Rating India 2026: Key Opportunities and Risks

India enters the second half of the decade with ambitions that would have seemed improbable just a few years ago: becoming the world’s third-largest economy, building globally competitive manufacturing sectors, financing a massive energy transition, and sustaining growth despite an increasingly fragmented global economy. Yet behind every headline announcement lies a less visible question: how do investors, lenders, and global capital markets assess India’s ability to deliver? Sovereign ratings are not simply a report card on the economy — they influence how trillions of dollars in capital are priced and allocated. For the seventh consecutive year, the Chair on India and Emerging Asia Economics at the Center for Strategic and International Studies (CSIS) is proud to host senior India analysts from S&P Global Ratings and Moody’s Ratings for a timely discussion on how the world's leading rating agencies are evaluating India’s strengths, vulnerabilities, and reform trajectory. As governments and companies alike seek financing for infrastructure, clean energy, manufacturing, and digital transformation, understanding how ratings are formed — and how those assessments may shape India’s next phase of growth — has never been more important. Join us for a conversation with Christian de Guzman, Senior Vice President, Sovereign Risk Group at Moody's Investors Service; Joydeep Mukherji, Managing Director at S&P Global Ratings; and Meredith Broadbent, Senior Adviser (Non-resident), Economics Program and Scholl Chair in International Business, CSIS. The discussion will be moderated by Richard Rossow, Senior Adviser and Chair on India and Emerging Asia Economics at CSIS. This event has been made possible through the general support to CSIS. --------------------------------------------- A nonpartisan institution, CSIS is the top national security think tank in the world. Visit https://www.csis.org to find more of our work as we bring bipartisan solutions to the world's greatest challenges. Want to see more videos and virtual events? Subscribe to this channel and turn on notifications: https://cs.is/2dCfTve Follow CSIS on: • Twitter:   / csis   • Facebook:   / csis.org   • Instagram:   / csis