Geopolitics and economic policy are no longer abstract forces operating at the margins of business. They are actively reshaping how governments back strategic industries and how enterprises allocate capital, build capabilities and compete globally. In this session, Rajat Sethi will examine how India’s approach to sunrisesectors - electronics, space, aerospace and defense, deeptech, advanced manufacturing and robotics is being shaped by global power shifts, supply chain realignments and technological competition.

The discussion will decode the government’s policy architecture: production-linked incentives, strategic procurement, regulatory reform, skilling priorities and capital support mechanisms aimed at building national champions and resilient supply chains. It will also situate these choices within the broader global context from US–China technology tensions and friend-shoring to emerging trade deals and national security-driven industrial policy.

With a sharp focus on both opportunity and execution risk, the session will offer strategic insights for CEOs on aligning investment decisions, partnerships, localisation strategies and talent pipelines with India’s evolving industrial and geopolitical strategy in a multipolar, policy-intensive world.