Trade Wars, Tariffs Rise—India Stands Out As Safe Haven: BCG’s Rahul Jain

On the sidelines of the World Economic Forum Annual Meeting at BT Davos 2026, Siddharth Zarabi, Group Editor, Business Today, speaks exclusively with Rahul Jain, India Head at BCG. Jain says India is emerging as a global investment sweet spot amid rising trade tensions and geopolitical uncertainty. He highlights India’s strong domestic consumption, favourable demographics and diversified trade partnerships as key buffers against global shocks. With exports forming just 20% of GDP and over 200 trading partners, India remains resilient to tariff risks. Jain adds that supply chain realignments, focus on resilience and new FTAs could significantly boost India’s long-term growth trajectory.