By Udaibir Das
When viewed through the lens of financial channels — capital flows, exchange rates, and investment patterns — the implications of the U.S. policy reset for the Global South become clear.
Technology Policy
By Siddharth Yadav and Khush Advani
As AI reshapes economies, militaries, and societies, the nations that control the hardware pipeline will shape the rules of the emerging order. At present, that pipeline runs through a single bottleneck in Veldhoven, Netherlands. For middle powers, the choice is to either accept permanent dependency on a supply chain governed by the strategic priorities of others, or invest collectively in an alternative.
Technology Policy
By Rohan Sharma
The effectiveness of U.S.-India AI cooperation will be measured not by the number of joint statements issued, but by whether both countries can build systems that are trusted, interoperable, and deployable across borders.
Energy & Climate
By Cauvery Ganapathy
Disruptions triggered by the Iranian blockade of the Strait of Hormuz have interrupted global efforts at industrial reshoring, data center-led digitization, electrification, and the reinforcement of defense production lines, while also posing risks to global food security.
Technology Policy
By Jeffrey D. Bean
If the U.S. government can facilitate practical, targeted bilateral engagements for mining and processing under the banner of Pax Silica and FORGE, these could support derisking semiconductor, AI, and critical mineral supply chains provided key Global South actors are engaged effectively and equitably.
Foreign Policy & Security
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.
