#763 Is 2026 India’s Biggest Reform Moment Since 1991? Gurcharan Das Explains | Govindraj Ethiraj | The Core Report

In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj is in conversation with Gurcharan Das, author and commentator, on whether 2026 could become India’s biggest reform moment since 1991 and if the country can finally cut red tape, boost manufacturing, and create jobs at scale.

As US tariffs and global trade shifts reset supply chains, India has responded with steps like GST reform, labour codes, easing non tariff barriers, and changes to quality control orders. But the deeper question remains. Why did India grow strongly after the 1991 economic reforms, lift millions out of poverty, and still struggle to create enough factory jobs, exports, and global manufacturing leaders?

The conversation explores how overregulation, protectionism, and policy bottlenecks weakened competitiveness, and why deregulation and business friendly reforms could unlock investment, exports, and mass employment. Gurcharan Das also explains what India can learn from the iPhone manufacturing shift, the role of exports in driving prosperity, and how 2026 could shape India’s long term growth story.

If you follow the India economy, economic reforms, business and world news, manufacturing, exports, global trade, tariffs, investment, and job creation, this episode offers context, clarity, and perspective on what may lie ahead.

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