#BTPodcast From Davos: Can India Outperform Other Emerging Markets? McKinsey’s Gautam Kumra Explains

At BT Davos 2026, Gautam Kumra, Senior Partner and Chair, Asia (ex-China), McKinsey, joins Siddharth Zarabi, Group Editor, Business Today, at the Andhra Pradesh Lounge for a deep dive into India’s place in a fragmenting global economy. Kumra unpacks the biggest challenges facing emerging markets amid tariffs, geopolitics, and protectionism, and assesses how India’s growth narrative compares with peers. The conversation explores structural constraints holding back capital and manufacturing inflows, supply-chain repositioning, AI-led transformation opportunities, workforce skilling, public-private collaboration, and new growth frontiers such as decarbonisation, semiconductors, biotechnology, and the impact of forex volatility on foreign investment.