印度总理首席秘书普拉莫德·库马尔·米什拉指出，印度和整个世界正处于高度不确定的局势之中。
Pramod Kumar Mishra, the Principal Secretary to the Prime Minister of India, observed that India and the world at large are in a situation of great uncertainty.
在新德里举行的第五届考底利耶经济圆桌会议上发言时，这位高级官员表示，经济决策往往在无法完全预知结果的情况下做出；总是存在风险因素。卡脖子点他表示，风险的本质是各国必须加以管理的。据米什拉称，全球面临的不仅是风险，还有不确定性，且两者日益加剧。风险承担与不确定性之间的区别如今已成为关注焦点。
While speaking at the 5th Kautilya Economic Conclave, being held in New Delhi, the top bureaucrat said that economic decisions are taken not fully knowing what the results will be; there’s always an element of risk. The Choke Points He said that it is the nature of risk that countries have to manage. According to Mishra, the globe is increasingly confronted not just with risk but also uncertainty. The distinction is now in sharp focus between risk-taking and uncertainty.
提到霍尔木兹海峡危机，随后是红海危机，以及曼德海峡附近的混乱局势，米什拉表示，卡脖子点成为脆弱性的来源，关税有时也成为武器化的工具。
Referring to the crisis in the Strait of Hormuz and then in the Red Sea, with chaos near Bab al-Mandab Strait, Mishra said that choke points become sources of vulnerability and that tariffs sometimes become instruments of weaponisation.
在详述战略风险时，他指出，主要航运路线的中断会影响数千公里外的原油价格，并补充道“中断是有代价的”。随后米什拉提到由中国控制的关键要素，称地理因素已重回谈判桌面中心。印度的多元化战略米什拉还补充道，能源转型正与其他一切一样被重新定价。其他限制措施也越来越多地被用于战略目的。
Elaborating on the strategic risks, he said that a disruption in a major shipping route can impact crude prices thousands of kilometres away, adding that 'there is a cost of disruption'. Then Mishra touched upon critical elements, which are controlled by China, and said that geography has returned to the centre of the table. India's Diversification Strategy Mishra also added that the energy transition is being repriced along with everything else. Other restrictions are being increasingly used for strategic purposes.????
印度总理首席秘书PK·米什拉谈全球风险与不确定性上升 “卡脖子点成为脆弱性来源” “霍尔木兹海峡中断清晰提醒了地理因素如何转化为重大风险” “印度的应对涵盖增产及…… — CNBC-TV18 2026年10月3日米什拉进一步表示：“问题不在于全球化是否结束，而在于我们如何在保留全球化红利的同时，让经济体对冲击和集中度的脆弱性降低？”在政策制定方面，他表示政府需要从概念层面着手解决这些问题。
PK Mishra, Principal Secy To PM Of India, On Rising Global Risks & Uncertainty “Choke Points Become Sources Of Vulnerability”???? “Disruption Of Hormuz Is A Clear Reminder Of How Geography Can Translate Into A Major Risk”???????? “India’s Response Covers Increased Production &… — CNBC-TV18 October 3, 2026Mishra further went on to say, "The question is not whether globalisation has ended, but how do we preserve the gains while making economies less vulnerable to shocks and concentration?"
各国对不断变化的风险环境的应对显而易见。他表示，并没有统一的战略，而是一系列的应对措施。在这方面，PK·米什拉强调了印度对当前动荡局势的应对和行动；他表示，印度的应对反映了重要的经验教训。就能源安全而言，霍尔木兹海峡的中断清晰地提醒了我们地理因素如何转化为重大风险。用他的话说，印度的应对值得展示，因为它涉及增产和多元化采购；据米什拉称，印度进口石油的来源国数量现已达43个，因为进口无法被替代。
On policymaking, he said that governments need to look at conceptual aspects to address these issues. The response of countries to a changing risk environment is visible. He said that there is no uniform strategy but a range of responses. On that matter, PK Mishra underscored India's response and actions to the ongoing volatility; he said that India’s response reflects important lessons. For energy security, the disruption of Hormuz is a clear reminder of how geography can translate into a major risk. In his words, India’s response is worth showcasing, as it has involved increased production and diversified procurement; the number of countries from which India imports oil is now 43, as, according to Mishra, imports cannot be replaced.
米什拉进一步补充道，印度的电子行业是一个很好的例子。同样的情况在医药和半导体行业也显而易见。
Mishra further added that India’s electronics sector is a good example. The same is visible in the pharma and semiconductor sectors.
投资韧性的真谛 开放经济将永远依赖其他经济体；需要避免过度集中。因此，印度现在拥有更广泛的贸易协定。他指出，印度因此在保持公共投资的同时，继续走财政整顿之路。
Mantra Of Investing Resilience An open economy will always depend on other economies; there is a need to avoid excessive concentration. As a result of this, India now has broader trade agreements. India has therefore continued on a path of fiscal consolidation while maintaining public investments, he opined.
韧性成为米什拉的关键词，他表示韧性是有成本的；例如，需要积累储备，且国内产能在初期将比进口更昂贵。投资韧性在经济上是理性的；这不是一种选择。市场将继续为风险定价，但不会以相同方式为每个经济体定价。印度是一个能够抵御冲击的经济体，世界离不开它。
Resilience emerged as the keyword for Mishra, as he said there is a cost to resilience; for example, reserves need to be built, and domestic capacity will be more expensive than imports initially. Investing in resilience is economically rational; it’s not a choice. Markets will continue to price risk, but they will not price every economy in the same way. India is an economy that can withstand disruption, and the world cannot do without it.
第五届考底利耶经济圆桌会议于2026年10月3日至5日在新德里举行，主题为“动荡时代的韧性”。
The 5th Kautilya Economic Conclave is being held in New Delhi from October 3 to 5, 2026, under the theme “Resilience in an Age of Flux”.