
At BT Davos 2026, Business Today’s Group Editor Siddharth Zarabi speaks with Balkrishan Goenka, Chairman, Welspun World, on how global trade realignments are reshaping Indian business. Goenka explains the opportunities the proposed India–EU FTA could unlock, especially for labour-intensive sectors like textiles, leather, and toys, by correcting long-standing duty disadvantages. He also reflects on geopolitical uncertainty, resilient capital markets, and India’s growing economic strength despite tariff pressures. The conversation highlights FTAs as a strategic advantage, deeper India–EU collaboration in clean energy and manufacturing, and India’s massive infrastructure push, which Goenka calls just the beginning of a long-term super cycle.
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