A fresh start: New trade deals, changing global capital flows, and private capex decisions

India has recently concluded landmark trade agreements with both the European Union and the United States, opening up significant new market access for Indian businesses. These deals
are expected to reduce tariffs, expand export opportunities, and signal a stronger, more predictable engagement of India in the global economy.

Alongside these trade advances, India’s latest Economic Survey and Union Budget have underscored both the critical role of private investment and the government’s continued focus
on capital expenditure.

The Economic Survey highlights that while India’s growth outlook is robust, high cost of capital remains a key constraint on private capex, emphasizing the need for structural reforms and
demand signals that can unlock corporate investment.

Meanwhile, the Budget has reinforced the infrastructure push – with public capex reaching its highest level in at least a decade and targets for FY27 set around ?12.2 lakh crore – intended in
part to crowd in private investment and strengthen growth momentum.

These developments mark a potential inflection point – not just in export potential, but in how global capital views India and how Indian companies think about long?term investment.

This closed?door roundtable will examine whether these trade deals, combined with recent policy signals, are strong enough to change real boardroom decisions on private capex.

Are global investors beginning to see India as a structurally lower?risk, long?term growth market? And more importantly, are Indian companies prepared to translate this moment into
sustained capacity creation, global integration, and competitive scale?

Bringing together CEOs and investors, the discussion will focus on practical choices, not policy mechanics — what has genuinely changed, what hasn’t, and what this moment means for India
Inc.’s next phase of growth.

India in a fragmented world: Opportunities and challenges for global and local leaders

Global trade shifts, tariff realignments, and evolving supply chains are reshaping the international business landscape. For India, this moment offers a chance to deepen its domestic capabilities, enhance resilience, and strengthen partnerships with global markets. For multinational companies, it is also an opportunity to reimagine how India fits into their long-term strategies in terms of twin prongs of Make in India and Digital India – as a growth market, a sourcing hub, and a partner in innovation.

The discussion will highlight real business implications – pricing pressures, margin risks, supply chain recalibration, and investment strategies – and explore how Indian industry and global companies in India, with the right policy support, can adapt and thrive in a fragmented global landscape.

Taj West End, Bengaluru | 15th October

The tech tightrope: Building competitive advantage in India’s tech ecosystem

India’s technology ecosystem is entering a defining phase. From semiconductors and electronics to AI, digital infrastructure, and advanced manufacturing, both Indian firms and global players are scaling up in sectors that will shape the future of the economy. But with rapid growth come difficult questions: How can companies secure access to critical technologies and resilient supply chains? How do they balance global partnerships with the urgent need to drive local innovation that creates intellectual property, new products, and global competitiveness? How can they attract capital in a crowded market, while building businesses that endure?

This session will examine how companies across India’s tech ecosystem — from startups to multinationals — are navigating these challenges and positioning themselves for sustainable growth in a fast-changing global environment. It will also spotlight the rise of manufacturing enablers, which are helping global and Indian companies alike design, prototype, and manufacture in India at scale — making “Make in India” a practical reality rather than just a policy slogan.

The discussion will highlight real-world business challenges — from access to innovation and competitive positioning, to supply chain risks and investment flows. It will also explore how India’s evolving tech ecosystem can remain attractive to global partners and investors, while driving sustainable growth and innovation from within.

ITC Grand Central, Mumbai | 19th September

India in a fragmented world: Opportunities and challenges for global and local leaders

Global trade shifts, tariff realignments, and evolving supply chains are reshaping the international business landscape. For India, this moment offers a chance to deepen its domestic capabilities, enhance resilience, and strengthen partnerships with global markets. For multinational companies, it is also an opportunity to reimagine how India fits into their long-term strategies in terms of twin prongs of Make in India and Digital India – as a growth market, a sourcing hub, and a partner in innovation.

Imperial hotel, New Delhi on 22nd August

Balancing Global Partnerships for Growth in an Uncertain World

Today’s global trade environment is marked by volatility, shifting alliances, and mounting barriers – from tariffs and regulatory changes to supply chain disruptions and geopolitical tensions. For businesses operating in India, both domestic and multinational, the challenge lies in driving growth while navigating these uncertainties.

Leaders from Energy, Automotive, Engineering, Pharmaceuticals, Semiconductors, and Agri-business will share sector-specific insights on what global businesses expect from Indian partners – and how India can position itself as a trusted growth ally in a complex, unpredictable world.