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India Ascending: Trade, Growth & the New Global Order

Jul 8, 2026

Geopolitics is no longer a subject confined to policy circles. It has entered the boardroom, the CFO's office, and every cross-border business decision. The question is no longer whether the world has changed, it is how fast organisations can adapt to a world that will keep changing.

A World Fundamentally Transformed

The webinar highlighted those recent disruptions—including the pandemic, geopolitical conflicts, trade tensions, supply chain disruptions, and immigration restrictions—represent a lasting structural shift in the global economy. The speakers emphasised that businesses must prioritise resilience, continuity, and adaptability, as the operating environment has fundamentally changed and is unlikely to return to its earlier state.

India: From Alternative to Anchor

The panel highlighted India's transition from a China+1 alternative to a strategic global business hub, driven by its skilled workforce, strong domestic market, policy support, and growing GCC ecosystem. While significant progress has been made, greater innovation and stronger supply chain integration will be critical for India to fully realise its global potential and attract long-term investments.

What Boards Are Deciding Differently

The discussion highlighted how boardroom priorities have evolved from cost optimisation to business continuity and resilience. Key areas shaping leadership decisions today include:

  • Selective redundancy – Building backup options for critical suppliers, services and operations. 
  • Diversified capital allocation – Spreading investments across geographies to reduce concentration risk. 
  • GCC-led operating models – Moving work to talent hubs rather than relocating people. 
  • Strategic inventory buffers – Maintaining reserves only for high-risk, business-critical items. 
  • Standardised contracts – Enabling faster vendor substitution during supply chain disruptions. 

The panel concluded that the focus has shifted from optimising costs to optimising costs while ensuring continuity and long-term resilience.

Where Companies Are Getting It Wrong

The discussion highlighted that the biggest business risk is often the absence of contingency planning rather than the disruption itself. The speakers identified several common mistakes organisations continue to make:

  • Overdependence on a single supplier – Limited alternative sourcing increases operational risk.  
  • Limited global presence – Expanding internationally is becoming a strategic necessity. 
  • Low investment in innovation – Greater focus on R&D and product development is essential. 
  • Undiversified capital sources – Access to multiple funding avenues strengthens financial resilience. 
  • Reactive decision-making – Long-term planning is more effective than panic-driven responses. 

The panel concluded that resilience is not about duplicating everything but about building selective redundancy where it matters most to ensure business continuity and sustainable growth.

Building Resilience Without Sacrificing Growth

The panel discussed how organisations can strengthen resilience while continuing to drive growth. Rather than viewing resilience as an additional cost, businesses should consider it a long-term investment that safeguards profitability and business continuity. Key recommendations included:

  • Selective dual sourcing – Build backup options only for business-critical suppliers, services and talent. 
  • Standardised contracts – Enable quicker vendor replacement during supply chain disruptions. 
  • Regional leadership models – Decentralise decision-making to reduce concentration of operational risk. 
  • Enterprise Risk Management (ERM) – Make risk assessment a continuous board-level priority rather than a one-time exercise. 
  • Invest in preparedness – Design business models to absorb shocks before disruptions occur. 

The panel concluded that resilience should be embedded into business strategy. The objective is not to eliminate risk but to minimise disruption through proactive planning, agile decision-making and well-designed operating models.

Talent and Technical Sovereignty

The panel discussed how tightening immigration policies, rising visa costs and increasing restrictions across major economies are driving a structural shift in global talent strategy. Rather than relocating people, organisations are increasingly moving work to talent, creating significant opportunities for India.

Key observations included:

  • Growth of GCCs – India is becoming the preferred destination for Global Capability Centres, with organisations expanding beyond back-office operations into strategic, high-value functions. 
  • Reverse brain drain – Stricter visa policies are encouraging skilled professionals to build careers in India, strengthening the domestic talent ecosystem. 
  • Emergence of GIFT City – India's growing financial and business hubs are further enhancing its attractiveness as a global delivery centre. 
  • Talent remains India's biggest strength – The country's skilled workforce continues to be a major competitive advantage for global organisations. 
  • Innovation remains a challenge – While India excels in execution and talent, greater investment in research, product development and innovation will be critical to sustain long-term competitiveness. 

The panel concluded that India's future success will depend not only on its abundant talent but also on its ability to foster innovation and create globally competitive intellectual property.

Key Takeaways for Business Leaders

The discussion concluded with several actionable insights for business leaders navigating today's evolving global environment:

  • Volatility is here to stay – Build resilient business models that can withstand long-term uncertainty. 

  • India is becoming a strategic hub – Move beyond the China+1 mindset and invest in India's long-term growth potential. 

  • Continuity over cost – Leadership priorities should focus on resilience, diversification and business continuity. 

  • Strengthen global presence – Maintaining an international footprint is increasingly becoming a competitive necessity. 

  • Build selective redundancy – Invest in backup capabilities where disruption would have the greatest impact. 

  • Leverage India's talent advantage – GCCs, digital capabilities and GIFT City present significant opportunities for global businesses. 

  • Focus on future growth sectors – Renewable energy, technology, manufacturing and innovation will drive India's next phase of growth. 

  • Capitalize on FTAs – Free Trade Agreements offer businesses new opportunities to expand into international markets and strengthen global competitiveness.

Speakers:
Rajiv Arya,  Baker Tilly ASA India 
Gautam Khurana, Managing Partner, India Law Offices LLP
Manish Gupta,  Senior Director - Finance & Accounts,  Evren

Watch the webinar recording here:

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