The World Is Becoming More Expensive to Do Business In. Is India Inc Pricing Geopolitical Risk Correctly?

For most of my career, geopolitical risk was something businesses watched from a distance. It mattered, certainly, but unless you operated directly in a conflict zone or a politically unstable market, it rarely entered everyday operating decisions.

That is becoming harder to say today.

A conflict in the Middle East can change India’s energy bill. A disruption in the Strait of Hormuz can increase freight costs and delay shipments. A decision in Washington can alter tariffs on Indian exports. Export restrictions in China can affect the availability of minerals required for electronics, EVs and defence. A war thousands of kilometres away can suddenly change currencies, commodity prices and the economics of a supply contract.

Geopolitics has moved much closer to the balance sheet.

The question for India Inc is whether we are treating that as a temporary period of uncertainty or recognising it as a structural change in the cost of doing business.

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