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South-South Blocs and a Multipolar Order

Large developing economies increasingly build defense, trade and payment ties directly with one another, forming parallel networks that dilute Western and Chinese leverage and advance a more multipolar order.

forming · confidence 40 · Emerging (watchlist) · tracking since July 7, 2026 · updated July 7, 2026

Why the conviction moved

  • Jul 7
    Strengthened +4

    Modi and Prabowo advanced an India-Indonesia partnership spanning BrahMos missiles, port connectivity and cross-border digital payments (world desk). Two large developing economies wiring defense, trade and payments directly to each other is the parallel-network pattern the thesis tracks.

  • Jul 7
    Strengthened +2

    Jakarta and New Delhi advanced cross-border digital payments, port infrastructure and trade during Modi's state visit, explicitly framed as building around the dollar (macro desk). It reinforces South-South bloc formation with a payments and logistics backbone.

Source trail

  • Supporting · July 7, 2026

    India and Indonesia Link Payments and Ports, Around the Dollar

    Jakarta and New Delhi advanced cross-border digital payments, port infrastructure and trade during Modi's state visit, explicitly framed as building around the dollar (macro desk). It reinforces South-South bloc formation with a payments and logistics backbone.

    Antara (QR payments)
  • Supporting · July 7, 2026

    Modi and Prabowo Deepen India-Indonesia Ties With Missiles and Payment Links

    Modi and Prabowo advanced an India-Indonesia partnership spanning BrahMos missiles, port connectivity and cross-border digital payments (world desk). Two large developing economies wiring defense, trade and payments directly to each other is the parallel-network pattern the thesis tracks.

    Antara (Indonesia)

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Affected regions & assets

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