growth. Will the UK’s NWF be a guiding economic beacon or just a political mirage?
Observer Research Foundation America, 1100 17th St. NW, Suite 501, Washington DC 20036 USA