📌 As boards convene in early 2026, the global economy presents a landscape of sturdy yet uneven growth at 2.7-2.8%, propelled by US resilience, AI-driven productivity gains, and selective deregulation.
📌 Shadow of China’s export overcapacity, trade frictions, and rising debt stresses still remains.
📌 For India-GCC audiences, this macro backdrop amplifies bilateral tailwinds. India’s 7.4% GDP surge meets GCC’s 4.4% non-oil momentum, fueled by CEPA trade doubling, IMEC logistics hubs, and joint ventures in AI, renewables, and food security.
📌 India and GCC boards will be offered a rare convergence of capital, talent, and markets amid global fragmentation.​​
📌 These trends demand vigilant stewardship. Positives like policy-aligned capex and workforce innovation must be balanced against alerts on tariffs, labor shortages, and geopolitical delays.
📌 Do take a deeper look at slides 19, 21, 23, 25, 26, 27, 28, 29, 30, 31, 32, 33 and 34
📌 Governance will require resilience through scenario planning, cross-border compliance, and refreshed board expertise.
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