Foreign Policy & Security

Global South in the Crossfire: Strategic Competition and Managed Interdependence

Global South in the Crossfire: Strategic Competition and Managed Interdependence

By Soumya Bhowmick and Arya Roy Bardhan

For countries across Asia, Africa, and Latin America, the challenge is no longer simply how to engage Washington or Beijing diplomatically, but how to preserve developmental autonomy in an environment where great-power competition is restructuring markets, supply chains, and industrial choices.

Russia-China Defence and Security Partnership: Intensification Amid Constraints

Russia-China Defence and Security Partnership: Intensification Amid Constraints

By Aleksei Zakharov

China is carefully balancing its position on the war in Ukraine, offering Russia targeted support while avoiding direct military involvement in the form of supplying lethal weapons or deploying troops. Similarly, Moscow would like to avoid getting entangled in China’s conflicting relations with India, Japan, Vietnam, or the United States. This cautious approach on both sides imposes a clear ceiling on their engagement and leaves limited prospects for an alliance-like partnership in the future.

Securing Access to Frontier AI: The Case for an India–U.S. Trusted Corridor

Securing Access to Frontier AI: The Case for an India–U.S. Trusted Corridor

By Rudra Chaudhuri

There is a need for an architecture, such as a Trusted AI Corridor, which can help mitigate the risk that regulators in both the United States and India take steps that could roll back years of investment in a deepening technology partnership.

Latin America: Navigating the Turbulence

Latin America: Navigating the Turbulence

By Vasabjit Banerjee

China’s economic and military presence in Latin America is expanding, prompting the United States to pursue countermeasures. Other extra-regional actors, ranging from the European Union to countries such as India, are simultaneously deepening their engagement with the region. The United States could strategically leverage these relationships to reinforce its own position.

Five Takeaways from the Quad Joint Statement

Five Takeaways from the Quad Joint Statement

By Dhruva Jaishankar

The latest Quad joint statement highlights how economic security is receiving priority at this juncture, critical and emerging technologies are being somewhat marginalized by unilateral and bilateral efforts, and efforts of maritime security continue to progress in a more workmanlike manner.

Building in the Rupture: The World’s New Alignments

Building in the Rupture: The World’s New Alignments

By Clemens Chay

The reality is that “America First” under the Trump administration has functioned as a structural force rather than empty rhetoric — one that has prompted state actors to exercise agency by prioritizing their own national interests.

New Arenas of Great-Power Competition

New Arenas of Great-Power Competition

By Rachel Rizzo

As the Arctic region, ocean floor, and space emerge as the new theaters of great-power competition, how major powers navigate this moment, and whether multilateral institutions created in a different era can adapt to the new one, will be the defining questions in the years ahead.

Brazil’s Ambitious AI Electoral Framework Confronts a Test

Brazil’s Ambitious AI Electoral Framework Confronts a Test

By Andre Nicola

Unlike previous elections where the primary concern was social media manipulation, 2026 will test how Brazil, and other large democracies, respond to this new generative AI challenge. The question is no longer whether AI will shape elections. It is whether governments will build the right safeguards before, rather than after, elections can be manipulated.

Muscles in Brussels? Europe’s Uneven Rearmament

Muscles in Brussels? Europe’s Uneven Rearmament

By Dhruva Jaishankar

Despite Europe’s push for more military self-sufficiency amid tensions with the United States, questions remain as to whether Europe’s political leadership, domestic politics, and social conditions can facilitate the development of true security and strategic autonomy.

India’s Growing Defense Industry Offers Opportunities for U.S. Production

India’s Growing Defense Industry Offers Opportunities for U.S. Production

By Ammar Nainar

The Iran War has already had a severe impact on the United States’ arms and ammunition inventory. The new demands for arms and munitions come just as India has begun to improve its domestic weapons manufacturing and promote defense exports. In the coming years, this offers opportunities for India and the United States to cooperate in defense manufacturing at scale.

The UAE, Bahrain, and the Security of the Strait of Hormuz

The UAE, Bahrain, and the Security of the Strait of Hormuz

By Mahdi Ghuloom and Cauvery Ganapathy

What is noteworthy is that the UAE and Bahrain, two countries which have consistently advocated for a diplomatic resolution to the dispute, have now been forced to pivot towards seeking a more proactive approach aimed at securing the Strait under a UN-supported coalition.

The Iran War's Impact on Food, Fertilizers, and Water

The Iran War's Impact on Food, Fertilizers, and Water

By Arnold Musungu, Leigh Mante, and Reem Sagahyroon

The ensuing crisis in the Middle East is intensifying food and water insecurity, climate systems, and agricultural production. The Climate and Energy program from ORF Middle East provides concise analysis of these impacts and reflections on potential pathways forward. 

India’s Navy Is Already Supporting Regional Security Around the Strait of Hormuz

India’s Navy Is Already Supporting Regional Security Around the Strait of Hormuz

By Ammar Nainar

Disruptions in the Strait of Hormuz resulting from the conflict between the United States and Israel, on the one hand, and Iran on the other, threaten to create another global energy crisis. India has many reasons to proactively take such action: the closure of the Strait of Hormuz risks exacerbating the country’s energy shortages and food insecurity.

The Iran War's Implications for the Gulf: Three Expert Perspectives

The Iran War's Implications for the Gulf: Three Expert Perspectives

By Samriddhi Vij, Kabir Taneja, and Akram Zaoui

Ten days into the U.S.-Israel strikes on Iran, the conflict has entered a more entrenched phase. With air and maritime connectivity significantly disrupted and President Trump maintaining uncompromising rhetoric, Gulf leaderships find themselves navigating a precarious balance between containment and active self-defense. ORF Middle East experts offer their concise analysis on the latest developments.

Assessing Strategic Intent in a Widening Middle East Conflict

Assessing Strategic Intent in a Widening Middle East Conflict

By Dhruva Jaishankar

With ongoing strikes in the Middle East, the strategic intentions of Israel, the United States, Iran, and the Gulf Arab states are worth examining, for they will shape the intensity and scope of the war — as well as the long-term repercussions regardless of the outcome. 

Geopolitics, Defense, and Security: Turbulence Ahead

Geopolitics, Defense, and Security: Turbulence Ahead

By Dhruva Jaishankar with Pratnashree Basu, Kartik Bommakanti, Lindsey Ford, and Kabir Taneja

The re-election of Donald Trump in the United States (US) has introduced a wave of turbulence to the international system, reversing certain pre-existing trends while accelerating others. Meanwhile, the war in Ukraine continues to contribute to Europe’s rearmament. Israel’s strikes in Iran, Syria, Qatar, and Yemen reflect broader upheaval spreading across the Middle East and beyond. China’s competition with the US persists, extending across multiple domains and regions. Amid this backdrop, at least five major geopolitical megatrends are likely to unfold.