Special Report No. 7
By Piyush Verma, Medha Prasanna, Caroline Arkalji, Erlijn Van Genuchten, and Siddharth Sharma
Edited Volume
By Dhruva Jaishankar, Anit Mukherjee, Anirban Sarma, Mannat Jaspal, Nilanjan Ghosh, and Sunaina Kumar
Editors: Sharon Stirling and Eszter Karacsony
Special Report No. 7
By Piyush Verma, Medha Prasanna, Caroline Arkalji, Erlijn Van Genuchten, and Siddharth Sharma
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.
By Medha Prasanna
Without intentional strategies to strengthen energy infrastructure, the Global South will remain largely a consumer of AI technologies.
Special Report No. 7
By Piyush Verma, Medha Prasanna, Caroline Arkalji, Erlijn Van Genuchten, and Siddharth Sharma
By Piyush Verma and Telmen Altanshagai
Mongolia is not just a customer or supplier—but a co-partner in building new regional supply-chains, new corridors and new resource-alliances. It speaks to a future where India is not simply plugged into global energy markets, but co-creating them.
By Piyush Verma and Abhinav Jindal
India’s bid to host COP 33 is a clear signal of geopolitical intent. It positions the world’s largest democracy, the most populous nation and the fourth-largest economy as a bridge between developed and developing worlds.
By Piyush Verma
By working more closely with India, South Africa, and Indonesia, Brazil can move faster at home, bargain better abroad, and ensure the Global South is not just present but powerful at the table where tomorrow’s rules are written.
By Piyush Verma
At a time when multilateralism is under significant stress and global climate finance remains skewed and inequitably distributed, IBSA+Indonesia offers a fresh model of geopolitical collaboration on energy and climate – anchored in shared values and driven by practical action.
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