January 2026

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

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.