Energy & Climate
ORF America
AI data centres are generating their own power. ...

By Piyush Verma

The grid is more than a machine for moving electrons. It is a shared system of costs, responsibilities and reliability. As AI campuses bring their own power, the question is not whether they are on or off the grid, but what they owe it when they still depend on it.

AI data centres are generating their own power. How does that affect the wider grid?
Background Paper, Economic Development
ORF America
Overcoming the Absorption Dilemma: The Need for ...

Background Paper No. 40

By Udaibir Das and Pietro Zecca

Overcoming the Absorption Dilemma: The Need for Deployment Sustainability Analysis in an Era of Aid Contraction
Special Report
ORF America
Agentic AI and India: Implications for ...

Edited Volume

By Soumya Awasthi, Ishita Deshmukh, Sameer Patil, Kavya Wadhwa, Purushraj Patnaik, Pranoy Jainendran, Sameer Patil, Rahul Rawat, Debjyoti Chakravorty, Basu Chandola, and Tanusha Tyagi

Editor: Dhruva Jaishankar

Agentic AI and India: Implications for Security, Governance, and International Partnerships
Economic Development
ORF America
Asia beyond buffers: the second-generation ...

By Udaibir Das

Policy-makers cannot prevent every shock, but they can influence how prepared the economy is to deal with them, by reducing exposures, protecting essential functions and preserving policy room. Asia built its first generation of financial defenses after a crisis. It should build the second before the next.

Asia beyond buffers: the second-generation resilience agenda
Background Paper, Economic Development
ORF America
Leveraging Strategic Assets: Attracting ...

Background Paper No. 39

By Anit Mukherjee and Caroline Arkalji

Leveraging Strategic Assets: Attracting Financing in the Developing World in a Post-Aid Era

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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