Back

VCGuy

Believe me, it’s not... • 2m

- Contributes 3.5% of global GDP but makes up only 1.9% of MSCI ACWI index (tracks large and mid-cap stocks across 23 developed and 24 emerging markets) → Notably, ~10% of the world's high-quality companies are from India (15%+ ROIC & revenue CAGR) [Massively underrepresented compared to potential] India has consistently beaten MSCI Emerging Markets Index ⤵️ 🧠 Infrastructure developed over the past 10 years is now paying off- - Aadhaar: 1.3B biometric IDs - UPI: 60% of GDP flows through it - 500M new bank accounts since 2014 - Mutual fund SIPs: $25B/yr - Corporate taxes cut from 35% → 25% (2019) 🌐GDP to more than double - - India’s nominal GDP forecast: → $3.5T (2022) → $8.1T (2032) 📈 Where’s the alpha? - Retail credit/GDP is just 42%, much lesser compared to global avg. - Report suggests that premium consumers, mainly middle class earning >$8,000 will double by 2031 I was surprised to learn →Food delivery is still at ~10% penetration. All room for growth📈 ⏭️India is where the U.S. was in 1980 — GDP grew ~7.6%, PCE(personal consumption exp.) ~8.1%, which led the S&P 500 to a 12.6% CAGR. India could follow a similar growth path this decade.

Reply
25

More like this

Recommendations from Medial

Image Description
Image Description

Arcane

Hey, I'm on Medial • 1y

ONE INTERESTING OBSERVATION SERIES DAY #1 In 2023, investors put $4.4 billion into U.S.-listed India-focused ETFs. Strong earnings growth and quality companies helped India double its share of the MSCI Emerging Markets ex-China Index over six years

See More
16 Replies
11
Image Description

Arcane

Hey, I'm on Medial • 1y

ONE INTERESTING OBSERVATION SERIES DAY #3 Notice the big difference in GROSS FIXED CAPITAL FORMATION between India and China's GDP, which represents investment in things like infrastructure, property, and machinery. China dedicates a whopping 43% o

See More
6 Replies
6
Image Description

Aura

AI Specialist | Rese... • 9m

India can become $10 tn economy by 2032; beat US, China in manufacturing: Report India is set to add USD 1 trillion to its GDP every 1.5 years over the nex years, aiming to become a USD 10 trillion economy by 2032. This grown will be driven by the m

See More
1 Reply
4
Image Description
Image Description

kapil jadhav

Medial • 1y

These 10 emerging AI startups could transform the AI landscape in India 1. ScribbleData 2. Kissan AI 3. Jan AI 4. MachineHack GenAI 5. Blend 6. Assert AI 7. Arya.ai 8. Yellow.ai 9. Data Science Wizards 10. Avaamo

5 Replies
17
17
Image Description
Image Description

PRATHAM

 • 

BeatStars • 1y

Germany is way ahead than India than You Think‼️ The news and social media has ruined the minds of people and somewhat brainwashed them by not revealing the truth. No doubt India is 5th largest economy but in top 10 economy list India has the lowest

See More
27 Replies
16
Image Description
Image Description

Mridul Das

Introvert! • 3m

🚀 Top 15 Countries by GDP Growth (2015-2025) 🌍📊 India's GDP growth is 77% in 10 years. (Source:-IMF, Inflation-Adjusted) 🏆 Fastest Growing Economies: 🇮🇳 India: +77% ($2.4T → $4.3T) 🇨🇳 China: +74% ($11.2T → $19.5T) 🇰🇷 South Korea: +29% ($1.

See More
11 Replies
5
16
Image Description
Image Description

Armaan Nath

Startups | Product • 1y

Unfiltered thoughts (5/5) There are 3 types of India: India-1 ~Population of 110 Mn ~Per capita income of $10k ~Buys from Flipkart, watch Netflix, drink Starbucks coffee ~Contributes to 40% of India GDP ~Fluent with English ~35Mn credit card users

See More
18 Replies
7
20

Download the medial app to read full posts, comements and news.