Geopolitics Is Now a Business Problem
When
18 Jun 2026
Time
7:45AM-10:00AM
Arrival
7:45 AM
Where
The Oberoi, Bangalore
For whom
CEO Forum
Departure
10:00 AM
Overview
Key Takeaways
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Geopolitics Is Now a Business Problem
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How should CEOs read the new technology order before it reshapes their supply chains?
The global technology order is fragmenting. Semiconductor supply chains, AI infrastructure, critical minerals and telecom networks are no longer governed by market logic alone. For Indian businesses, this shift now affects sourcing decisions, location strategy, technology partnerships, regulatory exposure and long-term capital allocation.
In this session, Pranay Kotasthane will help IMA CEO Forum members build a practical framework for reading this terrain. Drawing on his work on semiconductor geopolitics, AI governance and India’s techno-strategic position, he will map the pressure points that matter most for business leaders: supply chain chokepoints, China-plus-one opportunities, AI compute constraints and India’s role in the global technology value chain.
Key Takeaways
Where the critical technology chokepoints sit across chips, AI compute, telecom networks, critical minerals and advanced manufacturing supply chains.
Why geopolitics has become a procurement, supply chain and capital allocation issue, not a remote policy concern.
How the US-China technology contest creates exposure and opportunity for Indian companies across manufacturing, pharma, consumer technology, financial services and hardware-linked sectors.
What CEOs and boards should track now to identify concentration risk, regulatory shocks and new areas of strategic leverage.
Speakers
Outcomes