Special Report No. 11
By Piyush Verma, Medha Prasanna, and Sarah Salah
Securing Critical Minerals at Scale: Multilateral Solutions for Energy, Defense, and Semiconductor Supply Chains
Why the UAE’s OPEC exit signals a deeper recalibration of state autonomy
By Udaibir Das
More moves of this kind should be expected, extending beyond energy into critical minerals, technology standards, industrial policy, and cross-border finance. The UAE’s decision is not an outlier. It is a marker — not of fragmentation, but of redefinition.
Growth, finance, fiscal: reading the IMF flagships together
By Udaibir Das
Fiscal space, financial space and institutional credibility are no longer separable policy domains. They are jointly binding constraints. The IMF flagships document their components but not the mechanism.
Trevor Manuel report: Africa’s post-G20 Bretton Woods moment?
By Udaibir Das
The Trevor Manuel G20 Africa Expert Panel Report reframes Africa’s constraints as a single system of mispricing, debt compression and governance asymmetry. Its proposals for refinancing, collective bargaining and International Monetary Fund quota reform mark the first coordinated attempt to shift power within the international financial architecture.