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
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

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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