#BTDavos2026: BCG’s Rahul Jain On Tariffs, Trade Fragmentation And India’s Growth Outlook

At BT Davos 2026, Rahul Jain, India Head, BCG, in conversation with Siddharth Zarabi, Group Editor, Business Today, unpacks India’s economic outlook amid a complex global environment. Jain explains why India’s growth story remains strong but not insulated from global shocks, as tariffs increasingly shape geopolitics, supply chains, and capital flows. The discussion examines pressure on export competitiveness across key sectors, trade fragmentation versus India’s manufacturing ambitions, and the outlook for foreign capital inflows. Jain also highlights the need to accelerate FTAs, focus on sectors with structural advantages, and shares BCG’s GDP forecasts for FY26 and FY27. 

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State Partner: Andhra Pradesh India's Sunrise State 
Exchange Partner: NSE India
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