By Marta Bengoa
The fundamental contradiction in the Trump administration’s approach to trade policy remains unresolved: a strong economy cannot be built on weak economic thinking. Tariffs are not a strategy; they are a symptom of strategic absence.
By Uma Vatsa and Shailesh Mishra
The AI industry is making large, long-lived bets on future demand, even as the technology itself is becoming more efficient. If AI systems become cheaper to run, more efficient to train, or less dependent on massively centralized compute, some of today’s infrastructure may prove oversized, poorly located, or economically fragile.
By Anit Mukherjee
As crude oil prices moderate and energy supplies become more predictable, India has an opportunity to address three key challenges.
By Ashita Jain
The proposed India-U.S. trade deal discussions are distinct from traditional FTA negotiations, for they resemble a strategic economic partnership being negotiated under tariff pressure and in pursuit of an increasingly elusive sense of predictability for Indian exporters.
By Dhruva Jaishankar
What’s the latest on U.S.-India relations? Dhruva Jaishankar answers.
By Samriddhi Vij, Akram Zaoui, and Mahdi Ghuloom
In the early hours of June 15, U.S. President Donald Trump confirmed an announcement by Pakistani Prime Minister Shehbaz Sharif that a peace deal between the United States and Iran had been reached, iterating that both sides had declared “the immediate and permanent termination of military operations on all fronts, including in Lebanon.” ORF Middle East experts offer their quick takes.
By Ammar Nainar
In a signal of the United States’ burden-sharing efforts, the Indian Ocean region was featured eight times in the latest U.S.-India joint statement between Indian prime minister Narendra Modi and U.S. president Donald Trump. To India and the United States, the Indian Ocean remains vital for trade and energy flows, for security competition given China’s growing naval activity, and for connectivity between Asia, Africa, and Europe.
Observer Research Foundation America, 1100 17th St. NW, Suite 501, Washington DC 20036 USA