Special Report No. 9
By Medha Prasanna, Caroline Arkalji, and Piyush Verma
By Udaibir Das
Fiscal space, financial space and institutional credibility are no longer separable policy domains. They are jointly binding constraints. The IMF flagships document their components but not the mechanism.
By Sujai Shivakumar, Hideki Tomoshige, and Jeffrey D. Bean
India is positioning itself as an increasingly important node in the global semiconductor ecosystem, building on its established strengths in chip design and deep pool of STEM talent. These efforts come at a time when global semiconductor supply chains remain highly concentrated, creating opportunities for India to contribute to diversification and resilience.
By Udaibir Das
Under conditions of armed conflict and state rupture, banking shifts away from decentralized intermediation towards directed, survival-orientated finance. Yet the policy conversation has concentrated on sanctions, commodities and trade — the institutional reorganization of banking under conflict remains less well examined.
By Udaibir Das
Adopted by the National People’s Congress in March 2026, China’s 15th Five-Year Plan does not treat finance as a supporting function for economic growth. It treats finance as a strategic instrument of technological capability.
By Dhruva Jaishankar
For countries around the world — whether allies, partners, or competitors of the United States — there are important and immediate questions of how much and to what degree they will accommodate, or hedge against, the United States’ new approach to the world.
Special Report No. 7
By Piyush Verma, Medha Prasanna, Caroline Arkalji, Erlijn Van Genuchten, and Siddharth Sharma
This special report explores the opportunities of a U.S.-India Strategic Energy and Industrial Partnership.
Special Report
By Aditya Ramji
This volume of short working papers is a product of ORF America’s U.S.-India Emerging Climate Leaders as they attempt to develop ideas around climate collaboration and communication for the United States and India.
Special Report
By Abigail Doerr, Amol Kapoor, Bhagyashri Kulkarni, Dhruva Jaishankar, Jonika Rathi, Karan Sinha, Lindsay Maizland, Medha Prasanna, Meenakshi Venkatraman, Miaoru Guan, Mridu Jhangiani, Pankaj Mahalle, Patrick Soltis, Paul Gordon, Perrin Krisko, Sabareesh Suresh, Tanya Kak, Vandita Sariya, Vanshica Kant, and Vedant Patil
Editors: Caroline Arkalji, Jeffrey D. Bean, and Medha Prasanna
"Rebalancing Globalization: Perspectives from the Global South" attempts to provide a framework for the next phase of globalization that is rebalanced and sustainable and can address issues that matter to the Global South.
Edited Volume
By Anit Mukherjee, Dhruva Jaishankar, Alan Gelb, Pamla Gopaul, Marta Bengoa, Shayak Sengupta, Aude Darnal, Elizabeth Sidiropoulos, Udaibir Das, Veronica Jijon, and Lorrayne Porciuncula
Editors: Anit Mukherjee and Dhruva Jaishankar
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