When Geopolitics Hits the P&L
When
28 Jan 2026
Time
6:30PM-8:30PM
Arrival
6:30 PM
Where
The Leela Palace
For whom
CEO & CFO Forum
Departure
8:30 PM
Overview
Key Takeaways
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When Geopolitics Hits the P&L
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How do US tariffs, turmoil in the Gulf and India’s foreign policy choices impact your balance sheet?
From tariff shocks and their ripple effects across Asia, to escalating tensions in the Gulf involving Saudi Arabia, Iran and the UAE, geopolitics is once again reshaping the global economic order. In this session, Pramit Pal Chaudhuri unpacks the geopolitical forces that matter most to Indian business leaders today. The discussion will examine India’s foreign policy posture, including the strategic implications of the FTAs under negotiation with the EU and India’s evolving relationships with Japan and Canada. It will also assess how developments in India’s immediate neighbourhood, particularly Pakistan and Bangladesh, could influence trade, supply chains and regional stability.
Key Takeaways
How Donald Trump’s tariffs could reshape trade flows and competitiveness across Asia
What ongoing Gulf tensions (Saudi Arabia–Iran–UAE) mean for energy supplies and prices, capital and regional stability
Strategic implications of India’s upcoming FTA with the EU, and evolving ties with Japan and Canada
How developments in Pakistan and Bangladesh could influence trade, supply chains, and regional risk
What CEOs and CFOs should factor into strategy, investment and risk planning in a geopolitically volatile world
Speakers
Outcomes