EM Drop-In: India at the geo-economic crossroads

India has been a global bright spot, but it now faces increased uncertainty as the world fractures into US- and China-led economic blocs. Its recent growth run is at risk in the face of steep US tariffs and the absence of a trade deal. At the same time, Beijing and Delhi seem to be edging closer, while Washington’s ties with Pakistan show signs of warming. How well is India navigating this landscape, and what does it mean for the economy’s growth potential? 

Join our economists on Thursday 13th November at 0800 GMT/1600 SGT for this special online briefing as they highlight some key recent analysis on India’s geo-economic picture and explain what this all means for investors. During this 20-minute session, the team will take your questions as they discuss:

• Whether India’s rare earth reserves could help loosen China’s grip on key supply chains;
• The state of India’s relationships with the US, China and Pakistan, and what they imply for trade and capital flows;
• India and AI – economic threat/economic opportunity.