Ajay Srivastava, Founder of GTRI, and Garima Kapoor, Chief Economist at Elara Capital, share insights on India-EU FTA winners, the one-year wait for gains, and challenges from ESG and carbon rules. The looming Carbon Border Adjustment Mechanism (CBAM) poses a substantial threat, particularly to steel and aluminium exports, while the rupee is expected to remain under near-term pressure.
