Why Indian CFOs Must Separate Macro Fear From Financial Reality 20
By Sharda Associates | CA Firm, Bhopal, Madhya Pradesh, India The boardroom is full of fear right now—and most of it is not based on your company's actual numbers. Every CFO meeting in India in 2026 starts the same way. Someone mentions US tariffs. Someone else raises geopolitical uncertainty. A third person points to the Global Economic Policy Uncertainty Index. By the time the agenda item on capital expenditure approval arrives, the mood in the room has shifted from analytical to defensive. And then the capex gets deferred. The loan application gets postponed. The expansion plan gets tabled for the next quarter. Again. Here is the uncomfortable truth that most financial leaders do not say out loud. The fear driving these decisions is often macro fear — abstract, global, headline-driven anxiety — rather than a rigorous analysis of the specific business's actual financial position, its real demand environment, and the genuine cost of inaction. Sharda Associates is a CA firm ...