January 23, 2026
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India seen as growth anchor; focus on AI, supply-chain diversification, and policy predictability to sustain investment.
India is seen as a long-term growth anchor due to macroeconomic stability, market scale, and reform momentum, making it attractive for capital allocation. AI is a central theme, with India positioned to leverage talent, data ecosystems, and digital public infrastructure while promoting responsible, interoperable standards and trusted data flows. Given structural supply-side disruptions and concentrated commodity vulnerabilities, strategic emphasis on supply-chain diversification, regionalisation, and resilience-building is necessary to sustain competitiveness and growth.