Against the backdrop of growing geopolitical fragmentation, climate uncertainty, and increasingly volatile global capital flows, SARC formally launched the *“SARC Davos Dialogue 2026 – Ideas to Impact”* at the World Economic Forum in Davos. Led by *Sunil Kumar Gupta, Chairman and Global Leader, SARC*, the initiative opened with two high-level, closed-door roundtables that placed the future of capital allocation, strategic autonomy, and systemic resilience at the centre of global economic discourse.
Scheduled from *19 to 23 January 2026*, the SARC Davos Dialogue is designed as a focused platform for candid exchange among global investors, policymakers, industry leaders, legal experts, and domain specialists. The Dialogue aims to move beyond broad rhetoric and explore actionable frameworks that can help nations and enterprises recalibrate strategies in an era increasingly defined by uncertainty and disruption rather than predictability and linear growth.
Day One: Setting the Strategic Context
The opening day of the Dialogue featured carefully curated discussions examining how global economic assumptions are being rewritten. Participants reflected on the erosion of long-held beliefs around seamless globalization, capital efficiency, and stable geopolitical alignments. Instead, resilience, adaptability, and institutional credibility are emerging as defining pillars of long-term value creation.
Speaking at the opening, *Sunil Kumar Gupta* emphasized that the global economy is entering a phase where strategic clarity and system-level trust matter as much as financial returns. He highlighted the need for enterprises and governments to align capital deployment with governance strength, regulatory certainty, and long-term national priorities.
Roundtable 1: Capital in a Fractured World
1400 hrs – 1515 hrs
The first roundtable, moderated by *Lino Gandola, Founding Partner, Riceberg Ventures, focused on how long-term capital is being redeployed as global investors reassess risk in a fragmented world. The discussion underscored a clear shift away from purely asset-class–driven allocation models toward **jurisdiction-led and system-led investment strategies*.
Participants noted that policy credibility, regulatory clarity, institutional resilience, and predictability of execution are now central to investment decisions. Geopolitical tensions, regulatory divergence, and rising compliance complexities were identified as material risks influencing capital flows across sectors such as venture capital, life sciences, artificial intelligence, space technology, and deep tech.
The roundtable highlighted that investors are increasingly evaluating not just individual opportunities, but the broader ecosystems in which capital operates. Stable governance frameworks, independent institutions, and long-term policy continuity are emerging as decisive differentiators in a competitive global capital landscape.
A key theme that emerged from the session was the growing relevance of *India as a reference point for system-led investability. Participants observed that India’s scale, democratic institutions, regulatory evolution, and expanding innovation ecosystem position it as a credible destination for resilient, long-term capital deployment amid global uncertainty. This perspective was reinforced by **Sunil Kumar Gupta*, who emphasized India’s ability to combine growth ambitions with institutional depth and strategic autonomy.
The roundtable featured insights from a diverse group of global experts, including *Rajendra S. Bagade (Senior Partner – SARC), **Probir Roy (Global Lead | Fintech, Gaming & Frontier Technologies – SARC), **Ashutosh Verma (Leader – Tech and AI), **Ankit Anand (Founding Partner – Riceberg Ventures), **Balbir Singh (Senior Advocate, Supreme Court of India), **Alicia Castillo Holley (GP – Founder, Wealthing VC Fund), **Raphael Roettgen (Founder, E2MC – Earth-to-Mars Capital), **Yuri G. Rabinovich (Founder and Managing Partner, VNTR), and **Medha Jaishankar (President, Omnivations & Filmmaker)*.
From Dialogue to Impact
By convening global stakeholders in a closed-door setting at Davos, SARC reinforced its commitment to facilitating meaningful, solution-oriented conversations that bridge policy, capital, and enterprise. The SARC Davos Dialogue 2026 seeks to translate complex global challenges into pragmatic insights and actionable strategies, reinforcing India’s positioning as a hub for sustainable growth, deep technology innovation, and forward-looking global enterprise in a rapidly evolving world order.
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