Are You Positioned to Thrive Amidst Global Economic Transformations in 2026?

US-Iran conflict to slow global growth to 2.5% in H2 2026; AI investments and Asian tech exports drive resilience

Prolonged geopolitical uncertainty, elevated energy costs, and persistent supply chain and trade disruptions define global economic conditions in Q3 2026. The US-Iran conflict has materially weakened the global growth trajectory, shaving 0.6 percentage points from the 2026 outlook (vs 3.5% in 2025) and slowing global GDP growth to 2.5% in Q3 2026, the weakest pace since Q4 2022.

Restricted energy flows through the Strait of Hormuz, freight rates 25%–40% above pre-crisis levels, and shipping delays of 10–14 days will sustain inflation and business-cost pressures. Global growth is expected to recover gradually to 2.7% in Q4 2026 and 3.0% in Q1 2027, although normalization will depend on easing maritime disruptions and a durable US-Iran agreement.

  • What growth gaps should your organization address to overcome geopolitical uncertainty, elevated energy costs, and persistent supply chain and trade disruptions?
  • How has the US-Iran conflict materially weakened the global growth trajectory, and how can you withstand it?
  • In what ways can your organization utilize India’s domestic demand, services exports, and trade diversification to maximize growth?

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