Special Report
ORF America
ORF Global Quarterly: Societies in ...

Edited Volume

By Caroline Arkalji, Anasua Basu Ray Chaudhury, Dhaval Desai, Arpan Tulsyan, Akram Zaoui, Oommen C. Kurian, Shruti Jain, and Leigh Mante

Editors: Sharon Stirling and Eszter Karacsony

ORF Global Quarterly: Societies in Transformation
Foreign Policy & Security
ORF America
Pacific Polarity: Dhruva Jaishankar on India's ...

Dhruva Jaishankar spoke to Jersey Lee on the Pacific Polarity podcast on India's re-alignment.

Pacific Polarity: Dhruva Jaishankar on India's Re-alignment
Economic Development
ORF America
Domestic Debt Restructuring, Central Bank, and ...

By Udaibir S. Das and David Grigorian

Domestic debt restructuring (DDR) is constrained optimization: success requires not only reducing debt service but preserving the monetary and financial system capable of supporting economic recovery.

Domestic Debt Restructuring, Central Bank, and Monetary Policy in EMDEs: Lessons from Recent Country Cases
Economic Development
ORF America
Africa’s next market decade: from access to ...

By Udaibir Das

Absa and OMFIF have given Africa a decade of disciplined comparison. The next task is to make the consequences of reform equally visible. A country should be able to name an investment that happened because its market improved. Success is not more capital entering markets. It is more productive investment, financed without greater fragility. That is financial sovereignty on the ground.

Africa’s next market decade: from access to absorption
Energy & Climate
ORF America
The India We Remember Is Not the India Powering ...

By Piyush Verma

Energy for Billions: India’s Turnaround and the World’s Future explores the energy choices that can help realize the ambition of Viksit Bharat — a developed India — and the lessons other economies might draw from India’s achievements and unfinished work.

The India We Remember Is Not the India Powering the Future

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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