The ceasefire may have quieted the guns, but the underlying tensions shaping the global order remain very much in motion. Trade blocs are hardening, supply chains are being redrawn along geopolitical fault lines, and major economies are recalibrating industrial strategy in response to a world that is fractured and fast-changing. For CFOs navigating capital allocation, sovereign exposure and long-term planning, the critical question is not whether governments will intervene — but how, where, and with what consequences for business.

In this session, Rajat Sethi will offer India CFO Forum members a frank, ground-level reading of what India’s government is likely to focus on in the months and years ahead, as it manages the aftermath of conflict, a reconfiguring global order and the domestic imperatives of growth and stability. Drawing on his extensive experience at the intersection of political economy, policy and strategic affairs, Rajat will map the government’s likely priorities: where fiscal and regulatory energy will be directed, which sectors and partnerships are likely to attract state support, and how India’s foreign and economic policy posture will evolve as tensions remain elevated. The session will help CFOs calibrate their strategic assumptions against the realities of an interventionist, geopolitically-aware government operating in a period of sustained global uncertainty.