Technology Policy
ORF America
Who Builds, Wins: The Trillion-Dollar Contest ...

By Andreas Kuehn

The contest for AI supremacy is no longer about who has the best models, but about who can fund, power, and scale the infrastructure behind them.

Who Builds, Wins: The Trillion-Dollar Contest for AI Infrastructure
Economic Development
ORF America
The colours of capital

By Udaibir Das

Can capital take on purpose without money losing the fungibility on which markets depend? The question must be asked while the machinery is still being chosen.

The colours of capital
Foreign Policy & Security
ORF America
Raising ambition in the India-New Zealand ...

By Dhruva Jaishankar

The India-New Zealand partnership has benefited in recent years from top-down political attention, a strong people-to-people foundation, and external impulses compelling both New Delhi and Wellington to diversify their partnerships. The next few years represent an opportunity to build upon the foundations of an FTA and Strategic Partnership and construct a relationship that is more than two-dimensional.  

Raising ambition in the India-New Zealand partnership
Foreign Policy & Security
ORF America
A Pact Without Impact

By Vasabjit Banerjee

The Mecca Joint Defense Agreement faces all the classic challenges of an alliance with none of the unifying elements.

A Pact Without Impact
Energy & Climate
ORF America
Net Zero Planning Needs an AI Update. COP31 is ...

By Piyush Verma and Andrei Covatariu

The COP31 presidency has proposed raising electricity’s share of global final energy demand, yet AI is largely missing from climate and energy planning. At COP31 in Antalya this November, that needs to change.

Net Zero Planning Needs an AI Update. COP31 is the Right Moment to Do That

January 2026

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The Nexus of Artificial Intelligence and Energy Security: Strategic Opportunities for U.S.-India Leadership

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The Nexus of Artificial Intelligence and Energy Security: Strategic Opportunities for U.S.-India Leadership

Special Report No. 7

By Piyush Verma, Medha Prasanna, Caroline Arkalji, Erlijn Van Genuchten, and Siddharth Sharma

Outlook 2026: Emerging Markets Will Need a New Playbook

Outlook 2026: Emerging Markets Will Need a New Playbook

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.

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