Episode 1: 50% Tariffs Just Made India More Inevitable

In the opening episode of Bridge to Bharath, cohost Siva Bala Narayanan unpacks the headlines about 50% U.S. tariffs on Indian goods—and why they actually make India more essential, not less.

Through a housing market analogy, he explains how short-term turbulence creates long-term opportunities. You’ll hear why India is the “high-value property” in today’s global economy, backed by four key forces:

• Geopolitics: India’s unique position as everyone’s partner
• Supply Chains: the shift from “China+1” to “India+Many”
• Workforce: frugal innovation that scales globally
• Infrastructure: leapfrogging in digital payments, logistics, and renewable energy

Siva also outlines three proven strategies companies are using to win in India: Global Hub, Innovation Partnership, and Market Laboratory.

Tariffs aren’t a stop sign—they’re a starter’s pistol. The companies that act now will secure the best positions before the crowd rushes back.

Stay tuned for Episode 2, where Manjunath explores how India’s digital ecosystem is changing the game for global businesses.

Subscribe to the Bridge to Bharath miniseries for a practical playbook on exploring, entering, and growing in India.