Non–partisan, independent analyses on security, strategy, economy, development, energy and global governance.

India
Joined August 2010
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From March 18–20, 2027, New Delhi becomes the epicenter of global strategy, #geopolitics, and #geoeconomics As the old structures of international cooperation shift, the world looks toward new ideas, bolder partnerships, and the powerful voice of the Global South. Raisina Dialogue 2027 is coming! The dialogue is set. The stage is ready. Are you listening? 🗓️ Save the Date: 18–20 March, 2027 📍 Location: New Delhi, India 🌐 Hosted by: @MEAIndia & @orfonline youtube.com/watch?v=Sy86BnSF… #RaisinaDialogue2027 #Raisina2027
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The #RBI rate hike hits borrowers harder than it helps savers. EMI on a ₹20 lakh home loan with 20 years left rises by about ₹309 a month, while a ₹1 lakh deposit earns just ₹250 more a year: @BardhanArya & & Damayantee Majumdar or-f.org/40765 #IndianEconomy #HomeLoans
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#SatelliteInternet poses a distinct regulatory challenge: traffic can travel across inter-satellite links and foreign gateways, complicating domestic oversight. #India must ensure that operators can be monitored through Indian gateways, comply with data localisation rules, and suspend services during emergencies: @kamaldavar or-f.org/40754 #Starlink #NationalSecurity
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The real test for #BRICS is no longer expansion, but delivery. #DevelopmentFinance, local-currency payments, digital cooperation and resilient supply chains could turn its growing political weight into tangible institutional influence: @ProfHarshVPant or-f.org/40382
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#India's recent #FTAs increasingly include provisions on MSMEs, #gender, and sustainable development. This brief by @sunaina_kumar & @soumyabh_swears examines how far these provisions translate into gains for smaller firms and women. or-f.org/40460
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“Those who care for the United Nations would like to reform the United Nations.” — @DrSJaishankar At #IndiaDay@UNGA, External Affairs Minister S. Jaishankar made the case for a United Nations that reflects today’s world. Bringing together voices from India, Jamaica, Suriname, Ghana and the United States, the session explored meaningful reform, greater representation and the future of development cooperation. Watch the full session featuring Kamina Johnson Smith, Melvin Bouva, @ablakwa_samuel, Celeste Connors, @samirsaran & @DrSJaishankar as they discuss the future of multilateralism and global development. youtube.com/watch?v=a9Et3WOG…
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Three priorities can help #India avoid #Indonesia’s experience: make technology transfer a condition of incentives, measure domestic contributions to engineering and process technology, and diversify processing partnerships. Resource ownership is a precondition for influence, not a guarantee of it: Veer Puri or-f.org/40748 #CriticalMinerals
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#India’s space and quantum capabilities need a coordinated strategic vision. An #ISRO-led initiative could establish space-based quantum sensing testbeds and advance secure tri-service communications: @PrateekTri1990 or-f.org/40750 #QuantumTechnology #QuantumSensing #SpaceTech
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#India need not join offensive Western coalitions to secure Gulf supply chains. A non-offensive maritime footprint would serve better: neutral convoy escorts, #GCC navies integrated into the Information Fusion Centre for the Indian Ocean Region (IFC-IOR), and anti-drone capacity at #Oman’s Port of Duqm: @gopikrishna_vt or-f.org/40755 #MaritimeSecurity.
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#China’s interest in ending the conflict is also strategic. Instability around the #StraitofHormuz and Bab el-Mandeb threatens its energy supplies, #trade routes and Belt and Road interests, giving Beijing a strong incentive to push for de-escalation: @katul02 or-f.org/40389
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Is the “Mecca Pact” just an illusion? The #Pakistan–#SaudiArabia defence agreement raises questions about what the pact means for regional security, strategic alignments and the interests of its signatories. Watch @sushantsareen discuss. youtube.com/shorts/16OelNnaE…
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A 2022 study estimated that poor software quality costs the #US economy US$2.41 trillion annually. In #India, the scale of these losses remains unclear. Measuring them is essential to understanding the economic cost of insecure software: @girichaitanya19 or-f.org/40726 #CyberSecurity #IoT
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#Pakistan’s defence pacts with the Gulf have hit an operational ceiling. Constrained by IMF dependency, domestic austerity, and a 550-mile border with #Iran, Islamabad cannot serve as a warfighting shield for Riyadh: @gopikrishna_vt or-f.org/40755 #GCC #MaritimeSecurity.
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Space can advance quantum sensing for precision navigation, gravity mapping and climate monitoring. Its potential to reduce terrestrial interference makes it a valuable testbed for frontier technologies: @PrateekTri1990 or-f.org/40750 #QuantumTechnology #QuantumSensing #SpaceTech
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#India’s 2026 #BRICS chairmanship has highlighted a pragmatic path: keep geopolitics on the agenda without letting it consume the grouping. For #NewDelhi, BRICS is less about choosing sides and more about development, representation and strategic room for manoeuvre: @ProfHarshVPant or-f.org/40376
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Debt can be restructured. Dependence can't. #China's new play: lead with subsidised prices, dominate markets, then shape the rules. The #Thai experience is telling. Read this Special Report by @jaibal to find out how it plays out. or-f.org/40381 #Thailand #BRI
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The biggest obstacle to #India’s #ElectricBus transition may not be battery technology, but weak transport finances. State Transport Undertakings face mounting debt and payment risks, while battery replacement costs can outlast warranty coverage. Without robust financial safeguards and whole-life cost planning, #ElectricMobility contracts could become difficult to sustain. @nandan_h_dawda examines the financial risks behind India’s electric bus ambitions. Read more on India’s electric bus push 👉 or-f.org/40673
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The #RBI raised the repo rate by 25 bps to 5.5% on 7 October, its first hike since February 2023. But the forces driving inflation - a weak monsoon and costlier crude - are beyond the repo rate’s reach: @BardhanArya & & Damayantee Majumdar or-f.org/40765 #IndianEconomy #Inflation #RepoRate
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#YoungVoices | The costs of restricting mining and industrial activity are concentrated in #WesternGhats states, while benefits such as water security, biodiversity protection, and #flood mitigation extend far beyond them. Conservation needs a mechanism to share these gains: Suneha Majumder or-f.org/40609
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SDG 14 needs an estimated US$175 billion in annual investment, yet only around US$25 billion is invested. Part of the gap is financial illegibility: ocean outcomes are costly to verify. Satellites can lower monitoring, reporting, and verification costs and make those outcomes actionable for lenders and insurers: Priya Miriam Noronha or-f.org/40608 #OceanEconomy #BlueEconomy #OceanFinance
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