Skip to content

From China to India: How Geopolitics and Growth Are Reshaping Strategy

February 4, 2026
By Gabriel Wildau & Arpit Chaturvedi

As geopolitical risk, supply chain resilience and growth divergence reshape global strategy, CEOs are reassessing long-held assumptions about where to invest, manufacture and scale. Drawing on our Vision 2026 CEO and Investor Outlook Survey, this analysis explores why many global companies increasingly view India as a strategic complement or alternative to China amid shifting commercial and geopolitical realities.

Download Full Report Here
The views and opinions in these articles are solely of the authors and do not necessarily reflect those of Teneo. They are offered to stimulate thought and discussion and not as legal, financial, accounting, tax or other professional advice or counsel.

To read more of our insights or for more information

Follow us

Subscribe to Teneo's Global Newsletter and Insights Podcast

Subscribe to our Global Newsletter and Insights Podcast to stay up to date with global trends that are shaping the world of business.

Subscribe to Teneo's Global Newsletter and Insights Podcast

Subscribe to our Global Newsletter and Insights Podcast to stay up to date with global trends that are shaping the world of business.