Quote on India`s GDP Growth in Q2 by Kunal Gala, Partner, Deal Value Creation, BDO India
Below the Quote on India`s GDP Growth in Q2 by Kunal Gala, Partner, Deal Value Creation, BDO India
"India’s 8.2% growth in Q2 of FY 2025-26 is impressive on its own, but its real significance lies in the context in which it has been delivered - an economy accelerating even as global trade becomes more protectionist, and tariffs reshape demand flows. Most high-growth markets expand because global conditions are favourable; India is expanding because domestic engines have become strong enough to offset external friction. That is a fundamental shift, signalling that India is entering a phase where internal demand, local supply chains, and domestic capital formation matter more than cyclicality in export markets.
With elevated tariffs affecting select export segments in the US, companies are no longer treating trade policy as a temporary irritant; they are treating it as a structural variable. The response we are starting to see is clear: acquisitions that de-risk exposure to tariff-sensitive markets, deepen domestic value addition, and secure alternative growth corridors. Whether it is backward integration to reduce import dependence, capacity buyouts to localise production, or cross-border deals to gain tariff-neutral entry into key markets, the deal logic is shifting decisively."
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