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.
By Dhruva Jaishankar and Ylli Bajraktari
The United States and India now have a major opportunity to cooperate more closely on AI. But they must move beyond the rhetoric of shared values to building shared infrastructure.
Special Report No. 10
By Piyush Verma, Caroline Arkalji, and Telmen Altanshagai
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.
By Sujai Shivakumar, Hideki Tomoshige, and Jeffrey D. Bean
India is positioning itself as an increasingly important node in the global semiconductor ecosystem, building on its established strengths in chip design and deep pool of STEM talent. These efforts come at a time when global semiconductor supply chains remain highly concentrated, creating opportunities for India to contribute to diversification and resilience.
By Shayak Sengupta
Without concerted policy efforts to incorporate the eastern states into India’s renewable fold, the region risks being left behind in reaping the benefits of transition.
By Shayak Sengupta and Sagatom Saha
The Inflation Reduction Act is Washington’s boldest climate policy ever—but still woefully insufficient.
By Shayak Sengupta, Neha Khanna, Casper Sonesson, Daniel Suryadarma, Aanandita Sikka, Edoardo Tancioni, Sagatom Saha, Budy Resosudarmo
Economywide decarbonization is essential for achieving the climate goals set in the Paris Agreement.
By Shayak Sengupta, and Sagatom Saha
The era of green subsidies is shaping the transition to a cleaner future, but, absent global cooperation, developing countries risk being left behind.
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